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How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

45-minute comprehensive training revealing the retirement income system I've refined over 24 years

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Best Presidential Biographies

Table of Contents George WashingtonJohn AdamsThomas JeffersonJames MadisonJames MonroeJohn Quincy AdamsAndrew JacksonMartin Van BurenWilliam Henry HarrisonJohn TylerJames PolkZachary TaylorMillard FilmoreFranklin PierceJames BuchananAbraham LincolnAndrew JohnsonUlysses GrantRutherford ...
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My latest: Investing for Retirement Three reasons why you need to be aggressively investing for retirement to protect yourself from outliving your assets. Market Concentration ...
Retirement Planning

Investing for Retirement

Kicking off my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class I created to share the lessons I've ...
Weekly Updates

Wednesday Reading List

Mortgage rates get more treacherous by Axios Rates vary widely by lender. The gap between the best and worst rates is now .88% (it was ...
Weekly Updates

Wednesday Reading List

My latest post: Tax Planning Tips By now, you’ve hopefully filed your 2024 return (or extension) and are thinking about how to reduce your future ...
Tax

Tax Planning Tips

By now, you've hopefully filed your 2024 return (or extension) and are thinking about how to reduce your future taxes. Here are some tax planning ...
Tax

How to Pay Less in Taxes

Smarter tax planning is important because it allows you to keep more of what you earn and save. It doesn't do you much good to ...
Weekly Updates

Wednesday Reading List

Scott Bessent’s Tightrope Walk by Bloomberg A few weeks into the world created by Liberation Day, it's clear that markets prefer to hear from Scott ...
Weekly Updates

Wednesday Reading List

‘I Think He Means It: Scott Bessent’s Endgame by Politico "From parsing his remarks and talking to people who know him, I gather the plan ...
Weekly Updates

Wednesday Reading List

My latest: Liberation Day Thoughts There's lots to digest in what some are calling a massive change in the economic word order that's caused a ...
Economics

Liberation Day Thoughts

Well, he’s done it.  And by him, I mean President Trump.  And by it, I don’t mean tariffs.  I mean forcing me to write about ...
Weekly Updates

Wednesday Reading List

My latest: How to Invest in International Stocks Sharing some tips on how and why to add international stocks to your portfolio because if you ...