Podcast Feed
WCI #146: The 5-Year Rule for Roth IRA Conversions
The 5-year rule for Roth IRA Conversions can be confusing because there are two 5-year rules regarding Roth IRAs. We discuss the difference between t…
White Coat Investor
02/20/2020
#101: An Early Retirement Blueprint with Erion Shehaj
Episode #101 - Erion Shehaj is a real estate agent & investor who helps clients use real estate to achieve financial independence. Chad interviews Er…
Coach Carson
02/17/2020
The Roth 401K: The Cinderella Of Your Financial Plan (and Your Letters)
Why are some of the coolest financial tools rarely used? For example, people by-and-large avoid HSA accounts, when they're the Swiss-army knife of a …
The Stacking Benjamins Show
02/12/2020
Job Hopping for Raises and Retiring at 30 | A Purple Life
Today's episode is an awesome chat with Purple from A Purple Life. Purple has an awesome story and she hits a giant milestone of retirement at age 3…
The Financial Independence Show
02/11/2020
111: Starting Late? Early Retirement Is STILL Possible with A Purple Mom
On episode 110, we interviewed A Purple Life. As she was sharing her story of financial independence, she casually mentioned that her mother didn’t s…
Bigger Pockets
02/10/2020
Ask Paula: Should I Raid My Retirement Savings to Pay for School?
#241: Anton wants to accelerate his flight training so he can get hired within two to three months, rather than two to three years. He has to raid hi…
Afford Anything
02/10/2020
What If Your Retirement Math Doesn’t Work?
JT and Tamzon had a great start. After paternity leave from a fantastic job, JT thought he knew that with his burgeoning side-gig, he could quit his …
The Stacking Benjamins Show
02/05/2020
Balancing Student Loans and Retirement
In this episode, Quint and Daniel discuss how to balance paying off student loans and investing in a 401(k).
163R | Roth IRA Conversion Ladder Case Study
An updated case study of the Roth IRA conversion ladder and a challenge for the community are some of the topics that Brad and Jonathan tackle today.…
1.23.20 Planning for retirement; Employer pays off employee mortgage; Income share agreements inste…
Clark discusses the expenses many retirees don't consider when they are planning for retirement. Some call them "stealth expenses." It's important to…
Clark Howard
01/23/2020
WCI #142: Should You Raid a Roth IRA To Pay Off Your Loans?
Should you raid your Roth IRA to pay off your student loans? No, I think raiding your Roth IRA for any reason is a bad decision. You only get so much…
White Coat Investor
01/23/2020
Retirement 101 (with Michele Cagan)
Let's get back to the basics. Everyone talks about retirement tools, projections, timelines, and tax strategies...what about answering, "How do I beg…
The Stacking Benjamins Show
01/22/2020
#97: How to Retire Early and Confidently Using Real Estate Investing
Episode #97 - Do you have a plan to retire early? If so, how confident are you that it'll work? In this episode, Coach share three case studies of h…
Coach Carson
01/20/2020
1.16.20 Grandparent scam; Retirement account hacking; Homeowner's insurance rates rising
A senior gets a call from someone pretending to be a relative in trouble asking for money. This scam preys on seniors desire to help loved ones, resu…
Clark Howard
01/16/2020
Retiring Early in Canada | Court from Modern Fimily
In today's episode, you'll hear from Court who writes over at Modern FImily. Court and her wife are (mostly) retiring early in Canada at 32, but wil…
The Financial Independence Show
01/14/2020
Early Retirement Failure! And All The Reasons Why
Here are all the reasons why I'm an early retirement failure. It was a good 8-year run, but all good things must come to an end! Read the post here.
Financial Samurai
01/14/2020
How We Saved $1 Million and Retired at 31 and 32, with Kristy Shen and Bryce Leung
#236: Kristy Shen and Bryce Leung achieved financial independence four years ago at age 31 and 32. They saved $1 million and live on $40,000 per year…
Afford Anything
01/13/2020
1.8.20 Travel deals & paying too much for internet; Teacher retirement plans; Be careful paying at …
January bring a LOT of travel deals. Clark talks about how to grab them. If you get internet from cable and there’s an increase, check out what the m…
Clark Howard
01/08/2020
620 - 7 Ways the SECURE Act Changes Your Retirement and Savings
The SECURE Act is the most significant overhaul of retirement and other saving rules in more than a decade. How will it affect your retirement and sa…
Money Girl
01/08/2020
1.7.20 New retirement account changes; 2020 scam to watch out for; Returns are crushing retailers
Congress just passed the SECURE Act which modifies how retirement plans work. The RMD – required minimum distribution has changed the age requirement…
Clark Howard
01/07/2020