Robert urges the 7+ million affected borrowers to understand how interest works under their replacement plan — a decision that can stick with you for life — and to rebuild budgets proactively rather than react. Watch the segment →
What borrowers should consider as the SAVE program ends Read More »
Bloomberg quoted Robert on crypto tax-loss harvesting: because the IRS treats Bitcoin as property, the wash-sale rule doesn’t apply — you can sell and rebuy the same day and still book the loss. Read the full article →
Bitcoin’s Slide Sets Up an Unusual Tax Harvesting Opportunity Read More »
Reuters quoted Robert on the wave of complex new products reaching retail investors, who have the most at stake and the least expertise to assess them — the little guy doesn’t have a team of advisors on their side. Read the full article →
As crypto and private credit hit the mainstream, investor risk seen multiplying Read More »
Robert’s framing anchors the answer: judge fees by what they include, not the raw number — if $126K covers planning and management it’s a steal; stacked on other asset-management fees, it’s a huge ripoff. Read the full article →
I have $20M in assets and pay about $126K a year in fees. Am I getting ripped off? Read More »
Robert warns that AI may copy ideas from sources that rip you off, offer outdated advice, or paint an incomplete picture — useful as a starting point on fees, but only with the sources checked. Read the full article →
How to Use ChatGPT to Minimize Retirement Fees Read More »
U.S. News quoted Robert on what to do after a Zelle scam: working with law enforcement is the first step, starting with a local police report — though many scammers operate overseas and are nearly impossible to track down. Read the full article →
Protect Your Money From Zelle Scams Read More »
Robert provides the math check in this op-ed on replacing the income tax with tariffs: it would take roughly a doubling of tariffs with no consumer substitution — which he calls unrealistic. Read the full article →
Trump Teases Eliminating the Income Tax — Here’s a Better Idea How Read More »
Robert is the lead expert on using AI for retirement planning: it connects existing ideas rather than forming new ones, and it can’t tell good sources from bad — so the homework of checking citations stays with you. Read the full article →
How ChatGPT Could Transform Your Retirement Planning for the Better Read More »
Robert flags that the reader’s tax return probably needs fixing first, calls the proposed QLAC a solution to a tax problem that doesn’t exist yet, and warns that commissioned insurance agents will recommend it 100% of the time — because that’s how they get paid. Read the full article →
I’m 72 with $1M saved and a pension. I want to skirt some RMDs. How? Read More »
MarketWatch featured Robert on competing with finfluencers for young clients: don’t tell them their sources are lying — engage respectfully, ask questions Shark Tank-style, and let them discover the gaps themselves. Read the full article →
