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