š Pilot ā Wealth Guide | Founder, Outlive Financial Planning | I help people align time, health & money so they can stop waiting and start living well now.
San Diego, CA
Joined July 2011
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Today, @rethinking65 published my article on what financial advisors are missing when they plan for lifespan but not healthspan, and how to fix it.
āIn-Plan Roth Conversionsā just became a thing in January this year. Please forward along if you know anyone (or their family) who is deployed to the Middle East (Tax-Free Combat Zone)! š
outlivefinancial.com/blog/tsā¦
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With tens of thousands of troops deployed amid the 2026 conflict with Iran, tax-free combat pay opens a narrow window, closing December 31, 2026, to convert TSP savings to Roth at little to no cost.
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Friday mornings are for burritos on the beach!
Weāre3 weeks into a new routine and loving it. Wake up. Grab burritos. Head to the beach before everyone else shows up and enjoy some morning rays.
Does your family have a fun Friday routine?
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Grateful to have a health <> wealth conversation with @MAMcConnell on the Home of Healthspan podcast, watch here:
youtu.be/Q8M0Z3QuLkA?is=D-cXā¦
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If you made it to the end of this videoā¦thank you! Or really, Iām sorry.
But seriously, if youāre a business owner (or receive a K-1) in a high tax state, make sure you consider if PTET is right for you.
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If you own a business or receive a K-1 in a high-tax state like CA, NY, NJ, or HI and you are not sure what PTET means, my latest post is worth five minutes of your time.
outlivefinancial.com/blog/paā¦
Donāt have your Bodily Injury Limits memorized? Watch this video!
Donāt know what Iām talking about? Check out my latest blog post:
outlivefinancial.com/blog/auā¦
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I donāt make it a habit to text clients after 9pm on a Saturday. But I couldnāt sleep, and I couldnāt let them drive the next morning with their current auto coverages.
This oneās worth a read before you get in your car. New blog post on my website!
outlivefinancial.com/blog/auā¦
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First blog post is out - thinking about my all of my friends in the same rage of life!
56% of young families have no estate plan. Learn why a will isnāt enough and how a revocable living trust protects your kids, avoids probate, and saves thousands.
outlivefinancial.com/blog/reā¦
I hope my drawings help someone connect the dots between for saving for the now, investing for later and also the in between. Check out the full article on the front page of @MyInvestorMag
investormagazine.com/compartā¦ ā at San Diego, CA
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Zach Rodriguez retweeted
A growing body of legitimate science has been exploring the benefits of red light therapy for several conditions, from ADHD, to retinal degeneration, to dermatology
go.nature.com/3NoGcbx
Iām starting up a monthly newsletter. Join in to learn more about time, health, money & all things Outlive Financial Planning. Head to my website to learn more!
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The first time I bought Bitcoin, it was "worth" $5,456.16.
I purchased $500 in March 2020.
I didnāt understand it and thought it was like every other "crypto."
But, after dropped ~46% during the COVID crash, it seemed like a decent time to buy a little.
Time for a story ā
If you'd like to understand Bitcoin beyond price charts and headlines, this guide is for you.
Download it here:
outlivefinancial.com/bitcoin
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