Podcast Feed

Practical Reasons Why "Retirement Success" Can Still Be Painful | Rob Berger - E88

Practical Reasons Why "Retirement Success" Can Still Be Painful | Rob Berger - E88

Referring back to his article, Fundamentals Of Retirement: Is the Summit “Good Enough?”, Jesse uses an experience hiking in the Adirondack Mountains …

558: How to Start Investing for Retirement: 401(k), IRA, Roth?

558: How to Start Investing for Retirement: 401(k), IRA, Roth?

The IRA vs. 401(k). You’ve heard of these retirement accounts before, but do you know the difference between the two? Maybe you have a 401(k) at work…

Combining Retirement Accounts

Combining Retirement Accounts

Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.

Can I Start a Roth IRA for My Child?

Can I Start a Roth IRA for My Child?

Laura answers a listener's question about starting a Roth IRA for teenage children who work part-time jobs.

Q&A: Retirement Investing for High Earners, the 1% Rule, & the Dow Jones Industrial Average

Q&A: Retirement Investing for High Earners, the 1% Rule, & the Dow Jones Industrial Average

⭐ Join the Rich Habits Network! ⁠Click Here!⁠ --- In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your que…

WCI #381: Retirement Accounts and Asset Protection

WCI #381: Retirement Accounts and Asset Protection

Today we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k…

08.20.24  New Retirement Savings Incentive  /  Liability Risks & Umbrella Insurance

08.20.24 New Retirement Savings Incentive / Liability Risks & Umbrella Insurance

Today, choosing the right phone plan could save you up to $1500 a year. Clark introduces our new Phone Plan Finder tool to help you cut through the c…

This 401(k) Mistake Could Ruin Your Retirement!

This 401(k) Mistake Could Ruin Your Retirement!

The 401k is one of the most powerful wealth builders. However, there is a mistake people are making that could destroy their retirement. Jump start…

505 | Mailbag: Getting Started with FI, Debt vs. Investing, Dividends, 4% Includes Taxes?, Roth 401k | Rachael Camp

505 | Mailbag: Getting Started with FI, Debt vs. Investing, Dividends, 4% Includes Taxes?, Roth 401…

In this episode: debt and investing, the 4% rule, Roth 401k and traditional 401k, and total return investing. This week we are back with a listener …

Friday Flight - Debt Disasters, Retirement Raiding, & Tax Credit Tips #867

Friday Flight - Debt Disasters, Retirement Raiding, & Tax Credit Tips #867

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines…

555: Retiring Early Before 30 and Why You DON'T Need Millions for FIRE

555: Retiring Early Before 30 and Why You DON'T Need Millions for FIRE

This might be the fastest path to FIRE we’ve ever seen. In just two years, Emily and James were able to retire early and travel the world full-time. …

1401 - These 11 Markets Used to Be America’s Hot Spots. Now They’ve Gone Cold by Jeff Vasishta

1401 - These 11 Markets Used to Be America’s Hot Spots. Now They’ve Gone Cold by Jeff Vasishta

Are you a new college graduate (or a concerned parent) wondering if it is possible to buy a house? Spoiler alert: It is absolutely possible! It may b…

"They're Making Me Retire - What Should I Do?"

"They're Making Me Retire - What Should I Do?"

"I'm an air traffic controller that has to retire at 56. I have TSP and 30-40% pension... but I feel like i am losing so much compound growth by forc…

How to Retire Early with Fewer Rental Properties Than You Think w/Chad Carson

How to Retire Early with Fewer Rental Properties Than You Think w/Chad Carson

You want to retire early, so you come up with a plan. “I’m going to buy ten rental properties and call it quits, then I’ll never have to work again.”…

"How Do I Get My 401(k) From an Old Job?"

"How Do I Get My 401(k) From an Old Job?"

Picture this: you have a job at a company with 401(k) benefits and then... you quit (or the job quits you). The good news is that money is still your…

Ask HTM - Car Repair Ripoffs, Roth Contribution Limit Confusion, and House Hacking Litigation Mitigation #865

Ask HTM - Car Repair Ripoffs, Roth Contribution Limit Confusion, and House Hacking Litigation Mitig…

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…

How Much Do I Need for Retirement?

How Much Do I Need for Retirement?

Quint and Allie talk about dollar amount goals for retirement. What should you target? What is a good rule of thumb?

How to Calculate if You've Already Saved Enough for Retirement—and If It's Time to Slow Down

How to Calculate if You've Already Saved Enough for Retirement—and If It's Time to Slow Down

It's possible you might already have enough saved up for retirement, thanks to the power of compounding—a phenomenon in the FIRE community known as C…

Minimizing the Retirement Tax Time Bomb w/ Ed Slott #863

Minimizing the Retirement Tax Time Bomb w/ Ed Slott #863

Don’t let short term thinking and a myopic view of your retirement investments derail your financial future! Our guest today puts it succinctly: your…

08.06.24  Gen X Retirement  /  Tax Wisdom For Contract Workers

08.06.24 Gen X Retirement / Tax Wisdom For Contract Workers

New statistics showing average 401K balances by generation reveal a trouble spot. Clark focuses on Gen X. Also, if you or someone you know does contr…