Hack Your Wealth

Wealth building hacks for lawyers, engineers, & MBAs.

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Foreign earned income exclusion & expat taxes with Grace Taylor (HYW024)

Foreign earned income exclusion & expat taxes with Grace Taylor (HYW024)

By Andrew C. • Updated: March 1, 2021 • 32 min read • Leave a Comment

Expat tax CPA (US) Grace Taylor shares advice on how to optimize taxes as an expat – whether you’re a company employee, digital nomad, or early retiree.

Tagged With: business, country, entity, expat, foreign, foreign jurisdiction, income, income exclusion, LLC, resident, self employment tax, state, tax, taxes

Credit card application tips for earning big sign up bonuses and rewards (what’s working in 2020) with Dave Grossman (HYW016)

Credit card application tips for earning big sign up bonuses and rewards (what’s working in 2020) with Dave Grossman (HYW016)

By Andrew C. • Updated: March 1, 2021 • 45 min read • Leave a Comment

I talk with Dave Grossman, travel loyalty program consultant & credit card rewards expert, about how to optimize credit card travel rewards (what’s working in 2020). It’s chock full of tips, strategies, and insights you do NOT want to miss…

Tagged With: annual fee, apply, business, card, chase, credit, credit card, issuers, miles, points, rewards, spend, travel

Growing multiple niche blogs with Jeff Campbell (HYW012)

Growing multiple niche blogs with Jeff Campbell (HYW012)

By Andrew C. • Updated: March 1, 2021 • 30 min read • Leave a Comment

I talk with Jeff Campbell, who spent more than 2 decades in the corporate world before starting an online side hustle with niche blogs. He plans to solopreneur full time starting in 2020.

Tagged With: article, blog, blog posts, business, dad, google, hot tub, listening, middle class, people, personal finance, pins, pinterest, podcast, posts, side hustle, site, websites, write

16 essential estate planning checklist topics to protect your family and give you peace of mind (HYW009)

By Andrew C. • Updated: November 28, 2020 • 33 min read • Leave a Comment

Estate planning: a detailed checklist, plus advice about lawyers and CPAs.

Tagged With: assets, attorney, beneficiaries, business, documents, estate, estate planning, estate taxes, incapacitated, lawyer, number, people, plan, probate, property, review, state, tax, taxes, trust

What a healthcare PhD learned at McKinsey about “relationship capital” that helped him create a new career as a Ruby on Rails software developer

What a healthcare PhD learned at McKinsey about “relationship capital” that helped him create a new career as a Ruby on Rails software developer

By Andrew C. • Updated: November 29, 2019 • 23 min read • Leave a Comment

“Part of job satisfaction is knowing that you’re doing a really good job.” – Adarsh Pandit, thoughtbot

Tagged With: Abbott, academic institutions, academic lab, academic papers, academics, administrative work, adviser, alumni databases, Ann Arbor, apprentice, apprentice.io, apprentices, apps, automotive industry, BASIC, beginner, biochemistry, biophysics, biotech products, Boston, business, business degree, business education, career, career office, career path, career shift, careers, cases, ceo, charts, cheap labor, chicago, children, client, client presentations, clients, code, colleagues, college, communication, community, companies, company, computers, connections, consultancies, consultant, consultants, consulting, consulting companies, culture, decision, degree, designers, detroit, developer, developers, development, direction, director, directors, doctor, doctoral candidates, doctoral programs, doctorate, DOS, DOS prompt, drawbacks, economic environment, economy, education, engineer, engineers, entrepreneur, entrepreneurship, environment, ethos, European director, experience, extrovert, factories, faculty positions, financial crisis, Financial risks, financial services, firm, flexibility, focus, friend, future, generalist, goal, goodwill, grad school, Graduate education, graduate school, graduate students, graduates, growth, guidance, hands-on training, hedge fund, hours, IBM 80, independent consultant, industrial scientist, industries, industry, informational reviews, infrastructure, institution, institutions, insurance, Interest, interface, interview, interviewer, interviewing, interviews, IT firms, Ivies, ivory tower, Ivy League, job, job satisfaction, jobs, journey, junior professor, knowledge, lab, lab science, labor, laboratory, Laboratory science, law school, law schools, lawyers, learner, learning, LevelUp, library, lifestyle, local management, machine, mckinsey, mechanical, medical school, medicine, meet-ups, meetings, meetups, mentor, Merck, method, michigan, microcosm, microfinance, microfinance institution, Microsoft, milestones, molecule, molecules, money, network, networking, new york, office, office space, offices, onboarding process, open source, open source software, operations, opportunities, organization, overhead, pair program, pair programming, partner, payment startup, performance, perseverance, personalized medicine, Pfizer, Ph.D., pharma, pharmaceutical, pharmaceuticals, phd, physical chemistry, physics, places, post-docs, post-doctorals, postdoctorals, PowerPoint, practice, pressure, process, product, production, profession, professional development, professionals, professor, professors, program, project, projects, public speaking, qualifying exams, rainy day, relationship capital, relationships, relevance, research, research papers, researcher, researchers, residency, resources, retail, reward, risk, risks, Ruby on Rails, salaries, san francisco, satisfaction, schools, science, sciences, scientists, seminar, seminars, simulation, situation, skills, software, software consultancy, software developer, solution, spouse, stability, stanford, Stanford University, start-ups, startup, startups, strength, students, subject matter, success, support, Switzerland, talent, talent development, tangibility, tangible, teacher, teachers, teaching, teaching colleges, team, technical founder, technician, technique, technologies, technology, tenure, thoughtbot, time, training, trainings, undergrads, undergraduates, universities, university, University of Chicago, University of Michigan, Unix, value, video game, videos, views, wife, work, written communication, Yammer

How a college grad without programming experience started a Y Combinator company and created a blog with hundreds of thousands of readers

How a college grad without programming experience started a Y Combinator company and created a blog with hundreds of thousands of readers

By Andrew C. • Updated: March 1, 2021 • 18 min read • 1 Comment

Paul Graham was like, “This could be the Altair Basic.” – Jason Shen, Ridejoy

Tagged With: accelerator, ad sales, advertisement, advertising, airbnb, Altair Basic, apartment, Apple, application, Art of Ass-Kicking, article, asset, athlete, athletics, backgrounds, batchmates, biology, blog, book, books, bookstore, Boston, breakthrough, bugs, business, business operations, business perspective, Canada, captain, ceo, challenges, chemistry, chief operating officer, china, co-founder, cofounder, commentary, comments, commitment, commitments, community, community manager, companies, company, compiler, computers, connection, connections, content-oriented post, conversion rate, convertible note, creative, customer scout, customer support, customers, demo day, Derek Flanzraich, developing world, dinners, distribution platform, diversity, draft, e-mail, e-mail marketing, editor, editor-in-chief, editorial team, email marketing, employees, endeavour, engineer, engineers, entrepreneur, entrepreneurs, entrepreneurship, equity investment, equity investments, essays, ethics, events, excerpt, experience, experiments, facebook, feedback, follow-on, follow-on investment, format, founder, founders, friends, friendship, friendships, fund raising, Garry Tan, GeoCities, gift cards, Gmail, good luck, google, grad school, group effort, Groupon, Gumball, Gumball Capital, gymnast, gymnastics, gymnastics team, Hacker News, highlights, honors thesis, How to Get a Killer Job at a Tech Startup as a Recent Grad, HTML, Hup and Steph, ideas, influential, interests, interview, investment, investor, investors, iPhone, iPhone app, iPhone application, ISBN, ISBN number, isocket, jasonchen.com, jasonshen.com, job, John Ramey, journal, journalism, journalist, journalists, journey, Kalvin, Kalvin Wang, knee, lessons, links, live chat, MailChimp, mailing list, Margot, marketing, Massachusetts, meetings, memories, memory space, microfinance, microfinance loans, Microsoft, mission, motto, Mountain View, NCAA, NCAA championship, non-profit, nonprofit, notes, office, One Block Off the Grid, opportunities, opportunity, options, organizations, P&L statements, partners, Paul Buchheit, Paul Graham, personal brand, photo books, photographs, Photoshop, physical goods, physics, pictures, pitch, Posterous, posts, power, printing, problem sets, process, product, profit & loss statements, program, programmer, programming, project, prototype, prototype day, public forum, questions, quotes, Randall Stross, Randy, recruiter, Reddit, research, ride-sharing, ride-sharing platform, Ridejoy, rides, ridesharing, role, roommates, Ryan Hupfer, sales, salesman, san francisco, Saratoga, science, Scribd, seed fund, serendipity, service, silicon valley, skills, Skype, slide show, social capital, solar panel, speaker, Springwise, stanford, Stanford Daily, Stanford Spirit, Stanford University, start-up, start-ups, startup, startup world, startups, strategies, support, surgery, tactical skills, Tech Startup, technologies, technology, television, The Art of Ass-Kicking, The Launch Pad: Inside Y Combinator Silicon Valley's Most Exclusive School for Startups, The Stanford Daily, The Stanford Spirit, thoughts, traffic, training process, travels, trips, Tumblr, TV, U.S., United States, upvotes, value, values, Vanity Fair, VC, venture, venture capitalist, vision, website, well-connected, WordPress, WordPress blog, writers, Wufoo, Y Combinator, YC, YC batch, YC company, YC partners

How a former Peace Corps volunteer addressed criticisms of “selling out” to Wall Street, and now leverages his finance and consulting experience to serve as a mayor

How a former Peace Corps volunteer addressed criticisms of “selling out” to Wall Street, and now leverages his finance and consulting experience to serve as a mayor

By Andrew C. • Updated: March 1, 2021 • 18 min read • Leave a Comment

“One of the important messages Harvard imparted on all of its graduates was that you should focus on tri-sector competence.” – Yiaway Yeh, Palo Alto mayor

Tagged With: academic, affordable housing, agenda, American University, auditor, banker, banking, barbecue, bbq, birthplace, board, board of directors, budget, business, California, capital markets, career, ceo, ceremonial, city council, city manager, college, commercial developer, commercial space, community, community groups, consulting, consulting firm, corporation, country music, county, creativity, culture, debt, diversity, domestic, donation, effective, effectiveness, efficiency, efficient, elected office, elected official, experience, expert, family, federal, Florida, food truck, framework, French, government, government service, grad school, Gunn High, Gunn High School, hackathon, hacker, harvard, Harvard University, Harvey Rose, Harvey Rose Associates, health, healthcare, hospital, housing, housing project, humble, impact, infrastructure, innovation, Innovation Council, innovation endeavors, Institute for the Future, interests, international, Kennedy School, Kennedy School of Government, land use, leadership, legislation, legislative, lifestyle, listen, listening, local government, local governments, los angeles, mariachi band, Massachusetts, mayor, Morgan Stanley, narrative, Nashville, neighborhood associations, new york, ngo, non-profit, Oakland, office, opinion, Palo Alto, party, passion, peace corps, perspective, phd, policy, policymaking, political science, private sector, professional, professor, programs, project, public, public finance, public funds, public policy, public sector, public service, published, regulation, rent, respect, retail, ribbon cutting, Rich Gordon, rural, san francisco, San Mateo, sector, services, silicon valley, stakeholder, stanford, Stanford University, state assembly, stock options, strategic, student government, Super Happy Block Party, Talenthouse, taxpayer, technology, Tennessee, tenure, tenure track, term limits, theory, tree planting, tri-sector, tri-sector competence, trisector, trisector competence, Vanderbilt, Vanderbilt University, village, wall street, Washington DC, West Africa

Why this cardiologist left medicine for the business world, and how one of his patients who died defined what matters most to him

Why this cardiologist left medicine for the business world, and how one of his patients who died defined what matters most to him

By Andrew C. • Updated: March 1, 2021 • 23 min read • 10 Comments

“Just listening and communicating, even if it takes some extra time out of your day, is extraordinarily important.” – Tarun Mahajan, doctor and BCG consultant

Tagged With: ablation, academic, admissions, adolescence, albumin, analysis, applicant, application, architecture, arrhythmias, asia, attending physician, bain, banking, Baylor, Baylor College of Medicine, bcg, bio-pharma, bio-tech, biology, biopharma, biotech, blood, blood pressure, board certification, Boston, Boston Children's Hospital, boston consulting group, Boston Scientific, business, business development, business school, cardiac, cardiology, career, catheter, catheterization, catheters, ceo, challenging, child, childhood, children, chronically, classmate, client, clinic, communicate, communication, conference call, congenital, congenital heart defects, congenital heart disease, consultant, consulting, corporate development, data, defect, defibrillator, diagnosis, dialysis, director, disease, doctor, drug, economics, EKG, electrical engineering, electricity, electrophysiology, emotional, engineering, Essay A, Excel, experience, father, fellow, fellowship, financial model, financial statements, friends, gastroenteritis, gestation, glamorous, harvard, Harvard Medical School, Harvard University, healthcare, heart, hospital, hospitalized, Houston, ICU, ill, in-patient, industry, inspiration, inspire, inspired, instructor, intense hours, intensive, intern, internist, internship, intervention, intubated, intubation, invasive, invasive procedure, Johnson & Johnson, kids, license, life support, M.B.A., M.D., management, management consultant, management consulting, market, mba, mckinsey, MD, medical, medical device, medical doctor, medical school, medical training, medicine, Medtronic, meeting, Millennium Pharmaceutical, mother, multinational, muscle, non-invasive, nurse, O.R., operations, pacemaker, pacemakers, parent, parents, patient, patients, pediatric cardiology, pediatrics, Ph.D., phd, physical, physician, physiology, pneumonia, post-call, post-operative, PowerPoint, primary physician, product management, products, professional wrestler, professor, quantitative analysis, R&D, report, residency, resident, Rice University, rotations, rounds, science, skills, St. Jude, stabilize, stanford, stanford business school, Stanford University, startup, sterile, structure, student, surgery, surgical, SVP, swelling, syringe, teammate, technology, texas, Texas Children’s Hospital, therapy, touching, treatment, trial-by-fire, ventilator, ventricular, ventricular assistive device, verbal, Vice President, VP, Wall Street Journal, ward, Wharton, What matters most, wife

How this White House intern landed a job in the West Wing as Deputy Associate Director of the National Economic Council, and then founded a venture-backed company worth millions

How this White House intern landed a job in the West Wing as Deputy Associate Director of the National Economic Council, and then founded a venture-backed company worth millions

By Andrew C. • Updated: November 29, 2019 • 26 min read • Leave a Comment

“If you make a line from the Oval Office to people’s offices in the West Wing, and you measure that distance, there is definitely a correlation with IQ.” – Jonathan Swanson, former White House staffer

Tagged With: AARP, academia, acquire, acquire users, administration, advertise, advocacy, amazon, ambitious, angel investor, angel investors, Angie’s List, antiquated, army base, aspirations, August recess, authority, back office, Ben Bernanke, Bernanke, bid, big company, bill, bills, bittersweet, Bloomberg, boss, bosses, bottleneck, brainstorming, browse, bulletin board, business, business plan, Capitol Hill, caterer, Chairman Bernanke, challenged, challenges, channel, city, CNBC, competitors, Congress, connected, Connecticut, connection, connections, conservative, consumer, consumer internet, consumer web, consumers, country, craft, create, creativity, credit card, CRM, culture, customer acquisition, customers, D.C., data analysis, DC, decades, decisions, dedication, Democrat, Democrats, Deputy Associate Director, destiny, detail, dictated, digital storefront, DJ, dog walker, donors, ebay, economic advisors, economic crisis, economic issue, economic office, economic policy, economics, economist, Eisenhower Executive Building, electrician, empowering, encouraging, engineer, engineers, entitlements, entrepreneur, entrepreneurship, events, Excel, exciting, Fannie Mae, faster, finances, financial integrator, financial markets, flyers, focus, Ford Motor, foreign policy, Freddie Mac, friends and family, future, generation, generous, Grover Norquist, handyman, Hank Paulson, healthcare, healthcare reform, Henry Paulson, hire, home improvement, home improvement services, house painter, human machine, industries, influence, information, inspiring, instinct, intellectual, interests, intern, internet, internship, interview, intoxicating, introduction, invoicing, journalism, Karl Rove, lead generation, Lehman Brothers, liberal, libertarian, local services, locksmith, majority leader, marketing, marketplace, markets, meetings, membership, mentorship, meritocracy, Midwest, Mint, Mint.com, Mississippi Banker’s Association, moderate, monetization, monetize, money, moving company, narrow interests, nation, National Economic Council, new york times, news, newspaper, newspapers, non-profit, online, op-ed, operations, organization, organizations, Oval Office, partisan, Paulson, payments, perseverance, Philosophy, pictures, plumber, policy, political, political junkie, politics, position, power, president, President Bush, President Obama, pressure, pressured, prestige, process, processes, productive, products, profile, promoted, public policy, purchase decision, quarterly, quotes, rallies, receptive, rejected, reports, representative, representatives, Republican, Republicans, request for quote, research, resources, responsibilities, responsibility, retirees, return on investment, reviews, right-wing conspiracy, Rock the Vote, role, roofer, san francisco, scale, scheduling, scrappiness, scrappy, Secretary Paulson, seed funding, seed round, Senator, senators, service, service provider, services, set goals, shameless, shared interests, silicon valley, skeptical, small businesses, soccer, social issues, social security, Social Security Administration, SoMA, Speaker of the House, speech, speed, startup, startup world, stressful, student, student advocacy, student loan, summer, superficial, taxes, team, tech company, think tank, Thumbtack, thumbtacked, time, tools, traction, training, transaction, user acquisition, users, validating, validation, vision, volunteer, wall street, Wall Street Journal, Washington, Wednesday morning meeting, weekly, West Wing, White House, world, yale, Yellow Pages, Yelp, young people, youth

The biggest entrepreneurship lessons this science major learned in two failed attempts starting a company, before nailing it the third time with a multi-million dollar venture-backed food startup

The biggest entrepreneurship lessons this science major learned in two failed attempts starting a company, before nailing it the third time with a multi-million dollar venture-backed food startup

By Andrew C. • Updated: November 29, 2019 • 11 min read • Leave a Comment

“In a startup, there are many situations where you just don’t know what you’re supposed to do because you’ve never seen it before. But it’s also really exciting because you get experience you may never get in a traditional job.” – Kevin Yang, EAT Club

Tagged With: academia, academic, account manager, algae, amazon, autonomy, Bill Gates, biophysics professor, biotech, breakthrough, building, business, business school, caliber, Cambridge, change the world, classmate, co-founder, code, commitment, communication, competence, competent, complementary skills, confidence, consultant, consulting, conversion, curated, customer, Dean & Company, debate, decision, decision making, dedication, developer, distribution, domain, domain knowledge, EAT Club, education, efficiency, efficient, electric bikes, employee, energy, engineer, engineering, entrepreneur, entrepreneurship, execution, experience, expert, expertise, facebook, finance, financial model, flat rate, food, food club, food market, fundraising, genetics, glory, group buying, happiness, happy, harvard, hire, hiring, impact, intelligence, intelligent, investor, iterate, iteration, job, leader, leadership, learning, learning curve, local, local restaurants, logistics, lunch, lunch delivery, lunch e-retailer, management consultant, management consulting, Mark Zuckerberg, market, mba, Microsoft, mobile, nano-technology, NanoDimension, netflix, network, office, operations, order lunch, organization, pace, painful, partnership, passion, pharma, physics, pitch, pitching, positive impact, product management, product manager, professor, progress, proof of concept, quality, research, restaurant, revenue, salt water, science, scientist, service, skills, smart, SMB, solar, solar cell, speed, stanford, stanford business school, startup, startups, strategy, stress, stressful, teaching, technical breakthrough, technical co-founder, technology, traditional job, trust, user base, users, vending machines, venture capital, website

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  • Avoiding capital gains tax on real estate: how the home sale exclusion works (updated for 2023)
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  • How to set up a revocable living trust (with sample trust document)
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  • Multifamily real estate investing: how to build a $175M portfolio in 7 years with Andrew Campbell (HYW029)
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Get My Top 5 FREE Tools For Building Wealth And Minimizing Taxes

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Get my 401k cheat sheet for quick and handy reference

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Get my 4x4 FIRE framework as a 1-page cheat sheet

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Get our Google spreadsheet to see how much you’ll personally save with a tax-deferred upfront strategy

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Download this post for quick reference later

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High-five! Check your email for a link to download the post "2019 federal income tax brackets and retirement contribution limits." (If you don't see the email, check your spam box and mark "not spam.")

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Get our step-by-step screenshots on how to do tax loss/gain harvesting

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Download my sample trust agreement template

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Download this post for quick reference later

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High-five! Check your email for a link to download my post on the Trump tax bill and how it affects wealth hackers and early retirees. (If you don't see the email, check your spam box and mark "not spam.")

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Download my sample will template

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Grab our free step-by-step guide and tools to estimate how much Social Security you’ll get (plus when you’ll reach the 2nd bend point)

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