Aug 30, 2023
In this episode, we're answering listener questions!
Specifically, guest host Jeremy Schneider is answering questions like:
- What are the best index funds to invest in
- How do you access retirement money early
- What are the little-known pitfalls of early retirement
Jeremy also shares important tips on transferring money...
Aug 23, 2023
Almost every day, I (guest host Jeremy Schneider) hear someone mention their credit score.
After being in school our entire young lives, we must all crave for someone to give us another grade.
And when the ol’ FICO corporation is slapping a big number on all of us...
...we excitedly spend every waking moment trying to...
Aug 16, 2023
Today we're talking about the Backdoor Roth IRA.
Specifically, guest host Jeremy Schneider is sharing:
- What the Backdoor Roth IRA strategy is
- Why you should (or shouldn't) pursue it
- How to execute it the right way
If you're interested in learning more about this unique strategy for getting more money into a Roth IRA,...
Aug 9, 2023
If YOU were to unexpectedly die tomorrow, would your loved ones know how to access your information?
Your bank accounts? Insurance policies? Debts? Access to your home and car? Your devices?
Approximately 2/3 of Americans don't have any estate planning documents!
To help you avoid leaving a financial mess behind, guest...
Aug 2, 2023
Today I'm discussing a new retirement withdrawal strategy.
The strategy is simple + allows retirees to (safely) spend more money than the 4% rule.
It also protects against one of the biggest threats to retirement—Sequence Risk!
If you want to avoid leaving behind a mattress full of money and learn about a simpler...