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Stay Wealthy Retirement Show

Jan 21, 2020

Today I'm going to explain exactly what Per Stirpes is. 


Yes, it's a funny Latin legal term but it recently saved my client from sending a healthy six-figure sum to the wrong beneficiary.

And she didn't even need to hire an attorney to fix it!

If you want to make sure your money is inherited by the...

Jan 7, 2020

When you contribute to retirement accounts, you typically have two options:

  1. Contribute pre-tax dollars today, pay taxes in retirement when you withdraw (Traditional 401k/IRA)
  2. Contribute after-tax dollars today, withdraw tax-free in retirement (Roth 401k/IRA)

Ask 100 people and 99 of them will likely choose option...