11/17/24: I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more!

9/21/23: We have an extra 30k per year for the next ten years. A friend thinks a whole life insurance policy is a good idea for this money. Is she right?

11/22/22: How do we decide when to decrease our 401(k) contributions and instead put more into savings or a brokerage account?

8/9/22: I would love to take $1,800 per month out of my IRA, but my stock broker says absolutely not, is he right?