What to Do with a Dramatically Lower Income
Discussing what to do when faced with a severe pay cut. Also taking listener questions about mortgage forbearance, real estate investing during COVID, and lots more.
Discussing what to do when faced with a severe pay cut. Also taking listener questions about mortgage forbearance, real estate investing during COVID, and lots more.
Interviewing Harry Sit today discussing advice-only advisors, health insurance, retirement accounts, financial independence, and lots more.
How does the 5-year rule on Roth conversions affect retirement planning? Also talking NNN properties, losing a solo 401(k), keeping cash on hand, and lots more.
We're talking about international monetary gifts today and answering listener questions on captive insurance, asset protection for residents, and lots more.
Understand the unique challenges and opportunities available to the self-employed like QBI, solo 401k, disability, HSAs, mega backdoor Roths, etc.
Discussing how to get out of investment mistakes like expensive mutual funds and individual stocks. Also talking the 199 deduction, contract negotiation, PSLF side fund, and lots more.
Are you enough of a super saver that you should be making Roth contributions and conversions in your peak earning years? Today we tackle the question.
Reviewing a few more books today for CFE week. Also answering reader Q&As on how to invest your HSA, budgeting for a wedding, kids' 529s vs retirement saving, and lots more.
In this episode, we talk about setting clear rules and boundaries for helping family that are bad with money. Also talking currency diversification, contigency documents in case of your death, and lots more.
Find out if you can take advantage of contributing after-tax dollars in your 401k via the mega backdoor Roth IRA. Also talking using margin in a portfolio, the index fund "bubble" and more.
Should you change your student loan plan based on political talk of canceling loans? We discuss this, plus multiple 401(k)s, VTI vs VTSAX and lots more.
Not sure which types of retirement accounts you should use? Here's all the information together in one place so you can get a grip on your retirement plan.
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.
Lots of docs are severely limited in their retirement account availability. That's okay. You can always invest more in taxable.
Who wouldn't love a larger Roth IRA, especially when the alternative is investing in a taxable account? Chad Chubb explains the Mega Backdoor Roth IRA.