College financial planning expert Ann Garcia, CFP, shares strategies on how to maximize financial aid for college in her book “How to Pay for College.”
I explain what the backdoor Roth + mega backdoor Roth conversion strategies are and how to execute them successfully.
How to set your target asset allocation, and then regularly and efficiently rebalance your portfolio step-by-step…all in 1 hour or less per year.
Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares key retirement withdrawal strategies.
CFA Scott Stratton explains how capital gains taxes work. We discuss key rules and strategies you need to know to minimize capital gains taxes.
Ann Garcia, aka The College Financial Lady, explains upcoming rules that will bring significant changes to the federal student financial aid process.
Ingrid, engineer turned early retiree & travel blogger, shares her early retirement experience pursuing language learning through travel immersion courses.
Caroline Ceniza-Levine, a career coach now early retired, shares tips and advice (from experience) for how to convince your spouse about early retirement.
Shane Mason, whose CPA firm specializes in advising entrepreneurs and tech workers, shares tips and strategies on stock option and RSU tax planning.
Bill Exeter, a four-decade industry veteran, teaches us all about 1031 exchanges. This insight-packed episode could save you 6-figures in taxes.