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Tag: tax strategy

July 1, 2026By Paula Pant

#728: Q&A: What $2.4 Million at 37 Actually Looks Like (It’s Not What You Think)

What happens when a sudden $850,000 inheritance turns into eight different account balances, three rental properties, and one very big decision about your future?

When grief, real estate, and a six-figure windfall collide all at once, the fastest way to make an expensive mistake is to rush […]

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May 26, 2026By Paula Pant

#718: Q&A: The Goalposts Moved — Is That Actually a Problem?

As we edge closer to financial independence, a funny thing happens to the finish line: it often starts to move.

But the goalposts don’t always shift because of lifestyle inflation or uncontrolled spending.

Sometimes, they move because our vision for our wealth expands—particularly when it comes to long-term charitable giving, family legacy, […]

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