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.
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.