Staying Invested, But Getting Selective: My 2025 Pivot to Cash Flow
If you’ve read this blog for long, you know my stance on the S&P 500: Over a 100-year timeline, it’s […]
Retirement
Retirement
Building Wealth, Retirement, Tax Efficiency
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
Retirement
Does a 15 % “Cash Bucket” Really Make Retirement Safer?
100 % Stocks vs. an 85/15 Portfolio, 1926–2024 – Cash bucket investing Prefer to listen? 🎧Click here to listen to the
Building Wealth, Retirement
How to Use a Roth IRA to Build Wealth — and Keep More of It
(And Why Tax-Free Compounding Is a Game Changer) – Roth IRA Benefits Prefer to listen? 🎧Click here to listen to
Retirement
What Makes More Sense – Gold, Guns & 60/40 — Or S&P 500?
If you read my post Retire with Confidence: The 3% S&P 500 Plan for Today, you know I’m a fan
Retirement
Retire with Confidence: The 3% S&P 500 Plan for Today
Safe Spending, Massive Growth—Backed by 100 Years of Data If you’re like me, you’ve heard about the great returns of
