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Roth IRA Conversions: When It Makes Sense for High-Income Earners
Discover when a Roth IRA conversion makes sense for high-income earners. Learn strategies to lock in tax-free growth, reduce future taxes, and improve retirement flexibility.
Episode 25: 5 Lessons From A Mentor on Financial Independence
May 31, 2019“If you are not financially independent by the time you are forty or fifty, it doesn’t mean that you are living in the wrong country or at the wrong time. It simply means that you have the wrong plan.” –… Read Now >>
Episode 24: A Better Way To Buy (Or Lease) A Car
May 24, 2019One of the biggest financial decisions people make haphazardly is the car buying or lease decision. Transportation expenses are the second largest expense in the average American’s budget – secondly only to housing costs and represent 16% of all spending.… Read Now >>
Client Case Study: Selling vs. Renting Out a Home
May 22, 2019
Recently, we shared an article about whether or not it makes sense to sell a home or hold onto it as a rental. Deciding between selling vs. renting definitely depends on numerous financial and lifestyle factors. Still, sometimes it helps… Read Now >>
Episode 23: How Much Money Do You Need to Be Wealthy?
May 17, 2019How much money do you need to be wealthy? This was a question posed by Charles Schwab in their most recent Modern Wealth Survey to 1,000 American between ages 21 and 75. The answers were surprising and varied amounts the… Read Now >>
Is the Uber IPO Worth the Investment?
May 15, 2019
One of the biggest pieces of news in the financial markets is that Uber Technologies Inc. went public last week via an initial public offering (IPO). What does that mean? Well, this means the company now has shares that are… Read Now >>
Episode 22: Should You Convert Your Home To A Rental
May 10, 2019We all know that buying a home is one of the biggest decisions of your life, but buying your next home comes with another huge decision to make: Should You Keep Your Home as A Rental Property or Sell It?… Read Now >>
Should I Sell My Home or Rent it Out?
May 8, 2019
Inevitably, there comes a time when we decide to sell our house and move to a new one. There may be many reasons for moving. You might be moving for work or heading to a new town for your family.… Read Now >>
Episode 21: My $1,000,000 Mistake at 21
May 3, 2019While in college at the University of Wisconsin-Madison (Go Badgers!) I owned and operated a student transportation business with a good friend and business partner. We systematized the operations to the point where the business was able to run without… Read Now >>
Why and How to Invest Your HSA
May 1, 2019
When you are planning for retirement, you have to also factor in healthcare costs. The current projections for today’s couples is in excess of $275,000 for average retirement healthcare expenses. This is on top of Medicare benefits. With this in… Read Now >>
Episode 20: The Tax Breaks of the Real Estate Mogul Next Door
April 26, 2019A recent Bloomberg article highlighted the divorce proceedings of a billionaire real estate developer from New York City. The divorce documents revealed this wealthy real estate investor paid no tax since the 1980’s. It articulated how investing in real estate… Read Now >>
