Podcast Feed
WCI #414: Roth IRAs and 401(k)s
Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a q…
White Coat Investor
04/10/2025
What The Tariffs Mean For Your 401(k)
We're diving into market volatility and what it means for your financial future. With the S&P 500 down over 15% from its all-time high and new tariff…
Solo 401(k) or SEP-IRA–Which is Right for You?
Laura reviews the differences between two popular retirement accounts for business owners, a solo 401(k) and SEP-IRA.
Money Girl
04/09/2025
"Tax-Free Retirement" - Smart Strategy or Overhyped Gimmick? And Other Listener Questions | AMA #6 …
Jesse answers listener questions on financial planning, investment management, and retirement. He discusses the challenges of rising homeowner’s insu…
The Best Interest
04/09/2025
Ask HTM - Deciding How Much ‘Fun $’, Prepping for Long Term Care, & Doubling Down on Employer Retir…
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a ques…
How To Money
04/07/2025
FIRE at 50 by Creating “FI Paychecks” That Fund My Early Retirement! | Life After FIRE
Would you delay your early retirement for years to feel safer and secure once you FIRE? That’s what Mark Trautman did, FIRE-ing before discovering th…
Bigger Pockets
04/02/2025
03.31.25 Who Administers Your Retirement Account? / What Happened To Southwest Airlines?
When it comes to retirement accounts, where they’re held is all important and can make a huge difference later in life. Clark explains why knowing yo…
Clark Howard
03/31/2025
Simple IRA v. Roth IRA v. 403(b)
Quint and Allie talk about the best type of retirement plan to utilize.
222. Ask Tori: Investing and Retirement
FLASH SALE! FOR 24 HOURS ONLY, join us in Stock Market School FOR 50% OFF with code 'SECRETS': link You asked, and we ans…
Financial Feminist
03/27/2025
Should You Investment 100% of Your Retirement in Closed-End Funds?
We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of sellin…
Money For the Rest of Us
03/26/2025
Life Expectancy, Caregiving Costs, & Retirement Planning | Christine Benz - E103
Jesse Cramer speaks with Christine Benz, Director of Personal Finance at Morningstar, about insights from her book How to Retire. Before their discus…
The Best Interest
03/26/2025
Life-Expectancy, Caregiving Costs, & Retirement Planning | Christine Benz - E103
Jesse Cramer speaks with Christine Benz, Director of Personal Finance at Morningstar, about insights from her book How to Retire. Before their discus…
The Best Interest
03/26/2025
Married Filing Separately and Roth IRAs
Allie and Quint break down married filing separately on your taxes and when it can be a good idea.
WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions
Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) r…
White Coat Investor
03/20/2025
Don't Make THIS Common Roth IRA Mistake
Josh made a mistake. Knowing his impending sticky situation, he wrote us: "I over contributed to my Roth IRA this previous year (2024) due to making…
Losing $150K, Starting Over, and STILL Retiring Early | Life After FIRE
Think you’ve blown your chances of achieving FIRE? You haven’t! Just ask Nik Johnson, who spent years growing his nest egg, only to have it completel…
Bigger Pockets
03/19/2025
18 IRA Mistakes That Could Cost You Thousands! (Avoid These at All Costs!)
In this episode of the Personal Finance Podcast, we're going to talk about the common IRA mistakes that can cost you in retirement. From waiting too …
Master Money
03/17/2025
Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…
Rich Habits
03/13/2025
Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS
In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…
Rich Habits
03/13/2025
WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate
Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts a…
White Coat Investor
03/13/2025