About this episode
In this week's two-part episode, Brad and Jonathan provide personal examples and insight on relatively safe ways to experiment with your FI investment plan! Later in the show, Sean Mullaney joins the guys to discuss revocable living trusts and how they can fit in with the, "hard to think about," side of future tax planning! Resources Mentioned In Today's Conversation Tax Basis for Beginners Transferring A Primary Residence To Children What Does Inflation Mean for Investors? With Big ERN | EP 331 Are You as Diversified as You Think You Are? With Frank Vasquez | EP 313 Risk Parity Radio Transform Your Tax Return Into a Springboard for Financial Planning | EP 332 Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!