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Ask HTM - Underrated Ways to Scrimp and Save, the Best Way to Invest $60k, and Roth Conversion Tax Brackets #892

Ask HTM - Underrated Ways to Scrimp and Save, the Best Way to Invest $60k, and Roth Conversion Tax …

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…

Can I Contribute the Family Limit to a Health Savings Account (HSA)?

Can I Contribute the Family Limit to a Health Savings Account (HSA)?

Laura answer’s a listener’s question about who can max out the family limit for an HSA, whether you’re married, have a domestic partner, or have chil…

10.10.24  Safe Saving: An FDIC Update  /  The Risks Of Seller Financed Mortgages

10.10.24 Safe Saving: An FDIC Update / The Risks Of Seller Financed Mortgages

Today, Clark has an update from the FDIC in the aftermath of the recent fintech meltdown, including the dangers of “blended banking” and how to spot …

Gap Funds for FIRE | How to Save for Early Retirement in Taxable Accounts for Military #144

Gap Funds for FIRE | How to Save for Early Retirement in Taxable Accounts for Military #144

How do you finance the life between possible early retirment and 59.5 years old when you can access you retirement accounts? A gap fund is one common…

MtoM #191: Cash Flowing a Medical and Doctorate Degree and Finance 101: High Yield Savings Accounts

MtoM #191: Cash Flowing a Medical and Doctorate Degree and Finance 101: High Yield Savings Accounts

We have an incredible and inspirational couple on today. These two cash flowed both his medical school and residency as well as her Doctorate of Nurs…

Quit Saving Sooner, Live Freer (SB1582)

Quit Saving Sooner, Live Freer (SB1582)

Learn the secrets behind never worrying about saving money again! We share the story of an individual who invested early and effectively, reaching fi…

Am I Saving Enough for Retirement?

Am I Saving Enough for Retirement?

Laura answers a listener's question about how much you need to save for retirement and if you're on track to achieve it.

“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…

How To Find Free Community College And Save Money

How To Find Free Community College And Save Money

With college costs and student debt on the rise, students and their parents need to think about ways to cut the overall cost of higher education.&nbs…

Saving for Mid-Term Goals

Saving for Mid-Term Goals

Daniel and Quint talk about ways to save outside of a retirement account.

09.17.24  Back To Basics: SAVE MORE  /  A New Wave Of Ponzi Schemes

09.17.24 Back To Basics: SAVE MORE / A New Wave Of Ponzi Schemes

Today - we are going back to basics on saving. Recent stats are cause for concern about consumer spending and our average saving rate. Also, there’s …

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…

DIY Money Jr - How Much to Save for College?

DIY Money Jr - How Much to Save for College?

Quint and Daniel answer this question about beginning to save for college and how much should be saved.

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…

Friday Flight - Instant E-Bikes, Sputtering Savings, & Aldi’s Ascent #873

Friday Flight - Instant E-Bikes, Sputtering Savings, & Aldi’s Ascent #873

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines…

"HELP! I'm Addicted to Saving!"

"HELP! I'm Addicted to Saving!"

"I am so addicted to saving (30-35% savings rate) that I am worried I don't know how to turn it off. It is starting to affect my desire to enjoy toda…

He Saved Over 90% Of His Income By Doing This | Michael Alberse

He Saved Over 90% Of His Income By Doing This | Michael Alberse

What would you be willing to do to hit financial independence early? Michael Alberse lived differently for 2+ years to save over 90% of his income a…

08.20.24  New Retirement Savings Incentive  /  Liability Risks & Umbrella Insurance

08.20.24 New Retirement Savings Incentive / Liability Risks & Umbrella Insurance

Today, choosing the right phone plan could save you up to $1500 a year. Clark introduces our new Phone Plan Finder tool to help you cut through the c…

Tenants in Big Cities Could Save Thousands if “Broker Fee” Reform Passes

Tenants in Big Cities Could Save Thousands if “Broker Fee” Reform Passes

New “broker fee” reform could help tenants save thousands of dollars when finding their next apartment or home to rent, but it could come at a signif…

4 Properties in 4 Years and Saving $40K on ONE Deal by Doing This w/Joe Schmitt

4 Properties in 4 Years and Saving $40K on ONE Deal by Doing This w/Joe Schmitt

Can rookies find rental properties that cash flow in today’s housing market? Yes! But you may need to get creative. This investor made the numbers wo…