Feb 23, 2022
Join weekly tips for pursuing FI
Putting too much emphasis on the "retire early" aspect of financial independence can create a scarcity mindset and limit you from obtaining what you really want sooner.
In this episode, I share why "work optional" is a better mindset for most people to focus on because it allows you to...
Feb 16, 2022
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Target date funds can be a great all-in-one solution for someone early in their investing journey who's looking to get appropriate investing exposure.
However, target date funds can create some problems as you continue
to grow your investment assets outside of a workplace...
Feb 9, 2022
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What are the major downsides of paying AMT when exercising
ISOs?
If you're not aware of the liability come tax time, you can create
a cash flow nightmare.
If you're aware of the liability ahead of time, the main downside
is providing an interest-free loan to the IRS with the AMT...
Feb 2, 2022
You most likely don't need to be paying for permanent life insurance. Term insurance is a far more cost-effective solution.
In this podcast episode, I break down why you should keep your investing and insurance needs separate.