Hack Your Wealth

Wealth building hacks for lawyers, engineers, & MBAs.

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Tax Loss Harvesting: Rules and Strategies with Bob Dockendorff (HYW022)

Tax Loss Harvesting: Rules and Strategies with Bob Dockendorff (HYW022)

By Andrew C. • Updated: November 28, 2020 • 26 min read • Leave a Comment

I talk with lawyer & tax expert Bob Dockendorff about tax loss harvesting strategies, tips to maximize tax alpha, and common tax loss harvesting mistakes.

Tagged With: advisor, capital gain, equities, fund, indexing, investing, personal finance, portfolio, robo advisors, strategy, tax, tax loss harvesting, taxes, wash sale rule

The pros and cons of robo-advisors (HYW010)

By Andrew C. • Updated: November 28, 2020 • 22 min read • Leave a Comment

Deep dive on robo advisors: what are they, pros and cons / advantages and downsides, how much do robo advisors cost, key differences between robo vs. human advisors, and the ultimate question: should you use a robo advisor?

Tagged With: advisor, benefits, buy, fees, financial advisor, hacker, human, investing, investments, itineraries, money, offer, paying, people, portfolio, robo advisors, services, tax loss harvesting, vanguard, wealth

How a recent college grad started with nothing but a vision, and in 4 years built one of the most prominent education NGOs in China (and convinced Teach For America’s founder to join her board)

How a recent college grad started with nothing but a vision, and in 4 years built one of the most prominent education NGOs in China (and convinced Teach For America’s founder to join her board)

By Andrew C. • Updated: November 29, 2019 • 17 min read • Leave a Comment

“People don’t tell you how much the world is slanted toward ‘no.’ The number of times we heard ‘no’ when building Teach For China was huge.” – Rachel Wasser, co-founder of Teach For China

Tagged With: advice, advisor, africa, Andrea Pasinetti, asia, beijing, board of directors, botswana, business model, cart before the horse, ceo, china, chinese, chinese university of hong kong, classroom, Clinton Global Initiative, college, commitment, community, conservation, consulting, contagious, conviction, development, donor, ecology, education, educational inequality, enthusiasm, entrepreneur, entrepreneurship, environmental consulting, environmental studies, excited, excitement, execution, executor, experience, expertise, external stakeholders, feelers, fellow, fellowship, Ford Foundation, friends, funding, fundraising, government, government official, graduates, grant, grantmaking, green tech, Guangdong, hong kong, impact, impossible, inequality, inspiration, inspiring, institution, international development, job search, leader, leadership, learning curve, leave of absence, lesson, listen, meeting, mentor, mission, naivete, network, new york, non-profit, opportunity, organization, passion, passionate, placements, policy, possibility, powerful, presumptive yes, Princeton in Asia, principal, proactive, professional development, public policy, Qinghai, recruit, recruiting, relationship, research, research assistant, rewarding, risk, risk-averse, risky, roles, rural, rural development, school, seize opportunities, semester abroad, social change, social entrepreneur, social sector, social venture, stakeholders, startup, structure, studying abroad, Teach First, Teach for All, Teach for America, teach for china, teacher, teaching, teaching fellow, teaching model, team, United Nations, Wendy Kopp, World Conservation Union, yale, yale china, Yunnan

How an engineer and McKinsey alum found his career passion in global health at the Gates Foundation

How an engineer and McKinsey alum found his career passion in global health at the Gates Foundation

By Andrew C. • Updated: November 29, 2019 • 8 min read • Leave a Comment

“I’ve realized how important it is in interviews to craft a story that conveys how your career transitions fit into a larger plan.” – Wilson Mok, Bill & Melinda Gates Foundation

Tagged With: advisor, africa, alumni, berkeley, biotech, cancer, chemical engineering, consulting, education, engagement manager, engineer, engineering, Europe, Gates foundation, global health, grant, grantee, grantmaking, healthcare, hiv, management consultant, management consulting, mckinsey, mit, narrative, new york, non-profit, pharmaceutical, phd, plan, poverty, program officer, public health, research, social sector, stakeholder, story, strategy, theory of change, transition, vaccine, vision, who

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  • Election day special: potential tax law changes coming? (HYW055)

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