Outlive Financial Planning

Outlive Financial Planning Outlive Financial Planning helps purpose driven individuals alight their time, health, and money - so they can stop waiting and start living well now.

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09/02/2026

I think Lisa McGuire, Strategic Identity Advisor had an unfair advantage because this podcast wasn’t our first conversation…And, like all of them, I really enjoyed it.

Podcast is on Spotify, Apple Podcasts and YouTube. Link in bio.

06/29/2026

“In-Plan Roth Conversions” just became a thing in January this year. Please forward along if you know anyone (or their family) who is deployed to the Middle East (Tax-Free Combat Zone)!

Please forward along if you know anyone (or their family) who is deployed to the Middle East (Tax-Free Combat Zone)!
06/29/2026

Please forward along if you know anyone (or their family) who is deployed to the Middle East (Tax-Free Combat Zone)!

Deployed amid the 2026 Iran conflict? Tax-free combat pay opens a window to convert TSP savings to Roth at little to no cost. Act before December 31, 2026.

06/26/2026

Friday mornings are for burritos on the beach!

We’re 3 weeks into a new routine and loving it. Wake up. Grab burritos. Head to the beach before everyone else shows up and enjoy some morning rays.

Does your family have a fun Friday routine?

Boomer Financial Advisor: How does your health connect to your financial plan?Me: How does it not?Here's an excerpt from...
06/26/2026

Boomer Financial Advisor: How does your health connect to your financial plan?
Me: How does it not?

Here's an excerpt from the health section of my monthly newsletter where I begin to chip away...

Have you ever heard people talk about their version of 'health' or heard someone talking about 'being healthy' and rolled your eyes as they discussed the latest fad or subjective interpretation of the word? Certainly there are a variety of ways to be healthy, and I'm not writing this to argue about which is more important. I do, however, want to introduce a concrete way to view your longevity, at least the majority of it.

As physician and longevity researcher Peter Attia describes in Outlive, the four conditions below account for over 80% of deaths in individuals over 50 who do not smoke. He calls them the 'Four Horsemen of Chronic Disease.'

1. Atherosclerotic Disease: Includes cardiovascular and cerebrovascular diseases.
2. Cancer: Various forms, including lung, breast, and colorectal cancers.
3. Neurodegenerative Disease: Primarily, Alzheimer's disease.
4. Metabolic Disease: Encompasses conditions like hyperinsulinemia, insulin resistance, fatty liver disease, and type 2 diabetes.

I won't go into detail today, however, learning this deeply changed how I think about health and more importantly the actions I take to 'be healthy.' Looking at the chart below, do you know where you land?

Sign up for my monthly newsletter here!
https://outlivefinancial.com/newsletter/tax-planning-june-2026

For the longest time, I felt awkward when people walked up to me and said, 'Thank you for your service.'As our nation re...
06/18/2026

For the longest time, I felt awkward when people walked up to me and said, 'Thank you for your service.'

As our nation recently celebrated Memorial Day, it was a natural time to reflect on the past decade of my family's life in the Navy. After finishing twelve weeks of Officer Candidate School and going through two years of flight school, so many people would say that five-word phrase to me. Yet, I wasn't sure I understood why they were saying it, or what I had done to 'deserve' their gratitude.

Nowadays, when people say, 'thank you for your service,' many of us think back to the early 2000s after the 9-11 attack and the wars in the Middle East, where thousands paid the ultimate sacrifice.

It is, of course, a loaded phrase. There are so many reasons to appreciate Americans who volunteer for military service. However, after having my three children and deploying on three different ships totaling over a year and a half, I recognize — even if people don't realize it themselves — that they're thanking me and my family for sacrificing our most precious asset: our time.

This is an excerpt from my monthly newsletter, Outlive the Ordinary. You can subscribe here: outlivefinancial.com/newsletter

If you own a business in a high tax state like California, New York, New Jersey, or Hawaii and your CPA has not mentione...
06/15/2026

If you own a business in a high tax state like California, New York, New Jersey, or Hawaii and your CPA has not mentioned PTET, read this. Business owners in high-tax states are leaving tens of thousands in federal tax savings on the table every year.

Own a business in California, New York, or another high-tax state? PTET lets your business pay your state tax bill and deduct every dollar federally. Here is how it works.

06/14/2026

If you don’t have your Bodily Injury Limits memorized, watch this video!

If you don’t know what I’m talking about, check out my latest blog post! Link in bio.

I don’t make it a habit to text clients after 9pm on a Saturday. But I couldn’t sleep, and I couldn’t let them drive the...
06/09/2026

I don’t make it a habit to text clients after 9pm on a Saturday. But I couldn’t sleep, and I couldn’t let them drive the next morning with their current auto coverages.

This one’s worth a read before you get in your car.

New blog post on my website!

I don't make it a habit to text clients after 9pm on a Saturday. But I couldn't sleep, and I couldn't let them drive the...
06/09/2026

I don't make it a habit to text clients after 9pm on a Saturday. But I couldn't sleep, and I couldn't let them drive the next morning with their current auto coverages.

This one's worth a read before you get in your car.

Personal injury law is a $61.7B industry. Learn why your auto liability limits may be exposing your net worth.

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