Podcast Feed
When You Need a Financial Advisor and How Find the Right One with Peter Mallouk (CEO of Creative Pl…
Do you need help making a strategy to meet your financial goals? You don’t have to do it alone— that’s what a wealth advisor is for. Today, Nicole is…
Money Rehab with Nicole Lapin
01/15/2025
The Problem With Cash for Retirement Planning—And How Real Estate Solves It
“I saved up a million dollars—and all I got was this lousy $40,000 a year.” That’s the metaphorical T-shirt that the average retiree wears. Actual…
Bigger Pockets
01/04/2025
WCI #400: Contribution Limits, Estate Planning, and Emergency Funds
Today we answer a few questions about estate planning and then explain what a Grantor Retained Annuity Trust is. We talk about contribution limits wh…
White Coat Investor
01/02/2025
Financial New Year’s Resolutions That Work with Peter Mallouk (CEO of Creative Planning)
Let’s harness the New Year energy and make 2025 a good year for our wealth, shall we? To help you do exactly that, Nicole sits down with Peter Mallou…
Money Rehab with Nicole Lapin
12/30/2024
Paul Merriman Builds Your Million-Dollar Roadmap to Success (SB1623)
What’s the secret to turning small, consistent actions into million-dollar results? Legendary financial educator Paul Merriman joins the basement cre…
The Stacking Benjamins Show
12/27/2024
MtoM #201: Financial Planner Becomes a Millionaire and Finance 101: Overfunded 529 Accounts
Today we are talking to a financial planner who has become a millionaire. This planner initially planned on going to dental school but changed his mi…
White Coat Investor
12/16/2024
12.12.24 Subscription Wrangling / Estate Planning in 3 Steps
Uber’s current trouble with the FTC is a consumer lesson for us all, and a great reminder to take action now to protect your wallet. Also today, Warr…
Clark Howard
12/12/2024
Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)
I recently spoke with Steve Chen, founder of Boldin (formerly NewRetirement), about common concerns retirees face. Boldin stands out as the most comp…
Financial Samurai
12/06/2024
WCI #396: Financial Planning For Special Needs Kids with Dr. Bryan Jepson
Today we are talking with practicing emergency physician and financial planner, Dr. Bryan Jepson. Dr. Jepson shares his journey from emergency medici…
White Coat Investor
12/05/2024
Is Robinhood REALLY Shaking Up Financial Planning? (SB1611)
Are you ready for a shake-up in the world of financial planning? This week, we’re diving into Robinhood’s bold leap into financial advising and what …
The Stacking Benjamins Show
12/04/2024
Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp …
Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael …
11.11.24 Robo Advisor Or Financial Planner? / Why Clark Hates Rent Control
A Special Veterans Day Thanks To All Who Have Served, Past, Present and Future. Today Clark goes back to basics, explaining how to determine if a rob…
Clark Howard
11/11/2024
The Crushing Cost of Conservative Retirement Planning (SB1597)
Today, we'll discuss the pitfalls of overly conservative retirement planning and how it could delay your financial independence and retirement dreams…
The Stacking Benjamins Show
11/05/2024
Seth Godin's Blueprint for Financial and Life Strategy (SB1590)
Grab your coffee mug and join us for a journey full of strategic insights and valuable life lessons. Business legend Seth Godin joins us to share his…
The Stacking Benjamins Show
10/21/2024
Has Anyone Ever Gone Broke From Bad Tax Planning? (SB1589)
Have you ever met someone whose retirement was wrecked by poor tax planning? While tax planning is essential, one big-named figure in the financial c…
The Stacking Benjamins Show
10/18/2024
WCI #389: Estate Planning, Navigating Your First Attending Job and 529s
Today our friend Margaret Curtis is taking on the role of host while Dr. Dahle is recovering. She is answering your questions off the speak pipe. She…
White Coat Investor
10/17/2024
192. How to Protect Your Money and Family with Estate Planning Expert Pamela Maass Garrett
Facing our own mortality isn't easy, but it's one of the most important conversations we can have for the sake of those we love. In this episode, I s…
Financial Feminist
10/14/2024
Certified Financial Planners: The Gold Standard
Certified Financial Planner: A CFP is the creme de la creme of "financial advisors" Summary: In this episode, David Pere discusses the importance of …
From Military to Millionaire
10/11/2024
155. Build Your Dream Business: The Million-Dollar Blueprint
Adam Callninan transitioned from wanting to be a doctor into a serial entrepreneur and is the founder behind company’s Pentane and BottleKeeper. He’s…
Estate Planning
Quint and Logan break down wills, trusts, and the additional documents you may need for your estate plan.