E82 5 Ways to Calculate How Much to Save for Retirement

5 Ways to Calculate How Much to Save for Retirement

Everyone loves rules of thumb. So here are some easy rules of thumb for calculating how much you need to retire.

Your Kids Are Messing Up Your Retirement

Your Kids Are Messing Up Your Retirement

They take and take and take … and take. Will it ever end? The statistics say it’s getting worse, and parents are supporting kids later into adulthood.

That’s terrible for your retirement, don’t do it, here’s what to do instead.

5 Eye-Opening Retirement Savings Facts and Stats

5 Eye-Opening Retirement Savings Facts and Stats

Even I was surprised by some of these numbers. Find out how poorly we’re saving for retirement. What a downer.

5 Unexpected Consequences of Retiring Early 956x 538

5 Unexpected Consequences of Retiring Early

We mostly assume that early retirement is a universally good thing. 100%

But what are some of the unexpected drawbacks of leaving the workforce early?

7-Things-to-Know-About-FIRE-Financial-Independence-and-Retiring-Early

7 Things to Know About Financial Independence and Retiring Early FIRE

Have you been hearing a lot about the “F.I.R.E.” movement? Let’s talk about some steps to help you get to Financial Independence and Retire Early.

E65 Tax Deductions that are Gone for 2018 956x 538 blog

E65 Tax Deductions that are Gone for 2018

Recent tax reform made many changes, mostly in the form of capping or limiting deductions. BUT, the trade-off is the standard deduction nearly doubled

Should You Get Legal Advice from Your Banker?

Smart people know what they don’t know. So you don’t want to be a know-it-all.Smarter people surround themselves with people who are smarter than them. If you’re the smartest person in the room, you’re in the wrong room.The smartest people know the right people to surround themselves with.

Should You Bother Saving for College? [live replay]

Should You Bother Saving for College?

Are thinking about how much you should be saving for college? How much do you need? How much per year?Rather than answer directly with calculators or rules of thumb, let’s talk about your thinking.Are you planning for how things use to be, or planning for how things are going to be?

E63 7 Tax Tips To Avoid Trouble With The IRS 956x538 blog

E63 7 Tax Tips To Avoid Trouble With The IRS (Podcast)

(1) Assume it’s income. If any doubt, assume it’s income. Examples: Lottery, gambling, contest prizes; (2) Don’t miss any 1099s. IRS tracks these automatically. Follow up to get them all; (3) Don’t ignore the IRS…

E62 How Robin Williams Protected His Family from Legal Battles After his Death 956x538 blog

E62 How Robin Williams Protected His Family from Legal Battles After his Death (Podcast)

Robin’s was survived by his third spouse (Susan) and 3 adult kids from prior marriages. Robin planned well, because he knew the cost of legal battles. His divorces cost him ~$20 million…