How to be strategic with your retirement accounts with Roger Ma, CFP
#5: Roger Ma, an industry recognized CFP, talks with me about how high earners can optimize their retirement accounts and avoid common mistakes. What you’ll learn in this episode: Roger’s path from investment banker to financial advisorThe most common mistakes working professionals (even high earners) make when it comes to their retirement accountsWhat moments in life are there special opportunities to optimize your retirement accounts (plus, the concrete steps to take)Why early retirees shou...
Om Podcasten
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 solo lessons, expert interviews, and side hustle profiles, you’ll learn about tax strategies, retirement account optimization, asset allocation & rebalancing, passive income (real estate investing, side hustling, online business, digital nomading), family finances (e.g., strategizing college education costs), travel hacking, estate planning, and career transitions. Andrew podcasts about the big picture concepts, then adds step-by-step implementation guides downloadable from the Hack Your Wealth website to help you FIRE strategically, methodically, and rapidly.