WTF is an IRA

WTF is an IRA

by | Jun 27, 2023 | Uncategorized

I think by now every American knows they have to stock something away for their old age. Whether us millennials want to call it a retirement, or just a “f*ck you, working!” lifestyle is totally debatable, but we still need to save something. When most...
WTF is an RMD?

WTF is an RMD?

by | Jul 28, 2021 | WTF

RMDs are something I talked about a lot more in my past life working with retirees. But it’s not something most of my millennial clients have heard of. So, WTF is an RMD? RMD stands for Required Minimum Distribution. It is the government-mandated amount of money...
The Power of a 401(k) Rollover

The Power of a 401(k) Rollover

by | Jul 22, 2021 | Advice

What would you think if you opened the mail and found a check with your name on it a for $16k? This happened to me recently. But then I remembered: “Oh yeah! My 401(k) rollover is here.” About 2/3rds of Americans have access to some kind of retirement plan...
Changing Jobs? Get What You’re Worth

Changing Jobs? Get What You’re Worth

by | Jul 8, 2021 | Advice

This is a personal finance blog, so I talk a lot about saving and investing (obviously). But what about earning power? How much you earn is a vital input to how you can accumulate wealth. So why don’t financial advisors help with that part of the equation? This...

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