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03.31.25  Who Administers Your Retirement Account?  /  What Happened To Southwest Airlines?

03.31.25 Who Administers Your Retirement Account? / What Happened To Southwest Airlines?

When it comes to retirement accounts, where they’re held is all important and can make a huge difference later in life. Clark explains why knowing yo…

Simple IRA v. Roth IRA v. 403(b)

Simple IRA v. Roth IRA v. 403(b)

Quint and Allie talk about the best type of retirement plan to utilize.

222. Ask Tori: Investing and Retirement

222. Ask Tori: Investing and Retirement

FLASH SALE! FOR 24 HOURS ONLY, join us in Stock Market School FOR 50% OFF with code 'SECRETS': link You asked, and we ans…

Should You Investment 100% of Your Retirement in Closed-End Funds?

Should You Investment 100% of Your Retirement in Closed-End Funds?

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of sellin…

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…

Married Filing Separately and Roth IRAs

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

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…

Don't Make THIS Common Roth IRA Mistake

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…

Losing $150K, Starting Over, and STILL Retiring Early | Life After FIRE

Losing $150K, Starting Over, and STILL Retiring Early | Life After FIRE

Think you’ve blown your chances of achieving FIRE? You haven’t! Just ask Nik Johnson, who spent years growing his nest egg, only to have it completel…

18 IRA Mistakes That Could Cost You Thousands! (Avoid These at All Costs!)

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 …

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate

Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts a…

Ditch Corporate! Start Taking the “Slow” Path to Retirement w/Tae Kim | Life After FIRE

Ditch Corporate! Start Taking the “Slow” Path to Retirement w/Tae Kim | Life After FIRE

The “death march to FI” isn’t for everyone. If you’re tired of climbing the corporate ladder or lacking a sense of purpose at your W2 job, it’s not t…

5 Dead Simple Steps to Know If You’re On Track for Retirement (Plus Money Q&A)

5 Dead Simple Steps to Know If You’re On Track for Retirement (Plus Money Q&A)

In this episode of the Personal Finance Podcast, we're going to talk about the 5 dead simple steps to know if you are on track for retirement.   How…

Q&A: How Much Risk Should My Mom Take in Retirement?

Q&A: How Much Risk Should My Mom Take in Retirement?

#589: Kimmy is worried that her mom’s retirement portfolio is invested too conservatively. Is she right to advise her to take on more risk? Peyton h…

Ask HTM - Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability #955

Ask HTM - Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability #955

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…

401(k) Mistakes That Could Cost You Millions

401(k) Mistakes That Could Cost You Millions

One thing we've seen as financial advisors: not everyone knows how their 401k (or similar plan) works. Learn how these common mistakes can cost you M…

609. He Retired Twice: Is He Happy?

609. He Retired Twice: Is He Happy?

Leif Dahleen has retired twice. He originally left his job as an anesthesiologist. Then he eventually sold his blog. We talk about what happiness loo…