39.6

Because we could round off to 40

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Category: Financial Independence

January 14, 2019 - Facebook Live, Financial Independence, Investing, Taxes, Video

Facebook Live Episode 26: Tax Lost Harvesting (Part 2) and Happy New Year!

Facebook Live Episode 26 Tax Loss Harvesting Part 2! Capital Loss Carryover How much does TLH “really” help? Keeping your…

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December 17, 2018December 17, 2018 - Facebook Live, Financial Independence, Video

Facebook Live Episode 23

LIVE from FINCON 2018 Meet Bonnie Koo (MissBonnieMD.com), Peter Kim (PassiveIncomeMD.com), and Carrie (HippocraticHustle.com), Kate & Shinola Part I Part…

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December 17, 2018 - Facebook Live, Financial Independence, Investing, IRA, Retirement

Facebook Live Episode 22 – Backdoor Roth Tutorial

Backdoor Roth Tutorial – and why do it if high income?   *note – i wasn’t clear on this part:…

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December 17, 2018 - Facebook Live, Financial Independence, Investing, Taxes, Video

Facebook Live Episode 20: Married Filing Jointly vs. Separately (Taxes Episode 6); PAYE / PSLF

Facebook Live Episode 20: Married Filing Jointly vs. Separately (Taxes Episode 6); introducing the 8 brackets and a bit about…

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August 5, 2018August 29, 2018 - Facebook Live, Financial Independence, Investing, Retirement

Facebook Live Episode 11: How You Spend Your 1st Attending Paycheck Can Cost You $10M (or more)!

All about Lifestyle Inflation & Savings Rates Broadcast live Tuesday 7/31/18 You got your 1st attending paycheck, nothing will stop…

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August 5, 2018August 29, 2018 - Facebook Live, Financial Independence, Investing, Real Estate, Syndication, Video

Facebook Live Episode 10: Preferred Rates of Return in Real Estate Syndications

Broadcast Live Monday 7/31/2018 What is preferred equity? What are preferred rates of return? How does cash flow get divided…

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July 21, 2018July 21, 2018 - Facebook Live, Financial Independence, Investing, Real Estate, Retirement, Video

Facebook Live Episode 5: Demo Day: The 4% (300x) Rule

Broadcast Live Thursday 7/19/2018 How much do you need to be financially independent? 300x your monthly expenses (The 4% rule)…

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July 21, 2018July 21, 2018 - Facebook Live, Financial Independence, Investing, Retirement, Video

Facebook Live Episode 4: Demo Day: Filling and Balancing Investment Accounts

  Broadcast Live Wednesday 7/18/2018 – Filling up your investment buckets – Introducing the “Warren Buffet” 90/10 Porfolio (Jasmine Rice…

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July 21, 2018 - Facebook Live, Financial Independence, Investing

Facebook Live Episode 2 – Should I invest “After-Tax” Money in my 401k?

Broadcast Live Monday 7/16/2018 Summary: There are 3 flavors of 401k accounts (popsicles). “After-tax” is the worst flavor: orange. It’s…

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July 15, 2018August 29, 2018 - Facebook Live, Financial Independence, Investing, Pension, Retirement, Video

U Texas Retirement: TRS vs. ORP

TRS vs. ORP – U Texas Retirement Options New full time faculty at University of Texas institutions are offered a…

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Recent Posts

  • 2020 Marginal & Effective Tax Rate Graphs
  • Maximizing U Texas Retirement Accounts with ORP (2019 edition)
  • Episode 28: Backdoor Roth in Turbotax
  • Facebook Live Episode 26: Tax Lost Harvesting (Part 2) and Happy New Year!
  • Facebook Live Episode 25: Tax Loss Harvesting Video Tutorial (Part 1)

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