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Setting Up a Retirement Plan at Work

Setting Up a Retirement Plan at Work

On this episode of DIY Money, Daniel and Logan talk through setting up a retirement plan for a small business.

When Retirement Seems Impossible (with Dr. Steve Wendel from Morningstar) Greatest Hits Rewind

When Retirement Seems Impossible (with Dr. Steve Wendel from Morningstar) Greatest Hits Rewind

Don’t miss our podcast rewind episode where we interview the head of behavioral science at Morningstar, Dr. Steve Wendel, on the topic of some potent…

Friday Flight - Costco’s Crackdown, Bad Vibes, & Forgotten 401k Accounts #690

Friday Flight - Costco’s Crackdown, Bad Vibes, & Forgotten 401k Accounts #690

Time for a Friday Flight- our sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out th…

Should You Contribute to a Roth IRA or Pre-Tax as a High Earner? (By Tax Bracket!)

Should You Contribute to a Roth IRA or Pre-Tax as a High Earner? (By Tax Bracket!)

In this episode of the Personal Finance Podcast, should you contribute to a Roth IRA or pre-tax as a high earner? How Andrew Can Help You:  Join Th…

432. Optimizing Retirement: Modifying the Safe Withdrawal Rate and Why We May Be Under-Spending w/ Nick Maggiulli and Brandon Ganch

432. Optimizing Retirement: Modifying the Safe Withdrawal Rate and Why We May Be Under-Spending w/ …

Do we have a problem with over saving? Well, if you are part of the portion of the population who actually has a retirement portfolio, then yes, you …

Retirement Rules of Thumb

Retirement Rules of Thumb

On this episode of DIY Money, Quint and Logan talk about retirement rules of thumb and the 4% rule.

Mastering Rollovers: Strategies for a Smooth Transition of Retirement Funds

Mastering Rollovers: Strategies for a Smooth Transition of Retirement Funds

Do you have assets in a previous employer's retirement plan? Would it be easier to consolidate all your retirement assets into one place? Today we're…

06.22.23  Study: Retirement Risk Index  /  FREE Cell Phone Service

06.22.23 Study: Retirement Risk Index / FREE Cell Phone Service

Clark shares findings from a new study about today’s working households and their outlook for retirement. Why are 28% of high income earners struggli…

How to Live Like You Are Already Retired

How to Live Like You Are Already Retired

How to create and sustain a life of freedom and happiness you don't want to retire from.Topics covered include:What are the physical and mental aspec…

How Much Should You Save When You Have a Pension?

How Much Should You Save When You Have a Pension?

If you have a pension, should you still be saving 25% of your income for retirement? We'll walk you through that question and more in today's Q&…

How Do You Save for a Down Payment AND Retirement?

How Do You Save for a Down Payment AND Retirement?

Where does buying a house fall in the Financial Order of Operations? We'll walk you through that question and more in today's Q&A episode! Jump …

Rich Girl Roundup: How Does A Pension Affect My Retirement Goals?

Rich Girl Roundup: How Does A Pension Affect My Retirement Goals?

What even is a pension? How can it affect my savings goals for retirement? And is it really guaranteed? Welcome back to #RichGirlRoundup, Money with …

How to Locate Retirement Savings

How to Locate Retirement Savings

On this episode of DIY Money, Daniel and Allie discuss how to find the best place for your retirement money.

421: Finance Friday: How to Retire in Your 40s by Building Multiple Income Streams

421: Finance Friday: How to Retire in Your 40s by Building Multiple Income Streams

One of the best ways to boost your earning potential is with multiple income streams. With only so much time to dedicate to each stream, however, how…

06.14.23  New Retirement Account Tax Benefits  /  Problems With 5 Different Payment Apps

06.14.23 New Retirement Account Tax Benefits / Problems With 5 Different Payment Apps

Clark highlights recent and upcoming changes to retirement accounts involving tax law changes with potential benefits you should know about. Also, ne…

Simple IRAs and 401Ks for a Small Business

Simple IRAs and 401Ks for a Small Business

On this episode of DIY Money, Daniel and Logan talk about Simple IRAs for small businesses versus 401Ks and what benefits a plan administrator should…

Working At Big Tech, Early Retirement FIRE, And Life After Facebook With Andre Nader

Working At Big Tech, Early Retirement FIRE, And Life After Facebook With Andre Nader

I speak with Andre Nader about big tech salaries, getting a job at a FAANG company like Facebook, Apple, Amazon, Netflix, and Google, FIRE, navigatin…

“I Feel Behind on Retirement Savings. How Can I Catch Up?”

“I Feel Behind on Retirement Savings. How Can I Catch Up?”

It is not easy to build up retirement savings. And if you're feeling that stress, you’re not alone. Last year, a survey found that 55% of Americans s…

Roth IRA vs Roth 401(k) - Which is Better?

Roth IRA vs Roth 401(k) - Which is Better?

What are the differences between a Roth IRA and a Roth 401(k), and how should you utilize them on your wealth-building journey? Jump start your journ…

Retirement Account Allocation

Retirement Account Allocation

On this episode of DIY Money, Daniel and Logan talk about allocation in retirement accounts, specifically in a TSP.