Investing & Wealth
Build long-term net worth.
Portfolio design, real estate analysis, tax strategy, and wealth-preservation playbooks.
Net Worth X-Ray
Diagnose every leak and leverage point in your balance sheet.
Three-Bucket Portfolio Builder
Design a portfolio matched to your timeline, risk, and tax situation.
Tax-Loss Harvesting Playbook
Capture losses without breaking the wash-sale rule.
Roth Conversion Ladder
Engineer multi-year Roth conversions to minimize lifetime tax.
Real Estate Deal Analyzer
Underwrite a rental in 10 minutes.
Emergency Fund Engineering
Right-size and place your safety net.
Backdoor & Mega-Backdoor Roth Setup
Stuff $69k/year into Roth tax-free.
Concentrated Stock Diversification
Unwind a single-stock fortune without a tax bomb.
RSU & ISO Optimization
Maximize equity comp net of tax.
Asset Location Optimizer
Put each asset in the most tax-efficient account.
Mortgage Pay-Down vs Invest
End the debate with a personalized math + behavior verdict.
529 vs Brokerage for Education
Fund kids' education without trapping money.
Sequence of Returns Risk Plan
Protect early-retirement years from a market crash.
Dividend Snowball Builder
Construct a $5k/month dividend income stream over 10 years.
Inflation Hedging Stack
Defend purchasing power across regimes.
HSA Triple-Tax Maximizer
Use HSA as a stealth IRA.
Estate Planning Starter Kit
Cover the 6 documents every adult needs.
Insurance Right-Sizing Audit
Cut overpriced coverage; close dangerous gaps.
Umbrella Policy Sizing
Pick the right liability shield for your wealth.
Crypto Allocation Framework
Decide if/how much crypto belongs in your portfolio.
Side-Income to Solo 401(k) Pipeline
Turn freelance income into $69k/yr retirement contributions.
Charitable Giving Tax Engine
Give more, pay less tax.
Geographic Arbitrage Plan
Use location to compound wealth faster.
Annuity Reality Check
Decide if any annuity belongs in your plan.
Bear Market Survival Protocol
Execute the right moves when stocks crash 30%.
Bond Ladder Builder
Lock in yield + liquidity with a Treasury ladder.
Direct Indexing Migration
Replace SPY with 250 individual stocks for tax alpha.
Section 199A QBI Optimizer
Capture the 20% pass-through deduction.
Rental Property Cost Segregation
Accelerate depreciation for massive paper losses.
1031 Exchange Playbook
Defer all capital gains on a rental sale.
Backdoor IRA for High Earners
Sneak $7k/year into Roth despite income limits.
Social Security Claiming Strategy
Pick the optimal age and spousal sequence.
Medicare Decision Tree
Choose Original + Medigap vs Medicare Advantage.
FIRE Number Calculator
Calculate Lean, Coast, Barista, and Fat FI targets.
Geo-Arbitrage Retirement Map
Retire abroad on half the cost.
Tax Bracket Topping Strategy
Engineer income to fill brackets without spilling.
Capital Gains Harvesting at 0%
Reset basis tax-free in low-income years.
Self-Directed IRA Real Estate
Buy real estate inside a tax-shelter.
Family Bank Setup
Lend to family without destroying relationships.
Stock Comp Tender Offer Decision
Decide how much pre-IPO stock to sell.
Net Unrealized Appreciation Strategy
Save 6 figures on company stock in 401(k).
DAF Bunching Strategy
Take itemized deductions every other year.
QSBS $10M Tax-Free Plan
Use Section 1202 to make $10M of startup gains tax-free.
FX-Hedged International Allocation
Decide if you should hedge currency in foreign equities.
Private Credit Allocation
Decide if private credit deserves portfolio space.
Hedge-Fund-Replication Stack
Get 60% of hedge fund returns at 1/10th the cost.
Stock-Option Exercise Decision
Decide when to exercise ISOs/NSOs.
Mega Roth via After-Tax 401(k)
Stuff $46k extra into Roth annually.
IRMAA Avoidance Plan
Keep Medicare premiums low in retirement.
RMD Avoidance Through QCDs
Convert RMDs into tax-free charitable gifts.
Trust Funding Checklist
Make sure your living trust actually works.
Step-Up in Basis Strategy
Hold appreciated assets until death for tax-free gains.
Marital Deduction & Bypass Trust
Use both spouses' estate exemptions.
Generation-Skipping Trust
Move wealth to grandkids tax-efficiently.
Annual Gifting Strategy
Use the $18k exclusion across family + 529.
SLAT Strategy for Couples
Lock in $13M+ exemption before sunset.
Charitable Remainder Trust
Sell concentrated stock with deferred tax + lifetime income.
Family Limited Partnership
Discount valuation when transferring wealth.
Cash Drag Eliminator
Stop losing 4% per year to idle savings.
I-Bond Stacking Plan
Max out I-Bonds across family for tax-deferred yield.
Treasury Direct Auction Strategy
Buy T-Bills directly with no fees.
Cap Table Tax Planning
For founders preparing to sell or IPO.
Single Family Office Setup
Decide if you need a SFO at $25M+ net worth.
Bitcoin Self-Custody Setup
Take crypto off exchanges safely.
DeFi Yield Risk Audit
Decide if/how to earn yield on stablecoins.
Estate Planning for Crypto
Make sure heirs can actually access your coins.
Health Insurance Optimization Pre-Medicare
Bridge from job to 65 affordably.
Long-Term Care Planning
Decide self-insure vs hybrid policy.
Disability Insurance Sizing
Replace 60% of income if you can't work.
Term Life Laddering
Pay less for life insurance with overlapping terms.
Permanent Life Insurance Reality Check
Decide if whole/IUL ever makes sense.
LLC vs S-Corp vs C-Corp Decision
Pick the entity that minimizes lifetime tax.
Augusta Rule Tax Strategy
Rent your home to your business 14 days tax-free.
Hire Your Kids Tax Plan
Pay kids up to $14k/yr deductible and tax-free.
Business Sale Tax Strategy
Net 7 figures more on a $5M+ exit.
Defined Benefit Plan for High Earners
Stuff $200k+/yr into retirement as a solopreneur.
S-Corp Reasonable Salary Calculator
Set salary low enough to save SE tax, high enough to pass IRS.
Vehicle Purchase Tax Strategy
Use 6,000+ lb vehicles + Section 179.
Home Office Deduction Maximizer
Use simplified or actual to claim more.
Accountable Plan for S-Corps
Get reimbursed tax-free for home, vehicle, and tech.
Cost-of-Living Adjustment Negotiation
Tie your salary to inflation.
Spending Plan vs Budget
Replace restrictive budgets with values-based spending.
Sinking Fund System
Stop being surprised by predictable expenses.
Debt Avalanche vs Snowball Decision
Pay off debt fastest vs feel wins fastest.
Student Loan Optimization
Choose IDR, PSLF, refi, or aggressive payoff.
Credit Score Surgery
Lift score 50-100 points in 90 days.
Travel Hacking Setup
Earn $5k+ in travel value annually.
Side Hustle Tax Setup
Avoid an April surprise on freelance income.
Accredited Investor Pathway
Decide if it's worth qualifying for private deals.
Investment Policy Statement
Write the rules you'll follow when emotions hit.
Annual Money Date Agenda
Run a yearly financial review with your spouse.
Money Scripts Awareness Audit
Identify the unconscious beliefs sabotaging wealth.
Risk Tolerance Calibration
Find out how much loss you can really stomach.
Lifestyle Inflation Brake
Bank every raise instead of spending it.
Fee Audit
Find the hidden 1-2% draining your portfolio.
Robo-Advisor vs DIY vs Advisor
Choose the right management model for your stage.
Annual Tax Strategy Calendar
12 monthly moves to cut your tax bill.
Inheritance Receiving Plan
Don't blow a $500k windfall.
Million-Dollar Roadmap
Reverse-engineer your path to your first $1M.
Generational Wealth Plan
Build wealth that survives 3 generations.