How to Spend 30% More in Retirement (VIDEO)
In this video, I walk through the retirement playbook the ultra‑wealthy actually use. By reducing tax drag, wealthy people can spend 30% more per year in retirement without taking more market...
How to Spend 30% More in Retirement (VIDEO)
In this video, I walk through the retirement playbook the ultra‑wealthy actually use. By reducing tax drag, wealthy people can spend 30% more per year in retirement without taking more market...
Tax Strategies for PE Partners
Private equity partner with $12M portfolio in the 37% tax bracket Currently just public stocks/bonds across: $2.2M in retirement accounts $9.8M in taxable accounts Opportunities we’re executing: Upgrade tax-loss harvesting:...
Tax Strategies for PE Partners
Private equity partner with $12M portfolio in the 37% tax bracket Currently just public stocks/bonds across: $2.2M in retirement accounts $9.8M in taxable accounts Opportunities we’re executing: Upgrade tax-loss harvesting:...
My #1 Investing Advice For Young People
This is the #1 advice I give young people that ask me about investing: Try to spend as little time as possible thinking about investing. If you’re in your 20s...
My #1 Investing Advice For Young People
This is the #1 advice I give young people that ask me about investing: Try to spend as little time as possible thinking about investing. If you’re in your 20s...
$15M Portfolio Generating $500K of Taxable Income
I recently met a very successful couple (both entrepreneurs) who had built substantial wealth in a taxable account. Their portfolio was generating strong returns. It was also generating a large...
$15M Portfolio Generating $500K of Taxable Income
I recently met a very successful couple (both entrepreneurs) who had built substantial wealth in a taxable account. Their portfolio was generating strong returns. It was also generating a large...
Taxes Aren’t the Price of Investment Success
“If you’re making money investing, you’re going to pay taxes” is such a lie It gets repeated so often that people assume it must be true. It isn’t. It’s never...
Taxes Aren’t the Price of Investment Success
“If you’re making money investing, you’re going to pay taxes” is such a lie It gets repeated so often that people assume it must be true. It isn’t. It’s never...
The Cash Balance Plan Secret Nobody Talks About
If you have a cash balance plan you HAVE to understand this The big deferrals during peak earning years are incredibly valuable. That part everyone understands. What most people miss...
The Cash Balance Plan Secret Nobody Talks About
If you have a cash balance plan you HAVE to understand this The big deferrals during peak earning years are incredibly valuable. That part everyone understands. What most people miss...