I share tactics and best practices on how to retire early. With confidence & assurance, hard numbers & analysis, and proper weighing of risks & tradeoffs.
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 Nelson, CPA, explains how the Section 199A tax deduction works for real estate investors, freelancers/contractors, & small business owners.
6 key areas where the tax code may change under a new administration, plus how it might impact your personal finances and actions you can take now.
Expert Dmitriy Fomichenko explains how to use self-directed retirement accounts “with checkbook control” to take greater control of your retirement money.
College financial aid advisor Ann Garcia explains how financial aid works, different types of aid available, and strategies for maximizing financial aid.
HSA expert Roy Ramthun, who helped the White House implement HSAs into law, explains how they work and tips for maximizing the benefit of HSAs.
National Medicare expert Danielle Roberts explains how to evaluate, navigate, calculate, and decide on the best Medicare coverage for you and your family.
Financial advisor Eric Brotman explains whole life insurance: who it’s best suited for, its tax and estate planning benefits, and how to use it to invest.
Early retiree Michael Quan shares his experiences and advice about the financial and mental challenges of retiring early (at 36) with two young kids.