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1 Year Since Retirement

1 Year Since Retirement

Justin retired 1 year ago today! What did he do? How does he feel? Did the numbers work out as expected? Luckily for you, he's dropped all the answ…

The Basics of Financial Independence, Retire Early (FIRE) with Jackie Cummings Koski (SB1610)

The Basics of Financial Independence, Retire Early (FIRE) with Jackie Cummings Koski (SB1610)

Are you ready to take control of your finances and make this holiday season the year you avoid debt traps? Today, we're diving into the inspiring sto…

What Happens to a 401(k) When You Die?

What Happens to a 401(k) When You Die?

Laura answers a listener's question about how 401(k) retirement plan inheritance works.

Finance Friday: Middle-Class Trap on Steroids ($3.8M but CAN'T Retire!)

Finance Friday: Middle-Class Trap on Steroids ($3.8M but CAN'T Retire!)

There’s a “middle-class trap” that can keep anyone from FIRE—yes, even high-income earners. Today’s guest has a sizable nest egg that should allow he…

What Percentage of Net Worth Should be in Stocks, Old 401(k), Books for Buying Businesses and More! - Money Q&A

What Percentage of Net Worth Should be in Stocks, Old 401(k), Books for Buying Businesses and More!…

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about what percentage of your net worth should be in stocks, what …

Q&A: Why Your Retirement Math Isn’t Adding Up

Q&A: Why Your Retirement Math Isn’t Adding Up

#561: Joanne is confident that her short and long-term financial plans are set, but she’s not certain about the medium-term. What’s the proper way to…

11.25.24 BEST OF: The Fate Of Traditional 401(k)s & IRAs  /   Carry On Karma Vs Baggage Fees

11.25.24 BEST OF: The Fate Of Traditional 401(k)s & IRAs / Carry On Karma Vs Baggage Fees

Happy Thanksgiving Week! Please enjoy this Best Of episode. Clark returns December 2nd with new ways to Save More, Spend Less and Avoid Getting Rippe…

Pension in Retirement

Pension in Retirement

Quint and Allie talk about pensions and how to plan for them.

How to Invest More Outside of Retirement Accounts, 529 Strategies, & Dividend Growth - Money Q&A

How to Invest More Outside of Retirement Accounts, 529 Strategies, & Dividend Growth - Money Q&A

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about how to invest more outside of retirement accounts, 529 strat…

11.18.24  A Better Way To Save For Retirement  /  Living Paycheck-To-Paycheck

11.18.24 A Better Way To Save For Retirement / Living Paycheck-To-Paycheck

Pensions are relics and 401(k)s are problematic. We need a rethink on how we save for retirement, and how we allocate those savings with the certaint…

2025 TSP & IRA Contribution Limits: $23,500 & $7,000 #150

2025 TSP & IRA Contribution Limits: $23,500 & $7,000 #150

2025 contribution limits are out!  In this episode, Spencer and Jamie discuss the newly announced IRS contribution limits for retirement accounts in …

Ask HTM - First-Time Landlording, New Car w/ Severance Pay, & Roth 401k for Early Retirees #907

Ask HTM - First-Time Landlording, New Car w/ Severance Pay, & Roth 401k for Early Retirees #907

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 question y…

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp | 521

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp …

Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael …

Why Your Retirement Math Might Be All Wrong — If You Follow the 4% Rule

Why Your Retirement Math Might Be All Wrong — If You Follow the 4% Rule

#558: What happens when you spend three decades talking to retirement experts? You learn that most of what people think they know about retirement pl…

FIRE at 50: The 4-Year Journey That Made Early Retirement a Reality

FIRE at 50: The 4-Year Journey That Made Early Retirement a Reality

Could a few years of aggressive saving put you in the fast lane for financial independence? Is the grind even worth it? Today’s guest was well on his…

Q&A: How to Take Bitcoin Profits, Becoming a Full-Time Entrepreneur, & ETFs for the Roth IRA

Q&A: How to Take Bitcoin Profits, Becoming a Full-Time Entrepreneur, & ETFs for the Roth IRA

In this week's episode of the Rich Habits Podcast, Robert and Austin answer your questions! --- ⭐️ Open a Bond Account on ⁠⁠Public⁠⁠ to lock in your …

7 Saving and Retirement Rule Changes for 2025

7 Saving and Retirement Rule Changes for 2025

Laura reviews seven changes to various tax-advantaged accounts starting in 2025 that can help you pay less tax and save more money.

How to Retire in 12 Years or Less if You Started Late - Money Q&A

How to Retire in 12 Years or Less if You Started Late - Money Q&A

In this episode of the Personal Finance Podcast, we're going to do a Money Q&A about how to retire in 12 years or less if you started late. Toda…

Blended Retirement System | BRS Pension, Matching Contributions, Continuation Pay #149

Blended Retirement System | BRS Pension, Matching Contributions, Continuation Pay #149

Do you still get a pension under the BRS? YES! We can't believe this myth and misinformation is still spreading around the military. Spencer and Jami…

The 2025 Rules for Retirement Accounts, New Tax Brackets, and More!

The 2025 Rules for Retirement Accounts, New Tax Brackets, and More!

In this episode of the Personal Finance Podcast, we're going to talk about the 2025 rules for retirement accounts, new tax brackets, and more. How A…