For the fun of it: An Open House for my Spring 2025 Classes
I am a teacher at heart, and every year, for more than two decades, I have invited people to join me in the classes that...
For the fun of it: An Open House for my Spring 2025 Classes
I am a teacher at heart, and every year, for more than two decades, I have invited people to join me in the classes that...
For the fun of it: An Open House for my Spring 2025 Classes
I am a teacher at heart, and every year, for more than two decades, I have invited people to join me in the classes that...
2025 Housing Price Forecasts: Continued Strong Gains
Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The outlook from housing analysts is...
Wealth vs. Morality: The Dilemma of Profiting From Sin
Sin—actions deemed morally wrong or harmful—can be difficult to resist, especially when money is involved. A hefty paycheck or a prestigious title can make it easier...
Boldin Financial Planner Review: Financial Freedom Made Easier
I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first...
Maximizing Tax-Free Income and Withdrawals In Retirement
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront on your retirement accounts can...
2025 Wall Street S&P 500 Forecasts Are All Bullish – Uh Oh!
The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven't found a single bearish forecast,...
How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck – around 60% – 70%. If we fail to recognize our lucky financial...