Podcast Feed

Ask HTM - Roth Emergency Funds, Buying Out A Lease, & Financial Advice For Graduates #814

Ask HTM - Roth Emergency Funds, Buying Out A Lease, & Financial Advice For Graduates #814

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…

487 | Military FI: Optimizing Your Financial Plan before Military Retirement | Daniel Kopp, CFP

487 | Military FI: Optimizing Your Financial Plan before Military Retirement | Daniel Kopp, CFP

In this episode: survivor benefit plans, VA benefits, VSO's disability benefits, tax planning, healthcare, and blended retirement systems. This week …

Should We Use Retirement Money to Buy a House?

Should We Use Retirement Money to Buy a House?

"My fiancé and I want to buy a home. I've been saving for a downpayment for almost two years, but he has lots of money in retirement accounts. Should…

Why You Should Retire at 62 (or Before) (SB 1502)

Why You Should Retire at 62 (or Before) (SB 1502)

How do you know when the time is right to walk away from a career? Do you even want to? Can you afford to? Our roundtable discussion centers around t…

Is A 401k A Scam?

Is A 401k A Scam?

When you think of financial scams, you may think of Bernie Madoff and Nigerian Princes. But if you listen to enough “financial experts” on YouTube an…

Q&A: $1M in Real Estate, Paying Off $110K in Student Loans, and Pensions

Q&A: $1M in Real Estate, Paying Off $110K in Student Loans, and Pensions

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- Public has finally released options trading o…

Retirement Strategies with Large Age Gap

Retirement Strategies with Large Age Gap

What can an age difference mean for your financial planning? Allie and Daniel weigh in.

Can you Contribute to Multiple Retirement Accounts At The Same Time? - Money Q&A

Can you Contribute to Multiple Retirement Accounts At The Same Time? - Money Q&A

In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about Can I contribute to multiple retirement accounts every sing…

485 | Mailbag: Spending Down to Zero, High Fee 401k, Mini Retirements | Rachael Camp

485 | Mailbag: Spending Down to Zero, High Fee 401k, Mini Retirements | Rachael Camp

In this episode: spending down to zero, the ratcheting rule, the guardrails approach, high fee 401k's, and mini-retirements. This week we are diving …

Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495)

Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495)

If you plan on living a long life (and who doesn't want that?), you'll need to create over thirty years' worth of cash flow. Studies show that the av…

Simplifying Complex Money Ideas, Offsetting "Home Bias" Investing, and Better Retirement Strategies (SB1494)

Simplifying Complex Money Ideas, Offsetting "Home Bias" Investing, and Better Retirement Strategies…

Our mentor today is one of the foremost thinkers and practitioners in the financial planning space. Peter Mallouk joins us to dispel the myth that th…

Rich Girl Roundup: Is It True That 401(K)s Will Be Dead in 10 Years?

Rich Girl Roundup: Is It True That 401(K)s Will Be Dead in 10 Years?

A recent Bloomberg Opinion piece said, "Your 401(k) will be gone in a decade," sounding off alarm bells in the MWK community. Is it true, and if so, …

484 | A Family Journey From Debt to Early Retirement in a Decade | Joel and Emily Allen

484 | A Family Journey From Debt to Early Retirement in a Decade | Joel and Emily Allen

In this episode: wants vs needs, side hustles, tax planning, college hacking, travel rewards, mindset, and living your values. This week we are join…

The Best Retirement Planning Strategies for Real Estate Investors | Anne Marie Rogers

The Best Retirement Planning Strategies for Real Estate Investors | Anne Marie Rogers

EPISODE 462: Only 66% of women express confidence in their ability to retire comfortably, compared to 76% of men. That is why today, more than ever, …

WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive

WCI #359: Tax Deferred vs. Roth Contributions: A Deep Dive

Today Chris Davin, engineer and self taught master of all things Roth, joins Dr. Dahle on the podcast. For anyone who has ever wanted to get all the …

03.20.24  Small Business Retirement Plans  /  A Broken Market: Long-Term Care Insurance

03.20.24 Small Business Retirement Plans / A Broken Market: Long-Term Care Insurance

After the economic turmoil of the past 15 years, many workers struggle financially which affects their well-being and productivity. Clark discusses h…

Can I Contribute to a Roth IRA & Roth TSP? | IRA vs TSP Limits are Different! #116

Can I Contribute to a Roth IRA & Roth TSP? | IRA vs TSP Limits are Different! #116

Roth limits? IRA limits? TSP limits? We get this question often: "How much can I contribute to my Roth each year?" There are several DIFFERENT limits…

Will Social Security Go Bankrupt By the Time You Retire? Here's the Truth

Will Social Security Go Bankrupt By the Time You Retire? Here's the Truth

If you've been banking on Social Security being your slush fund in retirement... don't. Nicole explains how Social Security benefits work, why they'r…

You HAVE to Do This Before You Retire!

You HAVE to Do This Before You Retire!

"I'm transitioning to retirement in the next few years. What are the most important things to think about?" We'll walk you through that question and…

Pulling Funds from Your 401K

Pulling Funds from Your 401K

Logan and Allie dive into the tax consequence of pulling money out of your 401K. They also touch on strategies for tax management when living outside…