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Episode 205. “I’ve been homeless before…I’m terrified to spend money”
Jennifer (37) and Steve (41) have been dating for over five years, but they’ve never spent more than $100 on a shared purchase. Jennifer is a self-made business owner [&he
Asset Allocation by Age (+ Specific Recommendations)
Allocating your assets according to your age is a strategic way to plan your investments portfolios, since your age is directly related to your investment time horizon and risk cap
How to Survive a Recession (without freaking out)
If a recession is on the horizon, don’t panic. I’ve been through multiple economic downturns, and I’ll show you strategies to help you survive and even potentially thrive dur
Is a Backdoor Roth IRA Worth It? Here’s What You Need to Know
The backdoor Roth IRA is a legal strategy that lets high earners access tax-free retirement growth, despite exceeding the income limits. It’s not a loophole or tax dodge—just a
