Tax Credits and Passive vs. Actively Managed Funds
Answering reader questions about VTSAX losses, tax code changes, and Roth conversions in retirement. Plus, an interview with Kenji and Leti of the Zero To Freedom real estate course.
Answering reader questions about VTSAX losses, tax code changes, and Roth conversions in retirement. Plus, an interview with Kenji and Leti of the Zero To Freedom real estate course.
I was 30 years old with a net worth of -$250,000. Less than three decades later, I have a nest egg and I'm retiring. Here's how I did it.
Given our mortality, there is an end game in investing, and no matter how wealthy you are, you need to have a plan in retirement.
For FIRE week, let's welcome Physician on FIRE's Leif Dahleen to the podcast, where he answers reader questions on early retirement and tax-loss harvesting.
Financial independence is awesome, but not just because it gives you the option to retire early. Sometimes the other options it provides are even better.
The longer you wait to take retirement, the more income you'll have in your golden years. But how do you know when enough is enough?
After decades of saving for retirement, it might not be easy to actually spend that money once you get there. Here are some tips to help.
Our first Roth IRA contributions took place in 2004, and we put in the maximum $3,000 apiece. Now, we're over seven figures. Here's how.
Some people claim that taking Social Security early is the right move. Here's why that's absolutely the wrong move for your retirement.
At the age of 52, I quit my job, and (I think) I'm now in early retirement. Here's what I've done to prepare myself moving forward.
Just because you're ultra-wealthy doesn't mean you'll have a big IRS bill. Here's how some rich people could avoid paying much in taxes.
This popular post explains what whole life insurance is and the various methods salesmen use to sell it to you (usually inappropriately). Be forearmed!
You won't always know whether you should do a Roth conversion or a contribution. Here are some ways for you to make the right decision.
There are many ways to spend your nest egg, but they generally fall into a continuum between the "probability-based" school of thought and the "safety-first" school of thought.
Let's talk about military retirement resources and why an aggressive asset allocation is appropriate for your long-term portfolio.