125: Tiny Houses and Downsizing

In this episode KT discusses: How the McMansion trend turned into the tiny home trend If tiny houses are better than trailers Baby Boomers: the high cost of downsizing   Key Takeaways: The pros and cons of tiny house ownership The rule you should use when considering buying a home of any size Downsizing could…

124: Who’s doing your taxes?

In this episode KT discusses: • Changes in the Tax Laws • Why you could be paying too much for tax preparation • Taking the Standard Deduction vs. Itemizing Key Takeaways: • Free tax prep options • The hidden cost of a fast refund • Why your CPA may not be working as hard as…

123: The Death of the Stretch IRA

In this episode KT discusses: • What is a Stretch IRA • The Secure Act of 2019 • How this new law could effect you Key Takeaways: • How The Secure Act hurts savers • The retirement planning changes you need to make • Think about how your retirement could impact your children Quote: “What…

122: Unicorns Part 2 – The Return

  Listen to the first discussion of “unicorn” companies, click here.   In this episode KT discusses:   How unicorn companies are “the rookies” of Corporate America The real risk of these IPOs WeWork’s downfall as a cautionary tale   Key Takeaways: Only one of 2019’s Unicorns is making money What industries need to turn…

121: Don’t get in the way of your portfolio’s success

  In this episode KT discusses:   The “overconfidence” problem The exchange-traded fund (ETF) advantage Two types of investors: those with risk tolerance and those without   Key Takeaways: Most U.S. markets saw double-digit gains in 2019 Don’t be nudged by somebody else’s investment ideas The benefits of a “blended fund”   Read the article…