The front-door and back-door Roth aren’t new IRA steps you should be familiar with. But they are steps that can save you money, so we’re going to talk about them today. In this episode, Dave talks about… The front door and backdoor Roth IRA What is the limit to contributing outright to a Roth IRA?…
The Front-Door and Back-Door Roth
A Journey in Self Storage with Jeremy and Jennifer Perkins
There are many questions to be answered when considering real estate investment. So, we have our guests today who have a passion for helping people and real estate reach their highest and best use. Jeremy and Jennifer are serial entrepreneurs, and they understand what it takes to build companies and real estate from the ground…
Mark Livingston’s Journey in Real Assets
Investing might sound like a simple concept and it is, but at the same time, it’s the hardest thing you’ll ever do. So in today’s episode, I would love to introduce you to someone that can educate us when it comes to investing. He is someone that started with a corporate career and really kind…
What You Need to Know About Life Insurance
When you buy life insurance, you’re investing in your family’s future. A good financial security strategy includes life insurance in case something happens to you. There are many different types of policies to choose from, so it’s important to understand how buying life insurance works before making a purchase decision. In this episode, Dave talks…
What Are IBonds?
If you have ever wondered what I bond is and why it would be a good investment for yourself and your finances, this Podcast should give you the answers. In this episode, Dave discusses… What is an iBond? What are the major cons and pros of this kind of investment? How long does an iBond…
What You Need to Know About Disability Insurance
In a nutshell, disability life insurance provides financial support to your family if you become disabled and can no longer work. It can replace your income as well as help out with other expenses (e.g., rent, mortgage). It’s an expense you definitely want to consider. Listen to this episode for more details on how this type…
My Next Financial Experiment
I’m sure you’ve heard about some of my successes, big and small wins in our Podcast. It’s been a lot of work, but sometimes it feels harder than you’d expect it to be. The past few years have been challenging, but I’ve learned a lot. I’m excited to share an important update with you. So…
How to Use Novelty in Your Investments
Investing is a numbers game. The more informed you are, the better your chances of success. Nobody likes to lose. You’ll always be better off if you go with your gut and then follow up on it with some research. That way you won’t second-guess yourself every step of the way. So, in this episode,…
Why I Hate Illiquid Investment
All about Illiquid Investment When the market is going through one of its many highs and lows, it seems like everyone has something to say. However, what you might not hear a lot about are illiquid investments—assets that may be hard to sell quickly and can take time to turn into cash. If you are…
Buying a Medical Office Building with Trisha Talbot of DocProperties
Considering a medical office building investment? When you purchase an income property, your investment income and cash flow can be more predictable. This is hard to find in today’s market. Plus, if you are a physician who owns his or her own practice, you know how important it is to be financially secure. Today’s podcast…
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