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4 Ways to Fund a Roth No Matter Your Income

4 Ways to Fund a Roth No Matter Your Income

Laura reviews Roth benefits and four excellent ways to boost your Roth investments regardless of income.

“How Much Should I Be Saving For Retirement?”

“How Much Should I Be Saving For Retirement?”

This Listener Intervention is all about balancing today’s desires with tomorrow’s needs. If you’re not sure how much should be in your retirement nes…

WCI #385: Early Retirement Now With Big ERN

WCI #385: Early Retirement Now With Big ERN

Our guest in this episode is Dr. Karsten. He's the mind behind the Early Retirement Now blog. He completed a PhD in economics, worked for the Federal…

What A Fed Rate Cut Means For Real Estate, Stocks, and Your Retirement

What A Fed Rate Cut Means For Real Estate, Stocks, and Your Retirement

After four years, the Federal Reserve has finally cut the Fed Funds rate by 50 basis points, bringing the target range to 4.75% - 5%. Expectations po…

Your Dream Retirement Might Hinge on This One Choice, featuring Katie Gatti Tassin, host of Money with Katie

Your Dream Retirement Might Hinge on This One Choice, featuring Katie Gatti Tassin, host of Money w…

#541: Ever wondered if you're making the right choice between a Traditional and Roth 401(k)? You're not alone.  In this episode, Katie Gatti Tassin, …

Pension Perils: Lessons from the Dallas Fund Fiasco (SB1576)

Pension Perils: Lessons from the Dallas Fund Fiasco (SB1576)

Joe and OG create a case study focusing on the Dallas Police and Fire Pension System's struggles, diving into poor investment choices and their impac…

Ask HTM - Smarter Ways to Cut Credit Cards, Unrealized Capital Gains on the 401k, & Jumbo Down Payments #880

Ask HTM - Smarter Ways to Cut Credit Cards, Unrealized Capital Gains on the 401k, & Jumbo Down Paym…

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…

560. How to Retire w/ Christine benz

560. How to Retire w/ Christine benz

Christine Benz is one of the foremost retirement researchers who works for Morningstar. Her new book, How to Retire, is a deep dive into what retirem…

Mastering Retirement Planning (plus Real Estate Commission Negotiation) SB1575

Mastering Retirement Planning (plus Real Estate Commission Negotiation) SB1575

Joe and OG dive into retirement planning with Christine Benz, Morningstar's Director of Personal Finance and Retirement Planning. Christine shares he…

Emergency Fund, 401(k), Down Payment: Saving Too Much...or Not Enough?

Emergency Fund, 401(k), Down Payment: Saving Too Much...or Not Enough?

One listener writes in, "I have my HYSA, my 401(k) plus employer match, a Roth IRA, and now am saving for a down payment. I'm worried I'm lopsided an…

Is It Possible for Everyone to Retire Early?

Is It Possible for Everyone to Retire Early?

The FI/RE movement has picked up a lot of steam in recent years, but as one listener asks, how does that impact consumerism—and more broadly, can eve…

Could Your Retirement Plan Be Secretly Invested in Crypto? Here's How To Check

Could Your Retirement Plan Be Secretly Invested in Crypto? Here's How To Check

You could be invested in crypto, and not even know it. Nicole explains how this could happen, and what to do if you're secretly invested in this vola…

Is a Latte Going to Ruin Your Retirement? (SB1569) Greatest Hits!

Is a Latte Going to Ruin Your Retirement? (SB1569) Greatest Hits!

Today we ask David Bach the question: what does a latte truly have to do with your retirement plan...or your financial well-being in general? Plus, w…

172. “We saved for retirement but have no money to spend NOW” (Part 1)

172. “We saved for retirement but have no money to spend NOW” (Part 1)

Michelle is 42, Ryan is 43. They’ve been married for 9 years and share three young children. Michelle worries about money; she always has. Ryan knows…

560: Dude ACTUALLY Withdraws From His 401(k) and Retires at 47

560: Dude ACTUALLY Withdraws From His 401(k) and Retires at 47

Did you know you can use your 401(k) to retire early? Yep, it’s possible. And today’s guest, Eric Cooper, is doing it atage 47! Most FIRE chasers sea…

559: How I Retired in My Mid-30s While Working Just 4 Hours a Week

559: How I Retired in My Mid-30s While Working Just 4 Hours a Week

What if you could “retire” early, working only FOUR hours a week? Coast FIRE achiever Diania Merriam did just that! After a decade of hustle in corpo…

Practical Reasons Why "Retirement Success" Can Still Be Painful | Rob Berger - E88

Practical Reasons Why "Retirement Success" Can Still Be Painful | Rob Berger - E88

Referring back to his article, Fundamentals Of Retirement: Is the Summit “Good Enough?”, Jesse uses an experience hiking in the Adirondack Mountains …

558: How to Start Investing for Retirement: 401(k), IRA, Roth?

558: How to Start Investing for Retirement: 401(k), IRA, Roth?

The IRA vs. 401(k). You’ve heard of these retirement accounts before, but do you know the difference between the two? Maybe you have a 401(k) at work…

Combining Retirement Accounts

Combining Retirement Accounts

Quint and Allie discuss what accounts can be combined and if you should consolidate accounts.

Can I Start a Roth IRA for My Child?

Can I Start a Roth IRA for My Child?

Laura answers a listener's question about starting a Roth IRA for teenage children who work part-time jobs.