Podcast Feed

Military Money Lessons That Civilians Can’t Afford to Miss  | Spencer Reese - E117

Military Money Lessons That Civilians Can’t Afford to Miss | Spencer Reese - E117

Today, Jesse is joined by Spencer Reese—Air Force veteran, financial educator, and creator of the Military Money Manual—for a conversation about the …

Manage *Yourself* More Than Your Portfolio  |  Hanna Horvath - E116

Manage *Yourself* More Than Your Portfolio | Hanna Horvath - E116

Today, Jesse is joined by Hanna Horvath—Certified Financial Planner, managing editor at Bankrate, and author of the Your Brain on Money newsletter—fo…

Where Investors Go Wrong: Tax Traps, Math Mistakes, and Behavioral Biases

Where Investors Go Wrong: Tax Traps, Math Mistakes, and Behavioral Biases

Today, Jesse goes solo for a candid episode unpacking the most common mistakes and misconceptions he sees in personal finance, from the temptation to…

Where Investors Go Wrong: Tax Traps, Math Mistakes, and Behavioral Biases - E115

Where Investors Go Wrong: Tax Traps, Math Mistakes, and Behavioral Biases - E115

Today, Jesse goes solo for a candid episode unpacking the most common mistakes and misconceptions he sees in personal finance, from the temptation to…

The Risks and Rewards of Quitting Your Career  |  Kelan Kline - E114

The Risks and Rewards of Quitting Your Career | Kelan Kline - E114

Today, Jesse is joined by Kelan Kline, co-founder of The Savvy Couple, who shares his entrepreneurial journey from working as a jail deputy to buildi…

How to Be Smart About Inheritance Planning  |  AMA #8 - E113

How to Be Smart About Inheritance Planning | AMA #8 - E113

Jesse tackles six thoughtful listener questions spanning a range of personal finance topics. He begins with a question about using Social Security an…

Reset Your Portfolio Expectations, Before It's Too Late | Peter Lazaroff - E112

Reset Your Portfolio Expectations, Before It's Too Late | Peter Lazaroff - E112

Jesse welcomes back Peter Lazaroff to discuss the psychology and strategy of investing during uncertain times. They explore how media narratives and …

When Smart Financial Planning Backfires - ChooseFI Companion Episode - E111

When Smart Financial Planning Backfires - ChooseFI Companion Episode - E111

Today’s episode is a special bonus episode, a companion to Jesse’s discussion on episode 555 of ChooseFI! Jesse examines the risks of over-optimizati…

Buffett’s Blueprint - 8 Examples of Warren’s Timeless Wisdom - E110

Buffett’s Blueprint - 8 Examples of Warren’s Timeless Wisdom - E110

Jesse explores the timeless wisdom of Warren Buffett, highlighting both his disciplined investment philosophy and his unwavering emphasis on trust an…

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…