Nov 7, 2016
Jeremy Jacobson walked away from the 9-5 in his 30's because he didn't like the script that everyone else was following. He'll tell us today how he used the tax code and aggressive planning to slash his tax bill and live the life he wants. Also, today we throw out the Haven Life line for the first time to Jonathan, who wonders about removing money from a Roth 401k plan. Also, we'll talk to Jamie Wise from Buzz Indexes about biotechnology and the election, share a headline about robo advisors, and more!
Special thanks to MagnifyMoney.com and SoFi for sponsoring our show.
Check out our show notes here: Episode 404 Show Notes