Baobab Bulletin - Issue #9 - A mid-May roundup of Baobab videos, podcasts, guest appearances, and fresh reads.

Baobab Bulletin  •  Issue #9  •  May 2026
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Baobab Wealth

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

The Baobab Bulletin

Hi there,

This month’s Baobab Bulletin looks at what happens when planning decisions meet real life: investing when markets are already high, using Roth accounts more strategically, and understanding the hidden costs that can surprise expats living in America.

We’re also sharing Jimmy’s recent guest appearance on Podcasting For Financial Professionals, where he talks about niche expertise, long-game content, and why clear positioning can help the right clients find the right advice faster.

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.
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Featured Video
Should You Invest When Stocks Are at All Time Highs?

Should You Invest When Stocks Are at All Time Highs?

Is it risky to invest when stocks are at all-time highs? This video looks at what history says about market highs, timing the market, dollar cost averaging, and why waiting for the “perfect” entry point can create its own risks.
WATCH THE VIDEO

Podcasts

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
How Nailing Your Niche Drives Real Leads: Strategic Podcasting and Targeted Content

Guest Appearance

How Nailing Your Niche Drives Real Leads: Strategic Podcasting and Targeted Content

Jimmy joins Virginia Elder to discuss how a focused niche, useful content, and consistent podcasting can build trust with expats, cross-border families, and other ideal-fit clients long before a first meeting.

What We're Reading / Thinking About

Here are a few things we’ve been reading and thinking about lately:
Why Our Economic Intuitions Are Often Wrong

Why Our Economic Intuitions Are Often Wrong - Human Progress
The Adulting Tax

The Adulting Tax - Your Brain on Money

Useful Resources

Is The Distribution From My 529 Plan Subject To Federal Income Tax?

This month’s checklist can help you review when a 529 plan distribution may be tax-free, when earnings can become taxable, and which education expenses and records matter before you take money out.
DOWNLOAD THE GUIDE

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CONTACT US

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