A Man of the Numbers | Data-Driven Personal Finance

Mega Backdoor Roth: The Secret Path to Supercharged Tax-Free Savings

🧲 When I First Heard About It… I still remember the first time a colleague mentioned the Mega Backdoor Roth.They […]

When my oldest daughter got her first job, she came home with a big smile and a small paycheck. We

100 % Stocks vs. an 85/15 Portfolio, 1926–2024 – Cash bucket investing Prefer to listen? 🎧Click here to listen to the

(And Why Tax-Free Compounding Is a Game Changer) – Roth IRA Benefits Prefer to listen? 🎧Click here to listen to

Helping new investors tame the noise, conquer inflation, and harness the market’s long-term growth in 20 minutes or less. Prefer

So, you’ve finally built up some cash. Maybe it’s for your kids—still minors, but you’re thinking ahead. Or maybe you’re

It looks like a wealth machine at first glance — but once you adjust for inflation and real costs, the

If you read my post Retire with Confidence: The 3% S&P 500 Plan for Today, you know I’m a fan

Imagine This… It’s 2025. You’ve just landed your first real job (maybe no need to imagine if that’s you!) and

Safe Spending, Massive Growth—Backed by 100 Years of Data If you’re like me, you’ve heard about the great returns of