#82: Are annuities a good investment for retirement?With $250 billion in sales each year, and $2.5 trillion in retirement annuity assets under contrac...
Taxes on stock gains: how to avoid capital gains tax on stocks
#81: With the market rallying like crazy this past year, you might have significant capital gains on stocks right now.Now might be a good time for som...
Teaching your kids about money and financial independence
#80: Teaching kids about money isn’t easy, but it’s crucial if you want to boot them off your payroll after they graduate from school.But while financ...
College student financial aid changes coming to the FAFSA application
#79: This one’s for you parents who have kids in college or soon going to college…In the COVID relief stimulus bill that passed at the end of 2020, th...
Money lessons for kids: Tips from other personal finance influencers
#78: For this episode, I polled other influencers in the personal finance community to ask for their best tip on teaching money lessons to kids.I had ...
Financial literacy for kids: how to teach your kids about money
#77: Teaching financial literacy for kids may seem like a tall order…when considering that financial literacy even for adults is a national deficiency...
Language learning through travel immersion courses in early retirement
#76: Retiring early to travel the world is a common goal for FIRE aspirants.But full-time travel can lose appeal quickly. Churches and temples quickly...
How this middle income couple built a real estate portfolio of 25 doors (in expensive California!)
#75: Real estate investing might seem like something only wealthy people can do.It’s expensive, down payments can be high, and you may feel you don’t ...
How to early retire (FIRE) if your spouse isn’t on board
#74: This week, I chat with Caroline Ceniza-Levine, a career coach now early retired, whose own spouse wasn’t on board with early retirement for many ...
Stock option and RSU tax planning
#73: One big reason the tech industry attracts a lot of talent: you get partly compensated in stock, and if you’re early enough at a company that IPOs...