Risks of Bengen's 5.5% Withdrawal Proposal
Bengen proposes a significant shift in portfolio composition to support a higher withdrawal rate for retirement. What is...
Secure 2.0 Act, Bold Move, Best Investment Writing of 2022
Secure 2.0 and the FI Community Sean Mullaney, the FI Tax Guy, just put out an article on the ‘Secure 2.0 and the FI Com...
Speculation or Investment?
Speculation or Investment? My good friend Chris Hutchins had Andy Rachleff, the co-founder of Wealthfront, on his podcas...
Capital Gains Tax Brackets: Maximize Investments
Capital gains optimization can allow you to build a tax-efficient investment strategy. Since understanding capital gains...
Future Value of Investment Calculator
Use our Future Value of Investment Calculator to see how much money you’ll earn on your investments over time with compo...
How Investment Fees Quietly Cost You Your Freedom
One of the greatest appeals for having a financial advisor is the comfort we feel in having an "expert" do our investing...
How To Create An Investment Policy Statement
As members of the FI community, our goals are all similar enough. In order to retire early, we need to have 25x our annu...
Are Solar Panels Worth the Investment? My One-Year Review
You’ve likely noticed that solar panels have been popping up on scores of homes and businesses in recent years. The risi...
The Failing 403(b) Was My Wake-Up Call
Have you ever been so eager to get, do, or have something that you couldn’t see its failings? We've all been there, at s...
Podcast Episodes
Mailbag: Getting Started with FI, Debt vs. Investing, Dividends, 4% Includes Taxes?, Roth 401k
Aug 18, 2024
How To Calculate Your Savings Rate… And Why It’s Important
May 2, 2022
Is The FIRE Movement Over?
Apr 1, 2020
Let's Talk About Fees | Why Investment Fees Are Evil and How to Avoid Them
Dec 22, 2016