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Winning Financially in 2025: Setting Yourself Up For Retirement

Winning Financially in 2025: Setting Yourself Up For Retirement

The very first step in making a successful retirement plan (yes, even before starting that IRA) is to know how much you’ll actually need for retireme…

Always Do Roth | Roth vs Traditional for Military Families #156

Always Do Roth | Roth vs Traditional for Military Families #156

Roth is the way to go for almost all military families. Because of the unusually low taxable income military families have (since allowances like BAH…

Always Do Roth | Roth vs Traditional for Military Families #155

Always Do Roth | Roth vs Traditional for Military Families #155

Roth is the way to go for almost all military families. Because of the unusually low taxable income military families have (since allowances like BAH…

The Problem With Cash for Retirement Planning—And How Real Estate Solves It

The Problem With Cash for Retirement Planning—And How Real Estate Solves It

“I saved up a million dollars—and all I got was this lousy $40,000 a year.” That’s the metaphorical T-shirt that the average retiree wears.  Actual…

Where Should I Invest After Maximizing a 401(k)?

Where Should I Invest After Maximizing a 401(k)?

Laura answers a listener's question about how to invest wisely after maxing out a retirement plan at work.

12.30.24  BEST OF:  The Magic Number For Retirement  /  Investing: A Cautionary Tale

12.30.24 BEST OF: The Magic Number For Retirement / Investing: A Cautionary Tale

Happy Holidays! Please enjoy this Best Of episode. Clark returns January 3rd. How do we determine our “magic number” - the amount we need to retire? …

Late Start, Early Retirement: A Step-by-Step Fast Track to FI

Late Start, Early Retirement: A Step-by-Step Fast Track to FI

Got a late start on your retirement planning? Do you feel like you missed the boat and won’t be able to retire on your timeline? We’ve got good news …

Real Estate in a Roth IRA

Real Estate in a Roth IRA

Daniel and Allie talk about having real estate in an IRA.

The Mad Fientist’s New Rule To Retire Early Even Sooner

The Mad Fientist’s New Rule To Retire Early Even Sooner

If you want to retire early, the Mad Fientist is your guide. For over a decade, Brandon, more commonly known as the “Mad Fientist,” has been running …

12.23.24   2025 Home Price Projections  /  The Average 401(k) Balance

12.23.24 2025 Home Price Projections / The Average 401(k) Balance

Today, our last show of the year, Clark looks ahead to where home prices are likely to go in 2025. Also in this episode, Clark shares data on the ave…

4 Essential Tips to a Perfect Retirement

4 Essential Tips to a Perfect Retirement

We tend to not go into detail about retirement on the show because retirement is so unique. Wealth-building for the majority of people is more straig…

Broke at 50? How to Retire On-Time (Or Early!)

Broke at 50? How to Retire On-Time (Or Early!)

Are you worried you won’t be able to retire at sixty-five? Feeling financially limited in your fifties and need a retirement plan so you can finally …

This New Rule Makes Tapping Retirement Savings Easier

This New Rule Makes Tapping Retirement Savings Easier

Laura reviews the rules for taking retirement account withdrawals and a new rule for tapping them in an emergency.

2025’s Best Money Hacks to Save $1,000+/Month (and Retire Earlier!) w/All the Hacks

2025’s Best Money Hacks to Save $1,000+/Month (and Retire Earlier!) w/All the Hacks

Do you want to know how to save $1,000 a month (or more!) with simple spending and saving tweaks? Today, we’re giving you the BEST money hacks for 20…

Ask HTM - Haggling Hangups, Actually Investing an HSA, & Curbing Retirement Investing #919

Ask HTM - Haggling Hangups, Actually Investing an HSA, & Curbing Retirement Investing #919

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…

586. How to Retire Happy w/ Ryan Doolittle

586. How to Retire Happy w/ Ryan Doolittle

Today we talk with Ryan Doolittle of the Happiest Retirees Podcast about what it takes to truly enjoy retirement. We also delve into what a modern ve…

WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs

WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs

Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individua…

What is the Point Of Investing in Non-Retirement Accounts Long Term - Money Q&A

What is the Point Of Investing in Non-Retirement Accounts Long Term - Money Q&A

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about what is the point of investing in non retirement accounts lo…

12.09.24   The Property Tax Problem  /   The Decision to “Unretire”

12.09.24 The Property Tax Problem / The Decision to “Unretire”

Today - with the rapid rise in home values, property taxes have gone up all over the country. North Dakota tried and failed to eliminate property tax…

The Expert Investor: Early Retirement is a Mistake, Rent INSTEAD of Buying!

The Expert Investor: Early Retirement is a Mistake, Rent INSTEAD of Buying!

Why does this veteran real estate investor say that early retirement and financial freedom are a bad idea? Why does he think renting, NOT buying a ho…