Podcast Episodes

The Real Financial Order of Operations - Part 2 of 2

Season 1 Episode 41

This is part two of our financial order of operations series.

In part one, we covered the non-negotiables—the oxygen mask, debt payoff, insurance, and the foundation of every real financial plan. This…

Published on 9 hours ago

The Real Financial Order of Operations - Part 1 of 2

Season 1 Episode 40

This week we’re tearing apart one of personal finance’s most overused frameworks: the “financial order of operations.”

You’ve heard a version of it before—pay this, save that, sacrifice now, maybe ret…

Published on 1 week ago

The DIY Investor's Guide to Building Your Own Index Fund (And Why It's a Terrible Idea)

Season 1 Episode 39

What if you could skip the index fund and build your own? In theory, you can. In practice…well, it’s a bit like building your own refrigerator. You’ll learn a lot, and maybe even get a working model,…

Published on 2 weeks ago

4 Tax Moves That Can Save You 6 Figures - Part 2 of 2

Season 1 Episode 38

Your 50s are a tax-planning sweet spot—a decade when smart strategies can save you tens or even hundreds of thousands over the course of retirement. In this episode, Part Two of our two-part series, …

Published on 3 weeks ago

4 Tax Moves That Can Save You 6 Figures - Part 1 of 2

Season 1 Episode 37

Taxes in your 50s may not be cocktail party conversation, but they can make or break your retirement plan. In this episode, I kick off a two-part series on the smartest tax moves to make once the kid…

Published on 4 weeks ago

10 Ways Investors Lose Money Without Knowing It

Season 1 Episode 36

Most portfolios don’t implode in one dramatic crash; they leak slowly. A percent here, a hidden fee there, and before you know it, your retirement fund has been funding someone else’s yacht. (Cough, …

Published on 1 month ago

The Only Asset Allocation Guide You’ll Ever Need

Season 1 Episode 35

Your portfolio’s performance isn’t about finding the next hot stock; it’s about how you slice the pie. In this episode, I break down the real math behind compounding, why losses hurt more than wins h…

Published on 1 month, 1 week ago

The Secret Art of Finding Work You Love and Funding the Life You Want | Chris Hutchins

Season 1 Episode 34

Guest: Chris Hutchins, host of All the Hacks

Episode theme: Building wealth with meaning—how to design a career (and life) you actually want, while optimizing the money side.

What we cover:

Published on 1 month, 2 weeks ago

How I Invest My Own Money in 2025

Season 1 Episode 33

Please take a moment to complete this brief survey so I can learn more about YOU and what it is YOU want from this show! I promise, it will take no longer than 97 seconds, and it will help me continu…

Published on 1 month, 3 weeks ago

Trump vs. Obama: Whose 401(k) Made You Richer?

Season 1 Episode 32

Before you hit play: I’ve put a quick listener survey together for listeners. It takes less time than finding your password for your old 401(k), and it helps me shape future episodes around what you …

Published on 2 months ago