Financial Education for Colorado Educators (and those they love). Absolutely Free.
The topic of Roth conversions and filling up your tax bracket came up at this month's meeting of the Southern Colorado Mustachian group. While I've previously written about the related topic of capital gains harvesting, this is a bit different and has some interesting nuances. What is a Roth Conversion? A Roth conversion is when … Continue reading Roth Conversions and Filling Up Tax Brackets
I just released Episode 12 of the Teaching You To Fisch podcast. This episode looks at three important investing decisions you need to make: Asset Location, Allocation and Tax Status. Slides Transcript It's available on Spotify, Apple Podcasts, and YouTube, and I've also embedded it below. As always, feedback is appreciated. https://youtu.be/MVS-7LNiiY8?si=b7F_-bjgi6iddf4t All episodes available … Continue reading Podcast Episode 12: Investing Part 2: Asset Location, Allocation, and Tax Status
I just released Episode 10 of the Teaching You To Fisch podcast. This episode helps you understand how your taxes are calculated and gives you ideas of how to reduce your tax liability. Slides Transcript It's available on Spotify, Apple Podcasts, and YouTube, and I've also embedded it below. As always, feedback is appreciated. https://youtu.be/BrP2N0Twb0w?si=BW9liDCjNZF2AVAP … Continue reading Podcast Episode 10: Taxes 101
Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Growth of HSA Over Time
Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Medical and Dependent Care FSAs
Each year I'm sharing what our current portfolio looks like. This is what it looks like as of January 1, 2025. (Here is April 2022 and January 2024). Asset Location Like many people, by necessity we have our investments in multiple places due to past employers, HSAs, and different types of taxable accounts. Taxable Investments: … Continue reading Our Current Portfolio and Recent Returns
Fisch Financial 