Early Retirement Blog

One of the most important decisions you'll make during retirement is how to withdraw your income (please don't pay more taxes than you need to).There are a few things to consider when deciding where t...

If you're hoping to retire early and have thought about it for some time - you're probably ahead of the curve. Why am I assuming that? It's NOT EASY to retire early as you need to save and invest for ...

Who loves paying taxes? Nobody - that's why I love talking about tax-gain harvesting.Tax-gain harvesting is a popular investment strategy used by many investors to reduce or eliminate taxes on their c...

This is what I look like when I get my clients investments optimized (minus the cool shades).As you plan for your early retirement, tax efficiency should be a crucial consideration in your investment ...

The biggest fear for many people is running out of money in retirement, and this is a major concern for many of my clients. However, I believe that success in retirement is not just about having a goo...

It can be overwhelming to think about all the different factors that go into retirement planning, such as investing, taxes, withdrawal strategy, and social security. I always like to start by answerin...

You've been working hard for years, and it's time to retire. It's not just about putting your feet up: You also need to plan for how you'll live after retirement so that you can make the most of this ...

I was recently featured in ShoutoutLA - check out the article here!

The problem with money is people view it as dollars, as opposed to as a tool. Your money is simply a reflection of what you want your life to look like. Most articles talk about investment performance...