Investing in Carbon Credits: Navigating the Emissions Market

Investing in carbon credits as a trade for cash is gaining traction as a safe investment to combat climate change and support decarbonization. The emissions trading market, a carbon marketplace, has evolved since its inception in the 1990s, allowing companies to buy and sell carbon credits that represent a reduction in greenhouse gas emissions through […]

Wealth Management Strategies for Sudden Wealth Recipients: Key Tips

Did you know that 70% of lottery winners who hit the jackpot end up broke within a few years due to sudden wealth stories and sudden wealth situations following sudden wealth events? Sudden wealth can be overwhelming. Wealth management strategies for sudden wealth recipients, including beneficiaries and lottery players of us lottery jackpots, are crucial […]

401: Real Estate Market Trends

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A lot has happened over the past year in real estate. It goes to show how quickly things can change. Unless you have been living in a cave, you know that interest rates went way up really quickly. When that happens, housing typically goes down in value significantly. Oddly enough, in much of the country, […]

400: Trying Not to Run Out of Gas in Your Tesla

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When I moved to Montecito a few years ago, I was amazed at how many people didn’t seem to work. To be clear, we don’t have a homeless problem out here. We just have a lot of people who own businesses. And it’s not quite true that they don’t work. They just don’t have regular […]

397: Prenups and Postnups: Marital Finance 101

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No one getting married thinks that they will ever get divorced. I can tell you that from personal experience. Yet over half of American marriages end up in divorce. I was lucky in that I had an amicable break-up. Most of the divorces I’ve seen in the past few years have been ugly. I have two friends finally get […]

395: Tax Free Wealth and the Zombie Apocalypse

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I’m not a doom and gloom podcaster as a general rule. There are plenty of those out there predicting the zombie apocalypse. However, I have to say that I’m pretty sure I’ve been seeing some questionable zombiesque characters running around town lately. It has occurred to me, however, that most people are not seeing what […]

392: Back to School: Tax Mitigation

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