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Ask HTM - Are FSAs Worth The Hassle, Making Too Much for a Roth, & Mentally Shifting from Saver to Spender #745

Ask HTM - Are FSAs Worth The Hassle, Making Too Much for a Roth, & Mentally Shifting from Saver to …

We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love f…

466: The Retirement Planning Roadmap: 401(k)s, Real Estate, Bonds & More

466: The Retirement Planning Roadmap: 401(k)s, Real Estate, Bonds & More

If you haven’t started your retirement planning yet, you’re not out of luck. Whether you’re in your twenties, thirties, forties, fifties, or sixties,…

MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement

MtoM #143: Emergency Doc Becomes Millionaire in 2 Years and Finance 101: How to Spend in Retirement

Today we are talking with an emergency medicine doc who became a millionaire only 2 years after training. He is the perfect example of how quickly yo…

Rising Interest Rates, Uncertain Retirement, and Changing Working Conditions: What We Worry About (Live from FinCon 2023) SB1429

Rising Interest Rates, Uncertain Retirement, and Changing Working Conditions: What We Worry About (…

What keeps YOU up at night? We asked an All-Star panel that you can only put together at a big conference like FinCon...and today we do just that. We…

Money Guy vs Dave Ramsey - How Much Should You Save for Retirement?

Money Guy vs Dave Ramsey - How Much Should You Save for Retirement?

We talk a little differently about how much you need to save for retirement compared to what Dave Ramsey recommends. So what do we recommend, and why…

WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?

WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?

Today we talk about are if it is reasonable to use 457(b) money to help fund your child's college education, how to do a 401(k) rollover and then how…

How Much Money Do I Really Need to Retire?

How Much Money Do I Really Need to Retire?

Laura explains sources of retirement income and easy ways to determine how much money you need for a secure, comfortable retirement.

Creating A $1 Billion Fintech Startup And Understanding How 401(k) Plans Make Money With Roger Lee From Human Interest

Creating A $1 Billion Fintech Startup And Understanding How 401(k) Plans Make Money With Roger Lee …

I talk to Roger Lee, Co-Founder of Human Interest, a YC-backed private company that offers 401(k) plans to small businesses. Human Interest raised $2…

832: Deal Deep Dive: 2 Real Deals in 2023 That’ll Build Your Retirement Nest Egg

832: Deal Deep Dive: 2 Real Deals in 2023 That’ll Build Your Retirement Nest Egg

Want to speed up your retirement savings so you can retire even faster? With the right out-of-state rental properties, you can have consistent cash f…

Ask HTM - Distinctive Robinhood IRA Match, SAVE Plan Costing More, & Hunting for a $5k Car #736

Ask HTM - Distinctive Robinhood IRA Match, SAVE Plan Costing More, & Hunting for a $5k Car #736

We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love f…

Changing Allocation as You Approach Retirement

Changing Allocation as You Approach Retirement

On this episode of DIY Money, Daniel and Quint talk about transitioning investments towards a dividend portfolio as you near retirement.

WCI #335: Solo 401(k) Questions

WCI #335: Solo 401(k) Questions

Today we are answering your solo 401(k) questions. We tackle topics like what to do when you change from W2 to K1, when to create an S-Corp, how to c…

Can This Annuity DESTROY Your Retirement?

Can This Annuity DESTROY Your Retirement?

You may have heard of life insurance or annuity products that track the market - maybe you even have a family friend that sells them. In this Q&A…

How This Mailman Retired at 27 (Replay) | Jimmy Ridenhour

How This Mailman Retired at 27 (Replay) | Jimmy Ridenhour

In today’s episode, Cody and Justin bring you back to one of our favorite episodes ever! This is the story of Jimmy Ridenhour who, unlike most of ou…

Can You Max Out 403(b) and 457(b) Retirement Plans in the Same Year?

Can You Max Out 403(b) and 457(b) Retirement Plans in the Same Year?

You have some excellent employee benefits if you work for your state or local government.

32: Optimizing Your 401(k), 403(b), 457(b), or ESOP

32: Optimizing Your 401(k), 403(b), 457(b), or ESOP

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz breakdown employer-sponsored retirement accounts. Specifically, they exp…

Ask HTM - (Gun) Hobby Spending Disagreements, Int'l Roaming with the Low Cost Providers, & Managed Retirement Accounts FTW? #730

Ask HTM - (Gun) Hobby Spending Disagreements, Int'l Roaming with the Low Cost Providers, & Managed …

We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love f…

MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets

MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets

We loved hearing from this doc about how he advocated for changes to be made to his employer 401(k) plan. After a few years of requests he was happy …

825: Seeing Greene: Early Retirement, Private Lending, & The $10,000 “Guru” Trap

825: Seeing Greene: Early Retirement, Private Lending, & The $10,000 “Guru” Trap

Have a rental property? What if you could use it to buy even more rentals, build your real estate portfolio, and have a steady stream of passive inco…

Roth Or Brokerage Account

Roth Or Brokerage Account

On this episode of DIY Money, Quint and Daniel talk about contributing to a brokerage account versus a Roth IRA account.