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Here’s How Much the Man Who Invented the 4% Rule Actually Spends in Retirement (Spoiler: It’s More …
Determining how to decumulate your nest egg in retirement is one of the hardest tasks in finance. Is the 4% rule still a good guideline? The post He…
How A Government Shutdown Will Affect Your Investments
Key PointsThe United States government faces a partial government shutdown starting October 1, 2025 unless Congress can pass a spending bill.There ha…
Is It Possible to Inflation-Proof Your Retirement?
Picture this: You’re 70 years old, comfortably retired, and heading to the grocery store with the same shopping list you’ve used for year…
12 Reasons to Consider More Roth
Roth conversions and contributions may be the most challenging topic in personal finance and investing. Here's how to utilize them. The post 12 Reas…
Should the Higher-Earning Spouse Delay Social Security?
There are dozens of Social Security "strategies." Should the higher-earning spouse delay Social Security as long as possible?
Optimizing 401ks When You Change Jobs Mid-Year
Most people think the annual 401k limit is $70k. They're wrong. If you switch jobs or have a side hustle, you can open up a second 401k limit. Learn …
Landlord Sentiment Is Shifting in 2025: Here’s What Investors Should Know
For years, the “growth at all costs” mentality has driven rental investors to scoop up as many properties as possible, often working toward a unit go…
Is Your Portfolio Too Safe?
If you’re more than a decade away from retirement, playing it too “safe” with your retirement accounts can be very expensive, potentially costi…
529 Plan Alternatives: UMGA, Roth IRA, And More
Learn about 529 plan alternatives like UGMA and Roth IRAs, including their pros and cons for college savings. The post 529 Plan Alternatives: UMGA, R…
Cutting Taxes & Retiring Sooner w/ Cody Garrett – Episode 1037
Benjamin Franklin once wrote “… in this world, nothing is certain except death and taxes.” It was true over 200 years ago and it’s true today! …
