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?
My thesis is simple: high 401(k) balances are correlated to people who are rich, but they are not a causative factor of wealth.
Today, please enjoy this recording of my appearance on Episode 107 of the Sound Retirement Planning Podcast with Jason Parker!
I sat down with my friend Andy Sage here at his home in Palm Beach with the microphones fired up for a discussion about his career, and much more.
Today we cover state defined-benefit pension plans, the simplicity of become wealthy and the steps involved to establish a new consulting business.
Today we talk with financial a planner, Devin Carrolla, about advice for those who are trying to figure out how to approach their social security strategy.
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.
I think it’s a real mistake to focus first on retiring comfortably if we haven’t first made a plan for working comfortably.