Podcast Feed

HSA or 401(k) or IRA - Where to Invest?

HSA or 401(k) or IRA - Where to Invest?

Allie and Quint talk about where to invest funds and why.

How Much Money For Retirement Do I Really Need?

How Much Money For Retirement Do I Really Need?

Many people wonder just how much money they actually need to retire. In fact, it’s actually one of the most common questions people ask in regard to …

11.08.24  Clark Answers His Critics on Clark Stinks  /   Man On The Street Retirement Survey

11.08.24 Clark Answers His Critics on Clark Stinks / Man On The Street Retirement Survey

Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today, Clark shares insights fro…

How to Retire Early in Your 40s by Supercharging Your Savings

How to Retire Early in Your 40s by Supercharging Your Savings

Yes, it’s possible to retire early, even if you’re just now diving into the FIRE movement. Early retirement could be within reach whether you’re in y…

Should I Take an IRA Withdrawal to Pay Off My Car?

Should I Take an IRA Withdrawal to Pay Off My Car?

Laura answers a listener’s question and reviews the rules and updated penalty exceptions for traditional IRA withdrawals.

Retirement Account Loans, Strategies for Newlyweds, Accounts for Kids and More!- Rapid Fire Money Q&A

Retirement Account Loans, Strategies for Newlyweds, Accounts for Kids and More!- Rapid Fire Money Q…

In this episode of the Personal Finance Podcast, we're going to talk about retirement account loans, strategies for newlyweds, accounts for kids and …

Instructive and Surprising Questions to Ask Before You Retire | Joe Saul-Sehy - E93

Instructive and Surprising Questions to Ask Before You Retire | Joe Saul-Sehy - E93

What are the long-term gains of educated investment decisions? The COVID pandemic triggered fear and uncertainty, with many wanting to sell everythin…

MadFientist: The Hardest Part of Early Retirement Wasn't the Money

MadFientist: The Hardest Part of Early Retirement Wasn't the Money

#555: Brandon Ganch (known online as MadFientist) joins us from Scotland to share how his life has transformed since retiring in 2016 at age 34. “I …

The Best (and Worst) States in the US to Retire in 2024 (FIRE Faster?)

The Best (and Worst) States in the US to Retire in 2024 (FIRE Faster?)

Should you move to reach FIRE? And if so, where to? In this episode, we’re pulling back the curtain and revealing the best places to retire in the US…

The Crushing Cost of Conservative Retirement Planning (SB1597)

The Crushing Cost of Conservative Retirement Planning (SB1597)

Today, we'll discuss the pitfalls of overly conservative retirement planning and how it could delay your financial independence and retirement dreams…

How to Figure Out How Much You Will Spend In Retirement (By AGE!)

How to Figure Out How Much You Will Spend In Retirement (By AGE!)

In this episode of the Personal Finance Podcast, we're going to talk about how to figure out how much you will spend in retirement by age. How Andre…

Should I Create a Roth IRA Conversion Ladder?

Should I Create a Roth IRA Conversion Ladder?

Laura answers a listener question about the Roth IRA conversation strategy and how it could be used to retire early.

Finance Friday: Signs You’re Saving TOO Much for Retirement

Finance Friday: Signs You’re Saving TOO Much for Retirement

Are you saving TOO much for retirement (or early retirement)? Could you retire years sooner than you think? Will retirement expenses be even less tha…

6 Required Minimum Distribution (RMD) Retirement Rules You Should Know

6 Required Minimum Distribution (RMD) Retirement Rules You Should Know

Laura reviews six RMD rules you should know and factor into your retirement planning.

Ask HTM - High Yield CHECKING Accounts, Avoiding Capital Gains with Vet School, & Discriminatory 401k Accounts! #898

Ask HTM - High Yield CHECKING Accounts, Avoiding Capital Gains with Vet School, & Discriminatory 40…

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…

MtoM #194: Hospitalists Become Financially Independent after 12 Years and Finance 101: Retirement Accounts for the Self Employed

MtoM #194: Hospitalists Become Financially Independent after 12 Years and Finance 101: Retirement A…

This dual hospitalist couple has hit a huge net worth milestone become financially independent after just 12 years. He said his entire motivation to …

What Types of Income Qualify for an IRA Contribution?

What Types of Income Qualify for an IRA Contribution?

Laura answers a listener's question about who can contribute to an individual retirement account or IRA based on your income.

Optimizing Early Retirement for Couples on Different Timelines

Optimizing Early Retirement for Couples on Different Timelines

"I'm going to retire early, but my husband isn't. How do we approach our separate finances in early retirement?" asks a listener who's still interest…

10.21.24  Clark Rage: Mandatory Arbitration  /   What’s Better Than A Roth?

10.21.24 Clark Rage: Mandatory Arbitration / What’s Better Than A Roth?

Today’s mandatory arbitration abuses trace back to a law passed a century ago, repeatedly upheld to deny citizens their right to a day in court. Clar…

MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement

MtoM #193: Social Worker Becomes a Millionaire and Finance 101: Health Insurance in Early Retirement

Today we are talking with someone near and dear to us at the White Coat Investor. Cindy was the first employee at White Coat and has been working her…