The best secret retirement account you’ve never heard of.
Taxes suck. And yet most people don’t take advantage of the ONLY way to (legally) never, ever pay taxes on the money you make. Do I have
August 17, 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!
Taxes suck. And yet most people don’t take advantage of the ONLY way to (legally) never, ever pay taxes on the money you make. Do I have
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
Naval Ravikant is a Silicone Valley entrepreneur and investor. He’s worth an approximate $60M. I’d say he knows a thing or two about building wealth. He
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