PASSIVE INCOME: The Two-Bucket System
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
June 20, 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…
…and so many more. Check out our blog today for a smarter tomorrow!
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
Would you like to know when you can retire? How about how much you need to retire? Would you enjoy tracking your progress towards retirement each year? Would you
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
“So what happens when the first bucket shrinks?” John understood where the steady paychecks would be coming from, but… “I mean if we have 10
“You mean money will just pop into our checking account twice a month?” “Yup,” I replied. “But you’re saying we don’t actually have to go
It was another down day in the market. So far the market was down 40% over 3 months. (And it’d drop another 10% to drop
It happened again last night. Chantal and I were on an appointment with two of our most faithful members who’ve been with me for 13
Do you hate paying taxes? Me too. That’s why I use a Health Savings Account – the only (legal) way to avoid taxes. So how
Should you make a non-deductible IRA contribution? A quick Google search will make you think you should. I vehemently disagree. Financial Complexity, that evil villain,
To Roth or not to Roth… that is the question. We get asked this all the time by our clients. And we always answer with
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