"Tax Planning To and Through Early Retirement" - Book Countdown Summary 📖 Chapter 2 – Taxable Accounts Why are these called "taxable" accounts? That doesn't sound very appealing! That's because they're taxable along the way: interest, dividends, and capital gains are taxed in

Access a CFP Board-accepted Ethics CE video course for only $9.99?? You don't have to eat a dry chicken lunch or sit in an uncomfortable conference chair to complete your CE requirements. Instead, watch the clean 2-hour video presentation from the comfort of your home or

📖 Chapter 3 – Tax-Advantaged Accounts "Tax Planning To and Through Early Retirement" – Book Preview Traditional (pre-tax) retirement account contributions reduce taxable income, either through an exclusion from wages or as a tax deduction. You might have access to a

Aspiring Financial Planners and Career Changers: Earn 500 CFP Board-accepted standard pathway experience hours starting now! The 90-Day Financial Planning Experience from Measure Twice Planners (in partnership with CFP Board) provides access to: • "Create a Comprehensive

Can we all agree that "your age in bonds" is a terrible asset allocation recommendation?

I just bought our book, "Tax Planning To and Through Early Retirement!" Sean Mullaney, CPA (Sean Mullaney) and I will announce the official pre-order link shortly. If you'd like to receive a simple notification (no spam) when that happens, please enter your name and email

I'm thinking about changing my logo. Thoughts? ;-)

Weekend reading! We received our author copies today. Pre-sale coming soon!

Do you plan to work on Labor Day? I think about holidays and weekends differently as an entrepreneur (vs. an employee). I’m often the most productive these days.

"I'm going to get crushed with taxes in retirement!!" Meanwhile: Maria and Martin (age 65) distribute $150,000 from a traditional IRA as their only retirement income source. Their effective (average) federal income tax rate is 8.4%. When they worked, they excluded their

"The government is going to take half of my retirement in taxes!" How bad is it, really? For a married couple aged 65, here are the effective (average) federal income tax rates in 2025, assuming only ordinary income from traditional retirement account distributions: $100,000

Now Available for Pre-Order: Tax Planning To and Through Early Retirement! After months of planning, writing, and editing with my co-author Sean Mullaney, CPA, I'm excited to share that our new book is ready – with official release on September 23! 📘 Paperback:

I appreciate all your kind and encouraging messages since we announced the pre-launch of “Tax Planning To and Through Early Retirement” yesterday! 🙂🙏🏼 After the official release on September 23rd, I will record a free video sharing the entire self-publishing process

What is your office workstation setup? I get this question a lot, so here's mine: 💻 Computer: Mac Mini M2 🖥️ Monitor: Samsung 49" Odyssey G9 📷 Webcam: Logitech C920 🛠️ Standing Desk: VariDesk Pro Plus 48 🎙️ Microphone: Shure SM7B 🦾 Mic Arm: Rode PSA1+ 🔊 Mic Activator: Cloud

What’s your term life insurance policy’s remaining effective cost? Here’s what I mean: Term: 15 years Death Benefit: $1.5 million Annual Premium: $900 15 x $900 = $13,500 total premiums $13,500 / $1.5 million = 0.9% effective cost But let’s say the insured has only two years

Imagine if financial advisors talked about their fees with clients the same way they do with each other. I know fee conversations with clients aren’t always easy. But in general, fee transparency (including how fee structures are determined) could still be improved

In just three weeks, 35 U.S. military service members, veterans, and their spouses have joined the Measure Twice Planners 90-Day Financial Planning Experience on a full scholarship! If you share this background and are an aspiring or current financial planner, apply here to

You might be worried about future tax rates. But have you mapped out where your anticipated taxable income in retirement will actually come from? Instead of allowing the fear of future uncertainty to drive your actions, focus on what’s currently known and within your control.