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The Almost-Retired Entrepreneur’s Free Tax Lunch

The Almost-Retired Entrepreneur’s Free Tax Lunch

Ray has enjoyed a successful career as a therapist, and recently celebrated his 60th birthday. He decided to slow things down and work a part-time schedule. And even though he doesn’t need any money from his IRA yet to support his lifestyle, he’s going to do just that. Why? Because it will ...
Telling Your Kids What They’re Afraid to Ask

Telling Your Kids What They’re Afraid to Ask

We will discuss the succession after I am wearing the crown....You've been thinking about my death quite a bit. ~ Queen Daenerys Targaryen. In a recent episode of Game of Thrones (spoiler alert) when one of my favorite characters, Daenerys, was about to mount her dragon and fly into a danger
Long-term Saving for the Short-term Worker: Spend One, Save Two (Part 3)

Long-term Saving for the Short-term Worker: Spend One, Save Two (Part 3)

Scott, our Hollywood writer and producer who earns big paychecks for short periods of time, determined how big his nest egg will need to be to support his minimum lifestyle in Long-term Saving for the Short-term Worker (Part 2). Now, the tricky part. He wants to get there ASAP, but he also has ...
Long-term Saving for the Short-term Worker (Part 2)

Long-term Saving for the Short-term Worker (Part 2)

If you work in an industry that produces big fortunes in small doses (producer, writer, entrepreneur, etc.), you may reach a point early in your life where you could start living off your investment portfolio long before the word “retirement” even crosses your mind. So how much can you take out
Long-term Saving for the Short-term Worker (Part I)

Long-term Saving for the Short-term Worker (Part I)

Scott, once a struggling writer, landed his first major gig with a primetime TV show in the mid-90s that lasted for many years. He earned over $1million per year, but he made the same financial mistake that almost everyone does when a wealth event happens suddenly – he started buying things. He
Managing Your Real Estate Addiction

Managing Your Real Estate Addiction

My friend Soren is breaking up with his partner, who he lives with, and can’t move out. Why? Soren’s entire net worth is consumed by a company 401(k) plan and a vacation rental with a large mortgage that he bought with his partner. By the standards of the average person, Soren is wealthy, but ...