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How Should I Invest for Retirement After a 401(k)?

How Should I Invest for Retirement After a 401(k)?

Laura answers a listener's question about the best places to invest when you're no longer eligible for a workplace retirement plan.

How to Know If You Can Retire Early

How to Know If You Can Retire Early

Laura reviews six steps for knowing if early retirement is right for you and tips for avoiding hefty penalties when tapping retirement accounts early.

DIY Money Jr - How to Start Saving for Retirement

DIY Money Jr - How to Start Saving for Retirement

Allie and Quint talk about how to get started early saving for retirement.

What Should I Do With an Old 401(k)?

What Should I Do With an Old 401(k)?

Laura answers a listener's question about the best way to manage a 401(k) with a former employer.

Teach and Retire Rich w/ Dan Otter #851

Teach and Retire Rich w/ Dan Otter #851

Teaching isn’t typically synonymous with accumulating vast quantities of wealth but our guest today, Dan Otter, is here to say otherwise. And actuall…

985: Seeing Greene: How to Use Home Equity to Retire, Buy Rentals, or House Hack

985: Seeing Greene: How to Use Home Equity to Retire, Buy Rentals, or House Hack

Should you use a HELOC to buy investment property? Would we use home equity to retire? When is it time to sell a performing property and exchange it …

Ask HTM - Counting Extra Mortgage Payments, Dangerous Ways to Tap Home Equity, & Losing a Chunk of Retirement Dollars #850

Ask HTM - Counting Extra Mortgage Payments, Dangerous Ways to Tap Home Equity, & Losing a Chunk of …

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 question y…

Your Retirement Tax Time Bomb Is Ticking Louder (SB1543)

Your Retirement Tax Time Bomb Is Ticking Louder (SB1543)

What do you do to diffuse the retirement time bomb? The government has a plan, and you won't like it. Joe was the emcee recently for maybe the bigges…

How The Supreme Court's Chevron Ruling Could Impact Retirement

How The Supreme Court's Chevron Ruling Could Impact Retirement

#520: Happy 248th birthday, USA! In this 5th of July First Friday economic update, we cover five topics: the economic impact of elections in the UK;…

07.05.24 BEST OF: Clark Answers His Critics on Clark Stinks  /   WARNING: Old 401(k)s At Risk

07.05.24 BEST OF: Clark Answers His Critics on Clark Stinks / WARNING: Old 401(k)s At Risk

Happy 4th of July Weekend! Please enjoy this Best Of episode. Clark returns July 8th with new ways to Save More, Spend Less and Avoid Getting Ripped …

How Many Roth Accounts Can I Have?

How Many Roth Accounts Can I Have?

Laura answers a listener's question about using multiple Roth accounts and the annual contribution limits that apply.

543: Finance Friday: How the “Middle-Class Trap” Stops Your Early Retirement

543: Finance Friday: How the “Middle-Class Trap” Stops Your Early Retirement

You dream of retiring early, but you’re stuck in the “middle-class trap.” You’ve built up a solid net worth, maybe own a rental property or two, and …

Q&A: Buy a House or Build My Base, 7% 401(k) Match, & Selling a Business for $1.5M

Q&A: Buy a House or Build My Base, 7% 401(k) Match, & Selling a Business for $1.5M

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! Should I buy a house or build my base? …

How to Estimate Future Returns When Planning Your Retirement (Get this Right!)

How to Estimate Future Returns When Planning Your Retirement (Get this Right!)

In this episode of the Personal Finance Podcast, we're going to talk how to estimate future returns when planning for retirement. How Andrew Can Hel…

Ask HTM - Utilizing Roth Contributions in a Pinch, SAVE Plan for High Earners, & Buying a Home to Save Money #847

Ask HTM - Utilizing Roth Contributions in a Pinch, SAVE Plan for High Earners, & Buying a Home to S…

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 question y…

538. Retiring Isn't Easy w/ Liz Weston (Feed Swap Smart Money Podcast)

538. Retiring Isn't Easy w/ Liz Weston (Feed Swap Smart Money Podcast)

In this feed swap we join Nerd Wallet's Smart Money Podcast. Liz Weston is interviewed about life after retirement and how her activities and identit…

Q&A: Retirement Investing as an Entrepreneur, Cashing out the 401(k), & Co-Signing Student Loan Debt

Q&A: Retirement Investing as an Entrepreneur, Cashing out the 401(k), & Co-Signing Student Loan Debt

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions! How should I split my 401(k) between Blue Chip funds an…

06.27.24  Back To Basics: 403(b) & 401(k) Plans  /  The No-Buy Challenge

06.27.24 Back To Basics: 403(b) & 401(k) Plans / The No-Buy Challenge

Today Clark goes back to basics on 403(b) plans and 401(k)s. And Speaking of saving, how about saving way more by doing a no-buy (except for necessit…

Is Retiring Early Really Worth It?

Is Retiring Early Really Worth It?

"I'm 42 and want to retire early at 45. I’ve stress-tested my plan and everything looks okay, but I’m having a hard time mentally stepping away from …

How to Maximize 401(k) Matching Funds

How to Maximize 401(k) Matching Funds

Laura explains what retirement plan matching is, how to maximize it, and what to do if you don’t have employer matching at work.