Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. Listen now and learn: The two biggest mistakes investors makeLessons from market bubbles of the pastPractical ideas for achieving...
The start of a new year is one of the best inflection points for your finances. There are really nice tax planning, investment, and capital allocation opportunities right now. If this year you are considering seeking professional help with your finances, this...
Markets are down, inflation is high, and many are expecting a recession. Are you ready? In this “rewind” episode, I revisit a popular episode that is now more relevant than ever. By the end of this episode, I hope to help you answer an important...
Successful retirement savers often find themselves in a high tax bracket during retirement (pensions, social security, RMDs, etc.). One of the downsides, in addition to a higher tax bill, is getting hit with Medicare IRMAA. Listen now and learn: How IRMAA...
After age 72, a Required Minimum Distribution (or RMD) must be withdrawn from your traditional IRAs and 401(k)s each year—whether you need it or not. Failing to take an RMD could result in a tax penalty worth up to 50% of the amount you should have taken. Listen now...
When it comes to maximizing wealth, there is usually going to be a mathematically optimal solution, but that solution doesn’t always align with our human emotions. Ben Carlson, co-host of Animal Spirits and author of A Wealth of Common Sense, joins me to talk about...
