Hack Your Wealth

Wealth building hacks for lawyers, engineers, & MBAs.

  • AboutWho is Andrew Chen?
  • Start HereResources for hacking wealth
  • BlogGet the latest
  • ToolsTools I use every day
An entrepreneur turns down McKinsey to start a tech company; now his startup has Hearst, Gannett, Time Warner Cable, and AOL as customers

An entrepreneur turns down McKinsey to start a tech company; now his startup has Hearst, Gannett, Time Warner Cable, and AOL as customers

By Andrew C. • Updated: March 1, 2021 • 24 min read • 2 Comments

It’s when you take that leave of absence or quit your job to focus on the startup full-time that it becomes real. – Roger Lee, president at PaperG

Tagged With: account manager, ad agency, ad platform, ad space, ads, advertisers, advertising, affiliate fees, AIM, American Express, analytics, Antistudy.com, AOL, AOL Instant Messenger, API, applied math, B2B, banner ad, BASIC, Boston Globe, brainstorming, brand advertisers, buddy list, business model, capabilities, career, challenges, Cliff’s Notes, co-founder, co-founders, cofounder, cofounders, commitment, competitors, computer, connections, consulting, CSS, customer, demographics, dentists, designer, distribution, ebay, entrepreneur, executive, expectations, experimentation, facebook, feedback, finance, founders, fundraising, Gannett, Gchat, google, harvard, Harvard Crimson, Hearst, HTML, impact, incumbents, industries, innovation, internet, internship, JavaScript, JetBlue, Job Change Notifier, JobChangeNotifier.com, jobs, journalists, JP Morgan, leads, lifestyle, LinkedIn, marketing, Mashable, mass distribution, mathematics, mckinsey, media company, monetization, MySpace, networks, new york city, newspaper, newspapers, online advertising, operations, organic growth, PaperG, paycheck, Perl, PinkMonkey, pitch, plumbers, president, pricing model, profile, programmer, programming, programming language, publisher, recruiter, recruiters, revenue, sales, sales pitch, salespeople, savings, search engine, search engine optimization, SEO, server-side language, social network, SparkNotes, startup, startups, strategies, strategy, struggle, study guides, SubProfile.com, Taiwan, Tech Startup, tech startups, TechCrunch, technical background, technology, Time Warner Cable, traffic, trends, user acquisition, users, Victor Wong, viral hook, viral marketing, vision, wall street, weaknesses, website, yale

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

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

Why this engineer and beauty pageant winner left McKinsey to pursue acting and modeling (and how she got her foot in the door while working full-time at McKinsey)

Why this engineer and beauty pageant winner left McKinsey to pursue acting and modeling (and how she got her foot in the door while working full-time at McKinsey)

By Andrew C. • Updated: November 29, 2019 • 20 min read • Leave a Comment

“Acting for me is the craft of self-exploration, and it’s the study of human nature.” – Melanie Kannokada, actress and model

Tagged With: ABC, absorb, academics, act, acting, acting classes, action, actor, actors, actress, AFTRA, agencies, agency, agent, ambiguity, ambiguous, American, American Federation of Television and Radio Artists, American society, Angelina Jolie, artist, arts, audience, audition, auditions, Bare Escentuals, believe, benefits, big budget, bollywood, book, booked, booking, Brad Pitt, brand, breakdown, Broadway, cable, career path, casting, Caucasian, CBS, champion, character, characters, childhood, childhood dream, class, classic, classy, coaching, comedy, commercials, commitment, consulting, consulting firm, contacts, content, content deal, control, craft, create opportunities, create opportunity, creative, creativity, credits, curiosity, curious, cushion, dance, dance company, dancer, daughter, David Spade, day rates, digital media, direct, director, directors, doctor, doctors, dues, East Asians, ebb and flow, ebbs and flows, educate, Emma Stone, energized, engineer, engineering, engineers, entertainment, entrepreneur, entrepreneurship, ethnic, excitement, exciting, executive producer, feature film, film, film festival, filmmaker, filmmakers, filmmaking, focus, follower, followers, game plan, gig, gossip, guest star, headshot, healthcare, hiking, hollywood, Hollywood studios, host, hosting, human nature, income, independent film, independent films, Indian, instability, instinct, intellectual, invest, jaded, January, knowledge, law, lawyer, lawyers, leading, leading character, los angeles, love, Love Lies and Seeta, magical, mainstream, major network, make-believe, management consulting, manager, market, math, Mayfield Fellows, mckinsey, McKinsey & Company, meals, mechanical engineering, media, meeting, mentor, Meryl Streep, Midwest, Mila Kunis, Miss India America, model, modeling, modeling agency, money, movie, movie star, movie stars, movies, mystery, Natalie Portman, national, navigate, NBC, network, networking, new york, new york city, niche, Nine Lives of Chloe King, non-union, optimism, optimistic, overachiever, overtime, pageant, painter, painting, Parenthood, passion, perform, performance, performing, photo shoot, picture, pictures, pigeonhole, pigeonholed, pilot season, plan, portfolio, practical, press, proactive, produce, producer, producers, producing, product, production, production company, professional, professionalism, project, project manager, public, public eye, Rajiv Satyal, reel, relationship, relationships, reputation, residual, residuals, role, roles, Rules of Engagement, SAG, SAT, save, saved, schedule, science, Screen Actors Guild, Seeta, self-exploration, self-submit, shoot, shooting, show, sitcom, sketches, smart, South Asian, South Asians, stable, stage, standardize, stanford, Stanford University, star, star cast, stars, startup, strategic, structured, student film, student films, student loans, studio, success, successful, supporter, supporters, talent agency, talented, taxi driver, taxi drivers, television, television commercial, television network, television show, Thailand, theater, traction, training, transition, transportation, tutoring, TV, TV commercial, TV credits, TV network, TV series, TV show, TV studios, union, unpredictable, visibility, visualize, wage, William Morris, William Morris Endeavor, win, winning, woman, work hard, workshop, write, writer, writers, writing, yoga, younger generation, YouTube, YouTube star, YouTube stars, Zoe Saldana

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

How a high school dropout and massage therapist became an MIT robotics engineer working at McKinsey and Pixar

How a high school dropout and massage therapist became an MIT robotics engineer working at McKinsey and Pixar

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

“Pixar is unique in the way it balances the need for the artist to explore with the need to get things done.” – Naomi Davidson, Pixar Animation Studios

Tagged With: accounting, animation, assistive robotics, berkeley, brave, calligraphy, consulting, disney, dropout, dropped out, engineer, engineering, entrepreneur, entrepreneurship, film, film finance, kickstarter, kiva, management consultant, management consulting, massage therapist, mckinsey, mechanical engineering, mit, non-profit, passion, physics, pixar, producer, project management, robotics, social entrepreneur, stanford, stay hungry stay foolish, steve jobs, story

How a McKinsey alum volunteered her way to becoming the Chief of Staff at Khan Academy

How a McKinsey alum volunteered her way to becoming the Chief of Staff at Khan Academy

By Andrew C. • Updated: November 29, 2019 • 14 min read • Leave a Comment

“I spend a lot of time thinking about scaling our organization and figuring out how to preserve the culture.” – Jessica Yuen, Khan Academy

Tagged With: carol bartz, chief of staff, commencement speech, culture, education, electrical engineering, engineer, engineering, entrepreneurship, eric schmidt, facebook, fog creek, google, harvard business school, khan academy, management, management consultant, management consulting, mckinsey, non-profit, passion, pixar, product management, rocket ship, sal khan, scaling, sheryl sandberg, silicon valley, social sector, stanford, startup, TED, uc san diego, volunteer, yahoo

How this entrepreneur started out selling on eBay, founded a Mashable-rated career site, and raised $1M to start a merchant loyalty company

How this entrepreneur started out selling on eBay, founded a Mashable-rated career site, and raised $1M to start a merchant loyalty company

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

“Investors want to rush in and invest when you position their fear and greed together: their greed to make a billion dollars and their fear of losing the deal.” – Yu-Kai Chou, RewardMe

Tagged With: bain, bcg, consulting, ebay, entrepreneur, entrepreneurship, fundraising, impact, investing, investment banking, investor, loyalty, loyalty cards, loyalty programs, managing people, mba, mckinsey, merchant loyalty, people management, punch cards, rewardme, social media, startup, ucla, viralogy

Get new podcast and blog content emailed to you
About once a month. No spam, ever.

High-five! Please check your email for a confirmation from me in a few moments. If you don't see it, look in your spam box and mark it "not spam."

Aw, snap. It didn't work. Did you fill in your email?

Opt In Image
Schedule a private FIRE consulting session
Schedule a 1-2 hour session with me to analyze and plan your path to FIRE

Schedule Now

Listen on Apple Podcasts

Topics

  • Career Advice (41)
  • College (10)
  • Early Retirement (31)
  • Earning (38)
  • Estate Planning (12)
  • Healthcare (7)
  • Household (21)
  • How To Guides (74)
  • Interviews / Podcast (125)
  • Investing (62)
  • Raising Kids (20)
  • Real Estate (29)
  • Saving (53)
  • Seniors (7)
  • Side Hustles (4)
  • Spending (12)
  • Tax Strategies (32)
  • Travel Hacks (5)

WHERE SHOULD I START?

Hi, I’m Andrew.
Tools I use every day for hacking wealth
Get Started With Wealth Hacking
Listen on Apple Podcasts
Tweets by hackyourwealth

Popular

  • Avoiding capital gains tax on real estate: how the home sale exclusion works (updated for 2023)
  • Why this cardiologist left medicine for the business world, and how one of his patients who died defined what matters most to him
  • You can’t connect the dots looking forward. You can only connect them looking backward.
  • How to set up a revocable living trust (with sample trust document)
  • How a law school grad without work experience went straight into investment banking and then into hedge funds
  • How to take a year off, earn 6 figures, harvest capital gains, do Roth conversions…and pay zero taxes on it all (updated for 2023)
  • Multifamily real estate investing: how to build a $175M portfolio in 7 years with Andrew Campbell (HYW029)
  • How a law school grad hustled to skip law firms and landed a Google business development job straight after graduation

Recent

  • Health insurance for traveling early retirees (HYW093)
  • HYW092: How a female MBA early retired at 39 (+ her advice for women pursuing FIRE) (HYW092)
  • Financial independence in healthcare: how a dentist built a $7M nest egg (HYW091)
  • How to pay for college (HYW090)
  • How to do real estate due diligence when buying a home (HYW089)
  • Mega backdoor Roth (HYW088)
  • How the future of (remote) work is changing (HYW087)
  • Why the 4% rule doesn’t work anymore (HYW086)

Copyright © 2012–2023 · Hack Your Wealth · Privacy Policy · Terms & Conditions · Disclaimer

WAIT!

Don't go empty handed...

Get the spreadsheet template I created to track my income, expenses, and net wealth

Where should I send it?

(No spam or BS, ever. Unsubscribe anytime.)
{"cookieName":"wBounce","isAggressive":false,"isSitewide":true,"hesitation":"","openAnimation":"swing","exitAnimation":"bounceOut","timer":"","sensitivity":"","cookieExpire":"","cookieDomain":"","autoFire":"","isAnalyticsEnabled":true}
Download the PDF of state-by-state rules, interest rates, and redemption periods for tax lien certificates and tax deeds

Where should I email it?

No spam or BS, ever. Unsubscribe anytime.

Download my spreadsheet to track your current vs. target asset allocation

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

Get my free downloadable checklist: 11 Essential Categories of Financial Info For Family Emergency Binders

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

Get Mark's Tenant Scoring Matrix to help you screen tenants effectively

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

Get my spreadsheet to help you take a year off, earn 6 figures, and pay zero taxes

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

Get the exact spreadsheet template I created to analyze my income, expenses, and net wealth

Almost there! Where should I email your spreadsheet template?

High-five! Check your email for the spreadsheet. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Get the exact spreadsheet I created to help you analyze the monthly cost of owning vs. renting your home

Almost there! Where should I email your spreadsheet template?

High-five! Please check your email for the spreadsheet I created to help you analyze your monthly cost of owning vs. renting your home. (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Download this post as a PDF for quick reference later

Almost there! Where should I email your PDF?

High-five! Please check your email for the PDF version of "How to avoid capital gains taxes when selling your house." (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Get our Retirement Savings Calculator spreadsheet to see how much you need to retire. Useful insights in less than 2 minutes.

Almost there! Where should I email your spreadsheet template?

High-five! Please check your email for my Retirement Savings Calculator to analyze how much you need to retire and how soon you can retire. (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Download this post as a PDF for quick reference later

Almost there! Where should I email your PDF?

High-five! Please check your email for the PDF version of "Solo 401k: why it beats a SEP, SIMPLE, IRA, and Roth IRA." (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Download this post as a PDF for quick reference later

Almost there! Where should I email your PDF?

High-five! Please check your email for the PDF version of "Health savings account rules and strategies." (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Shall I Reserve Your Seat?


My brand new, live training is gonna be action-packed, and I’ll show you step-by-step how I created a rigorous tracking system to grow my savings like a weed.

[wysija_form id=”21″]


(No spam or BS, ever. Unsubscribe anytime.)

Get my real estate valuation spreadsheet to quickly compare properties side by side

Almost there! Where should I email your spreadsheet?

High-five! Please check your email for my real estate valuation spreadsheet to quickly compare properties side by side. (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Looking to sell your house? I'd like to buy it! (house, duplex, triplex, multi-family, or apartment building)

[contact-form-7 id=”3833″ title=”Sell your house”]

Get our Retirement Withdrawal Calculator to see how long your savings will last in retirement.

Almost there! Where should I email your spreadsheet template?

High-five! Please check your email for my Retirement Withdrawal Calculator to help you analyze how long your savings will last in retirement. (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Get the Retirement Calculator...with circular formulas!

Almost there! Where should I email your spreadsheet template?

High-five! Please check your email and click the link to get my Retirement Withdrawal Calculator (with circular formulas). (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Download this post as a PDF for quick reference later

Almost there! Where should I email your PDF?

High-five! Check your email for the PDF version of "2018 federal income tax brackets and retirement contribution limits." (If you don't see an email from me, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Get our spreadsheet template to calculate exactly how much life insurance you need

Almost there! Where should I email your spreadsheet template?

Nice! Check your email for a link to our Life Insurance Calculator Spreadsheet. (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Get our scheduling tracker spreadsheet template to help you stay on top of your home remodeling project

Almost there! Where should I email your spreadsheet template?

Nice! Check your email for a link to our scheduling tracker spreadsheet to help you stay on top of your home remodeling project. (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Get our spreadsheet template to help you plan your remodeling project

Almost there! Where should I email your spreadsheet template?

Nice! Check your email for a link to our scheduling tracker spreadsheet to help you stay on top of your home remodeling project. (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Watch my Free Video Tutorial: How to Analyze a Rental Property (What to Look For)

Almost there! Where should I email your video tutorial?

High-five! Please check your email for my video tutorial: "How to Analyze a Rental Property (What to Look For)" (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam, ever. Unsubscribe anytime.)

Get our list of questions to ask your significant other before getting married...

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

Get my list of questions to help you clarify your pathway to FIRE

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

Get my 16-point estate planning checklist + questions to ask potential estate planning lawyers before hiring one

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

Get My Top 5 FREE Tools For Building Wealth And Minimizing Taxes

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

Get my 401k cheat sheet for quick and handy reference

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

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

Where should I email it?

High-five! Check your email for a link to your download. (If you don't see it, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

No spam or BS, ever. Unsubscribe anytime.

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

Almost there! Where should I email your spreadsheet?

High-five! Check your email for the spreadsheet to quickly see (60 seconds) how much you’ll save with a tax-deferred upfront strategy. (If you don't see an email from me, please check your spam box and mark it "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Download this post for quick reference later

Almost there! Where should I email the post?

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.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

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

Almost there! Where should I email your bonus cheat sheet screenshot walkthrough?

High-five! Check your email for a link to get the bonus cheat sheet screenshot walkthrough. (If you don't see an email from me, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Download my sample trust agreement template

Almost there! Where should I email your sample trust template?

High-five! Check your email for a link to download my sample trust agreement template. (If you don't see the email, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Download this post for quick reference later

Almost there! Where should I email the post?

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.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

Download my sample will template

Almost there! Where should I email your sample will template?

High-five! Check your email for a link to download my sample will template. (If you don't see the email, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)

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)

Almost there! Where should I email your free step-by-step guide?

High-five! Check your email for a link to our free Social Security guide and tools. (If you don't see an email from me, check your spam box and mark "not spam.")

There was an error submitting your subscription. Please try again.

(No spam or BS, ever. Unsubscribe anytime.)