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Friday Flight - Zillow’s Implosion, Your Office Beckons, & the 401(EXTRA)k #435

Friday Flight - Zillow’s Implosion, Your Office Beckons, & the 401(EXTRA)k #435

It's time for a Friday Flight! These episodes are all about the week’s financial news and the impact on your personal finances. There are a lot of he…

Ask Paula: How Should We Invest to Retire By Our Mid-40’s?

Ask Paula: How Should We Invest to Retire By Our Mid-40’s?

#348: Aja’s mom is 75 and has to take required minimum distributions from her IRA. She doesn’t need the money. Where should she put it? Anonymous fro…

Retire Sooner and Increase Your Happiness Now with Wes Moss #433

Retire Sooner and Increase Your Happiness Now with Wes Moss #433

How necessary is money in order to be happy? That’s one of many questions we’re asking our guest today- Wes Moss. Wes is the host of his own podcast …

246: Finance Friday: I Want to Cash Out My 401k Early, Should I?

246: Finance Friday: I Want to Cash Out My 401k Early, Should I?

“Should I cash out my 401k?” That’s a question you never want to ask in an online financial independence forum. It’s been a well-known rule to never …

11.02.21  Why FI (Financial Independence)?  - Funding Retirement  /  Debit Disaster.

11.02.21 Why FI (Financial Independence)? - Funding Retirement / Debit Disaster.

Americans are living longer. At the same time, we want to retire earlier. Clark wisdom for those ages 20 to 45 about what it takes to be FI (Financia…

244: Finance Friday: Why a $1M Retirement Goal Isn’t Far Fetched For Late Starters

244: Finance Friday: Why a $1M Retirement Goal Isn’t Far Fetched For Late Starters

Retirement planning can be complicated when you have so many options to choose from. Do you stick with the Roth IRA, the 401k, the Roth 401k, your em…

WCI #234: Roth Q&A: 401ks, Conversions, and What if the Backdoor Goes Away?

WCI #234: Roth Q&A: 401ks, Conversions, and What if the Backdoor Goes Away?

This episode we answer all of your questions about Roth accounts. We talk a lot about retirement accounts and answer questions about Roth 401(k)s, th…

How Do You Retire Happy? (plus an economic Halloween game!)

How Do You Retire Happy? (plus an economic Halloween game!)

You might retire, but how do you retire happy? How do you imagine spending your time in retirement and does pre-planning make you happier? The host o…

10.21.21  The Exodus from California  /  Simplify Retirement Savings.

10.21.21 The Exodus from California / Simplify Retirement Savings.

There are 2 major factors that inform why people choose to move from one state to another. California and Texas are a case in point. // Clark shares …

521: Leukemia & Bankruptcy to Retired with 250 Units in 7 Years

521: Leukemia & Bankruptcy to Retired with 250 Units in 7 Years

People often tell each other to “stay positive” in light of grim circumstances or hard times. This consistent positivity can feel forced when going t…

The Multiple Paths to Early Retirement and Passive Income | Earn & Invest

The Multiple Paths to Early Retirement and Passive Income | Earn & Invest

This week, we're re-airing an episode from the Earn & Invest podcast where Cody & Justin were interviewed along with Rachel Richards. Doc G delves i…

Ask Paula: I’m Bored at Work, and I’m 14 Years from Retirement; Should I Tough It Out?

Ask Paula: I’m Bored at Work, and I’m 14 Years from Retirement; Should I Tough It Out?

#344: Russell’s job offers the option to contribute to a 457 plan. Since he’s in the highest tax bracket, should he take advantage of the tax deferra…

241: The Keys to Free College, Graduating Early, & Retiring with $10 Million

241: The Keys to Free College, Graduating Early, & Retiring with $10 Million

Amber Porter has one of the most optimized retirement plans we’ve ever seen. Seriously, she could give Mindy and Scott a run for their money! Amber g…

What‘s a SEP IRA?

What‘s a SEP IRA?

On this episode of DIY Money, Daniel and Logan explain what a SEP IRA is and how it works.

Should You Be More Worried About Retirement?

Should You Be More Worried About Retirement?

When did you start really thinking about, and maybe even stressing over, retirement? In your 50s, or 40s, or maybe even your 20s? Our discussion piec…

3 Biggest Advantages of a Roth IRA

3 Biggest Advantages of a Roth IRA

Uncertainty about Roth has been in the news a lot recently, but that doesn't mean it's dead! While you still can, you should take full advantage of t…

A Roth IRA Conversion Is Probably A Waste Of Time And Money

A Roth IRA Conversion Is Probably A Waste Of Time And Money

I've thought a lot about doing a Roth IRA conversion lately given it might go away in 2022 and beyond. But I've come to the conclusion that for most …

The Secret Way to Snag a Roth

The Secret Way to Snag a Roth

Roth IRAs are the MVP of the retirement account game. But not everyone qualifies for a Roth… or so you might think. Nicole explains how to get a Roth…

3 Signs You're Saving TOO MUCH For Retirement!

3 Signs You're Saving TOO MUCH For Retirement!

It’s hard to believe, but we’ve seen it happen - retirement savings CAN become too much of a good thing. We suggest investing 20-25% of your gross in…