Building Your Portfolio público
[search 0]
Mais

Download the App!

show episodes
 
As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through s ...
 
World-class software development requires far more than language/platform expertise and steady sprints. Join us as we describe time-tested, industry-proven software best practices at the team, organization, and leadership levels, sharing examples from recent engagements with software teams of all sizes. Construx is led by industry leader Steve McConnell, author of Code Complete and More Effective Agile. Software experts first and software trainers and consultants second, our team has seen wh ...
 
Loading …
show series
 
Today’s episode focuses on the very basis of Agile: its principles and values. Steve McConnell recently gave a keynote at XP2021 in which he said they need to be updated. You'll hear a quick recap of Agile’s beginnings, what was happening in software development when people got together at that Snowbird conference: primarily "code & fix" and the SW…
 
#75: Real estate investing might seem like something only wealthy people can do. It’s expensive, down payments can be high, and you may feel you don’t have enough income to afford it. Maybe you think: “I can’t even afford a house to LIVE in…how would I afford a house to invest in?” But the plain truth is: there are lots of average Joes who do it…an…
 
Working with external software development partners often increases stress for the existing internal staff. A Construx client asked us to conduct research with our clients on approaches to reducing this stress. We identified six recommendations and related specific actions that organizations can take to decrease internal stress and improve overall …
 
#74: This week, I chat with Caroline Ceniza-Levine, a career coach now early retired, whose own spouse wasn’t on board with early retirement for many years before she finally convinced him to get on the FIRE train. We talk about tips and advice for how to convince your spouse about early retirement – and all it entails... We discuss: Caroline’s own…
 
#73: One big reason the tech industry attracts a lot of talent: you get partly compensated in stock, and if you’re early enough at a company that IPOs, your stock options or RSUs can make you a millionaire multiple times over when the company goes public. Google created >1000 millionaires at IPO. Facebook too. Microsoft has created >10k millionaire…
 
#72: This week, I invited Bill Exeter to teach us about 1031 exchanges. He is the CEO of Exeter 1031 Exchange Services and has been doing 1031s for nearly four decades. You might know at a high level that a 1031 exchange means deferring real estate capital gains taxes. But the details are important to avoid dumb mistakes that will disqualify you. W…
 
#71: Tax deed auctions provide an opportunity to buy tax-delinquent properties at a discount, wipe away existing liens and mortgages, and earn sizable profits in the process. This week, I invited my friend Phil Kessler back to the podcast to teach us how this unique type of real estate investing works. If you’ve ever wondered how tax deed auctions …
 
#70: Last time, we talked about the pros and cons of the “yield shield” and the impassioned views on both sides of that debate. But what if you sidestep that entirely and generate your dividend yield through rental real estate instead? Unlike stock dividends, which can be cut by company management, rents are arguably way more stable. Plus, real est…
 
Construx VP of Consulting Jenny Stuart and Mark Griffin cleared up common misconceptions about Kanban in Episode #19. In Episode #24, they discussed numerous best practices for establishing and optimizing your Kanban system. Here, they focus on seeing the big picture—working with Kanban at higher levels of workflow. Topics included setting up progr…
 
#69: Last time we talked about using a “bond tent” strategy to reduce sequence risk in the years just before and just after retirement. In FIRE communities, an alternate strategy that has become popular is the “yield shield.” A yield shield strategy involves holding primarily investments that pay a high dividend yield. The theory is: if the investm…
 
#68: This week, in part 1 of a 3-part series on asset allocation, I talk with Karsten Jeske, CFA, about how to implement bond/equity glide paths, both leading into retirement and in the initial years after retirement. Getting your asset allocation right, and shrewdly changing its composition in the years just before and just after retirement is one…
 
#67: Given how big of a shock the events of 2020 were for just about everyone on the planet, what changes to the tax rules happened as a result? This week I invited Katelynn Minott, CPA and managing partner at Bright!Tax, to share key tax filing updates to be aware of when you file your tax returns this year. What you’ll learn: Tax treatment of CAR…
 
For the past year, Steve McConnell has applied his extensive estimation expertise to a timely problem: Covid-19 forecasting. Steve’s Covid Complete Data Center provides US national data, state data for every state, state scorecards, forecasts, forecast evaluations, and other data on the pandemic: https://stevemcconnell.com/covidcomplete/ His Covid …
 
#66: Investing in tax liens may sound scary and complicated. But as you’ll see from today’s podcast interview, with a little bit of research upfront, it can be as easy as buying toilet paper on Amazon. And the capital required to invest can be as little as a couple hundred bucks, making it a low-risk way (compared to buy-and-hold real estate) to tr…
 
We thought we’d do something fun to start our second season and use a familiar vehicle to help new listeners and our old friends understand Construx’s software engineering expertise. And how are we going to do that? We’re going to use beer! You might be thinking, "Well, now you have my attention." Host Mark Griffin and Construx consultant Steve Toc…
 
Tune in to hear Dr. David Kelly and Richard Taormina, head of the Tax Aware Strategies team here at J.P. Morgan Asset Management discuss how to protect your portfolio in a rising rate environment. Seeking to balance tax-free income with capital preservation? To learn more Click here.Por J.P. Morgan Asset Management Market Insights
 
#65: Last time we talked about money issues when dating. But dating isn’t the end game (for most). As the schoolyard song goes: “First comes love, then comes marriage…” …And money matters, if anything, get amplified once you’re married. It’s why money problems are the top or second leading cause of failed marriages (read: divorce) depending on whic…
 
Tune in to hear Dr. David Kelly and Hamilton Reiner, head of U.S. Equity Derivatives here at J.P. Morgan Asset Management discuss how investors can participate in the equity market. Additional Description: Seeking to address several distinct investment needs? To learn more Click here.Por J.P. Morgan Asset Management Market Insights
 
#64: How do you have difficult conversations about money when you’re dating? What words should you use? What do you do if the conversations go south? This week, I invited Megan McCoy and Ed Coambs, two leading couples therapists who specialize in financial therapy and conflict, to share insights about how to talk about money matters when you’re dat…
 
#63: Last time, we talked about general asset location principles, plus best practices for major asset classes like stocks, bonds, and real estate. But what about non-traditional asset classes? Also, if you’re planning to early retire, should your asset location considerations change at all…given that you generally cannot touch your tax-advantaged …
 
#62: It might seem obvious that the best performing car isn’t just a function of the car itself…but also WHERE you’re driving it. Ferraris vs. Hummers will perform best in very different environments. When it comes to asset management, a similar thing is true. A few episodes back, I did a 3-part series on asset allocation. However, asset allocation…
 
#61: All right champs – new year! That means a fresh opportunity for goal setting to transform your financial situation this year. To kick off the new year, I recorded a short episode this week about goal setting, mindset, and behaviors to help you make big strides toward your FIRE goals in 2021. I also invited a couple other leaders in the FIRE co…
 
#60: Over the past year, I’ve done various podcast episodes about early retirement. I’ve also had numerous guests share their FIRE stories. But what about the tactical steps for how to FIRE? Many FIRE blogs talk a bit too high-level and not enough about the mechanics of how to do it, step by step. So in today’s episode, I share tactics and best pra…
 
#59: It’s hard to consistently beat the market as an investor…but it takes zero effort to match the market. Picking good index funds lets you match the market for near-zero cost. And matching the market produces some pretty good results. If you had invested – and held – $100k (and not a dime more) in a plain vanilla S&P 500 index fund in January 19…
 
#58: How to set your target asset allocation can feel like a mystery. How do you do it rigorously? How do you know what’s optimal? Rebalancing can also feel like a chore. Where do you start? How do you make sure you’re doing it rigorously and tax-efficiently? This week, I show you how to set your target asset allocation tailored to your investment …
 
#57: When it comes to investment management, it is crucial to write down your investing goals/plan in order to stay disciplined as an investor and get the returns you need with the least amount of risk possible. The way to do this is by writing an investment policy statement. This week, I explain about investment policy statements: what they are, w…
 
#56: This week, I invited CPA Steve Nelson, whose tax blog I’ve followed for years, to chat with us about the details of how Section 199A works and the restrictions around it. 199A created a huge new tax break for small business owners, partnerships, real estate investors, and contractors. But there was a lot of uncertainty initially due to seeming…
 
#55: This week, I explain 6 key areas where there may be significant tax code changes under a Biden administration – including how these changes may impact your personal financial planning and what actions you can take to prepare for them. What you’ll learn: How Biden’s proposal would impact income tax rates, deductions, and Section 199A How it cou…
 
#54: In all my prior jobs except the current one, I can now say in hindsight that my 401k sucked. It only offered 10-15 fund options…which is like being forced to shop for weekly groceries in a gas station mini-mart when you know that Kroger is on the other side of the street. Their fund expense ratios were mediocre, even for the passive funds. You…
 
Construx VP of Consulting Jenny Stuart and Mark Griffin cleared up common misconceptions about Kanban in the first episode in this series (episode #19). This time they cover numerous best practices for establishing your initial Kanban system—determining work item types, workflow, work state policies, work-in-progress limits, and more—and running it…
 
#53: No matter how you cut it, the cost of college these days is pretty crushing. And getting into your top choice college is well and good and all, but it doesn’t matter much unless you can afford to attend! How can parents and families afford college (potentially for multiple kids) without ravaging their retirement savings? This week, I invited m…
 
#52: The competition for admissions to the most elite colleges in America (think Ivy League, US News top 10) is fiercer than ever. That’s because top colleges provide the best academic opportunities. Resources. Career opportunities. Pathways to elite grad schools. Student and alumni communities (where you’ll forge lifelong connections, friendships,…
 
#51: Despite the pain (and cost) that not having an estate plan will cause your heirs, fully two-thirds of Americans don’t even have so much as a will if they got hit by a bus. There are many reasons why people fail to create an estate plan. None are good. So for this week’s podcast, I invited Spiro Verras, a Florida estate planning attorney, to sh…
 
#50: Social Security is crucial to American retirement. 1 in 5 Americans and 1 in 4 families depend on it. That’s 65M people who will collect $1 trillion in Social Security benefits in 2020. I said, $1 trillion. With this massive of an entitlement program, it serves you well to understand how it works in gory detail so you can maximize your benefit…
 
Loading …

Guia rápido de referências

Google login Twitter login Classic login