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Stay Wealthy Retirement Show

Nov 30, 2021

Today I’m sharing key findings from a 22-year study on investing in real estate.

In general, there are three primary ways you can invest in real estate:

  1. Direct ownership
  2. Listed real estate
  3. Unlisted real estate 

Most investors agree that allocating to real estate is prudent.

But they don't always agree on the best...


Nov 23, 2021

Today I’m sharing 11 surprising facts about tax planning, investing, and retirement.

For example, if you:

  • Retired in the year 2000 with $1 million,
  • invested all of it in the U.S. stock market,
  • and withdrew $50,000 (adjusted for inflation) per year... 

...you would have been out of money by 2018!

If you want to learn...


Nov 16, 2021

Today I'm clearing up some confusion from a prior episode.

I'm also tackling part 2 of our equity compensation series. 

Specifically, I'm sharing:

  • How ESPP Lookback Periods Work
  • Qualifying vs Disqualifying Dispositions
  • Tips for Offsetting an RSU Tax Bill

If you want to better understand the tax implications of...


Nov 2, 2021

In 2018, GE stock traded at $7/share—an 85% drop from its all-time high. 

Who was hit the hardest? 

Company retirees...including former factory workers who used equity compensation packages to save for retirement.

In part one of our equity comp series, I'm breaking down:

  • What it is
  • Why it exists
  • How to manage the...


Oct 26, 2021

Today I'm talking about inflation.

While inflation has historically averaged ~3%, the most recent CPI report showed an annual rate of 5.4%. 😲

But I’m going to share why that number doesn't tell the whole story.

I'm also sharing how some people are using the recent CPI report to try and scare you before Halloween...