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BE A PLANNER™

TAX OPTIMIZED REAL ESTATE INVESTING FOR EARLY RETIREMENT

  • THE SHOW
  • THE MATH
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EPISODE 20240927HOU[Original Broadcast]

EPISODE 20240927HOU
[Original Broadcast]

Tags: roth conversions, sfr vs mfr valuations, usdebtclock.org

EPISODE 20240628HOU[Replay of May 26, 2024]

EPISODE 20240628HOU
[Replay of May 26, 2024]

Tags: roth conversions, self-directed 401 trust

EPISODE 20240627HOU[Replay of May 19, 2024]

EPISODE 20240627HOU
[Replay of May 19, 2024]

Tags: "kill" the 401k to "save" ssa?, april inflation still higher than expectations, ft worth office fire-sale, roth conversions

EPISODE 20240621HOU[Original Broadcast]

EPISODE 20240621HOU
[Original Broadcast]

Tags: part time living abroad, roth conversions, roth iras for kids, social security tax

EPISODE 20240526HOU[Original Broadcast]

EPISODE 20240526HOU
[Original Broadcast]

Tags: roth conversions, self-directed 401 trust

EPISODE 20240519HOU[Original Broadcast]

EPISODE 20240519HOU
[Original Broadcast]

Tags: "kill" the 401k to "save" ssa?, april inflation still higher than expectations, ft worth office fire-sale, roth conversions

EPISODE 20240418HOU[Original Broadcast]

EPISODE 20240418HOU
[Original Broadcast]

Tags: federal deficit, interest rates not going down soon, roth conversions

EPISODE 20231231HOU[Original Broadcast]

EPISODE 20231231HOU
[Original Broadcast]

Tags: 2023 events and trends, deficit math, roth conversions

EPISODE 20231229HOU[Original Broadcast]

EPISODE 20231229HOU
[Original Broadcast]

Tags: 2024 multi-family headwinds, roth conversions, small apartments

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Let’s get started on your early retirement.

"But getting by don't mean your living..."
Neil Diamond | "Nothing But a Heartache" (at 1:09)


The illustration shown below is for educational purposes only, and should not be relied on for tax, legal or accounting advice. Consult your own tax, legal and accounting advisors before engaging in any transaction.

Example 1: $350,000 401K, 20% IRR, 5 Yr Compound





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