Retirement
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Business
2025 Housing Price Forecasts: Continued Strong Gains
Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The…
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Business
Wealth vs. Morality: The Dilemma of Profiting From Sin
Sin—actions deemed morally wrong or harmful—can be difficult to resist, especially when money is involved. A hefty paycheck or a prestigious…
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Business
Boldin Financial Planner Review: Financial Freedom Made Easier
I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership…
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Business
Maximizing Tax-Free Income and Withdrawals In Retirement
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront…
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Business
How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial…
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Business
The Santa Claus Rally Phenomenon And Its Origins
The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the…
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Business
Mega Backdoor Roth IRA: Supercharging Your Retirement Savings
Ever since I started saving for retirement in 1999, I’ve been a proponent of tax-deferred retirement vehicles like the 401(k)…
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Business
A Net Worth Equal To 25X Expenses Is Not Enough To Retire Early
Being financially independent means having enough passive income to cover your essential or desired living expenses. A common guideline is…
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Business
The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen
I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been…
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Business
The Power Of Losing: How Setbacks Can Lead To Success
One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting…
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