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Answering listener questions about what to know before buying into a practice, how to think about what “net worth” really means, and the important basics on special needs trusts. The post ...
I (M74) am really having a difficult time trying to decide how and who to handle our assets after my death. I have done most of our investing and financial management in the past. The majority is in b...
Why Doctors Are Looking Beyond Apartments Many physicians who discovered passive income through multifamily syndications over the last decade are ... Read more...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast numb...
Some people hear me say I’m a third-generation self-made millionaire and a third-generation early retiree, and they instantly question it. They assume I had a head start. They assume “self...
What if the “smart” money choice isn’t the choice that builds your best life? This Root Talks episode starts with a bucket-list moment for James—throwing the first pitch at a P...
Why am I so intent on accumulating wealth, despite not having children? It's because of my scarcity mindset. Here's how I'm working on it. The post The Queer Scarcity Mindset appeared first on The Whi...
Should the new temporary senior tax deduction change your Roth conversion strategy? Joe and Big Al spitball for Chris in Maple Grove, Minnesota, who wonders whether to keep converting to Roth now that...
Transitioning from a lifetime of diligent saving to enjoying your wealth in retirement tends to be riddled with guilt, but it doesn't have to be that way....
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it's too late. And...
In this episode, we dive into Stephen's fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. Is this...
Winning the lottery may be rare, but estate tax mistakes aren't. In this episode, we use the recent $1.8 billion Powerball jackpot to highlight how generational wealth can be eroded by estate taxes an...
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally....
Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice focused on first-generation Black family wealth....
Most of us enter medicine because we care about outcomes, lives, and long-term impact. Yet, somewhere along the way, many ... Read more...
New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans....
Joe Anderson, CFP® and Big Al Clopine, CPA tackle the fears that mess with even the best-laid financial plans, today on Your Money, Your Wealth® podcast 552. Big Wallet Barbie and Ken from the...
Episode 497 Fred jumps from investment to investment, always chasing the headlines but never building wealth. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subsc...
While alternatives offer diversification and higher potential returns, including them in your workplace retirement plan would require careful consideration....
Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources. The post Social Security: Surprising Insights on How the Pro...
You don’t have to look very hard for bad news these days.Even when the stock market and economy are booming ... Read more...
We’re playing “which comes first” today on Your Money, Your Wealth® podcast number 551 with Joe Anderson, CFP® and Big Al Clopine, CPA. “Retired G-Man and Nurse Ratched...
To help ensure you reach your savings goals and enjoy financial security in your golden years, be aware of these common pitfalls. The key is to be proactive, informed and flexible....
As long-time investors, we all understand the importance of diversification when it comes to growing wealth. Bear markets and corrections are inevitable, which is why putting everything into a single ...
The American wealth culture is nothing if not ironic. People earning six figures or more will sit across from a ... Read more...
With so many business-owning Baby Boomers set to retire, wealth advisers need a plan to ensure their business-owning clients and prospects become and remain their best clients....
Tips and tricks on building a successful niche. This week, Eric Franklin of Prospero Wealth on financial planning for tech executives and how he reverse engineered a customized clientele....
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs....
Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your f...
A reader asks: I am a 22-year-old CFA Level 3 candidate. I work as a portfolio analyst for a wealth ... Read more...
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members...
Housing wealth is a huge part of the American retirement picture. However, many people don't unlock the cash flow benefits of tapping into home equity in retirement....
The stock market and consumer spending are presently in a self-reinforcing positive feedback loop; the wealth effect from increasing stock ... Read more...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement quest...
While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care expe...
From how to retire in a crazy market to how much to withdraw and how to spend without feeling guilty, a financial pro shares the advice he's given this year....
If you want to FIRE, one of my regrets was pulling the ripcord too early at age 34 in 2012. Even though I started writing about FIRE in 2009 with the launch of Financial Samurai—trying to uncove...
The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy....
Investor behavior is costing them wealth. Learn how planning, discipline, and smart habits help you capture more returns. The post The Hidden Reason Investors Miss Out on Fund Returns: New Data on How...
Nick Maggiulli Of Dollars And Data focuses on personal finance using data analysis. Nick Maggiulli is the Chief Operating Officer ... Read more...
Here's a look at five ways to build wealth in retirement. Who says you can't make a bundle once you've retired?...
Using debt strategically, such as for homeownership, education and more, can lead to greater financial stability and growth....
When you build a house, you never entertain the thought of skipping the fire alarms or skimping on the wiring. ... Read more...
We asked an expert wealth planner for advice....
Even though you may feel confident because of easy access to investing information, you may be making mistakes that could compromise your long-term performance. Here's what you should know....
Limit exposure to your employer's stock, sell it periodically and maintain portfolio diversification to protect your wealth from unexpected events....
Nick Maggiulli’s Wealth Ladder framework shows why so many households get stuck at Level 4. In this review and live interview, we explore income limits, the 0.01% Rule, and what skipping levels ...
When the numbers say you can retire, but you can’t step away. Many people with the financial means to retire keep working, telling themselves one more year will make the plan even stronger. But ...
Many high-net-worth families experience financial stress because of a lack of immediate access to their assets. Liquidity planning aims to bridge the gap between long-term goals and short-term needs a...