Podcast Feed

Ask Paula: I Spent Ten Years in School, and Now I’m Behind on Retirement Savings

Ask Paula: I Spent Ten Years in School, and Now I’m Behind on Retirement Savings

#193: Lori is behind on retirement savings, as a result of being a full-time student for more than a decade. She makes good money and lives frugally,…

The Beauty of the Roth IRA #083

The Beauty of the Roth IRA #083

We think it’s a great decision for almost everyone to invest in a Roth IRA. Second only to an employer matched 401k, a Roth IRA is very often the bes…

494 MG 4 Penalty-Free Ways to Use a Roth IRA Before Retirement

494 MG 4 Penalty-Free Ways to Use a Roth IRA Before Retirement

You probably know that using a Roth IRA to save for retirement is a smart move that also cuts your taxes. But what you may not know is that unlike ot…

29. Is Passive Income a Reality? w/ Route to Retire, Millennial Boss, Nisha Mehta, and Jay Helms

29. Is Passive Income a Reality? w/ Route to Retire, Millennial Boss, Nisha Mehta, and Jay Helms

In Episode 29 four guest wrestle with the definition of passive income, why it matters in our paths to financial independence, and when is enough... …

Like a Roth to a Flame

Like a Roth to a Flame

Have you ever wondered what exactly a Roth IRA is? Is this a strategy you should be using? In this week's DIY Money, Quint and Daniel discuss all the…

#33: My Rental Retirement Strategy (or How to Not Run Out of Money)

#33: My Rental Retirement Strategy (or How to Not Run Out of Money)

Episode #33 - How do you retire, live off your investments, and never run out of money? Big challenge, right? I have a plan to do that with rental pr…

401k BootCamp

401k BootCamp

One of the best retirement savings options is your company retirement plan. Whether it's a 401k, 403b, or 457, the best place to start saving is befo…

We Make $500k a Year and Struggle With Our Budget (plus the Retirement Budget Calculator)

We Make $500k a Year and Struggle With Our Budget (plus the Retirement Budget Calculator)

Why is a couple making $500,000 a year feel like they're just getting by? Shouldn't they feel better off than most people? On today's roundtable we'l…

What Retirement Terms Should You Know? (plus an intro to the Penge app)

What Retirement Terms Should You Know? (plus an intro to the Penge app)

Do you think you could pass a quiz covering basic questions about retirement? While you MIGHT be confident that you know the basics, a recent TD Amer…

How Mike and Lauren Retired at 30 with an Average Income of $56,000 / Year

How Mike and Lauren Retired at 30 with an Average Income of $56,000 / Year

#186: Mike and Lauren have run a cleaning company, started and sold a biodiesel company, repaired and resold motorcycles, opened a coffeeshop, owned …

3.28.19 How adults with kids hurt their retirement savings; Financial infidelity; Best time to sell your home

3.28.19 How adults with kids hurt their retirement savings; Financial infidelity; Best time to sell…

Adults with kids are having to delay quitting work because they are putting more of their money towards the kiddos than to their retirement accounts;…

The 10-Year “Mini” Retirement | Ryan Jacob

The 10-Year “Mini” Retirement | Ryan Jacob

On today's episode, Cody and Justin are joined by Ryan Jacob who has one of the more gutsy stories you'll hear. Ryan has decided to step into a mini-…

#25: The Simple Math of a Shorter Path to Early Retirement

#25: The Simple Math of a Shorter Path to Early Retirement

Episode #25 - The math to achieve an early retirement is simple. But applying that math will require some uncommon thinking & effort. This episode sh…

3.18.19 Trouble saving for retirement; Bad 529 plans; Home ownership on the rise

3.18.19 Trouble saving for retirement; Bad 529 plans; Home ownership on the rise

Most Americans have trouble saving for retirement. And savings rates don't tend to increase very much as people get older; Watch out for this direct-…

3.14.19 Zebit CFO responds to Clark; Fee-laden target retirement funds; Renovation scams

3.14.19 Zebit CFO responds to Clark; Fee-laden target retirement funds; Renovation scams

Zebit sells electronics items to people with low credit scores. Clark made some comments earlier this week and now has the Zebit CFO on to respond to…

Do You Have Enough to Retire? (FIRE Edition)

Do You Have Enough to Retire? (FIRE Edition)

#243 What are the key metrics to determine if you have reached financial independence and can retire early. How major stock market losses can derail …

Cal Newport – Deep Work, Digital Minimalism, and the Key to a Happy Retirement

Cal Newport – Deep Work, Digital Minimalism, and the Key to a Happy Retirement

On today’s episode of the Financial Independence Podcast, I’m very excited to introduce author Cal Newport! I’ve been a huge fan of Cal’s writing for…

Ask Paula: How Should I Plan a Mini-Retirement?

Ask Paula: How Should I Plan a Mini-Retirement?

#181: Imagine that you’re going to take a 6-month to 9-month mini-retirement. How should you plan? What should you do? Sure, you’ll need to have enou…

Money Moves For the MINUTE You Decide to Retire with Harlan Landes AND Buzz Indexes (SB RWD 89)

Money Moves For the MINUTE You Decide to Retire with Harlan Landes AND Buzz Indexes (SB RWD 89)

What should be the number one priority on your retirement planning list? That answer is going to be different for everyone, and on this roundtable ep…

2.28.19 Best places to retire; Grandparent scam; Happiest cell phone customers

2.28.19 Best places to retire; Grandparent scam; Happiest cell phone customers

Clark talks about the best places to land for retirees. Spend less on living expenses when you aren't working anymore!; Help your elderly friends and…