In This Article Achieving financial freedom in your 30s or 40s may come at the cost of maximizing your tax-advantaged wealth at 65. Many high earners follow traditional financial wisdom—maxing out 401(k)s, holding on to mortgages, and delaying access to assets until retirement. But is that the right move? You might be building a massive […]
In This Article Below is an email transcript from a BiggerPockets Money listener who sent me a message about their personal financial situation and wanted my insights. We’ve used AI to edit the email’s content to be more readable in an article format and remove sensitive personal information from the sender to protect their privacy.
In This Article If the last two years in financial markets were a movie, they’d be a mix of The Wolf of Wall Street (euphoria), Final Destination (impending doom), and Groundhog Day (rates are still high, but stocks keep going up?!). Investors have enjoyed substantial gains in stocks, Bitcoin, and gold. Yet the fear and
My 2025 Macro Observations: Irrational Exuberance 3.0? Read More »
In This Article There is a rising interest (pun intended) among investors about the returns offered by debt funds, so I thought I’d write an introduction to approaching investment in a private credit or debt fund. Why Invest in Debt Funds? Debt funds often offer high yields, in the 8% preferred return range, with a
In This Article Below is an email transcript from a BiggerPockets Money listener who sent me a message about their personal financial situation and wanted my insights. We’ve used AI to edit the email’s content to be more readable in an article format and remove sensitive personal information from the sender to protect their privacy.
Q&A: Early Retirement Doesn't Equal "Done"—It's a Pivot Read More »