I talk with lawyer & tax expert Bob Dockendorff about tax loss harvesting strategies, tips to maximize tax alpha, and common tax loss harvesting mistakes.
8 key FIRE takeaways from a study of 150 millionaires. Plus, some personal thoughts on how to cultivate a FIRE mindset.
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?
Tips and strategies from an industry recognized CFP on how to optimize your retirement accounts and avoid common mistakes. Plus, benefits for joining the AARP even if you’re a millennial.
“I think one of the biggest keys to transitioning is just talking to mentors who have been there before.” – Amy Montalvo, ONEPASS Productions
“Acting for me is the craft of self-exploration, and it’s the study of human nature.” – Melanie Kannokada, actress and model