Baobab Bulletin - Issue #10 - A late-May roundup of Baobab videos, podcasts, guest appearances, fresh reads, and a planning checklist.

Baobab Bulletin  •  Issue #10  •  May 2026
Fb In Yt
Baobab Wealth

A twice‑monthly roundup from Baobab Wealth & Baobab Wealth Abroad

The Baobab Bulletin

Hi there,

This month’s Baobab Bulletin looks at how retirement plans can get complicated fast: early retirement assumptions, Roth strategy, tax tradeoffs for expats, and the family planning questions that come up as parents age.

We’re also sharing a tongue-in-cheek look at the many flavors of the FIRE movement, new podcast episodes from Divorce the IRS and Abroad in America, Jimmy’s guest appearance on Bartelle’s Money Talk, and a fresh batch of what we’ve been reading.

If you’d like to review how any of this applies to your situation, click below to schedule an appointment.

Have a question? Click HERE to schedule a screen share and we'll walk through it together.
SCHEDULE A CALL

Featured Video
The FIRE Movement Is Getting Out of Control

The FIRE Movement Is Getting Out of Control

Jimmy has a little fun with the many levels of the FIRE movement, from LeanFI to BaristaFI and beyond, while still pointing back to the real planning question: what kind of freedom are you actually trying to build?
WATCH THE VIDEO

Podcasts

Divorce the IRS Podcast

Divorce the IRS Podcast


Welcome to Divorce the IRS, the Retirement Income Planning Podcast, built for people who want to pay the least amount of taxes possible and create retirement income that actually lasts. Inspired by Jimmy Miller’s bestselling book Divorce the IRS, this show takes you behind the scenes of the tax rules, retirement strategies, and planning decisions that can quietly determine how much of your money you keep.

Abroad in America Podcast

As a non‑US citizen living and working in the United States, you face many new challenges when it comes to learning and understanding a completely new financial and tax system. The goal of this podcast is to help non‑US citizens and cross‑border families implement effective strategies to take full advantage of the opportunities to create wealth in the United States-both while you're here and even once you've left
Thinking About Living Overseas? What Jimmy Miller Says You Need to Know

Guest Appearance

Thinking About Living Overseas? What Jimmy Miller Says You Need to Know

Jimmy joins Bartelle’s Money Talk to talk through the financial questions that come with living, retiring, or building wealth overseas, including taxes, cross-border planning, and the decisions that are easier to make before a move.

What We're Reading / Thinking About

Here are a few things we’ve been reading and thinking about lately:
Working Longer Isn’t a Foolproof Retirement Plan

Working Longer Isn’t a Foolproof Retirement Plan - CNBC
The Simon Abundance Index 2026

The Simon Abundance Index 2026 - Human Progress

Useful Resources

What Issues Should I Consider For My Aging Parents?

This month’s checklist can help families organize the planning questions that often come up as parents age, from cash flow and housing to estate documents, health care, and who is responsible for key decisions.
DOWNLOAD THE GUIDE

Follow us for more financial planning videos, updates, and resources.
Fb In Yt

CONTACT US

phone-icon(907) 317-8454
email-icon[email protected]

Florida
169 Tiziano Way
Nokomis, FL 34275

Alaska
721 Depot Drive
Anchorage, AK 99501

Baobab Wealth Management and Baobab Wealth Abroad are DBA names of Baobab Wealth LLC, a Florida state Registered Investment Advisor.

The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.