On today’s episode, I speak with estate planning attorney, Sarah Suiter of PK Law. We discuss what estate planning actually is, why it’s so important, and the mistakes that most people make that you’ll want to avoid. Sarah Suiter of PK Law – Contact Information: sarah@pklawsandiego.com Show Notes: Why is estate planning so important?…
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Writings
3Q 2021 Market Overview
Market Update Markets were basically flat in the 3rd quarter. After basically 18 months of great market returns, this past quarter reminded us that excellent returns are not the normal market experience. I definitely wouldn’t get worked up about these numbers, but it did feel a bit uncomfortable to experience some losses when the recent…
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Ep. 13 | When is the Best Time to Trade?
When you have to place a trade, WHEN you do it is very important. But I’m not talking about buying dips or selling at highs. I’m talking about a simple trading tactic to lower your transaction costs. Today’s show discusses how ETF’s and mutual funds trade and when to do them to minimize your…
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How to Hedge Against Tax Rate Increases
Here’s how the top marginal tax brackets have changed over the last 100 years or so: I don’t know how or when tax rates will change, but if this graph tells us anything it’s that they probably will. As I write this, tax policies have been proposed, but nothing has been implemented yet. Lower tax…
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Ep. 12 | How to Invest a Pile of Cash
If you’ve come into some money from a relative passing, sold a business or investment property, or maybe downsized your home, you might be wondering how to properly invest this pile of cash. Whatever the case may be, you’re sitting on some cash and don’t want to make a bad decision and have the…
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What Living Below Your Means Actually Does
My first introduction to investing was my senior year in high school when my economics teacher gave Dr. Thomas Stanley’s book The Millionaire Next Door as an assignment. The book covers the lifestyles of actual American millionaires and their lives look much different than what may be portrayed by the rich in the media. The…
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