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WCI #306: Using Retirement Accounts

WCI #306: Using Retirement Accounts

Today we are answering your questions about retirement accounts. This is a topic that comes up a lot from readers and listeners and that is because i…

Is the Old Approach to Retirement Broken? A Millennial Guide to Financial Planning

Is the Old Approach to Retirement Broken? A Millennial Guide to Financial Planning

Retirement is a new concept in human history, but the way we fund retirement is even newer. After all, the 401(k) and IRA were legislated into existe…

428 | Fees, Frugality, and 401K Fears

428 | Fees, Frugality, and 401K Fears

In this episode: personal investments, 401k contributions, FI is for everyone, travel rewards, task management, and taxes. On what is considered a ve…

The Right Marginal Income Tax Bracket To Contributing Or Converting To A Roth IRA

The Right Marginal Income Tax Bracket To Contributing Or Converting To A Roth IRA

To explore whether to convert funds to a Roth IRA, check out NewRetirement. It's Roth Conversion Explorer tool enables you to test out your Roth IRA …

401. How to Be a Nomad Capitalist w/ Andrew Henderson

401. How to Be a Nomad Capitalist w/ Andrew Henderson

What the heck is a Nomad Capitalist? Today we talk to Andrew Henderson in his flight to renounce his US citizenship and became a global citizen. He d…

When Is the Roth 401(k) Right for You?

When Is the Roth 401(k) Right for You?

This show will cover what you should know about choosing a traditional or Roth retirement account at work.

Why You CAN Retire Early (Dispelling The Top 10 Myths)

Why You CAN Retire Early (Dispelling The Top 10 Myths)

In this episode, Cody and Justin rip apart an article detailing The Top 10 Reasons Why You Shouldn't Retire Early. The topics included: Expensive…

WCI #304: Roth's, 401(k)s and 529s

WCI #304: Roth's, 401(k)s and 529s

We always know when it is the beginning of the year because we get so many questions about retirement accounts and everything related to them. This e…

Don’t Make This HUGE 401(k) Mistake!

Don’t Make This HUGE 401(k) Mistake!

Americans are making a HUGE mistake in their 401(k) that could cost them thousands by retirement. We’ll talk about why this is happening and how you …

Is Early Retirement A Smart Goal? #638

Is Early Retirement A Smart Goal? #638

Cinderella is such an absurd story! Seriously, when you stop and think- it’s pretty messed up: a prince dances with a girl he’s never met before for …

02.27.23  Best Of Clark: Retirement Compromise / Retail Saving Secrets

02.27.23 Best Of Clark: Retirement Compromise / Retail Saving Secrets

If early retirement is on your mind, Clark helps you think through some major considerations. Then go bargain hunting with Clark as he walks you thro…

Roth vs. 401K Debate

Roth vs. 401K Debate

On this episode of DIY Money, Quint and Logan debate using a Traditional 401K or Roth 401K or something else.

How a QLAC Guarantees You Never Run Out of Retirement Money

How a QLAC Guarantees You Never Run Out of Retirement Money

One of our biggest financial challenges is never running out of money in retirement.

Why Early Retirement / FIRE Is Becoming Obsolete

Why Early Retirement / FIRE Is Becoming Obsolete

For more nuanced personal finance content, join 55,000+ others and sign up for the free Financial Samurai newsletter and posts via e-mail. Financial …

"I'm Saving a Lot in My Twenties - Can I Retire Early?"

"I'm Saving a Lot in My Twenties - Can I Retire Early?"

If you're starting out on your investing journey in your twenties and you want to retire early someday, how does that impact your investment strategy…

What to Do With Your Old 401(K) (Step-By-Step!)

What to Do With Your Old 401(K) (Step-By-Step!)

In this episode of The Personal Finance Podcast, we’re going to talk about what to do with your old 401(k) at work.  Download the Step-By-Step 401(…

Accountant Turned Content Creator Who Retired from Corporate at Age 25 | John E Finance

Accountant Turned Content Creator Who Retired from Corporate at Age 25 | John E Finance

Today's episode features John Eringman a.k.a John E Finance who left his accounting job at age 25 to pursue content creation full-time. From the beg…

6 Ways to Access Your Retirement Funds Early with Jeremy Schneider (From Personal Finance Club!)

6 Ways to Access Your Retirement Funds Early with Jeremy Schneider (From Personal Finance Club!)

In this episode of The Personal Finance Podcast, we’re going to talk to Jeremy Schneider of Personal Finance Club about the 6 ways to access your ret…

5 Roth Account Rule Changes in 2023

5 Roth Account Rule Changes in 2023

If you want to cut your taxes and save more for a secure future, stay with me to learn more about Roth-related retirement updates.

392. Are You a Victim of Money Burnout w/ Grant Sabatier and JD Roth

392. Are You a Victim of Money Burnout w/ Grant Sabatier and JD Roth

Are you a victim of money burnout? I chat with Grant Sabatier and JD Roth about becoming enamored and then eventually tired with talking about money.…