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Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)

Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)

I recently spoke with Steve Chen, founder of Boldin (formerly NewRetirement), about common concerns retirees face. Boldin stands out as the most comp…

12.06.24  Clark Answers His Critics on Clark Stinks  /   401(k) Savings - 2025

12.06.24 Clark Answers His Critics on Clark Stinks / 401(k) Savings - 2025

Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also - some older workers have a new …

$200K/Year & Early Retirement in 10 Years by Being a "Lazy" Investor

$200K/Year & Early Retirement in 10 Years by Being a "Lazy" Investor

Dion McNeeley retired in just ten years after starting from not just zero but NEGATIVE. He was forty years old with $89,000 in debt, had no assets, a…

Q&A: Buying Bitcoin at $100K, When to Close a Business, & HSA vs. Roth IRA

Q&A: Buying Bitcoin at $100K, When to Close a Business, & HSA vs. Roth IRA

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions! --- ⭐️ Open a Bond Account on⁠ ⁠⁠⁠⁠Public…

Pre-Tax or Roth, How to Use Your Emergency Fund, & Building Business Credit - Money Q&A

Pre-Tax or Roth, How to Use Your Emergency Fund, & Building Business Credit - Money Q&A

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about how to use your emergency fund, building business credit. T…

1 Year Since Retirement

1 Year Since Retirement

Justin retired 1 year ago today! What did he do? How does he feel? Did the numbers work out as expected? Luckily for you, he's dropped all the answ…

The Basics of Financial Independence, Retire Early (FIRE) with Jackie Cummings Koski (SB1610)

The Basics of Financial Independence, Retire Early (FIRE) with Jackie Cummings Koski (SB1610)

Are you ready to take control of your finances and make this holiday season the year you avoid debt traps? Today, we're diving into the inspiring sto…

What Happens to a 401(k) When You Die?

What Happens to a 401(k) When You Die?

Laura answers a listener's question about how 401(k) retirement plan inheritance works.

Finance Friday: Middle-Class Trap on Steroids ($3.8M but CAN'T Retire!)

Finance Friday: Middle-Class Trap on Steroids ($3.8M but CAN'T Retire!)

There’s a “middle-class trap” that can keep anyone from FIRE—yes, even high-income earners. Today’s guest has a sizable nest egg that should allow he…

What Percentage of Net Worth Should be in Stocks, Old 401(k), Books for Buying Businesses and More! - Money Q&A

What Percentage of Net Worth Should be in Stocks, Old 401(k), Books for Buying Businesses and More!…

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about what percentage of your net worth should be in stocks, what …

Q&A: Why Your Retirement Math Isn’t Adding Up

Q&A: Why Your Retirement Math Isn’t Adding Up

#561: Joanne is confident that her short and long-term financial plans are set, but she’s not certain about the medium-term. What’s the proper way to…

11.25.24 BEST OF: The Fate Of Traditional 401(k)s & IRAs  /   Carry On Karma Vs Baggage Fees

11.25.24 BEST OF: The Fate Of Traditional 401(k)s & IRAs / Carry On Karma Vs Baggage Fees

Happy Thanksgiving Week! Please enjoy this Best Of episode. Clark returns December 2nd with new ways to Save More, Spend Less and Avoid Getting Rippe…

Pension in Retirement

Pension in Retirement

Quint and Allie talk about pensions and how to plan for them.

How to Invest More Outside of Retirement Accounts, 529 Strategies, & Dividend Growth - Money Q&A

How to Invest More Outside of Retirement Accounts, 529 Strategies, & Dividend Growth - Money Q&A

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about how to invest more outside of retirement accounts, 529 strat…

2025 TSP & IRA Contribution Limits: $23,500 & $7,000 #150

2025 TSP & IRA Contribution Limits: $23,500 & $7,000 #150

2025 contribution limits are out!  In this episode, Spencer and Jamie discuss the newly announced IRS contribution limits for retirement accounts in …

11.18.24  A Better Way To Save For Retirement  /  Living Paycheck-To-Paycheck

11.18.24 A Better Way To Save For Retirement / Living Paycheck-To-Paycheck

Pensions are relics and 401(k)s are problematic. We need a rethink on how we save for retirement, and how we allocate those savings with the certaint…

Ask HTM - First-Time Landlording, New Car w/ Severance Pay, & Roth 401k for Early Retirees #907

Ask HTM - First-Time Landlording, New Car w/ Severance Pay, & Roth 401k for Early Retirees #907

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…

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp | 521

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp …

Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael …

Why Your Retirement Math Might Be All Wrong — If You Follow the 4% Rule

Why Your Retirement Math Might Be All Wrong — If You Follow the 4% Rule

#558: What happens when you spend three decades talking to retirement experts? You learn that most of what people think they know about retirement pl…

FIRE at 50: The 4-Year Journey That Made Early Retirement a Reality

FIRE at 50: The 4-Year Journey That Made Early Retirement a Reality

Could a few years of aggressive saving put you in the fast lane for financial independence? Is the grind even worth it? Today’s guest was well on his…