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Financial Recaps
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Investing
December 2, 2025
What Is Sequence of Returns Risk (SORR)?
November 19, 2025
The 50-Year Mortgage: Why It Isn’t the Solution We Need
November 11, 2025
What is the Great Wealth Transfer?
November 4, 2025
What is the pro rata rule?
October 7, 2025
$346K at 31: Q3 2025 financial recap
September 23, 2025
What is American exceptionalism?
July 29, 2025
You need to make more money
July 1, 2025
$313K at 31: Q2 2025 financial recap
June 24, 2025
What is a bridge account?
June 10, 2025
What is a backdoor Roth IRA?
April 15, 2025
Why it’s especially important to buy and hold during a downturn
April 8, 2025
$279K at 31: Q1 2025 financial recap
March 20, 2025
Am I worried? Yes. Am I changing my plans? No.
March 11, 2025
What is the third generation curse?
March 6, 2025
How long does it take to become a millionaire?
February 25, 2025
How will investors be impacted if the CFPB is eliminated?
February 20, 2025
Staying the course
February 13, 2025
What is a three-fund portfolio?
February 6, 2025
Understanding the FIRE, coast FIRE, and FINE movements
January 3, 2025
$282K at 30: Q4 2024 financial recap
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