7 Principles of Withdrawing Money in Retirement
The ability to adjust spending has a much larger effect than asset allocation or even initial withdrawal percentage when it comes to retirement success.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
The ability to adjust spending has a much larger effect than asset allocation or even initial withdrawal percentage when it comes to retirement success.
In this episode we cover disability insurance, loaning money to family members, buying Facebook shares, student loan management, backdoor Roth IRAs, saving on your mortgage rate, whole life insurance, and more.
Is it better to invest in real estate by building and managing your own individual deals or should you give up control and outsource the job to the professional management of a real estate fund?
Today's podcast is sharing all things everybody ought to know about the basics of investing. Basics like understanding your investments, diversification, timing, risk tolerance, speculation, rebalancing, retirement accounts, staying the course. and more. Plus, great reader questions are answered.
Rabid DIYers think advisors can't add any value. Some advisors think everybody needs one. The truth lies somewhere in the middle.
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Some portfolios are just stupid. Even in extreme economic situations, they are still stupid. Constructing a reasonable portfolio isn't that hard and, if well funded and held onto for a few decades, you'll reach almost any reasonable financial goal.
If you're going to invest in real estate syndications it's essential to do your due diligence before ever signing on the dotted line. It's a lot of work upfront and not for most investors. Here's how to evaluate one successfully.
Honored to have financial educator Paul Merriman from Sound Investing today talking risk, market timing, tilting a portfolio, what it takes to be a DIY investor and lots more.
Questions about lifetime limits on 529's, savings for short-term purchases, a cautionary tale about managing student loans and a whole lot more from my inbox.
Lots to discuss today about 401(k) loans, solo 401(k)s, convincing an employer to switch out of a crummy 401(k), and still answering questions about the backdoor Roth IRA.
You don’t have to buy high and sell low very many times to sabotage your retirement plans. Create your personal investing plan and stay the course.
Peter Steinberg MD, has an interesting investment hobby putting part of his money into merger arbitrage and stock buybacks. Out in the weeds, yes, but very interesting and earning 30% returns. Learn about it here.
Are you paying to much in fees and stuck with investment options you don't want with your current HSA provider? Here's a rundown of the best options available on the market today.
Today's podcast digs deep into the investment strategy of buying one real estate property a year. Also answering questions about a 20% retirement savings rate, S and C corps, starting a 501c, best student loan interest rates & lots more.
In today's podcast, I explain how and why to get a second opinion on your financial plan, keeping equity and speculative deals in taxable accounts, and answers to lots of reader questions.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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