Modeling and Building a Roth Conversion Ladder in Early Retirement Folks get confused when talking about Roth Conversion Ladders, a series of partial Roth IRA conversions, and backdoor Roth IRAs. Here, we are discussing early retirement and trying to access […]
Asset Allocation Using RMDs Can you use RMDs to help determine your asset allocation in the retirement drawdown phase? Imagine you are living off your assets (taking an income from your nest egg). What might your asset allocation be to […]
My Best Decade Make the next decade the best of your life. What is the alternative? A hero of mine who traveled a non-investing road is Jared Diamond. He had twins at the age of 49 (I had mine […]
Family Vision Statement I think having shared family values is important in a growing family. Is a Family Vision Statement the way to go? Or should it be a Family Mission Statement? What is the difference? […]
Retirement and the Johari Window The Johari Window is a novel through which to view retirement. In a simple 2×2 grid, you can better understand the challenges you’d like to take on in this phase of life. In management, the […]
How to Discuss an Argument with your Physician Partners Arguments happen, especially in physician practice. Once it happens, how should you discuss an argument you’ve had with your physician partners? Since you are not married, though some good […]
Quiet Quitting in Medicine Quiet quitting in medicine is topical given epidemic levels of burnout in physicians. While burnout is increasingly discussed, quiet quitting in medicine offers a new spin. Though perhaps a paradox or a contradiction, it […]
Non-Deductible IRA vs. Brokerage Account Which is better: investing in a non-deductible IRA or a Brokerage account? Well, after-tax contributions to a traditional IRA are a common problem. These results in basis in your IRA. That is, you have money […]
Do I need more Large Value? Do I need Large Value? The other day I asked myself if I needed more large value. I have just updated my statement of net worth and asset allocation. My asset allocation is 80/20 […]
