Podcast Feed

Ditch Corporate! Start Taking the “Slow” Path to Retirement w/Tae Kim | Life After FIRE

Ditch Corporate! Start Taking the “Slow” Path to Retirement w/Tae Kim | Life After FIRE

The “death march to FI” isn’t for everyone. If you’re tired of climbing the corporate ladder or lacking a sense of purpose at your W2 job, it’s not t…

5 Dead Simple Steps to Know If You’re On Track for Retirement (Plus Money Q&A)

5 Dead Simple Steps to Know If You’re On Track for Retirement (Plus Money Q&A)

In this episode of the Personal Finance Podcast, we're going to talk about the 5 dead simple steps to know if you are on track for retirement.   How…

Q&A: How Much Risk Should My Mom Take in Retirement?

Q&A: How Much Risk Should My Mom Take in Retirement?

#589: Kimmy is worried that her mom’s retirement portfolio is invested too conservatively. Is she right to advise her to take on more risk? Peyton h…

Ask HTM - Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability #955

Ask HTM - Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability #955

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…

401(k) Mistakes That Could Cost You Millions

401(k) Mistakes That Could Cost You Millions

One thing we've seen as financial advisors: not everyone knows how their 401k (or similar plan) works. Learn how these common mistakes can cost you M…

609. He Retired Twice: Is He Happy?

609. He Retired Twice: Is He Happy?

Leif Dahleen has retired twice. He originally left his job as an anesthesiologist. Then he eventually sold his blog. We talk about what happiness loo…

The Tax-Free Retirement Strategy 95% of Americans Don’t Know About

The Tax-Free Retirement Strategy 95% of Americans Don’t Know About

The wealthy are using one unique retirement account to build their fortunes tax-free. You may have never heard of it, but knowing about it can change…

03.04.25   Ask An Advisor With Wes Moss  -   10 Habits of the Happiest Retirees

03.04.25 Ask An Advisor With Wes Moss - 10 Habits of the Happiest Retirees

10 Habits of the Happiest Retirees Are you dreaming of a truly happy retirement? Fiduciary financial advisor Wes Moss reveals the 10 key habits of th…

WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions

WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions

Today we are answering your retirement account questions. We talk about Roth IRAs and the pro rata rule, we talk about self directing your solo 401(k…

Pension Plan Vs Investment Plan

Pension Plan Vs Investment Plan

Allie and Quint discuss whether it is better to have a pension plan or a retirement investing plan.

Teacher Retires Early at 45 Thanks to Strategic Living (FIRE in Paradise!)

Teacher Retires Early at 45 Thanks to Strategic Living (FIRE in Paradise!)

Teachers aren’t known for their high salaries, so how did this one reach early retirement and FIRE at just 45 years old? Through “aggressive” saving …

Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens

Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens

Jim Pfeifer and Paul Shannon sit down with John Bowens of Equity Trust to break down the power of self-directed retirement plans for real estate inve…

Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income

Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income

How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder.Topics covered include:How immed…

02.19.25   Your Savings Rate  /  Running Out Of Money In Retirement

02.19.25 Your Savings Rate / Running Out Of Money In Retirement

One of the most popular pages on Clark.com is our Best High Yield Online Savings Accounts article, because we all want to get the most interest on ou…

Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts

Q&A: Everyone Is Arguing About Roth IRAs And We Have Thoughts

#583: Contrary to recent discussions, Jesse has concluded that a traditional IRA is the smarter way to go for most people once marginal tax rates are…

What FIRE Can Teach You No Matter When You Retire

What FIRE Can Teach You No Matter When You Retire

The FIRE movement is popular in the Personal Finance space. It has a lot of values and goals that people resonate with. However, not everyone wants t…

Q&A: Business Trouble, Portfolio Allocation in Retirement, & $450K of Student Loan Debt

Q&A: Business Trouble, Portfolio Allocation in Retirement, & $450K of Student Loan Debt

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---Download our FREE Financial Planning Wor…

The 4% Rule Naysayers Are Wrong (We Retired at 47 Using It!)

The 4% Rule Naysayers Are Wrong (We Retired at 47 Using It!)

Does the four-percent rule actually work? On paper, yes. So why don’t more people put it to the test? Today’s guest retired at forty-seven years old …

How Retirement Accounts Could Be Changing Under Trump

How Retirement Accounts Could Be Changing Under Trump

Big changes could be coming to retirement plans under President Trump, and real estate investors need to pay attention. In this episode, we break dow…

Redefining Retirement with Benjamin Brandt (SB1639)

Redefining Retirement with Benjamin Brandt (SB1639)

Retirement planning isn’t about waiting until 65—it’s about setting yourself up for a life you love starting right now! Today, Certified Financial Pl…