Podcast Feed
The Tax-Free Retirement Strategy 95% of Americans Don’t Know About
The wealthy are using one unique retirement account to build their fortunes tax-free. You may have never heard of it, but knowing about it can change…
Bigger Pockets
03/04/2025
03.04.25 Ask An Advisor With Wes Moss - 10 Habits of the Happiest Retirees
10 Habits of the Happiest Retirees Are you dreaming of a truly happy retirement? Fiduciary financial advisor Wes Moss reveals the 10 key habits of th…
Clark Howard
03/04/2025
WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions
Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k…
White Coat Investor
02/27/2025
Pension Plan Vs Investment Plan
Allie and Quint discuss whether it is better to have a pension plan or a retirement investing plan.
Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens
Jim Pfeifer and Paul Shannon sit down with John Bowens of Equity Trust to break down the power of self-directed retirement plans for real estate inve…
Bigger Pockets
02/25/2025
Teacher Retires Early at 45 Thanks to Strategic Living (FIRE in Paradise!)
Teachers aren’t known for their high salaries, so how did this one reach early retirement and FIRE at just 45 years old? Through “aggressive” saving …
Bigger Pockets
02/25/2025
Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income
How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder.Topics covered include:How immed…
Money For the Rest of Us
02/19/2025
02.19.25 Your Savings Rate / Running Out Of Money In Retirement
One of the most popular pages on Clark.com is our Best High Yield Online Savings Accounts article, because we all want to get the most interest on ou…
Clark Howard
02/19/2025
Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts
#583: Contrary to recent discussions, Jesse has concluded that a traditional IRA is the smarter way to go for most people once marginal tax rates are…
Afford Anything
02/18/2025
What FIRE Can Teach You No Matter When You Retire
The FIRE movement is popular in the Personal Finance space. It has a lot of values and goals that people resonate with. However, not everyone wants t…
Q&A: Business Trouble, Portfolio Allocation in Retirement, & $450K of Student Loan Debt
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---Download our FREE Financial Planning Wor…
Rich Habits
02/13/2025
The 4% Rule Naysayers Are Wrong (We Retired at 47 Using It!)
Does the four-percent rule actually work? On paper, yes. So why don’t more people put it to the test? Today’s guest retired at forty-seven years old …
Bigger Pockets
02/07/2025
How Retirement Accounts Could Be Changing Under Trump
Big changes could be coming to retirement plans under President Trump, and real estate investors need to pay attention. In this episode, we break dow…
Bigger Pockets
02/04/2025
Redefining Retirement with Benjamin Brandt (SB1639)
Retirement planning isn’t about waiting until 65—it’s about setting yourself up for a life you love starting right now! Today, Certified Financial Pl…
The Stacking Benjamins Show
02/03/2025
Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained
Laura answers a listener's question about whether you can use multiple retirement accounts in the same year.
Money Girl
01/31/2025
The Case Against Early Retirement (SB1638)
Ever dreamt of quitting your job early and sipping piña coladas on a beach? Before you tell your boss what to do with that job and start booking your…
The Stacking Benjamins Show
01/31/2025
Who's Eligible for a Spousal IRA?
Laura reviews the rules for using a spousal IRA, including who’s eligible to have one and the money-saving tax benefits you receive.
Money Girl
01/29/2025
01.28.25 Ask An Advisor With Wes Moss - Is It Ever Too Late To Save for Retirement? and Big Socia…
Is It Ever Too Late To Save for Retirement? Fee-only fiduciary financial advisor Wes Moss has an answer, backed by years of research. Also, a major S…
Clark Howard
01/28/2025
598. The Four Pillars of a Successful Retirement (Rewind) w/ Casey Weade
In this rewind episode we chat with Casey Weade the creator of the Retire with Purpose Podcast and author of the book Job Optional. He outlines the f…
Earn and Invest
01/27/2025
MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor…
Today we are talking with a surgeon from the midwest who is back to broke. This doc really teaches us the power of finding a great work life balance.…
White Coat Investor
01/27/2025