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Stay Wealthy Retirement Show

Dec 21, 2021

Two weeks ago, my wife and I came home to a major water leak.

We’ve been bouncing around between Airbnb’s with three kids and a dog since then.

Fortunately, the $50,0000 (and counting!) in damages are being covered by insurance.

But I learned that’s not always the case.

I learned that some VERY large insurance...

Dec 7, 2021

The Social Security program currently pays more in benefits than it collects in revenue.

If no changes are made, Social Security will become insolvent by the year 2034...

...and all beneficiaries (regardless of age or income) will face a sudden 22% benefit cut.

Even more, some proposals to fix Social Security...

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... 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...