Podcast Feed
How Do You Save for a Down Payment AND Retirement?
Where does buying a house fall in the Financial Order of Operations? We'll walk you through that question and more in today's Q&A episode! Jump …
How to Achieve FIRE By Income (Are You on Track?)
Do you want to retire early? If so, do you know what it is going to take to get there? To know if FIRE is right for you, you need to be aware of comm…
New Data Shows Americans Are HORRIBLE at Investing (1% Returns?!)
New data just released by Fidelity shows that Americans have been HORRIBLE at investing in their 401(k). What have they been doing wrong? And how can…
Will the Financial Order of Operations (FOO) Ever Change?
A listener asked us if we anticipate ever needing to adapt or change the Financial Order of Operations down the road - so what do we think? We'll wa…
Roth IRA vs Roth 401(k) - Which is Better?
What are the differences between a Roth IRA and a Roth 401(k), and how should you utilize them on your wealth-building journey? Jump start your journ…
How Fear Could Cost You Millions!
Could fear be costing you big-time? In this Q&A, we’ll take a look at a real-world example to determine if making fear-based investing decisions …
Should You Pay Extra on Your Mortgage Now?
With interest rates for mortgages increasing recently, does that qualify as "high-interest debt," and does that mean you should pay it down faster? …
The Best and Worst Types of Life Insurance
No matter how much you know about finance, you’ve definitely heard about life insurance: maybe from commercials pitching it as something to buy your …
Should You Prioritize Retirement Savings or Your Kids' College Savings?
How should you think about balancing saving for your own retirement and preparing for your kids' college savings? We'll walk you through that questi…
How to Recover From 4 HORRIBLE Financial Mistakes!
In our nearly four decades of combined experience managing money, we’ve seen some horrible financial mistakes - here are the four worst we’ve seen fi…
New Data: Active Investments Are Better Than Index Funds?
A new research paper is out that claims active funds from two large providers, Vanguard and Fidelity, beat their own index funds. Are active funds be…
"I Took Out a 401(k) Loan - What Should I Do?"
How can you course-correct after taking out a 401(k) loan for a down payment? We'll walk you through that question and more in today's Q&A episo…
Why Americans Are Actually Broke! (2023 Edition)
Americans might be bad with money, but you don’t have to be. In this episode, we discuss the underlying reason why Americans are so bad with money an…
Do I Still Need an Emergency Fund When I'm Retired?
Once you're retired and have access to different sources of money, should you still keep an emergency fund - and if so, how much? We'll walk you thr…
Is the U.S. Dollar On its Way Out?
There's been a lot of conversation recently about the U.S. Dollar and other currencies/economies. So what should you make of it all, and how should t…
Build Wealth With the 3 Bucket Strategy! (By Age) 2023 Edition
We believe there are three distinct taxable buckets you have the option of investing in for retirement. We’ll talk about how to balance those buckets…
Debt Ceiling Crisis: World’s Financial System at Risk?
Should you be worried about the debt ceiling crisis? Although political leaders have so far been unable to come to an agreement, we'll …
Is NOW the Best Time to Invest in Real Estate? (With Scott Trench from BiggerPockets Money)
Is NOW the Best Time to Invest in Real Estate? (With Scott Trench from BiggerPockets Money) Jump start your journey with our FREE financial resources…
Will Artificial Intelligence Replace Financial Advisors?
How will artificial intelligence affect personal finance - and will it impact financial advisors? We'll walk you through that question and more in t…