Dec 19, 2024
Grab your Tax Planning Cheatsheet (updated for 2025!) by clicking here.
The 2-page PDF guide includes every important number you'll need for your retirement & tax planning next year.
Updated federal income tax brackets, AMT annual limits, standard deductions, Social Security taxation summary, estate and gift tax annual...
Dec 12, 2024
How do we fix the housing affordability problem in the U.S.?
Will lower interest rates really improve the real estate market?
How have Zillow and Airbnb contributed to the current housing challenges?
What are tariffs (+ benefits and drawbacks)?
What's next for the U.S. economy?
These are just a few of the questions...
Dec 5, 2024
Today, I’m discussing the challenges of spending money in retirement.
To help, Brian Portnoy, one of the world’s leading experts on the psychology of money, joins us to discuss three big things:
➤ Why it’s so difficult for retirement savers to transition from saving to spending
➤ What you can do to prepare...
Nov 21, 2024
Emerging Markets are the world’s primary drivers of global growth (and wealth accumulation).
Just over 50% of the world's economic output comes from these countries. 🤯
They play a crucial role in shaping global economic trends...
...but most retirement investors don't fully understand this asset class.
To help...
Nov 7, 2024
Why are most people planning for the wrong things in retirement?
What should they be planning for that they’re not?
To help answer these important questions, Psychologist & Behavioral Finance Expert Dr. Daniel Crosby stops by to discuss:
➤ What our happiness is determined by
➤ Why (contrary to popular research)...