Dec 15, 2022
Want to support my upcoming book and help improve financial literacy?
To encourage your support, I'm running a "buy one, give one" campaign.
Here's how it works:
Dec 8, 2022
Today I'm kicking off a multi-part series on Financial Advisors.
(I'm also sharing a BIG announcement with everyone! 🥳)
Here in Part 1, I'm covering three things:
It doesn’t matter if you manage your own...
Nov 22, 2022
Bonds are on track for their worst year in history.
In response, retirement investors are concerned (rightfully so) and questioning their bond allocation.
To help address those concerns, I’m covering three things today:
Nov 8, 2022
Today I'm talking about state taxes (in retirement!).
Specifically, I'm sharing three important facts that often fly under the radar.
I'm also clearing up common misconceptions and sharing real-life examples.
If you're ready to learn how state income taxes will impact your bottom line in retirement, this episode is for...
Oct 19, 2022
Today I’m sharing three retirement and tax planning updates for 2023.
Specifically, I’m sharing a summary of important changes to:
I’m also sharing key highlights from the highly anticipated Secure Act 2.0 bill + when we might expect it...