Podcast Feed

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Laura answers a listener's question about whether you can use multiple retirement accounts in the same year.

The Case Against Early Retirement (SB1638)

The Case Against Early Retirement (SB1638)

Ever dreamt of quitting your job early and sipping piña coladas on a beach? Before you tell your boss what to do with that job and start booking your…

Who's Eligible for a Spousal IRA?

Who's Eligible for a Spousal IRA?

Laura reviews the rules for using a spousal IRA, including who’s eligible to have one and the money-saving tax benefits you receive.

01.28.25   Ask An Advisor With Wes Moss - Is It Ever Too Late To Save for Retirement? and Big Social Security Change for Millions

01.28.25 Ask An Advisor With Wes Moss - Is It Ever Too Late To Save for Retirement? and Big Socia…

Is It Ever Too Late To Save for Retirement? Fee-only fiduciary financial advisor Wes Moss has an answer, backed by years of research. Also, a major S…

598. The Four Pillars of a Successful Retirement (Rewind) w/ Casey Weade

598. The Four Pillars of a Successful Retirement (Rewind) w/ Casey Weade

In this rewind episode we chat with Casey Weade the creator of the Retire with Purpose Podcast and author of the book Job Optional. He outlines the f…

MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor Roths

MtoM #207: A Rural Surgeon Gets Back to Broke and Finance 101: Nuances with Roths and Mega Backdoor…

Today we are talking with a surgeon from the midwest who is back to broke. This doc really teaches us the power of finding a great work life balance.…

01.24.25   Clark Answers His Critics on Clark Stinks  /   Job Change and Your 401(k)

01.24.25 Clark Answers His Critics on Clark Stinks / Job Change and Your 401(k)

Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in this episode, how people end …

The One Thing Most FIRE Chasers Get Wrong (and Later Regret in Retirement)

The One Thing Most FIRE Chasers Get Wrong (and Later Regret in Retirement)

Why do so many in early retirement struggle with happiness? We know you’ve told yourself, “Once I hit FIRE, I’ll be living the dream! Every day will …

Retiring Early: Free Health Care v. Roth Conversion

Retiring Early: Free Health Care v. Roth Conversion

Allie and Logan talk about strategies in early retirement.

Q&A: The Roth Decision at Every Income Level (And Why It Matters Now!)

Q&A: The Roth Decision at Every Income Level (And Why It Matters Now!)

#575: Krish is fascinated by cryptocurrency and its impact on global investing. What opportunities should he capitalize on, and how? Apar’s income h…

How to Make More Passive Income with Fewer Rentals (& ACTUALLY Retire Early) w/Chad Carson

How to Make More Passive Income with Fewer Rentals (& ACTUALLY Retire Early) w/Chad Carson

Want to retire early? Then, STOP buying rental properties. You heard that right; buying more rental properties may actually push you further away fro…

Ask HTM - Supercharging Retirement as a Freelancer, HSA for Medical vs Retirement, & “Investing” in Your Primary Residence #934

Ask HTM - Supercharging Retirement as a Freelancer, HSA for Medical vs Retirement, & “Investing” in…

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…

596. How to be Busier Than Ever in Retirement w/ Carl Landau

596. How to be Busier Than Ever in Retirement w/ Carl Landau

Carl Landau spends a lot of time talking about unretirement. He is the host of the I Used to Be Somebody podcast where he discusses how to help peopl…

595. How to Mess Up Retirement w/ Benjamin Brandt

595. How to Mess Up Retirement w/ Benjamin Brandt

It turns out that it is really easy to mess up retirement. In fact, most retirees make two big mistakes. Benjamin Brandt joins us to chat about his n…

WCI #402: Mega Backdoor Roth, Student Loans, and Expert Witness Work

WCI #402: Mega Backdoor Roth, Student Loans, and Expert Witness Work

Today we start out answering a few of your Mega Backdoor Roth questions. Then we move to answering a handful of questions about student loans includi…

How To Maximize Your 401(k) Strategy!

How To Maximize Your 401(k) Strategy!

"I’m 31. My 401(k) lets me pick a percentage for Roth and a percentage for Pre-Tax contributions. I have $7k in a Roth IRA, and plan to max out 401(k…

Can You Retire…Now? This FIRE Calculator Will Tell You!

Can You Retire…Now? This FIRE Calculator Will Tell You!

“Do I have enough to retire?” is a question most people in the FIRE community grapple with, but today, we’re sharing a FREE tool that will help you p…

Why You Could Make More In Retirement Than While Working

Why You Could Make More In Retirement Than While Working

One of the biggest reasons I was against contributing to a Roth IRA is my belief that most people won’t make more money in retirement than while work…

WCI #401: Risk vs Reward - How to Find the Balance

WCI #401: Risk vs Reward - How to Find the Balance

Today we are talking about finding balance in our lives. We discuss how to know what our risk tolerance is both in the finance space but also in our …

Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets

Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets

In episode 506, Joshua shares the pros and cons of living outside of your home country. He convinces David why he needs more than one passport. Final…