Episode Details
Back to EpisodesHigh Income Tax Strategies, Selling a House to Invest in the S&P 500, and Converting $100K to a Roth IRA (Money Q&A)
Description
Eight questions. Eight real financial situations. Eight answers that might change the way you think about your money.
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What You'll Learn in This Episode
- How a new US resident with $1.5M should restructure for American retirement accounts
- How to automate your finances when your income changes every month
- Should you sell your home and invest the equity in 2026?
- Why taxes hit harder above $250K and what to do about it
- The tax order high earners should follow to save six figures a year
- The simplest way to convert $100K from traditional IRA to Roth without a huge tax bill
- The AI voice scam targeting one in four Americans right now
Start Here
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Tool/s Mentioned
- The Retirement Calculator https://expert-hustler-605.kit.com/e6b8d4f8a2
- Total Cost of Ownership Calculator https://mastermoney.co/total-cost-of-ownership-calculator/
- Automate Your Entire Money System in One Weekend https://courses.mastermoney.co/automate-your-money-checklist
Book/s Mentioned
- Why We Sleep by Matthew Walker
Episode/s Mentioned
- Buying a House VS. Investing In the S&P 500 (Which Is Better?) https://youtu.be/6iwf_4iQz0c
- How to Automate