An interview with James Lange, who discusses his experience of having a daughter diagnosed with a disability and going through the process of making sure she has the finances in place after he and his wife are gone.
Answering even more reader questions about Roth accounts, including queries about SEP-IRA conversions, Roth IRA contributions, how taxes affect Roth conversions, and more.
Answering questions about 529s, the Secure Act 2.0, which funds to choose for your kid's Roth IRA, the best way to hire your children, and how much to spend on an engagement ring.
An interview with Dr. Cory Fawcett, where we talk about timeshares, whether you should buy one, and how should you go about owning and eventually selling yours.
Answering questions on non-compete contracts and why they might be banned and whether annuities are the right answer during these high-interest times.
Answering questions about asset location, including weighing tax efficiency against higher returns, high-yielding ETFs, and bonds with high fees.
An interview with Dr. Shikha Jain, where we talk about how the COVID pandemic exacerbated the wage gap, how you can find allies and sponsors, and how fixing the system is good for everyone.
Answering reader questions about filing tax corrections and amendments, tax-loss harvesting with robo advisors, and how to manage student loans while in medical school.
An interview with an emergency medicine physician where we talk about an inflated lifestyle, the shame one might feel, and how to solve those problems to still reach financial independence.
Answering reader questions about my personal asset allocation in real estate, how many LLCs you should have for your businesses, and how to claim a tax loss from an international property.
Answering retirement account questions, including whether diversification is more important than fees, how the Secure Act 2.0 affects you, and whether you should roll multiple accounts into one.
An enlightening interview with a doctor who went through a malpractice lawsuit. We talk about how to prepare for a trial and how hiring a personal attorney to go with the hordes of other involved lawyers was key.
Answering reader questions about deducting your home office, improving your high-fee 401(k) plan, and funding your Backdoor Roth IRA through a taxable brokerage account.
An interview with one of the most important economists of the last 50 years, where we talk about why index funds are still so successful, why some of his controversial ideas were actually good ideas, and why his best-selling book is always being updated.
Answering reader questions about where to save your money in the short term, when whole life insurance is a good idea, and what're the latest tax requirements when dealing with Venmo.