#585: Q&A: The Hidden Tax Drain in Your Investment Strategy
Michael rebalances his portfolio every year. But he’s worried that triggering capital gains taxes on his brokerage account will cancel…
Category: Personal finance
#584: Sahil Bloom: Which of the Five Wealth Types Are You Neglecting?
Think about how you spend an average day. Would the 10-year-old version of yourself be impressed? What about the 90-year-old…
#583: Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts
Contrary to recent discussions, Jesse has concluded that a traditional IRA is the smarter way to go for most people…
#582: The Marriage Contract You Never Saw (But Can’t Escape), with Harvard Law Alum Aaron Thomas
They had it all. Six thriving children. A 40-year marriage. A household income of $200,000. Then in her 60s, she…
#581: When Disaster Hits Home – Literally
Enrollment for Your First Rental Property is open! affordanything.com/enroll ____________________________ Today’s question is different. There’s something special about it —…
#580: Treasury Tantrums, Arctic Routes, and McKinley’s Ghost
“If you want to understand what’s happening in the economy, look at bonds,” begins today’s episode, where we explore how…
#579: I Have 14 Days Until My Tenants Move In … And Nowhere to Go
Todd is in a real estate bind. He found out six days before closing on a new home that it…
#578: The Hidden Cost of Playing It Safe With Money, with Dr. Margie Warrell
Fear blocks smart money moves. Ask Harvard Business Review advisor Dr. Margie Warrell, who guides Fortune 500 companies through strategic…
#577: Q&A: The Efficient Frontier Was Perfect Until HR Got Involved
Kelsey is excited about investing along the efficient frontier, but it feels impossible with the lack of fund options in…
#576: The World’s Richest People Are Weird by Design, with William Green
The world’s greatest investors have a secret: they’re weird. When one young fund manager met Bill Miller for the first…
#574: The Hidden Psychology of Financial Pressure, with Dr. Sunita Sah
What would you do if someone in authority told you to do something that felt wrong? Most of us like…
#575: Q&A: The Roth Decision at Every Income Level (And Why It Matters Now!)
Apar’s income has more than doubled after he started his own business. His advisor recommends Roth contributions but he’s skeptical…