Why you should sell your IPO immediately
Think fast – name 10 IPO’s over the last 12 months. Doo dooh doo dooh do doo dooh If you could name even 3, I’ll be blown
August 24, 2021
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
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Think fast – name 10 IPO’s over the last 12 months. Doo dooh doo dooh do doo dooh If you could name even 3, I’ll be blown
Financial professionals use a super-easy rule of thumb to calculate when an investment will double. It’s called The Rule of 72. It’s easier to understand
I thought I was done with Backdoor Roth’s, but I got a really smart question from a reader that needs addressing. Hidden in his question
There’s good and bad “Backdoor Roths”, but most of them are BAD. Yesterday I gave you the simple math you need to understand a common “financial
Big thanks to David for the smart question. Keep em coming! David asked “Is a back door Roth IRA a good approach to consider if your maxing
You’re barreling down the highway at 75 mph. You see a sign. Your exit is in 3 miles. Do you pull into the right hand lane immediately? Do you wait
She gulped. “Uhhh, say that again?” “$250,000” Chantal replied. “Just for undergrad?” Julie nervously verified. “Yes, that’s correct. You’ll need a quarter of a million dollars in 18 years to
I originally sent the email below out on May 18th. Today’s drop may be a one day thing or a days or weeks or months downturn. The only thing
Julie (not her real name) sat in my office unfazed. It was December 2018 and the market had dropped 20% steadily over the last 3 months. The
Here’s the cheat sheet to generating passive income from your portfolio. Lesson #1: The 4% rule is dead: Basing your income on a withdrawal percentage of