Financial Education

Tim reveals how to leverage the 0% capital gains tax bracket, explains the difference between ordinary income and capital gains tax rates, and shares the strategy of "tax gain harvesting."

As the end of the year approaches, it's the perfect time to review your tax situation and take advantage of strategies to save money this year and limit your lifetime tax liabilities. Don't miss these valuable tax-saving opportunities.

Tim discusses stock market volatility and advises clients to remember the purpose of their investment portfolio - to create a reliable income stream in retirement.

Tim covers 5 problems with dividend investing and what he believes to be a superior long-term investment strategy.

Tim breaks down everything you need to know about deploying a dynamic guardrail withdrawal strategy for a safe income stream during retirement.

Tim breaks down the 20 most common investment mistakes as outlined by the CFA Institute. This emphasizes the importance of planning ahead, minimizing emotional decisions, considering risk tolerance, and the importance of partnering with a financial professional.

On Retire Your Way Radio, I’m sharing a recent Morningstar study about why investors underperform every year and how to improve your returns. I also tie in how advisors can add value.

In January 2021, a short squeeze of the stock of GameStop and other publicly-traded companies made headlines. Perhaps you heard the term "short squeeze" and wondered what a short squeeze is. Today I talk about what happened to cause the rapid increase in the stock price of GameStop, why it could happen again, and how it doesn’t have to affect your retirement.

Today I’m going to go a bit more in depth to explain the“Don’t fight the Fed” line you’ve been hearing in some of our weekly emails. Then we’ll wrap up with a Twitter thread from Peter Mallouk for more clarification on why the markets are bouncing back so well.

This week I want to provide an update on the current market volatility, discuss important things to keep in mind during this uncertainty, and share 3 action items I am recommending to my clients.

In this week's episode of Retire Your Way Radio, I talk about how to assess the possible impact of the coronavirus (or any future pandemic) on your investment portfolio. I also use the story of Andy Dufresne from Shawshank Redemption as a great example of playing the long game.

In this episode of Retire Your Way Radio, I talk about the reality of how impeachment proceedings affect the stock market by looking at prior impeachments and the economic forces going on at the time.

Today I’m going to cover a listener question about dividend investing. I'll talk about five problems with dividend investing and also a better investment strategy. Check this out before deciding to add more companies to your portfolio that make regular cash payments to their investors.

In this episode of Retire Your Way Radio, we'll talk about the appeal of investing in Initial Public Offerings (IPOs), the problems with IPOs and why companies do IPOs. Plus, I cover whether or not IPOs should be a part of your investment portfolio and my personal choice of whether or not to invest in IPOs.