Is there a way to avoid the tax hit on capital gains? Check out this short video to find out.
Should you be worried about the future of Social Security? Check out this short video for my two cents.
On this episode I chat with the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape.
On this episode I chat with Ruchir Sharma to discuss his new book, 'What Went Wrong With Capitalism?' We delve into the history of the government's role in the economy, why so many young people today are disillusioned with capitalism, and much more!
How can you fund a Roth if your income is too high? Check out this short video to find out.
Is your financial advisor fee worth it? Check out this short video to find out.
Do you have your financial life in order? Check out this short video to find out what you might be missing.
Do you know the difference between traditional and Roth retirement accounts? Check out this short video as I explain why you should own a Roth.
Are you starting out on your financial journey? Wondering what you should do to make the ride a smoother one? Check out this short video as I break it down!
Should you use your savings to pay off your mortgage early? Check out this short video for my two cents.
On this episode I chat with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!
How long do you need to keep those old tax documents? What about mortgage paperwork? Check out this short video as I help you declutter your financial documents!
On this episode we chat with Regina and Dave, who are planning retirement on a pension, as well as considering a relocation.
On this episode we chat with Carol, who wants to help her daughter buy a house.
On this episode we chat with Shannon, who has been double paying her mortgage while solo planning for retirement.
On this episode we chat with Dave, who is preparing for retirement, but is unsure if he has the liquidity to finance it.
On this episode we’re joined by Ed Slott to discuss our favorite topic, the beauty of Roth assets.
On this episode we’re joined by Ed Slott to discuss our favorite subject, taxes!
On this episode we chat with Jeff, who is considering a career change from teaching to financial planning!
On this episode we chat with Drew, who is wondering how to manage multiple properties and investment accounts.