Great Reasons to Have a Tax-Deferred Account
Sometimes people get so excited about Roth accounts that they take it too far. Remember, tax-deferred accounts also have tons of advantages.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Sometimes people get so excited about Roth accounts that they take it too far. Remember, tax-deferred accounts also have tons of advantages.
Taking a finance class with Ken French changed the way I think about investing. Here's why real estate investing makes me feel comfortable.
Inflation-protected securities often get lumped together. But TIPS and I Bonds have differences that you'll want to know about.
It took me seven years to reach the $250,000 threshold in my solo 401() that necessitates that I fill out Form 5500-EZ. Here's how I did it.
Answering listener questions about Roth vs. traditional contributions, brokerage accounts for businesses, and balancing investing with paying for medical school.
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I've been playing poker for money since I was a kid. Here are all the lessons learned that I can apply to my investment life.
An interview with Ben Carlson, where we talk about how investors can better think through risk, reward, and the tradeoffs that come with building wealth. We also discuss market fear, portfolio complexity, and why investing probably should not be exciting.
Due to its potential tax efficiencies, direct indexing can make sense for many investors. Here's what to know, including potential downsides.
Let’s journey back in time and discover how and why a tech enthusiast thought it'd be a good idea to spend 10,000 Bitcoin for some pizza.
There are bad ways to spend your HSA, good ways to spend it, and great ways to spend it. Let's discuss how we decided to spend our HSA.
Answering listener questions about comparing REITs and syndications, how to spot red flags in private deals before you commit your money, and how to avoid PMI when buying a home.
An interview with FPL's Amanda Harrell, where we talk through how to handle a 401(k) rollover without blowing up your Backdoor Roth IRA, whether direct indexing is really worth it, and what to think about when setting up a 401(k) as a practice owner.
Preparing for a bear market is critical. Because we know that another one will be coming along at some point, whether we like it or not.
Talking in depth about index fund investing, and answering listener questions about handling inheritances from your parents and making smart tax moves around withholding, estimated payments, and capital gains.
Since we can actually start using Trump accounts, aka 530a accounts, on July 4, 2026, let's talk about what we actually know about them.
Medical school may not have taught you about money, but we will.
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