CashClimb contributor
Investing and Retirement Writer
Jordan writes plain-English guides on investing basics, retirement planning, pensions, superannuation, property decisions, and long-term wealth tradeoffs.
Bio
Jordan Lee covers long-term money decisions where readers often need context before taking action. His topics include investing basics, retirement accounts, pensions, superannuation, index funds, property tradeoffs, and long-term planning.
His articles are designed to explain concepts, compare tradeoffs, and show where individual circumstances matter. Jordan avoids treating general rules of thumb as universal advice.
Jordan’s CashClimb articles are reviewed by the CashClimb Editorial team for clarity, usefulness, and responsible financial context before publication.
Articles by Jordan Lee
Country-aware guide for beginners in the US, UK, Canada and Australia to build a low-fee, globally diversified ETF core portfolio with broker and tax tips.
A practical guide to bridge income early retirement, including what to compare, common mistakes, and safer next steps.
A practical guide for freelancers, contractors and gig workers to automate investing on variable pay: simple percentage plans, tiered cash buffers, pause triggers, and sample bank, broker and app setups.
Budget-first HELOC vs cash-out refinance guide for US, Canada, UK & Australia homeowners—monthly payment impact, fees, timelines, and a clear decision flow.
Practical, region-specific method to turn nightly rates and seasonal occupancy into monthly net cash flow for new Airbnb hosts in the US, UK, Canada and Australia.
Practical, country-by-country guide showing how lenders calculate self-employed income in the US, UK, Canada and Australia, with scenarios and a 12-month checklist.
Practical, country-by-country checklist for first-time sellers and expats in the US, UK, Canada and Australia on reporting foreign property sales, conversions, forms and timelines.
Country-by-country guide for US, UK, Canada and Australia to compare total international broker costs—commissions, FX spreads, custody and tax/reporting—plus a simple fee template to test your own trades.
Country-aware, step-by-step guide for near-retirees in the US, UK, Canada and Australia to build a simple fixed-income ladder: choose length, maturities, and tax placement.
A month-by-month, cashflow-first plan for your first 12 months of retirement—practical checklists, timing tips for pensions/benefits , reserve and tax rules.
Budget-first buy-to-let insurance checklist for first-time landlords in US, UK, CA & AU — prioritize cover by cost and risk, compare excess vs premium, budget initial costs.
Country-specific guidance on choosing ETFs or actively managed funds for retirement in the US, UK, Canada and Australia — covering taxes, account types, costs and a simple checklist.
Step-by-step checklist to rent a spare room in the US, UK, Canada and Australia — budgeting, legal must-dos, tax triggers, insurance steps and sample tenancy clauses.
Country-specific checklist for homebuyers with poor credit in the US, UK, Canada & Australia: spot lender red flags, use quick credit fixes you can achieve in 6–12 months, and choose lower-cost paths to approval.
Country-by-country checklist of often-missed tax deductions for first-time landlords across the US, UK, Canada and Australia, with simple record forms and an after-tax cash flow example.
A practical annual plan for new retirees to keep withdrawals aligned with inflation. Includes three simple rules, sample calculations, portfolio triggers and short country notes for the US, Canada, UK and Australia.
Country-by-country fractional share investing guide for US, UK, Canada and Australia beginners—compare platforms, fees, tax, transfer rules, and next steps.
Region-aware guide for first-time buy-to-let investors (US, UK, Canada, Australia). Learn to use a rental-yield vs mortgage-cost calculator to protect cash flow.
Practical checklist with country-adjusted reserve formulas, monthly and per-unit benchmarks, a reserves vs insurance decision tree, and sample budgets for US, UK, CA & AU.
A country-aware guide to help beginners choose between robo-advisors and DIY investing. Includes a practical checklist, short scenarios, and fee and tax tips for.
Step-by-step, country-specific guidance for near-retirees in the US, UK, Canada, and Australia on sequencing withdrawals from 401(k), IRA, RRSP, pension and super to lower taxes.
Practical, action-first checklist for downsizing in retirement across the US, UK, Canada and Australia. Includes a 6–24 month timeline, tax checkpoints, pension impacts and allocation steps.
A hands-on, low-cost guide to rebalancing small portfolios (under ~$25K). Use new contributions, tolerance bands, and minimal trades to stay diversified and tax-aware.
Conservative step-by-step after-tax cash-flow model for first-time landlords in the US, UK, Canada and Australia, including country tax adjustments, hidden costs and a spreadsheet.
A time-horizon, action-first primer for near-retirees and new retirees. Learn sequence-of-returns risk and six low-complexity protections with simple rules and short case studies.
A country-by-country, step-by-step guide to estimating retirement income from multiple pensions (DB, DC and state). Includes simple formulas and worked examples.
Budget-focused open house checklist for first-time buyers across the US, Canada, UK and Australia. Key questions to spot red flags, estimate maintenance costs, and decide to bid.
Practical country-by-country guide to checking and fixing your state pension or Social Security forecast in the US, UK, Canada and Australia, with login tips and clear next steps.
Cross-country, step-by-step checklist to spot, budget for, and reduce surprise closing fees in the US, UK, Canada, and Australia—plus scripts, templates, and timing tips.
Country-aware 90-day playbook for new hires in the US, UK, Canada and Australia — step-by-step payroll settings, vesting and tax basics to capture the full employer match.
A practical, country-by-country guide for savers 50+ to boost retirement savings. Compare US, UK, Canada and Australia rules and follow clear checklists.
Three practical plans to split a bonus between paying debt and investing: debt-first, balanced split, invest-first. Includes numeric examples and tax notes for.
A short questionnaire and step-by-step method that turns your comfort with risk into clear asset allocations, contribution cadence, and rebalancing rules for variable-income beginner investors.
Step-by-step DCA playbook for freelancers and gig workers: set flexible contribution amounts and cadence, allocate across accounts, and use simple rebalancing to stay disciplined.
Learn understanding mortgage basics for first-time buyers with a clear checklist, practical examples, common mistakes, and safe next steps for everyday mo…
Learn rent vs buy checklist with a clear checklist, practical examples, common mistakes, and safe next steps for everyday money decisions.
A practical comparison of pension contribution rules, tax relief, employer obligations and transfer options for people relocating between the UK and Australia.
An action-first guide for Australians starting work: find lost or low-balance super, compare fees and insurance traps, and step-by-step consolidation with a simple calculator.
Learn index funds explained with a clear checklist, practical examples, common mistakes, and safe next steps for everyday money decisions.
Decision-focused guide to refinancing for homeowners staying 1–7 years or with variable income: three practical frameworks, sample break-even math, closing costs & credit impacts.
A clear, practical guide to choosing between a Roth IRA and Traditional IRA based on income, taxes, time horizon, flexibility, and retirement goals.
Plain-English definitions of common retirement terms with prioritized actions based on time horizon and employer match, plus country notes for the US, UK, Canada, and Australia.
Affordability-first checklist for first-time buyers in the US, Canada, UK and Australia—monthly cost estimates, mortgage-ready documents, negotiation tips and next steps.
Learn how to plan for retirement in your 20s and 30s with a clear checklist, practical examples, common mistakes, and safe next steps for everyday money decisions.
Learn how to invest in asx gold stocks: a beginner’s guide with a clear checklist, practical examples, common mistakes, and safe next steps for everyday money decisions.
Learn top 7 ways to finance a property development in australia with a clear checklist, practical examples, common mistakes, and safe next steps for everyday money decisions.
This guide helps you decide whether to invest in ETFs or individual stocks based on your goals, time, and experience.
This guide is for anyone looking to build a clear, practical investment strategy without getting overwhelmed by options.