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Friday Q&A: Life Insurance, Protecting Money in Brokerage Accounts, Optimizing Taxes while Living in Bermuda, etc.
Episode 623
2:00 - Life insurance advice for a recently married husband
6:15 - How can I make a back-door Roth contribution without being subject to the pro rata…
6 years, 11 months ago
Asset Protection Planning for Mere Mortals - Part 8 - Annuity Values and Annuity Payments Exemption Planning
Episode 622
In this episode of the Asset Protection Series, we do a deep-dive into annuities. Entry-level stuff at the beginning and some extra, hard-core bonuse…
6 years, 11 months ago
621-Friday Q&A: Investing in Distressed Mortgage Notes, CFA Credential, Roth 401(k) vs. Traditional, Privacy vs. Functionality
1:20 - How Can I Invest in Distressed Mortgage Notes Inside my Roth IRA?
8:05 - Should I Pursue a Chartered Financial Analyst Credential for My Own I…
6 years, 11 months ago
Out & About: Interview for "In The Rabbit Hole" Podcast
This is a recording of an interview I gave for "In The Rabbit Hole."
ITRH: E272: The Truth About Money and Preparedness
Originally published: Novembe…
6 years, 11 months ago
620-Friday Q&A: Financial Planning for Newlyweds, 401(k)s Without a Match, 529 vs. Roth IRA for College Education
1:25 - I just got married. What financial planning should I do now?
39:35 - My employer offers a 401(k) with no match. Should I participate?
55:35 - …
6 years, 11 months ago
Empathy and Personal Responsibility When Living Paycheck-to-Paycheck: Interview with the Cheap Bohemian
Episode 619
In Episode 616, I argued the point that if missing one paycheck is a problem for you, you're behaving stupidly. My guest on today's show took umbrage…
7 years ago
618-Reflections on the State of the USA From Two Travelers
Chris Moody and I have both spent the last 6 months traveling the width and breadth of the United States with an eye toward understanding the current…
7 years ago
Friday Q&A: Giving Money to Poor People, Contributing My Salary to my Wife's 401(k), Protecting Investment Accounts, Buying Term Life Insurance while FI, etc!
Episode 617
1:45 - How can I give nice gift to people who are poorer than I am without creating a power imbalance?
15:20 - Can I contribute my salary into a 401(…
7 years ago
616-If Missing One Paycheck is a Problem For You, You're Behaving Stupidly
Stop behaving stupidly with your money.
NPR story: https://www.npr.org/2019/01/09/683519210/air-travelers-and-workers-may-feel-government-shutdown-…7 years ago
How to Find an Excellent Wife: The Preparation
Episode 615
Today, I share my advice for young men on how they can find an excellent wife. In short, you must become an excellent man. That's the task. Here are …
7 years ago