Podcast Feed

5 Numbers You Should Know That Most Americans Don’t

5 Numbers You Should Know That Most Americans Don’t

We’re amazed at how many people do not track a few fundamental numbers when it comes to their finances. We correct that today. Buckle up to cozy up w…

How Do I Invest With a Variable Income?

How Do I Invest With a Variable Income?

"​​Increasing 401k sounds nice until you have a lean month and don’t have a good way of getting that money back. Especially when my pay varies. How d…

401k Savings Rates Are Going Up (What's Going On?!)

401k Savings Rates Are Going Up (What's Going On?!)

401(k) Savings rates are at an all-time high - so what's going on, and what do we think about this? Jump start your journey with our FREE financial …

7 Cashflow Milestones Worth Celebrating

7 Cashflow Milestones Worth Celebrating

You like self-assessing, knowing you’re on the right track, and celebrating those small wins along the way. We get it, because we do, too! This week,…

How to Handle Social Security in Early Retirement

How to Handle Social Security in Early Retirement

"How should I deal with social security in early retirement? I'm planning on retiring at 45, so I won't have social security for over 20 years. Can m…

Is It Okay to Retire with a Mortgage?

Is It Okay to Retire with a Mortgage?

"My Dad is set to retire soon but isn’t sure he should pay off the house first. With 250k left at 2.5%, he wants to keep the money invested. Is there…

Are Boomers Hoarding Wealth? (How to Do It Right)

Are Boomers Hoarding Wealth? (How to Do It Right)

It’s no surprise that the media is manipulative - with politics, finances, and more. They want to grab your attention and get a click. We watched a p…

How to Catch Up for Retirement When You're Older

How to Catch Up for Retirement When You're Older

We got a good question from Humphrey Yang: "How do you catch up if you're on the older side (45+) with very little retirement savings. I'm never sure…

Budgeting vs. Cash Flow Management: What’s the Difference?

Budgeting vs. Cash Flow Management: What’s the Difference?

"I recall hearing the guys talk about graduating from budgeting to cash flow management. Any details/advise for making this transition? We lean heavi…

3 Ways to Retire Early (That You Might Not Know About)

3 Ways to Retire Early (That You Might Not Know About)

A lot of people want to retire early - or they at least want the option to. So how do you do it? Here are 3 different strategies that can help you re…

"We're About to Be Millionaires - Can We Reduce Our Savings?"

"We're About to Be Millionaires - Can We Reduce Our Savings?"

"​​We are on track to be liquid millionaires in 1 year at ages 38 and 37. Can we reduce our retirement savings down to 20% (not maxing out 401k's), a…

1 in 3 Young Adults Are Making This Housing Decision (Is It a Mistake?)

1 in 3 Young Adults Are Making This Housing Decision (Is It a Mistake?)

"​​My wife and I both work full time and are currently living with her parents to save up for a down payment on a house. We can afford 3% down but ca…

How to Choose Between Competing Financial Priorities (Determining the Winner)

How to Choose Between Competing Financial Priorities (Determining the Winner)

There are other things that play into what you do with your money besides math. And that’s where personal finance starts to get personal - and compli…

"I'm Buying a House in 3 Years - Should I Stop Investing?"

"I'm Buying a House in 3 Years - Should I Stop Investing?"

"​​If I have a house down payment money in the market currently and I’m looking to buy a house in 3 or so years, should I pull it out now? Or just st…

Should You Upgrade Your House Before You Sell?

Should You Upgrade Your House Before You Sell?

"​​So I’m saving for a new house, should we do any upgrades to our current house to get more out of the sale or sell as is? It’s currently paid off a…

How to Election-Proof your Finances

How to Election-Proof your Finances

Does the upcoming election have an impact on you financial life? We'll walk you through that question and more in today's Q&A episode! Jump star…

Will I Ever Feel Ok Spending Money for Fun?

Will I Ever Feel Ok Spending Money for Fun?

"​​What are the goals after Step 9? Also, at what step can you consider fun money?" We'll walk you through that question and more in today's Q&…

Should I Sell My Assets to Pay Off Credit Card Debt?

Should I Sell My Assets to Pay Off Credit Card Debt?

"Im 24 years old - how can I approach my 13k credit card debt? I have roughly 30k in assets. I was thinking a balance transfer to maximize 0 interest…

Are Financial Advisors Worth It? (The Truth Finally Exposed!)

Are Financial Advisors Worth It? (The Truth Finally Exposed!)

Personal finance is personal, and so are financial advisors. We walk you through everything you need to know about financial advisors: their cost, th…

Is Retiring Early Really Worth It?

Is Retiring Early Really Worth It?

"I'm 42 and want to retire early at 45. I’ve stress-tested my plan and everything looks okay, but I’m having a hard time mentally stepping away from …