Jul 26, 2023
What separates a good investment from a bad one?
How do you evaluate different investment options?
Why are some very well-known metrics flawed and problematic?
I'm answering these questions + sharing a personal story that caused me to change my approach when giving opinions about different asset classes.
Jul 12, 2023
Last year, I published an episode titled, 5 Reasons Not to Do a Roth Conversion.
The 5 reasons shared were:
1️⃣ - Shadow taxes
2️⃣ - No undo button
3️⃣ - Lack of cash flow to pay the tax bill
4️⃣ - You just don’t want to :)
5️⃣ - Future charitable giving goals
Today I'm sharing three (more)...