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Ask HTM: Jumping Back Into the Workforce, HELOC Cash Grab, and Free Life Insurance Gotchas – Episod…
Let’s kick off 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 quest…
How Financial Minimalism Transforms Your Money And Life
Financial minimalism means spending money only on things that truly matter to you while ruthlessly cutting everything else. When you stop wasting mon…
Student Loan Complaint Backlog Grows As SAVE Borrowers Stay In Limbo
SAVE borrowers still have no repayment date, while student loan complaints pile up after staffing cuts at the Education Department. The post Student …
Too Much Risk? The 6 Components of Behavioral Loss Tolerance
What are the six components of "behavioral loss tolerance," and where do you stand as an investor?
Optimizing Charitable Giving for Maximum Tax Savings: Why a Taxable Account Can Beat a Roth
For years, I gave to charity by donating cash. But I've changed my approach to maximize my tax savings while still giving the same amount. The post O…
How to Rise Above a Broken Healthcare System with Dr. Dimitrios Tsatiris
An interview with Dr. Dimitrios Tsatiris, a practicing psychiatrist and author, where we talk about helping docs avoid burnout, why so many physician…
Not Advice Podcast
The Not Advice Podcast is live! I’m co-hosting with Brent Sullivan (Tax Alpha Insider) to nerd out on RSUs, equity comp, FIRE, and more. Episod…
WE BACK: Frugal Fun, Travel Tips, & Sabbatical Takeaways – Episode 1019
Finally… a freshie! We’re done with bestie episodes for the summer and are excited to sit down and fill everyone in on what we’ve been up to for the …
13 Things You Can Do with a Health Savings Account (HSA)
Too many people are unfamiliar with HSA law, and they don't realize just how many things you can do with an HSA. Let's discuss 13 of them. The post 1…
8 Retirement Catch-Up Secrets for Savers 55+
I’ve met countless people over the years, and while it’s somewhat rare, I’ve seen individuals go from having virtually no retiremen…
SAVE Borrowers Still in Limbo After New Court Filing
The latest court status report in the SAVE lawsuit offered no changes. Borrowers are still waiting for repayment updates. The post SAVE Borrowers Sti…
You Can Use The Tax-Free Home Sale Exclusion Every Two Years To Save On Taxes
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. F…
How To Use The Tax-Free Home Sale Exclusion Every Two Years To Save
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. F…
Jesus Christ Super-Saver: Ancient Wisdom & Your Money – Episode 1,018 (Bestie)
We’re glad Ikea exists. The ability for a vast majority of the population to get their hands on some incredibly functional, well designed, and afford…
Best High-Yield Savings Accounts In August 2025
We break down the best high yield savings accounts for 2025 so that you can earn the highest interest on your money easily. The post Best High-Yield …
Business Education is Broken. Here’s How to Fix it
A practical framework for fixing one of the most expensive things you'll ever pay for... The post Business Education is Broken. Here’s How to Fix it …
The 5 Best Markets For Buying Cheap, Fixer-Upper Properties
With high interest rates and stubbornly high home prices still plaguing the real estate market, buying a fixer-upper has become one of the few ways t…
Survey: Most Parents Skip The Best College Savings Tool
A new survey finds 66% of parents are saving for college, but only 24% are using 529 plans, the most effective tax-advantaged option. The post Survey…
How to Get Real Financial Advice If You Need It
If 20% of WCI readers are DIYers and 30% are delegators, how can the other 50% get truly great financial advice at a fair price? The post How to Get…
Episode 219. “He’s so cheap it’s killing our joy”
Angela (52) and Brian (52) have been together since they were teenagers and have raised four kids. Now as empty nesters, they’re stuck in a sitcom-st…