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189 | Investor Policy Statement
Episode 189
Most people panic when the market drops. But what if the problem isn't the market—it's your lack of a written plan? Jonathan and Brad explore the inv…
6 years ago
188 | Stay the Course: Investment Strategy During Market Downturns
Episode 188
The biggest investing decision you'll ever make isn't picking stocks or timing the market—it's deciding what percentage of your portfolio goes into s…
6 years ago
187 | Distance Learning and Education Costs
Episode 187
During the pandemic's first wave, teachers faced an impossible trifecta: redesign their entire curriculum for screens, keep students engaged through …
6 years, 1 month ago
Multiple Generations Under One Roof With Financial Tortoise
Episode 186
Tay from Financial Tortoise paid off $105,000 in student loans in three years while preparing to support aging parents—and now three generations shar…
6 years, 1 month ago
Adapting To The New Normal
Episode 185
The first 60 minutes of your day might be the only thing you can actually control right now. While everything outside feels uncertain, Brad and Jonat…
6 years, 1 month ago
Stimulus Package Breakdown
Episode 184
The $2 trillion CARES Act passed in record time—but most people had no idea what they qualified for or how to use it strategically. Brad and Jonathan…
6 years, 1 month ago
Is The FIRE Movement Over?
Episode 183
Most Americans live paycheck to paycheck—until a crisis hits and forces them to finally ask the questions they should have been asking all along. Fin…
6 years, 1 month ago
How to Reduce Investment Fees and Escape High-Cost Funds
Episode 182
Most financial advisors charge fees based on how much money you manage—but Rick Ferry realized that managing $2 million doesn't take twice the work o…
6 years, 1 month ago
How to Achieve Financial Independence Through Self-Publishing
Episode 181
Most corporate jobs promise security—until they don't. Joanna Penn learned this the hard way, walking away from a six-figure salary to bet on herself…
6 years, 1 month ago
How to Pivot Your Business During Economic Uncertainty
Episode 180
Your spouse cutting your hair could save hundreds annually — and during economic uncertainty, small pivots like this compound into real financial res…
6 years, 1 month ago