Our Blog
Business Finances for Athletes
https://youtu.be/Iy2ZRMdkkXo In this episode, I have an interview Brian Stover – he’s a triathlete coach – we talk about his business, business finances for athletes and the business of being a triathlete. What do you do? How long have you been doing triathlons...
Is Climate Change Man-made? What can we do?
In this podcast we interview Joe Holliday, a professor of earth science at El Camino College in Los Angeles, California where he regularly speaks about climate change a topic he is pasionate about. We discuss the evidence that shows: climate change is occurring,...
Early Retirement Possible
I spent the holiday break with my wife’s family in Caborca, Mexico. Their homes and possessions are pretty simple, but they have nice celebrations and full lives. The median annual household income in the US is about $29,000, in Mexico it is about $4,500. Costs for...
Married Same-Sex Couples Gain Equal Tax Benefits
Two months after the Supreme Court struck down the Defense of Marriage Act, the Treasury Department ruled that legally married same-sex couples will be treated as married for federal tax purposes. The decision has a host of implications, even for couples who now live...
Fiduciary Responsibility
PBS Frontline had a special a month ago about investing and retirement. They focused on fiduciary responsibility and fees related to investing. The 52-minute video can be seen at: http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/ They state that...
Structured Products – Downside Protection
"Structured Products: Revolutionizing Investment Strategies for Diversified Returns" Exploring the World of Structured Products: A Tailored Investment Approach A mix of traditional securities and derivatives for customized risk and return Initially for institutional...
Eric Rosenberg – Personal Profitability
Unpacking Investment Wisdom: Episode 36 of Values Investor Podcast with Bill Holiday Welcome to the latest dispatch from the intersection of personal finance and social responsibility. Here's what we've got in store for you in episode 36 of the Values Investor podcast...
When to take Social Security
There is an eight-year range to take Social Security. The earliest age you’re allowed to claim benefits is 62, and as such, it’s the most popular age to file for Social Security. Age 70, meanwhile, is the latest age you can claim Social Security and still get credit...
Taxes Issues with Divorce
Finances in Divorce I, unfortunately, am very familiar with this topic. I went through a divorce about 15 years ago. It’s a difficult, emotional period for anyone involved with a divorce. See our video here. There are many financial issues when people are...
The Personal Finances of a Financial Planner
For this blog/podcast/video, I’m going to talk about my own personal finances, in hopes that it is helpful for some people. I’ll go over how I invest, budget and what my retirement plans are. You can see the Video Here I will be expanding about my...
All the financial advice you’ll ever need fits on a single index card
https://youtu.be/0cP0d5jWpBY In this episode, we discuss the PBS news hour feature, “All the financial advice you’ll ever need fits on a single index card.” This is a popular blog then book by Harold Pollack, a UC Chicago social scientist. Here are the 10...
Financial Planning for Same Sex Couples
In this podcast I will answer the question: How does financial planning for same sex couples differ from financial planning for traditional couples? Since Supreme Court struck down the Defense of Marriage Act and the Treasury Department ruled that legally married...