Podcast Feed

427. The Four Pillars to a Successful Retirement w/ Casey Weade

427. The Four Pillars to a Successful Retirement w/ Casey Weade

We chat with Casey Weade the creator of the Retire with Purpose Podcast and author of the book Job Optional. He outlines the four pillars of a succes…

What Happens If You Over-Contribute to a Retirement Account?

What Happens If You Over-Contribute to a Retirement Account?

Ultimately, it’s your job to make sure you don’t over-contribute.

15: How to Build a Crypto Portfolio From Scratch, the Debt Ceiling, Revocable Trusts, and 401(k) Loans

15: How to Build a Crypto Portfolio From Scratch, the Debt Ceiling, Revocable Trusts, and 401(k) Lo…

In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz walk you through how to build a crypto portfolio from scratch, what the …

How Does My Pension Change My Plan?

How Does My Pension Change My Plan?

On this episode of DIY Money, Logan and Daniel talk about how pensions impact a long term financial plan.

Rich Girl Roundup: When Your Retirement Accounts Haven't Grown

Rich Girl Roundup: When Your Retirement Accounts Haven't Grown

One listener writes in that her retirement accounts haven't really grown over the past few years—so what's a Rich Girl to do? Katie and Henah chat th…

Should You Use Your 401k For Student Loan Repayment?

Should You Use Your 401k For Student Loan Repayment?

Many college graduates have considered using their 401(k) to pay off their student loan debt. But is it a good idea? Learn more.

How to Pay No Taxes in Early Retirement, Debunking the Mortgage Fee Fiasco, and More! With Katie Gatti (From Money With Katie!)

How to Pay No Taxes in Early Retirement, Debunking the Mortgage Fee Fiasco, and More! With Katie Ga…

In this episode of the Personal Finance Podcast, we're gonna talk to Katie Gaddy about how to pay no taxes in early retirement. How Andrew Can Help …

Understanding Your Social Security Retirement Benefits

Understanding Your Social Security Retirement Benefits

Social Security has had many changes and amendments, such as adding disability insurance, supplemental income, and Medicare. But we’ll just focus on …

291: Living for FREE at 22 and Planning to Retire by 30 with Rentals w/Ryan Hughes

291: Living for FREE at 22 and Planning to Retire by 30 with Rentals w/Ryan Hughes

Who knew living for free could be as simple as house hacking and renting rooms out to a few college friends? Today’s guest was able to generate enoug…

102. “If he doesn’t stop supporting our 31-year old son, we won’t be able to retire”

102. “If he doesn’t stop supporting our 31-year old son, we won’t be able to retire”

Janis and Michael have been married for 39 years. They share two adult children; the first is a therapist that recommended coming on the podcast. The…

14: Summer Side Hustles, Artificial Intelligence, Our Favorite Books, Robo-Advisors, and 401(k)s

14: Summer Side Hustles, Artificial Intelligence, Our Favorite Books, Robo-Advisors, and 401(k)s

In this episode of the Rich Habits podcast, Robert Croak and Austin Hankwitz shared their three favorite summer side hustles (including how to levera…

Should You Prioritize Retirement Savings or Your Kids' College Savings?

Should You Prioritize Retirement Savings or Your Kids' College Savings?

How should you think about balancing saving for your own retirement and preparing for your kids' college savings? We'll walk you through that questi…

MtoM #120 - Career Military Doc Takes on Retirement

MtoM #120 - Career Military Doc Takes on Retirement

This doc is a 28 year Air Force general surgeon who retired in the fall of 2020. He tells us about his journey in the military as well as talks about…

415: Finance Friday: How to Achieve Your “Dream Life” Decades Before Retirement

415: Finance Friday: How to Achieve Your “Dream Life” Decades Before Retirement

Retirement is always some far-off goal. When you’re older and much more wealthy, you can live the golden years of your life without a care in the wor…

90. How Much Do I Need to Retire?

90. How Much Do I Need to Retire?

How much do I need to retire? How are a few hundred dollars a month going to turn into millions? What happens if the stock market crashes between now…

WCI #316: Roth Contributions and Conversions

WCI #316: Roth Contributions and Conversions

We have continued to get a lot of your questions about all things Roth so we are dedicating another episode to your Roth questions. We answer questio…

770: Retirement Accounts Collecting Dust? Use Them to Buy Real Estate! w/Kaaren Hall

770: Retirement Accounts Collecting Dust? Use Them to Buy Real Estate! w/Kaaren Hall

Did you know you can invest in real estate using funds you’ve probably forgotten about? For years, you’ve been socking away money into your IRA or 40…

Roth IRA Rules for Minors–How to Make Kids Millionaires

Roth IRA Rules for Minors–How to Make Kids Millionaires

We’ll cover legitimate ways minors can have a Roth IRA and take advantage of its massive tax-saving benefits.

The Ultimate Traditional vs. Roth 401(k) Strategy

The Ultimate Traditional vs. Roth 401(k) Strategy

Today, we're breaking down every. single. aspect. worth considering when you’re deciding between Traditional and Roth contributions in your 401(k), b…

"I Took Out a 401(k) Loan - What Should I Do?"

"I Took Out a 401(k) Loan - What Should I Do?"

How can you course-correct after taking out a 401(k) loan for a down payment? We'll walk you through that question and more in today's Q&A episo…