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118: Retirement Planning During (and After) The Coronavirus with Kyle Mast

118: Retirement Planning During (and After) The Coronavirus with Kyle Mast

Kyle Mast is a Certified Financial Planner, back for his third episode to answer YOUR questions about our current market conditions. We ask him the q…

Choosing a Financial Planner

Choosing a Financial Planner

In this episode Quint and Daniel discuss the different ways Financial Planners are compensated and what to look for when choosing them.

#101: An Early Retirement Blueprint with Erion Shehaj

#101: An Early Retirement Blueprint with Erion Shehaj

Episode #101 - Erion Shehaj is a real estate agent & investor who helps clients use real estate to achieve financial independence. Chad interviews Er…

1.23.20 Planning for retirement; Employer pays off employee mortgage; Income share agreements instead of student loans

1.23.20 Planning for retirement; Employer pays off employee mortgage; Income share agreements inste…

Clark discusses the expenses many retirees don't consider when they are planning for retirement. Some call them "stealth expenses." It's important to…

106: Planning For Your Future Wealth with Megan Gorman from The Wealth Intersection

106: Planning For Your Future Wealth with Megan Gorman from The Wealth Intersection

Megan Gorman started learning about money very early – at age 5 she begged her parents for a Little House on the Prairie Dress. Her parents said we’r…

12.31.19 Planning a cheap ski vacation; Why credit unions rock

12.31.19 Planning a cheap ski vacation; Why credit unions rock

Snow skiing is a very expensive hobby. There are many bargains available for getting to the slopes and skiing. CO and UT are the 2 biggest ski zones.…

Planning the Perfect--and frugal--Holiday Party (with David Tutera)

Planning the Perfect--and frugal--Holiday Party (with David Tutera)

Whether for holidays, office events, or social get-togethers, December feels like the official month of parties. If you've ever thought about hosting…

WCI #135: Estate Planning with Daniel Kesten

WCI #135: Estate Planning with Daniel Kesten

Daniel Kesten, an estate planning attorney and a speaker at the WCICon 20 in Las Vegas in March, is our guest on this episode. We have a great discus…

155R | Year End Tax Planning

155R | Year End Tax Planning

Sean Mullaney joins the show to discuss year-end tax planning. He goes into deductions, self-employment income, and how to get the most from your ded…

Financial Planner

Financial Planner

About this Episode Army Veteran Grant Montgomery transitioned into to financial planning with Infinitas. Grant served just over 20 years as a Field A…

#71: Your Blueprint to Financial Independence With Chris Mamula

#71: Your Blueprint to Financial Independence With Chris Mamula

Episode #71 - Chad interviews Chris Mamula, author of the new book ChooseFI: Your Blueprint to Financial Independence.   Chris retired early at age 4…

56. ChooseFi Your Roadmap To Financial Independence w/ Brad Barrett, Jonathan Mendonsa, and Chris Mamula

56. ChooseFi Your Roadmap To Financial Independence w/ Brad Barrett, Jonathan Mendonsa, and Chris M…

In episode 56 we're joined by the authors of ChooseFI: Your Blueprint to Financial Independence. The book launches October 1st and Brad, Jonathan, a…

Top Secret Planning Strategies of the Rich

Top Secret Planning Strategies of the Rich

You're not going to believe we're giving away this advice for free! We're so excited to share these untold secrets and help you take your finances to…

Avoid These 7 Common Estate Planning Mistakes

Avoid These 7 Common Estate Planning Mistakes

Estate planning can seem like a complex undertaking, and not knowing how to approach it can lead to inaction. Lucky for you, you know us! And like an…

6.22.19 Special Episode: Clark answers your investment and retirement planning questions

6.22.19 Special Episode: Clark answers your investment and retirement planning questions

From Clark: "I get so many investing questions that I wanted to created a special episode where we can drill down to your specific questions about in…

$500 Million in Student Loans | Travis Hornsby from Student Loan Planner

$500 Million in Student Loans | Travis Hornsby from Student Loan Planner

In today's episode, Cody and Justin are joined by Justin's old FinCon roomie, Travis from Student Loan Planner. Travis tried his hand with Ph.D. edu…

126 | Estate Planning Wills vs Trusts | Mark Moss

126 | Estate Planning Wills vs Trusts | Mark Moss

Last week, Brad and Jonathan talked to Chelsea Brennan about her Family Emergency Binder. In the same theme of planning for your family's future, tod…

124R | Choose FI Your Blueprint to Financial Independence

124R | Choose FI Your Blueprint to Financial Independence

Brad and Jonathan discuss the release date of a ChooseFI book, finding the best auto insurance rates, and Lynn Frair's path to FI. The book, "ChooseF…