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Taking it to the Streets: Best Pro Tips for Late Starters - Episode 118
Episode 118
In this episode, we're taking it to the streets of Atlanta, GA where the 2024 FinCon took place. FinCon is the largest (and funnest) conference for i…
1 year, 6 months ago
Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117
Episode 117
In this episode we welcome back Christine Benz, director of personal finance and retirement planning for Morningstar. Christine is one of the most re…
1 year, 6 months ago
Value-Based Spending: The Latte Chronicles | Jen Smith & Jill Sirianni | 116
Episode 116
In this episode, we talk with Jen and Jill from the Frugal Friends Podcast and authors of the new book Buy What You Love Without Going Broke. They be…
1 year, 6 months ago
The pURPOSE Code | Jordan Grumet | 115
Episode 115
In this episode we are joined by the multi-talented Jordan Grumet, a hospice doctor, storyteller, and the host of the award-winning 'Earn & Invest' p…
1 year, 6 months ago
Weathering Financial Storms | Kristen Knapp | 114
Episode 114
After 28 years of playing the weather girl on TV, Kristen Knapp moved to part time work to follow her passion for travel planning for the financial i…
1 year, 6 months ago
FINCON Jeopardy | Justin Peters, Joel Larsgaard & Justin Brown Woods | 113
Episode 113
We love games so today we're bringing you a podcast takeover and having some fun with 'Money Jeopardy'! This was recorded live at FinCon 2024 (a conf…
1 year, 7 months ago
Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112
Episode 112
Happy Holidays! Join us for this lighthearted chat with a longtime friend of the show, Cody Garrett, CFP. He shares his list of the 24 common DIY inv…
1 year, 7 months ago
Mr 4% is now Mr 5% | Bill Bengen | 111
Episode 111
In this episode we welcome the legendary Bill Bengen! He is the creator of the infamous 4% rule that is referenced in any quality conversation about …
1 year, 7 months ago
Say Cheese!: The Retirement Spending Smile | David Blanchett | 110
Episode 110
Today Bill and Jackie are joined by another genius in the world of retirement planning research, David Blanchett, PhD, CFA, CFP. In his role at PGI…
1 year, 7 months ago
Childfree Wealth and Life Planning | Dr. Jay Zigmont | 109
Episode 109
In this episode we turn the tables as Bill joins Dr. Jay Zigmont, CFP on the Childfree Wealth podcast. Bill shares his journey as a late starter phys…
1 year, 7 months ago