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Personal Finance

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Mar 18, 2025

💸 #0021 - Secondaries

Sick of the market freaking out all the time? Try this trick pension funds use to get steady returns from the private equity market.

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Jan 21, 2025

💸 #0013 - Triple Your Charitable Impact

Discover how Donor Advised Funds can save you on taxes, grow your charitable impact, and help you leave a lasting legacy—giving smarter has never been easier.

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Dec 31, 2024

💸 #0010 - The Sudden Wealth Survival Guide

What would you do if $3M landed in your account tomorrow?

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Dec 24, 2024

💸 #0009 - The Art of Gifting Without Losing Control

What if you could set your kids up for life while ensuring they don’t squander their inheritance?

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Dec 10, 2024

💸 #0007 - Secrets to Making Your Wealth Last for Life

Your money should keep working, even when you’re not. Here’s how.

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Nov 26, 2024

💸 #0005 - How Do I Safeguard My Bitcoin?

Michael Saylor’s bold Bitcoin play might look like genius—or a ticking time bomb. Plus, learn how to secure your crypto fortune before it vanishes into thin air.

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Nov 19, 2024

💸 2024 Year End Tax Playbook

Get ahead of the 2025 tax changes with 30 proven strategies to protect and grow your money.

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Nov 05, 2024

💸 #0002 - Choosing the Right Accounts: Roth vs. 401k vs. Brokerage

Choosing the right account—whether a Roth IRA, 401k, or brokerage—can have a big impact on your wealth over time. In this issue, we’ll take a closer look at why account selection matters, and how Peter Thiel used this strategy to grow a $5 billion tax-free Roth IRA. Learn how you can set up your own investments to take full advantage of tax benefits and boost long-term growth.

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