From FinStupid to FinSmart
Today's guest proves that a doctor can make a lot of financial mistakes and still turn things around to come out ahead. Here's how he got it done!
Today's guest proves that a doctor can make a lot of financial mistakes and still turn things around to come out ahead. Here's how he got it done!
Should you take advantage of "jurisdictional asset protection techniques" for your bank accounts, 529s, or HSAs? Here's what you need to know.
Some readers have asked if it is smart to use a 529 for retirement instead of education. Exploring the question today.
We're talking about international monetary gifts today and answering listener questions on captive insurance, asset protection for residents, and lots more.
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.
If the SECURE Act changes your financial plan in a significant way, you're in the minority. Here's an analysis of the changes and what they mean for your retirement.
Today we discuss non-qualified and incentive stock options and how they are taxed. Also talking medical school choice, frontloading a 529, paying a tithe, and lots more.
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.
Today we talk about the best way to rebalance a portfolio, buying a home while still having student loans, deducting travel expenses, negotiating an employment contract, and lots more.
Today our guests are Physician on FIRE and Passive Income, MD, answering important financial questions from listeners about real estate, bonds, where to invest cash, 529s, and more.
The inaugural WCI State of the Podcast year-end review. Also answering listener questions about 529s across generations and financial advice for newlyweds.
Don't make the classic mistake and assume you know which way bonds are going. Instead, listen to my recommendations about implementing a fixed asset allocation strategy for bonds.
Answering listener questions today about target retirement funds, when to invest in bonds, 529s across state lines, using a trust as a beneficiary, student loan management, 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.
When are you done saving for college? How do you make those calculations? Open up Excel and make a few assumptions....