One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Is it most important to max out a 401(k) before an IRA? At what point should you use a taxable account for retirement savings? How does debt play into...
What does it mean to be a long term investor? In this episode, Peter shares his definition of being a long-term investor and how it shapes the framework for making investment decisions. Listen in and learn: Whether 3, 5, 10, or 20 years qualifies as “long term”Why...
Homeownership has long been one of the biggest goals for Americans to achieve, and a cornerstone of the traditional American Dream. More than 65% of the US population owns their home – but without the help of a mortgage, many of those homeowners couldn’t afford to...
Finding ways to earn more money on your cash has become incredibly frustrating. With money-market accounts offering paltry rates hovering around 0.5%, some of my clients are deciding instead to put their savings to work by lending it to other family members. ...
Unless you’re independently wealthy, you probably receive an income for work you perform at your job. That income likely comes to you in a periodic fashion, either from regular paychecks if you’re an employee, monthly invoice payments if you’re a freelancer, or maybe...
