I show you step by step how you can make over 6-figures in income with zero tax liability.
How medical billing and health insurance claims work (CPT codes and ICD-10 codes), plus tips on how to be vigilant about health insurance so you save yourself from unpleasant surprise costs.
17 critical questions to discuss with your partner about money and finances….it’s perhaps the best investment you can make in each other and in your relationship.
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?
Estate planning: a big-picture overview.
Why you need more than hard work to break into the top 1%, but why you only need hard work to achieve FI (and how to do it).
2020 tax rates and contribution limits: shown here in comprehensive and simple-to-follow tables.
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.
A simple but comprehensive framework / checklist for making sure you are creating and protecting wealth as strategically and effectively as possible.