On Living a Rich Life
On January 30, 2021 my grandfather, Segundo “Sig” Sanchez, passed away. He was 100 years old.
In many ways,…
Rules and Options for Managing Inherited Retirement Accounts – Podcast #213
If you inherited retirement accounts or anticipate leaving retirement accounts to your heirs, it is important to…
Mega Backdoor Roth with ERISA 401(k) Plans
Much of the information available on the internet and on WCI covers individual or ‘solo’ 401(k) plans. Not a lot…
Anniversary Contest Winners Announcement!
Well, I'm home! I know you've been getting posts in your email box from me every day for the last 5 weeks and…
6 Ways to Tax the Rich That Are Better Than a Wealth Tax
I'm not a big fan of taxing the wealthy, but mostly just because I have a huge conflict of interest, being one of…
What Are ARK Funds? Should You Buy an ARK ETF?
ARK (Active Research Knowledge) Funds is a primarily actively managed ETF company founded by Cathie Woods in…
Financial Independence Is the Escape Hatch to Burnout
In the 70s, the aviation industry had a culture problem. The pilot was an autocratic and authoritative figure,…
Live Like a Resident
Some of the best financial advice ever given to me by a colleague is encompassed in these four words: “Live like…
Why I Keep My Rusty Car
I am a physician and drive the same car 10 years out of medical school. Here’s why.
Logistical Reasons to Keep…
Late Start Retirement Savings – Podcast #211
Feeling like you are behind in retirement savings is a common sentiment. People are not generally as far behind…