Podcast Feed

669. Live from Bali: Should I Retire?

669. Live from Bali: Should I Retire?

This is a live podcast episode at the FI Freedom Retreat in Bali, Indonesia. I am joinded by Jackie Cummings-Koski from the Catching Up To FI Podcast…

Which Accounts Should I Draw From In Retirement? (Rapid Fire Q&A)

Which Accounts Should I Draw From In Retirement? (Rapid Fire Q&A)

In this episode of The Personal Finance Podcast, Andrew answers 15 listener questions ranging from Solo Roth 401k strategies and crushing $117,000 in…

What to Do With Your 401k After Changing Jobs?

What to Do With Your 401k After Changing Jobs?

Quint and Allie talk about the ins and outs of rolling out a 401(k). Hosted by Simplecast, an AdsWizz company. See link for inform…

5 Steps to Your Best Retirement (with Jeremy Keil, CFP) SB1742

5 Steps to Your Best Retirement (with Jeremy Keil, CFP) SB1742

Think your retirement plan is bulletproof? Think again. In this eye-opening episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor D…

Q&A: How Do You Maximize a Mini-Retirement?

Q&A: How Do You Maximize a Mini-Retirement?

#647: What if you and your partner want to take a few months – or even a year – off work?  How do you handle health insurance once you leave your jo…

#449: The Case Against Real Estate for Retirement

#449: The Case Against Real Estate for Retirement

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: link    🎙️ Episode #449 - C…

The Third Option Between Working and Retiring

The Third Option Between Working and Retiring

#646: Picture this: your 11-year-old son comes home from a friend's house and asks why you don't have a basketball court in your basement like his bu…

The Four Fundamentals of Retirement Drawdown

The Four Fundamentals of Retirement Drawdown

Join Mindy Jensen and Scott Trench on the BiggerPockets Money Podcast as they welcome retirement tax experts Sean Mullaney, The FI Tax Guy, and Cody …

529 Plan Alternatives: UMGA, Roth IRA, And More

529 Plan Alternatives: UMGA, Roth IRA, And More

The 529 plan was designed specifically for education savings, offering tax-free growth and tax-free withdrawals for qualified educatio…

Strategies and Tactics to Maximize Your 401k (and common mistakes to avoid) SB1740

Strategies and Tactics to Maximize Your 401k (and common mistakes to avoid) SB1740

What if tweaking just a few “knobs” in your 401(k) could mean the difference between retiring with confidence or wondering if you’ll ever stop workin…

09.24.25   The Geography Of Retirement  /  Fast Food Value Wars

09.24.25 The Geography Of Retirement / Fast Food Value Wars

How much do you really need to retire? That is the golden question, and of course the true answer is “it depends.” If you’re worried you haven’t save…

What is Roth Conversion?

What is Roth Conversion?

Quint and Logan talk about Roth Conversion and how it may work in your financial plan. Hosted by Simplecast, an AdsWizz company. See link

Why Early Retirement Means Paying Less in Taxes

Why Early Retirement Means Paying Less in Taxes

In this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench are joined by tax experts Sean Mullaney and Cody Garrett to r…

Solo 401(k) Made Simple: Bigger Limits, Fewer Gotchas

Solo 401(k) Made Simple: Bigger Limits, Fewer Gotchas

Host Chris Lopez sits down with John Bowens, CISP of Equity Trust to demystify Solo 401(k)s for real estate investors. John explains who actually qua…

Tax Planning To and Through Early Retirement | Cody Garrett & Sean Mullaney | Ep 565

Tax Planning To and Through Early Retirement | Cody Garrett & Sean Mullaney | Ep 565

Brad Barrett hosts Cody Garrett and Sean Mullaney, co-authors of Tax Planning To and Through Early Retirement, exploring essential tax strategies for…

This One Expense Is Breaking People’s Retirement

This One Expense Is Breaking People’s Retirement

Fidelity released their 24th annual Retiree Health Care Cost Estimate, which revealed that a 65-year-old retiring in 2025 can expect to spend an aver…

Cutting Taxes & Retiring Sooner w/ Cody Garrett #1037

Cutting Taxes & Retiring Sooner w/ Cody Garrett #1037

Benjamin Franklin once wrote “... in this world, nothing is certain except death and taxes.” It was true over 200 years ago and it’…

How to Sidestep the 4 Culprits Wrecking Middle Class Retirement (SB1735)

How to Sidestep the 4 Culprits Wrecking Middle Class Retirement (SB1735)

What really derails retirement dreams? Spoiler alert: it’s not always the stock market or your 401(k). Sometimes it’s sneaky habits—like leaning too …

How to Sidestep the 4 Culprits Wrecking Middle Class Retirement

How to Sidestep the 4 Culprits Wrecking Middle Class Retirement

What really derails retirement dreams? Spoiler alert: it’s not always the stock market or your 401(k). Sometimes it’s sneaky habits—like leaning too …

Should I Use My 401(k) to Pay Off Debt?

Should I Use My 401(k) to Pay Off Debt?

957. Laura answers a question about using funds in a retirement plan to pay off credit cards and medical debt.