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191: Expedite Retirement & Learn the Secret to Becoming a Top Producer (Quickly) w/David Greene

191: Expedite Retirement & Learn the Secret to Becoming a Top Producer (Quickly) w/David Greene

What differentiates a top producer from everyone else? The most common answer is hard work, ambition, and charisma, but what does that even mean? Har…

Will Social Security Be Around When I Retire?

Will Social Security Be Around When I Retire?

How confident can you be that social security will be around when you retire, and how should you prepare in case it's not? We'll walk you through t…

511: How to Use Your Side Hustle to Save on Taxes and Fund Your Retirement

511: How to Use Your Side Hustle to Save on Taxes and Fund Your Retirement

Creating the right retirement plan for your business income can save you thousands of dollars in taxes. But between LLCs, IRAs, SEP IRAs, Solo 401(k)…

Ask HTM - Breaking Bad Budgets, Higher Returns By Investing In A Side Hustle, & WTD About A State Pension #526

Ask HTM - Breaking Bad Budgets, Higher Returns By Investing In A Side Hustle, & WTD About A State P…

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

Planning for Early Retirement

Planning for Early Retirement

On this episode of DIY Money, discuss planning for early retirement.

Delayed-Onset Investment Glide Paths In College Savings And Retirement Plans

Delayed-Onset Investment Glide Paths In College Savings And Retirement Plans

Improve your investment risk with a dynamic strategy that adjusts the asset allocation over time. Here's what you need to know.

8 Pros and Cons of Investing in Crypto in Your 401(k)

8 Pros and Cons of Investing in Crypto in Your 401(k)

Before buying bitcoin in your 401(k), understand the benefits and risks.

#229: Retiring in 2 Years With Aggressive Cash Flow Investments

#229: Retiring in 2 Years With Aggressive Cash Flow Investments

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: link   🎙️Episode #229 - Lea…

Should You Save for A House or Contribute to an IRA?!

Should You Save for A House or Contribute to an IRA?!

Welcome to the first episode of Money Q&A! Today we answer: -Are Roth Contributions deductible without Penalty if under 59.5 and in the account…

05.18.22  Self-Employed Retirement Planning  /  Road Trip Auto Maintenance Tips

05.18.22 Self-Employed Retirement Planning / Road Trip Auto Maintenance Tips

Learn how to save for the future when you freelance, work side hustles or own your own business and don’t have access to a company retirement plan. A…

Should You Pause Retirement Savings to Buy a House?

Should You Pause Retirement Savings to Buy a House?

How do you balance saving for retirement AND trying to buy your first house? We'll walk you through that question and more in today's Q&A episo…

Ask HTM - Special Accounts for Baby Expenses, Dissuading a Listener from Using the Beloved Roth, & Choosing the Best Life Insurance #514

Ask HTM - Special Accounts for Baby Expenses, Dissuading a Listener from Using the Beloved Roth, & …

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

377 | Glide Path to Retirement During Financial Uncertainty

377 | Glide Path to Retirement During Financial Uncertainty

In this week's episode, Brad and Jonathan discuss different ways to retain a sense of control along the path to retirement during times of uncertaint…

Secret 401(k) Strategies That No One Talks About! (2022 Edition)

Secret 401(k) Strategies That No One Talks About! (2022 Edition)

401(k) plans can do some amazing things that not everyone knows about. In this episode, we'll discuss some of the best 401(k) strategies that …

Can A Roth IRA Be Your Emergency Fund?

Can A Roth IRA Be Your Emergency Fund?

Does it make sense to use money from your Roth IRA as an emergency fund? We'll walk you through that question and more in today's Q&A episode! S…

16. Roth IRA or 401K?

16. Roth IRA or 401K?

If you don’t invest, you likely won’t be able to retire…ever. This feels harsh because it is. The good news is that the best day to start investing i…

Ask Paula: Should I Take a Higher-Paying Job if I Can’t Save As Much for Retirement?

Ask Paula: Should I Take a Higher-Paying Job if I Can’t Save As Much for Retirement?

#378: Anonymous is 25. She has a job offer that comes with a substantial raise. Hooray! Buuut … there’s a problem. If she accepts this job offer, her…

05.04.22  Bitcoin in 401(k)s  /   Tipping Point: Navigating Ubiquitous Tip Requests

05.04.22 Bitcoin in 401(k)s / Tipping Point: Navigating Ubiquitous Tip Requests

Fidelity. one of the largest and most innovative administrators of 401(k)s, is now offering Bitcoin in 401(k)s as an option for employers to add. Cla…

WCI #260: Self Employed Retirement Accounts Q&A

WCI #260: Self Employed Retirement Accounts Q&A

In this episode we answer your questions about self-employed retirement plans. If you are self-employed, open a solo/individual 401(k). If you make a…

Can You Contribute to a 401k and an IRA in the Same Year?

Can You Contribute to a 401k and an IRA in the Same Year?

Having more than one retirement plan can change the tax rules and benefits you receive. Laura explains what you need to know and how to get most most…