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Tag: retirement

episode

The IRS Just Changed the Rules About 401(k)s (What You Need to Know)

The IRS just announced they are delaying a change to 401(k) contributions to 2026. Here’s what changes are going into…

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The IRS Just Changed the Rules About 401(k)s (What You Need to Know)

The IRS just announced they are delaying a change to 401(k) contributions to 2026. Here’s what changes are going into…

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article

Is $1,000,000 Still Enough for Retirement?

Is $1 million enough to retire? In this highlight, we’ll discuss how much you may need to retire and why…

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Why Invest in Taxable Accounts When There Are Ways to Access Funds Before Age 59?

Even for those retiring early, there are ways to access tax-advantaged accounts early. If you can do this, is there…

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Is This Retirement Investing Strategy Smart?

Index target date funds are made of indexes that you can add to your own portfolio. Is it a good…

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The Case For Lump-Sum Investing (The Superior Way to Invest?)

Is lump sum investing better than dollar cost averaging? Check out our case study where we show a real-world example…

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The Case For Dollar Cost Averaging (Is It Really a Better Strategy?)

Is dollar cost averaging better than lump sum investing? Check out our case study where we show a real-world example…

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I’m Investing 62% of My Income! (When Should I Slow Down?)

In this highlight, we discuss how to know when to take your foot off the gas financially and how to…

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How to Calculate Your Financial Independence Number with Inflation

In this highlight, we discuss how to factor in inflation when calculating your financial independence number. For more information, check…

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How to Balance Roth and After-Tax Buckets for Early Retirement

In this highlight, we discuss how to balance Roth and after-tax buckets for early retirement and what you need to…

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