I thought we could have a useful philosophical discussion about taxation. My challenge to you today is to answer these questions, for yourself.
some assume that if they can live on a low budget per year today, they can build a long-term financial plan predicated on maintaining that spending forever.
454 – Friday Q&A: Where Should a 48-Year-Old Focus Financially, Should I Sell a Stock that Makes Up 25% of My Net Worth, Should I Move Across the Country So My Children Can Be Near Their Grandparents, How Strong Is the California Pension System, Should I Co
It’s Friday! That means Q&A: “How Strong Is the California Pension System?”, “Should I Sell a Stock that Makes Up 25% of My Net Worth?”, and more!
The Rule of 72 is a useful math shortcut you can use to estimate the effect of growth rates and calculate how long it will take to double your money.
449 – Friday Q&A: How Do You Help Young People Engage in Goalsetting, How Much Debt Is Too Much on Rental Properties, How Do You Help Your Brother-In-Law Learn About Money, Last-Minute Health Savings Account Contributions?
Today we cover: “How Do You Help Young People Engage in Goalsetting?”, “How Much Debt Is Too Much on Rental Properties?”, and more.
I gave this interview for Joe Fairless on his show. We focused on the intersection between personal finance and professional financial advice.
445 – Should we Keep Paying off Our House with Gazelle Intensity or Switch to Saving 15% for Retirement?
“Should we stay strong on our course to pay off the house in 3 years tops only saving about 10% for retirement or do we bump up retirement savings?”
It’s tax-time! That means that you face a problem: how should you do your taxes? Here are my thoughts on the matter!
441 – Friday Q&A (Live): How Can a 13-Year-Old Young Man Get His Start as a Financial Advisor; How Can an Early Retiree Calculate If He Has Enough Money
“How Can a 13-Year-Old Get His Start as a Financial Advisor?” “How Can an Early Retiree Calculate If He Has Enough Money?”
It’s Friday. Pay attention. That means the weekend is here. Have you planned and scripted it out for maximum results? Do it.
Listener question: “Looking at getting into real estate investing and slowing down retirement savings. Curious to hear your take on my overall situation.”
Listener Allyn writes in with this question: “What are your thoughts on using whole life insurance as a college savings plan? If you don’t like it, why?”
412 – Friday Q&A: How Can I Gain Enough Experience to Use my CFP Designation, Can I Unwind My Parents Reverse Mortgage, How Do I Engage In A Meaningful Goal-Setting Process After a Layoff?
On Fridays we do a live Q&A show! If you’d like to join me on the next one, sign up to support the show as a patron!
The Dow Jones Industrial Average has been steadily flirting with an all-time record of 20,000 points. But, so what?
Ain’t it strange how so many of the universal human experiences cost so much? Guess what: kicking the bucket doesn’t necessarily have to break the bank!
What’s the point of budgeting? Today, I walk you through some of my personal budget categories and explain how they impact my spending decisions.
405 – The Health Insurance Series Part 6: HCSM Wrap-Up, Self-Insurance, Direct Primary Care/Concierge Care, Catastrophic Coverage, Dread Disease/Critical Illness Insurance, Doctors on Call
Today we discuss catastrophic protection, deductibility, HSA compliance, pre-existing conditions, self-insurance and more. Enjoy!
404 – The Health Insurane Series, Part 5: Health Care Sharing Ministries (this is how we pay for our health care costs in the Sheats family)
Today I tell you why we don’t have health insurance in my family and what we do instead! We continue our health insurance series today with a discussion of Christian Health Care Sharing Ministries.
As with most taxes, the Obamacare tax penalty is, in some ways, optional. In today’s show I teach you all of the ways that I know to escape it!
397 – The Health Insurance Series, Part 3: The Premium Tax Credit (PTC): What It Is, How It Works, and How to Maximize Your Cash From It
The Premium Tax Credit is for those with income between 100% and 400% of the Federal Poverty Level who buy health insurance via government-run marketplace.