OUR TWICE-MONTHLY ROUNDUP OF VIDEOS, PODCASTS, GUEST APPEARANCES & RECOMMENDED READS.
Issue #14July 2026
Small caps just outperformed large caps by 12.3% after trailing them in 14 of the past 21 first halves — a reminder of why diversification matters. Plus a featured video on who Baobab serves best and the Retirement Red Zone, a Divorce the IRS case study on building a tax-free retirement from day one, five fresh reads, and a 2026 Social Security decisions checklist.
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Issue #13July 2026
Retirement can last four decades: Sonja's video on her grandmother's 43 years retired, Jimmy's midyear letter on staying invested through the noise, and a practical roadmap for retiring abroad. Plus a longevity chart, Divorce the IRS and Abroad in America podcast episodes, a next-dollar withdrawal flowchart, and fresh reads on market highs, index funds, and active management.
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Issue #12June 2026
The tax mistake investors make when selling stocks — and getting your cost basis right — plus Divorce the IRS episodes on the dividend detail index strategies miss and using life insurance for retirement income, an Abroad in America take on leaving your money in the US after moving home, and why there's always a reason not to invest.
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Issue #11June 2026
Roth planning, tax diversification, and the practical question behind it all: how much of your retirement income do you actually get to keep? Plus IRS exceptions, the expat five-year clock, a guest appearance, and a new checklist.
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Issue #10May 2026
How retirement plans get complicated fast: early retirement assumptions, Roth strategy, expat tax tradeoffs, and aging-parent planning. Plus a tongue-in-cheek take on the FIRE movement, new podcast episodes, a guest appearance, and fresh reads.
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Issue #9May 2026
A mid-May roundup: investing when markets are at all-time highs, using Roth accounts more strategically, the hidden costs of living in America as an expat, plus podcasts and a few recommended reads.
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Issue #8April 2026
A late-April roundup: what 'taxes beyond the grave' mean for retirement accounts and legacy planning, Jimmy teaching students in Bali about saving and compounding, Sonja's guide to moving money abroad without losing it to fees, plus podcasts and fresh reads.
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Issue #7April 2026
A post-tax-season roundup: Required Minimum Distributions, the widow's tax penalty, and costly expat refund habits, plus a featured video on whether currency really matters when investing and a guide to reviewing your 2025 tax return.
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Issue #6March 2026
The hidden tax layers that follow you into retirement, finding your ideal pre- vs post-tax savings number, the secret math behind credit card numbers, plus a guide on whether a mega backdoor Roth contribution makes sense.
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Issue #5March 2026
Retirement tax 'time bombs' — how upfront deductions hand the IRS a future claim and the taxes and penalties triggered by early 401(k)/IRA withdrawals — plus a Roth conversion guide, the podcasts, and fresh reads.
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Issue #4February 2026
The hidden taxes you pay while working, how a mini-retirement's low-income years open a strategic Roth conversion window, whether to take RMDs early in the year, and a 2026 Roth 401(k) decision guide.
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Issue #3February 2026
The retirement mistake costing young workers, why planning gets messier for expats and cross-border families, fresh Divorce the IRS and Abroad in America podcast episodes, and a 2026 Roth vs. Traditional IRA comparison guide.
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Issue #2January 2026
Long-term investing decisions in focus: cross-border retirement clarity for expats and whether you should own only stocks for life, plus the podcasts, a guest appearance, and a guide to 2026's key tax and contribution numbers.
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Issue #1January 2026
The inaugural Baobab Bulletin: a Welcome to 2026 perspective video, fresh takes on investing at record-high markets and what forecasters got wrong in 2025, expat planning for Americans in Germany plus IRA contributions abroad, and new podcast episodes.
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