Podcast Feed

WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

Today we tackle a few of your questions about 529s. We answer some questions about when you have to pay taxes on your rollover IRA contributions to R…

The Truth About Retirement Success (Stocks vs. Diversification)

The Truth About Retirement Success (Stocks vs. Diversification)

Let's talk about stocks vs. diversification - how do you utilize investing methods for retirement success? We'll walk you through that question and…

What is a Self-Directed IRA (SDIRA)?

What is a Self-Directed IRA (SDIRA)?

Find out how a self-directed IRA differs from a regular one, who can benefit from using one, and other types of self-directed accounts you might cons…

892: Seeing Greene: How to Retire with Real Estate and Negotiate Your Loans

892: Seeing Greene: How to Retire with Real Estate and Negotiate Your Loans

It’s not too late to retire with real estate, EVEN if you’re just getting started in your late fifties or have NO experience investing. On this Seein…

155: Building Holistic Wealth with Dave Wolcott – Strategies Beyond the 401(k)

155: Building Holistic Wealth with Dave Wolcott – Strategies Beyond the 401(k)

Join us on the latest episode of Passive Investing from Left Field, featuring special guest Dave Wolcott.This eye-opening episode takes you beyond th…

DIY Money Jr - Investing in a Roth IRA without Earned Income

DIY Money Jr - Investing in a Roth IRA without Earned Income

Allie and Quint talk about contributions to a Roth IRA when you are young and just starting to make money.

What's The Difference Between An IRA vs. Self-Directed IRA

What's The Difference Between An IRA vs. Self-Directed IRA

The main difference between an IRA vs. self-directed IRA are the assets you are able to invest in. You have more options with a self-directed IRA, bu…

Saving for Retirement & Taxes when Self-Employed

Saving for Retirement & Taxes when Self-Employed

Quint and Allie talk through the best ways to save on taxes and for retirement when you are self-employed or have a small business.

496. Catching Up With Canada's Earliest Retirees Ten Years Later w/ Kristy Shen and Bryce Leung

496. Catching Up With Canada's Earliest Retirees Ten Years Later w/ Kristy Shen and Bryce Leung

Is financial independence sustainable? Well...today we talk to Canada's earliest retirees ten years later. Bryce and Kristy from Millennial Revolutio…

475 | How to Access Your Retirement Accounts Before 59.5 | Sean Mullaney

475 | How to Access Your Retirement Accounts Before 59.5 | Sean Mullaney

In this episode: taxable accounts, the 72(T), inherited retirement accounts, 457B's, roth conversion ladders, and the rule of 55. This week we are jo…

5 Things You Should Know Before You Retire (SB1472)

5 Things You Should Know Before You Retire (SB1472)

What do the happiest retirees share in common? What are some of the steps you can take to get ready for retirement before you actually reach your num…

881: How to Use Home Equity, 401(k)s, or IRAs to Invest in Real Estate w/Kyle Mast

881: How to Use Home Equity, 401(k)s, or IRAs to Invest in Real Estate w/Kyle Mast

Got home equity? Great, because today we’re showing you how to use home equity to invest in real estate, even if you’re low on cash. But maybe you’re…

Q&A: Stock Market All Time Highs, Roth vs. Traditional, and Arbitrage

Q&A: Stock Market All Time Highs, Roth vs. Traditional, and Arbitrage

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

51: Investing, Pensions & Your future with Anne Lester

51: Investing, Pensions & Your future with Anne Lester

In today's episode I have a great conversation with Anne Lester. Anne has worked on all aspects of retirement for over 28 years and most recently, sh…

Can You Use Your 401(k) To Buy a House?

Can You Use Your 401(k) To Buy a House?

A down payment on a home will probably be the biggest transaction you’ll ever make in your life… and if you’ve been diligent about contributing to yo…

473 | Are We There Yet? 'Retire Early' Case Study

473 | Are We There Yet? 'Retire Early' Case Study

In this episode: calculating when you retire, tracking expenses, health insurance, the importance of planning, and health spanning. This week we are …

Are Millennials Doomed for Retirement? Breaking Down the Myths

Are Millennials Doomed for Retirement? Breaking Down the Myths

One of the common misconceptions we hear constantly on social media is how bad millennials have it - they have trouble building wealth, aren’t going …

01.18.24  Gen X Retirement Challenges  /  Home Building Solutions

01.18.24 Gen X Retirement Challenges / Home Building Solutions

Generation X in particular has faced unique challenges preparing for retirement. Clark talks about the factors involved and what this age group can d…

492: How Much Do You NEED to Retire? It’s Less Than You’d Think

492: How Much Do You NEED to Retire? It’s Less Than You’d Think

Everyone tells you you’ll need millions to retire, let alone retire early. You hear it all over mainstream financial media, “You need FIVE million do…

MtoM #153: Emergency Medicine Physician Pays Off $315,000 of Student Loans in One Year and Finance 101: Health Insurance in Early Retirement

MtoM #153: Emergency Medicine Physician Pays Off $315,000 of Student Loans in One Year and Finance …

This emergency medicine doc paid off a whopping $315,000 in only 12 months! He and his wife made some aggressive goals during residency to live like …