Discussing all kinds of retirement accounts and what the maximum contributions for those are. Also answering listener questions about solo 401(k)s and active bond funds vs. index funds.
Discussing insights from the WCI/Laurel Road Physician Financial Survey. Find out what other docs have to say about their risk tolerance, Covid & burnout, retirement age, savings rates, and lots more.
Discussing scholarships vs contracts to pay for medical school, the best time of the year to retire, 529's, rising inflation, 0% student loan interest holiday, and lots more.
Will future US home prices decline? What percentage of gross income should you save for retirement? Discussing listener questions like these and lots more on today's episode.
Interview with retirement plan distribution expert, James Lange. Discussing Roth conversions, choosing which accounts to spend first in retirement, annuities, the new stretch IRA, charitable remainder trusts, and lots more.
What financial items should a new attending prioritize? Also talking asset allocation for 529s, multiple 401k(s), side gigs, cybersecurity, avoiding identity theft, and income recertification for IDR.
Should you buy gold bullion? What about funding your retirement by selling franchises you own? These and lots more questions on today's episode.
Your investing questions answered! Topics covered include how to calculate ROI, using a UTMA account, TIPS allocation, and dollar-cost averaging vs. lump sum.
How should you manage inherited retirement accounts? Also questions about inflation, refinancing student loans before Oct.1, SEP IRA's to backdoor Roths, choosing a specialty, and more.
The Coffeehouse Investor philosophy is essentially simplifying your investment portfolio for better returns so you can focus on living. We discuss elder care financial planning, crypto, factor investing, advisors, mistakes, and lots more.