Podcast Feed

Scrimping, Splurging, and Other Crazy Spending Stories - E109

Scrimping, Splurging, and Other Crazy Spending Stories - E109

Jesse explores the value of financial priorities and the balance between spending and saving with guests Diania Merriam, Justin Peters, Bill Yount, J…

Go Roth Now Before It’s Too Late? And Other Listener Questions | AMA #7 - E108

Go Roth Now Before It’s Too Late? And Other Listener Questions | AMA #7 - E108

Jesse answers a range of listener questions on topics including estate planning, life insurance, financial benefits of marriage, tax strategies for h…

19 Questions to Uncover Good, Bad, and Ugly Financial Advisors | Don McDonald - E107

19 Questions to Uncover Good, Bad, and Ugly Financial Advisors | Don McDonald - E107

Today, Jesse is joined by Don McDonald to offer a critical examination of the financial advising and annuity industries, warning retirees and near-re…

Retirees’ Mistakes and Wake-Up Calls: Expectations vs. Reality - E106

Retirees’ Mistakes and Wake-Up Calls: Expectations vs. Reality - E106

Jesse explores insights from the Retirements and Perspectives study, which captures the experiences and expectations of individuals transitioning int…

It’s Not Too Late: Smart Money Moves After 50 | Bill Yount - E105

It’s Not Too Late: Smart Money Moves After 50 | Bill Yount - E105

Jesse explores the financial journey of late starters with guest Bill Yount, co-host of Catching Up to FI. In the opening monologue, Jesse shares his…

Tariffs, Turbulence, and the Harsh Truths We Must Now Face - Bonus Episode

Tariffs, Turbulence, and the Harsh Truths We Must Now Face - Bonus Episode

Today, Jesse critiques emotional, reactive investing during volatile market conditions—especially in response to tariffs and recession fears—while pr…

"Tax-Free Retirement" - Smart Strategy or Overhyped Gimmick? And Other Listener Questions | AMA #6 - E104

"Tax-Free Retirement" - Smart Strategy or Overhyped Gimmick? And Other Listener Questions | AMA #6 …

Jesse answers listener questions on financial planning, investment management, and retirement. He discusses the challenges of rising homeowner’s insu…

Life-Expectancy, Caregiving Costs, & Retirement Planning | Christine Benz - E103

Life-Expectancy, Caregiving Costs, & Retirement Planning | Christine Benz - E103

Jesse Cramer speaks with Christine Benz, Director of Personal Finance at Morningstar, about insights from her book How to Retire. Before their discus…

Life Expectancy, Caregiving Costs, & Retirement Planning | Christine Benz - E103

Life Expectancy, Caregiving Costs, & Retirement Planning | Christine Benz - E103

Jesse Cramer speaks with Christine Benz, Director of Personal Finance at Morningstar, about insights from her book How to Retire. Before their discus…

The Truth About the U.S. National Debt (And How It Impacts You Personally) - E102

The Truth About the U.S. National Debt (And How It Impacts You Personally) - E102

Today we take a look at the U.S. national debt, distinguishing it from household debt and analyzing its impact on individuals and investors. Jesse tr…

Do Long-Term Investors *Need* to Invest in Real Estate? | Chad “Coach” Carson - E101

Do Long-Term Investors *Need* to Invest in Real Estate? | Chad “Coach” Carson - E101

Jesse is joined by Chad Carson, who discusses residential real estate investing as a stable alternative to stocks and bonds. While real estate offers…

Favorite Moments, Shoutouts, and a Name Change?! …From Our First 100 Episodes - E100

Favorite Moments, Shoutouts, and a Name Change?! …From Our First 100 Episodes - E100

Episode 100 of The Best Interest Podcast! This is a celebratory and reflective milestone featuring guest shout-outs, listener-favorite clips, and a d…

Will They Claw Back My Tax Breaks? Should I “Buy, Borrow, and Die?” And More - AMA #5 - E99

Will They Claw Back My Tax Breaks? Should I “Buy, Borrow, and Die?” And More - AMA #5 - E99

Time for another AMA with Jesse! First, Randy asks what it means to be rich, leading to an interesting evaluation of personal values, goals, and circ…

What Do You Mean By “little p purpose”?! | Jordan Grumet - E98

What Do You Mean By “little p purpose”?! | Jordan Grumet - E98

Jordan Grumet, AKA Doc G, returns to the podcast to share the difference between “Big P Purpose” and “little p purpose” and why you should pursue the…

The Bad “Money Scripts” Someone Else Wrote for You | Brad Klontz - E97

The Bad “Money Scripts” Someone Else Wrote for You | Brad Klontz - E97

Jesse kicks today’s show off with a monologue on the importance of having the right temperament for investing - it’s not really about intelligence at…

But is NOW the Right Time to Invest in the Stock Market?! - E96

But is NOW the Right Time to Invest in the Stock Market?! - E96

Talking solo, Jesse tackles two important, ever-present investing questions in today’s monologue. Should I try to time the market? How do I beat th…

Tax Loss Harvesting Myths Debunked: What You Need to Know Now | AMA #4 with Jesse - E95

Tax Loss Harvesting Myths Debunked: What You Need to Know Now | AMA #4 with Jesse - E95

Jesse is solo, answering your questions! Kate, a government worker with $650,000 in IRAs, is wondering how she can best rebalance her portfolio - and…

Silly Hacks, New Rules, & Unpopular Opinions - E94

Silly Hacks, New Rules, & Unpopular Opinions - E94

Jesse’s running the show solo this week, bringing with him some interesting perspectives on tax tricks, whether you should rent or buy, and college e…

Instructive and Surprising Questions to Ask Before You Retire | Joe Saul-Sehy - E93

Instructive and Surprising Questions to Ask Before You Retire | Joe Saul-Sehy - E93

What are the long-term gains of educated investment decisions? The COVID pandemic triggered fear and uncertainty, with many wanting to sell everythin…

Why Teachers Need to Be Careful | Dan Otter - E92

Why Teachers Need to Be Careful | Dan Otter - E92

Jesse opens the show by sharing a personal anecdote about a former teacher's challenging investment choices, which were burdened with high fees from …