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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.

Important Roth IRA Rules

Important Roth IRA Rules

Allie and Logan talk through BOTH 5 year rules for a Roth IRA.

Yes, You Might Be Saving *Too Much* for Retirement

Yes, You Might Be Saving *Too Much* for Retirement

You might be saving too much for retirement, if you aren't factoring in Social Security. But Social Security is the subject of a lot of pessimism, wi…

Should I Raid My Retirement Plan to Buy Real Estate?

Should I Raid My Retirement Plan to Buy Real Estate?

#517: Kimiko is dismayed that the asset allocation books she’s read led her down a path to an underperforming portfolio heavy in ex-US stock investme…

540: Renting vs. Buying a Home in 2024 and Do You Have Enough in Your 401(k)?

540: Renting vs. Buying a Home in 2024 and Do You Have Enough in Your 401(k)?

Renting vs. buying a house: when it comes to FIRE, many people assume that you must own a home and preferably have it paid off to reach financial fre…

10 Tips to Optimize Taxes When You Retire Early

10 Tips to Optimize Taxes When You Retire Early

In this episode of the Personal Finance Podcast, we are going to talk about the 10 tips to optimize taxes when you retire early. How Andrew Can Help…

4 Signs You’re Saving Too Much for Retirement

4 Signs You’re Saving Too Much for Retirement

We're all for aggressive retirement savings. However, it’s important to acknowledge that there’s a point where the financial mutant starts to move to…

539: Finance Friday: Can I Comfortably Retire by 50 with My Current Portfolio?

539: Finance Friday: Can I Comfortably Retire by 50 with My Current Portfolio?

Want to retire early? You don’t have to wait until age sixty-five. With a few cash-flowing assets and smart money moves, you could accelerate your pa…

60: Financial Planning, Retirement & Everyday Millionaires with Pete Matthew

60: Financial Planning, Retirement & Everyday Millionaires with Pete Matthew

In today's episode, Brian has a conversation with Pete Matthew. Pete is a chartered financial planner, YouTuber, author and creator of Meaningful Mon…

FAANG FIRE: One Year After Leaving Facebook To Live A Semi-Retired Life

FAANG FIRE: One Year After Leaving Facebook To Live A Semi-Retired Life

I catch up with Andre Nader, ex-Facebook employee about what he's been up to one year after leaving his day job.  We talk about being a stay-at-home …

WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions

WCI #372: Solo 401(k), TSP, Employer Match and Converting from Pre-tax to Roth Questions

Today we are answering your questions about retirement accounts. We start out by addressing the recent change with Vanguard getting out of the solo 4…

How to Use a Spousal IRA to Boost Your Retirement

How to Use a Spousal IRA to Boost Your Retirement

Laura explains what a spousal IRA is, its benefits, and who can use one to invest more for retirement.

Should I Have Cash in My Retirement Account?

Should I Have Cash in My Retirement Account?

Logan and Quint unpack how much cash should be held within retirement accounts.

538: Late Start, Early Retirement: The Huge Advantages of Investing Later in Life

538: Late Start, Early Retirement: The Huge Advantages of Investing Later in Life

Are you a late starter who wants to reach retirement (or early retirement)? Then we’ve got just what you need! We’re back with Bill Yount and Jackie …

973: Seeing Greene: Retiring Early, ARMs vs. Fixed-Rate Mortgages, & When to Sell

973: Seeing Greene: Retiring Early, ARMs vs. Fixed-Rate Mortgages, & When to Sell

Want to retire early? Real estate investing might be your best bet. Looking to boost your cash flow and expand your real estate portfolio, too? In to…

How to Retire At 55 (The Step By Step Plan!)

How to Retire At 55 (The Step By Step Plan!)

In this episode of the Personal Finance Podcast, we are going to talk about we're going to talk about how to retire by the age 55. How Andrew Can He…

Ask HTM - Budgeting with Gift Cards, Inheriting Debt, & the Hidden Costs of Early Retirement #841

Ask HTM - Budgeting with Gift Cards, Inheriting Debt, & the Hidden Costs of Early Retirement #841

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…