Podcast Feed

Q&A: Why Your Retirement Math Isn’t Adding Up

Q&A: Why Your Retirement Math Isn’t Adding Up

#561: Joanne is confident that her short and long-term financial plans are set, but she’s not certain about the medium-term. What’s the proper way to…

The Father of the 4% Rule Finally Sets the Record Straight

The Father of the 4% Rule Finally Sets the Record Straight

#560: Bill Bengen, the former rocket scientist who discovered the "4 percent rule" of retirement planning, joins us at the Bogleheads conference in M…

Q&A: Should We Ditch Rental Properties Entirely?

Q&A: Should We Ditch Rental Properties Entirely?

#559: An anonymous caller, whom we name “Samantha,” and her husband are financially strained and feeling torn. Shortly after purchasing two rental pr…

Why Your Retirement Math Might Be All Wrong — If You Follow the 4% Rule

Why Your Retirement Math Might Be All Wrong — If You Follow the 4% Rule

#558: What happens when you spend three decades talking to retirement experts? You learn that most of what people think they know about retirement pl…

Help! The Money is Good … But My Dream Life is Different

Help! The Money is Good … But My Dream Life is Different

#557: Imagine saving nearly your entire paycheck while your rental properties cover your bills. That's exactly where real estate investor Andrew find…

Q&A: When a Million Dollars Feels Like a Burden

Q&A: When a Million Dollars Feels Like a Burden

#556: An anonymous caller was raised to work hard, live below his means, and save. He feels undeserving of his recent $1,000,000 inheritance and stru…

MadFientist: The Hardest Part of Early Retirement Wasn't the Money

MadFientist: The Hardest Part of Early Retirement Wasn't the Money

#555: Brandon Ganch (known online as MadFientist) joins us from Scotland to share how his life has transformed since retiring in 2016 at age 34. “I …

The Most Expensive Election Trade Ever Made (A Cautionary Tale)

The Most Expensive Election Trade Ever Made (A Cautionary Tale)

#554: The U.S. jobs market hit a surprising speed bump in October, adding just 12,000 new jobs — way below the expected 100,000.  A mix of natural d…

The Brutal Money Truth No One Wants to Hear, with Dr. Brad Klontz and Adrian Brambila

The Brutal Money Truth No One Wants to Hear, with Dr. Brad Klontz and Adrian Brambila

#553: This is the third and final episode in a three-part series. Dr. Brad Klontz and Adrian Brambila join us to share 21 harsh truths about building…

The Harsh Truths About Money, with Dr. Brad Klontz and Adrian Brambila

The Harsh Truths About Money, with Dr. Brad Klontz and Adrian Brambila

#552: In this special three-part series, we discuss some of the 21 Harsh Truths About Money.  For more information, visit the show notes at link

The Dark Experiment That Explains Your Money Problems, with Dr. Brad Klontz and Adrian Brambila

The Dark Experiment That Explains Your Money Problems, with Dr. Brad Klontz and Adrian Brambila

#551: Financial psychologist Dr. Brad Klontz and Youtuber Adrian Brambila join us to talk about money psychology, starting with a dark but revealing …

Paul Merriman: The 4-Fund Strategy That Beats the S&P 500

Paul Merriman: The 4-Fund Strategy That Beats the S&P 500

#550: Paul Merriman, a former wealth manager turned financial educator, joins us to share investing wisdom that could reshape how you think about you…

Am I Wrong to Worry About Retirement, with $2 Million Saved?

Am I Wrong to Worry About Retirement, with $2 Million Saved?

#549: Steven is stuck on the question of financial stability. How do you know if you have it? Is there an objective answer based on net worth? Or is …

Is Your Retirement Safe in Today's Economy?, with Dr. Karsten Jeske (Big ERN)

Is Your Retirement Safe in Today's Economy?, with Dr. Karsten Jeske (Big ERN)

#548: Economist Dr. Karsten Jeske talks with us about the current economic landscape. Karsten, who retired at 44, breaks down the Fed's recent decisi…

Ask Paula: “We Have $2 Million at 40 – Now What?”

Ask Paula: “We Have $2 Million at 40 – Now What?”

#547: An anonymous caller and her husband have a $2 million net worth at 40, but they’re worried that the one-fund portfolio that got them there isn’…

The Surprising Economic Proposal Both Candidates Agree On

The Surprising Economic Proposal Both Candidates Agree On

#546: The Federal Reserve slashed interest rates by half a percentage point. What does this mean for your mortgage, your savings account, and the eco…

Retire at 30? The Math Behind Making Work Optional

Retire at 30? The Math Behind Making Work Optional

#545: Kat feels thrown off. She’s realizing that the simple investing strategy that nearly 5x’d her portfolio in six years might be unwise. Should sh…

How to Face Your Financial Fears

How to Face Your Financial Fears

#544: Remember that time you found a $20 bill in an old jacket pocket? The rush of excitement, followed by the quick mental math of what you could bu…

How to Handle 7 Types of Hardball Negotiation Tactics, so You Can Earn More and Spend Less

How to Handle 7 Types of Hardball Negotiation Tactics, so You Can Earn More and Spend Less

#543: Picture this: You're at a car dealership, trying to get the best price on your dream car. The salesperson hits you with a "take it or leave it"…

Are We All Financial Hypochondriacs? Why We Feel Broke, Even When Our Bank Accounts Are Full

Are We All Financial Hypochondriacs? Why We Feel Broke, Even When Our Bank Accounts Are Full

#542: Ever feel like you're never doing enough with your money, even when your finances look good on paper? You're not alone. Katie Gatti Tassin, h…