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.
Retirement withdrawal strategies: tax-efficient portfolio drawdowns (HYW083)
Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares key retirement withdrawal strategies.
Taxes on stock gains: how to avoid capital gains tax on stocks (HYW081)
CFA Scott Stratton explains how capital gains taxes work. We discuss key rules and strategies you need to know to minimize capital gains taxes.
College student financial aid changes coming to the FAFSA application (HYW079)
Ann Garcia, aka The College Financial Lady, explains upcoming rules that will bring significant changes to the federal student financial aid process.
Language learning through travel immersion courses in early retirement (HYW076)
Ingrid, engineer turned early retiree & travel blogger, shares her early retirement experience pursuing language learning through travel immersion courses.
How to early retire (FIRE) if your spouse isn’t on board (HYW074)
Caroline Ceniza-Levine, a career coach now early retired, shares tips and advice (from experience) for how to convince your spouse about early retirement.
Stock option and RSU tax planning (HYW073)
Shane Mason, whose CPA firm specializes in advising entrepreneurs and tech workers, shares tips and strategies on stock option and RSU tax planning.
1031 exchanges: what real estate investors need to know (HYW072)
Bill Exeter, a four-decade industry veteran, teaches us all about 1031 exchanges. This insight-packed episode could save you 6-figures in taxes.
Tax filing updates to be aware of this year (tax year 2020) (HYW067)
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.
Asset location for non-traditional assets + considerations for early retirees (HYW063)
Jonathan Duong, CFA, talks about asset location considerations for non-traditional assets + asset location considerations for early retirees.
