How to create a family emergency binder to make it easy for loved ones to figure out what you have, what you owe, and what you’re owed.
How the home sale capital gains tax exclusion works, the rules you must follow, and common mistakes sellers make that cut into the tax benefit.
From classic buy and hold investing to tax liens. Plus: What I look for in investment properties and how I personally analyze them.
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).