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Sep 17, 2019

You own some of your employer company stock in your 401(k) or ESOP plan.  You are about ready to roll the funds out.  Put on the brakes!  There may be a way of avoiding massive income taxes through Net Unrealized Appreciation (NUA).  Listen to hear the stories of Lacey, Robert, and Henry.  NUA didn’t make sense for...


Sep 10, 2019

Are you raising a money monster?  It is easier than you think.  Sometimes your "help" is the root of the issue.  This episode describes the most important tips for helping your kids be smarter in money decisions.  This works whether or not your kids are still kids.


Sep 3, 2019

According to my mother-in-law, the only independently wealthy people sell drugs.  However, there ARE legal ways of retiring early.  In fact, there are legal ways of getting money out of your retirement accounts without paying the 10% early withdrawal penalty!  Don't miss these tricks to retiring early and sticking it to...