Podcast Feed
How Much Should You Have Saved in Your Roth IRA (BY AGE!)
In this episode of the Personal Finance Podcast, we are going to talk about how much should you have saved in your Roth IRA by age. How Andrew Can…
Master Money
04/21/2025
Money and Business Lessons from the Career of Taylor Swift (and a BIG Roth IRA rule clarified) SB16…
It’s Taylor Swift week in the basement, and we’re kicking things off by looking at the business behind the beats. Joe, OG, and the gang pull back the…
The Stacking Benjamins Show
04/14/2025
WCI #414: Roth IRAs and 401(k)s
Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a q…
White Coat Investor
04/10/2025
Solo 401(k) or SEP-IRA–Which is Right for You?
Laura reviews the differences between two popular retirement accounts for business owners, a solo 401(k) and SEP-IRA.
Money Girl
04/09/2025
Simple IRA v. Roth IRA v. 403(b)
Quint and Allie talk about the best type of retirement plan to utilize.
Married Filing Separately and Roth IRAs
Allie and Quint break down married filing separately on your taxes and when it can be a good idea.
WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions
Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) r…
White Coat Investor
03/20/2025
Don't Make THIS Common Roth IRA Mistake
Josh made a mistake. Knowing his impending sticky situation, he wrote us: "I over contributed to my Roth IRA this previous year (2024) due to making…
18 IRA Mistakes That Could Cost You Thousands! (Avoid These at All Costs!)
In this episode of the Personal Finance Podcast, we're going to talk about the common IRA mistakes that can cost you in retirement. From waiting too …
Master Money
03/17/2025
5 Investments You Can't Hold in an IRA
Keep reading the article here: link Subscribe to the BiggerPockets Channel for …
Bigger Pockets
03/08/2025
WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions
Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k…
White Coat Investor
02/27/2025
Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens
Jim Pfeifer and Paul Shannon sit down with John Bowens of Equity Trust to break down the power of self-directed retirement plans for real estate inve…
Bigger Pockets
02/25/2025
Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts
#583: Contrary to recent discussions, Jesse has concluded that a traditional IRA is the smarter way to go for most people once marginal tax rates are…
Afford Anything
02/18/2025
Employer Plan Versus IRA
Quint and Allie talk through whether to utilize an employer plan (like a 403(b)) or an Individual Retirement Account (IRA).
Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained
Laura answers a listener's question about whether you can use multiple retirement accounts in the same year.
Money Girl
01/31/2025
How to FIRE Faster with a Self-Directed IRA
How can you use your retirement accounts to reach FIRE faster? We’ve talked a lot about the “middle-class trap”—having too much of your net worth tra…
Bigger Pockets
01/31/2025
Who's Eligible for a Spousal IRA?
Laura reviews the rules for using a spousal IRA, including who’s eligible to have one and the money-saving tax benefits you receive.
Money Girl
01/29/2025
Ask HTM - Sahm Rule Recession Indicator, New App Gives Kids IRAs, & Paying for Big One-Time Expense…
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a ques…
How To Money
01/13/2025
Real Estate in a Roth IRA
Daniel and Allie talk about having real estate in an IRA.
WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs
Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individua…
White Coat Investor
12/12/2024