It’s Friday! Today we discuss: Should I use an HSA account to pay for my medical expenses? What tools can I use to figure out a new career after unexpectedly coming back from foreign missions? Should I participate in my companies Non-Qualified Deferred Compensation program?
If you enjoy learning how common financial instruments can be used to achieve incredible results, you’ll enjoy this show.
“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?”
“How Can a 13-Year-Old Get His Start as a Financial Advisor?” “How Can an Early Retiree Calculate If He Has Enough Money?”
Listener question: “Looking at getting into real estate investing and slowing down retirement savings. Curious to hear your take on my overall situation.”
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!
My guest is Leslie Pappas, an expert at using 1031 Exchanges and Delaware Statutory Trusts in a very specialized segment of the real estate industry.
Have you ever wanted to invest through an IRA or 401(k) for the purpose of early retirement but felt stymied by the thought of paying a 10% penalty tax?
Will you pay less taxes when investing in a Traditional IRA or a Roth IRA? Do you know? Are you sure? If you’re not sure, the answer may surprise you.
Today we cover how to practice stealth wealth, locate assets in a tax efficient manner, how my wife and I handle day-to-day money, and more.
I think it’s a real mistake to focus first on retiring comfortably if we haven’t first made a plan for working comfortably.