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Can You Use Retirement Funds to Grow Your Portfolio Faster? (Rookie Reply)
Should you use retirement funds to buy rentals, pay for renovations, or scale your real estate portfolio faster? Saving for a down payment can be tou…
Balancing Retirement and College Savings
Here's how you should think about making sure you fund your retirement while also potentially saving for your kids' college education. The post Bala…
Ask HTM: Buying a Used Mattress, Best Use of an Inheritance, & Disqualified from a Roth – Episode 9…
Let’s kick off the week with some fresh listener questions we have lined up for you! And don’t just stand on the sidelines- if you have a quest…
How a Popular Car Company Screwed Over Its Workers and Helped End Pensions: The Financial Wayback M…
Let’s journey back in time and discover how an old-timey car company turned people against pensions and ushered in the era of 401(k)s. The post How …
11 Ways Retirees Damage Their Retirement Success
Want a successful retirement? Let's use the principal of inversion. We'll identify the common mistakes, and then NOT do those things!
No 401(k)? No Problem—Smart Retirement Strategies for the Self-Employed
When you’re self-employed, you gain flexibility, freedom, and control over your income—but you also lose something many full-time employees tak…
No, Taxes Won’t Derail Your FIRE: Here’s What You’ll Really Pay in Retirement
Taxes in retirement have been called a “silent wealth killer” for those pursuing FIRE—but does the data tell a different story? If you’re worried abo…
How to Retire with Rentals in Just 10 Years (It’s Still Possible!)
Want to retire early? You don’t need millions of dollars in stocks, retirement accounts, or cash to do it. You might just need a handful of rental pr…
Ask HTM: Special Roth Accounts, Investing During A Sabbatical, & Reverse Mortgages – Episode 985
Let’s kick off the week with some fresh listener questions we have lined up for you! And don’t just stand on the sidelines- if you have a quest…
I’ve Been Semi-Retired for a Quarter Decade: Do We Have Enough Money? Am I Bored? Are We Happy?
The first quarter of a decade since I left my full-time job and chose semi-retirement has been a blur. Here's everything we've experienced. The post …
13 Years After Early Retirement
Hey everyone! It’s been 13 years since I retired from my engineering career. Wow, has it really been that long? Hard to believe, but it’s true.…
How To Fill Out Form 5500-EZ For Your Solo 401k
The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. Here's how to fill it out. The post H…
20 Best Side Hustles for Retirees: How Seniors Can Make Extra Money
What are the best side hustles for seniors? If you're looking to earn extra money in retirement (or nearing retirement), you're in the right place. …
Health Issues Or A Disability May Force You To Retire Early: Prepare Accordingly
Before I retired from finance in 2012, I struggled with chronic back pain, sciatica, and TMJ. The stress was so overwhelming, I even paid a dentist $…
Why I Still Don’t Love 529s (even with 529-to-Roth rollover)
From the inbox: Jeremy, I remember that you aren’t a big fan of 529s. But now that you can move excess 529 funds into a Roth IRA (thanks to Sec…
I Retired Early in My 40s WITHOUT Withdrawing from My Portfolio! | Life After FIRE
You CAN retire early in just ten years IF you save and invest enough. Fortunately, your retirement expenses may be less than you think. Chris Luger, …
Warren Buffett To Retire As Berkshire CEO By Year-End
Warren Buffett plans to retire as Berkshire Hathaway CEO by the end of 2025. Greg Abel will succeed him, pending board approval. The post Warren Buff…
What A Recession Is Like For Early Retirees: The Good And Bad
If we're not already in a recession, we may soon enter one due to aggressive trade policies that are fueling tremendous uncertainty. As companies and…
How to Build (and Enjoy) Your “Dream” Life in Early Retirement | Life After FIRE
What if you reached financial independence…before knowing what it was? That’s what happened to Chris Rusin. After discovering the FIRE movement and s…
Get Rich Fast as a Millionaire with Roth Conversions
Answering reader questions with WCI friend and Roth IRA expert, Chris Davin, where we talk about when to choose Roth and why, Roth and tax-planning c…