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.
Katelynn Minott, CPA and managing partner at Bright!Tax, shares key tax filing updates to be aware of when you file your tax returns this year.
Jonathan Duong, CFA, talks about asset location considerations for non-traditional assets + asset location considerations for early retirees.
Jonathan Duong, CFA, shares tips on tax-efficient asset location for stocks, bonds, and real estate investments.
Goal setting, mindset, and behaviors to help you make big strides toward your FIRE goals this year + FIRE community leaders share new year’s advice.
I share tactics and best practices on how to retire early. With confidence & assurance, hard numbers & analysis, and proper weighing of risks & tradeoffs.