Wealth building hacks for lawyers, engineers, & MBAs. https://xitter.cf/t.co/DjbLg12M9l

San Francisco, CA
Joined September 2013
Healthcare planning IS retirement planning. This week I chat w/ Bo Bowen, pharmacist + certified healthcare financial advisor. Bo’s background gives him unique insight on how healthcare financial planning is crucial for retirement security. NEW EPISODE: buff.ly/43L9oMo
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This week, I chat with my friend Ann Garcia about how to pay for college. She just wrote a new book on this topic, which we discuss in detail, along with important new updates to the FAFSA process + key things to know about 529 plan rules. NEW EPISODE: buff.ly/3AIKe5q
This week, Sharon Koifman, founder of remote recruiting firm DistantJob, shares about the future of remote work: what remote jobs are most in-demand right now + how much you can expect to earn remotely. NEW EPISODE: buff.ly/35KOZ1k
This week my friend Karsten Jeske, PhD/CFA, shares insight on what's going on now in terms of macroeconomic trends…& what it means for safe withdrawal rates & asset allocation. What can investors be doing to defend their retirement security? NEW EPISODE: buff.ly/33qRZ1C
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This week, I sit down with Steve Parrish, Co-Director of the Center for Retirement Income at The American College of Financial Services, to talk about tax-efficient portfolio withdrawal strategies in retirement. NEW EPISODE: buff.ly/3bE5zPK
This week, I chatted with Stan Haithcock, aka “Stan The Annuity Man,” all about annuities. We discuss how annuities work, why annuities are not investments (in the portfolio sense), and why there is no such thing as “best annuities.” NEW EPISODE: buff.ly/2Z2BPZY
This week I invited CFA Scott Stratton to explain how capital gains taxes work. We discuss key rules + strategies for thoughtful capital gains tax planning. If you want to learn how to minimize cap gains taxes, don’t miss this episode! NEW EPISODE: buff.ly/3oxXwM6
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This week, I chat w/ Doug Nordman + Carol Pittner, father & daughter co-authors, on how to teach your kids next-generation financial independence. Financial literacy is good, but helping your kids build a mindset to achieve FI is even better! NEW EPISODE: buff.ly/3ku4cbM
This week, I chat with my friend Ann Garcia, aka The College Financial Lady, on new rules that will bring significant changes to student financial aid: FAFSA, families with multiple kids, grandparent 529 plans, divorced parents, etc. NEW EPISODE: buff.ly/3ha0kL3
This week, I chat with Robin Taub, author of the book “The Wisest Investment,” about how to instill financial literacy for kids. We discuss strategies, role modeling, and techniques for teaching your kids about money. NEW EPISODE: buff.ly/2VLQDe9
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