Saving for “retirement” in your 30s & 40s?

By |2020-09-04T18:18:59+00:00September 4th, 2020|Categories: Behind The Curtain, Cash Flow, Retirement Planning, Single Point of View|Tags: , , |

Am I saving enough for "retirement"?  How do we think about saving in general and balancing saving for shorter term goals as well?  In this installment of Behind The Curtain, Seth and I discuss a framework for thinking about savings when you are in your 30s & 40s.  It's not just about saving for this [...]

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Avoid Surprises with Unemployment Income (BTC Ep. 5)

By |2020-07-10T18:54:32+00:00July 9th, 2020|Categories: Behind The Curtain, Single Point of View, Tax Planning|Tags: , , |

Over 40 million Americans have filed for unemployment during the pandemic.  If that includes you, what should you be aware of to avoid any surprises? Seth and I discuss this in episode #5 of Behind the Curtain.

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How to use my credit card points? (BTC Ep. 4)

By |2020-05-19T12:48:45+00:00May 19th, 2020|Categories: Behind The Curtain, Cash Flow, Lending, Single Point of View|

We have a lot to manage in our financial lives, add credit card points to that list!  With so many different cards and rewards there is no one right way to use them.  Having a reminder (we're looking at you Knudge!) to at least make sure you are using them, and not losing them, is [...]

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Should I Stop Taking $ out of My Investments? (BTC Ep. 3)

By |2020-05-11T19:02:50+00:00May 11th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|

The question we've been getting more often from retirees living off withdrawals from their portfolio is " Should I take less money out of my accounts given the market decline?". In the 3rd episode of Behind the Curtain, Seth Corkin and I share our conversation addressing this question.

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How Safe Are My Bonds? (BTC Ep. 2)

By |2020-04-30T13:06:09+00:00April 30th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|

We talk about the role of bonds in your portfolio as the "safer" component of your money.  But how safe are they in times like this?  In the second installment of Behind the Curtain, Rene and I share a clip of our conversation addressing this question.

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