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Year End Financial Wrap Up, Tips, and Resolutions | Eric Simonson | 108
Year End Financial Wrap Up, Tips, and Resolutions | Eric Simonson | 108

Episode 108

Hard to believe that 2024 is almost over but before we close it out, we have some end-of-year financial tips with special guest Eric Simonson, CFP an…

1 year, 7 months ago

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Finding the Sweet Spot: Financial Literacy Meets Psychology | Jack Howard From Ally at FinCon | 107
Finding the Sweet Spot: Financial Literacy Meets Psychology | Jack Howard From Ally at FinCon | 107

Episode 107

Our guest today is Jacqueline (Jack) Howard, head of Money Wellness at Ally Financial, a leading voice in financial health & wellness, and fierce cha…

1 year, 8 months ago

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Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106
Sequence of Returns Risk: What Every Retiree Needs to Know | Karsten Jeske | 106

Episode 106

Karsten Jeske also known as "Big ERN" is the founder and genius behind Early Retirement Now. He writes on all topics related to personal finance but …

1 year, 8 months ago

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Space Telescopes, Sunflowers, and Financial Gardening | Jesse Cramer | 105
Space Telescopes, Sunflowers, and Financial Gardening | Jesse Cramer | 105

Episode 105

In this episode, Jesse Cramer discusses the essential considerations for pre and post-retirement planning and the major factors late starters should …

1 year, 8 months ago

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Tennis and the Stock Market: Winning the Loser's Game | Disha Spath | 104
Tennis and the Stock Market: Winning the Loser's Game | Disha Spath | 104

Episode 104

By day, Dr. Disha Spath is an internist caring for her patient's physical and mental health.  By night, my she's known as The Frugal Physician and ho…

1 year, 8 months ago

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Generosity and Smart Spending: A Family Affair | Andy Hill | 103
Generosity and Smart Spending: A Family Affair | Andy Hill | 103

Episode 103

Andy Hill is an award-winning blogger, podcaster, Youtuber and family finance coach. All under the brand of 'Marriage, Kids, and Money', his primary …

1 year, 9 months ago

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Beyond the Alphabet Soup: Expert Tips for Mastering Medicare & Avoiding Pitfalls | Danielle Roberts | 102
Beyond the Alphabet Soup: Expert Tips for Mastering Medicare & Avoiding Pitfalls | Danielle Roberts | 102

Episode 102

This episode explores the intricate and confusing world of Medicare with leading expert Danielle Roberts. Danielle is founding partner at Boomer Bene…

1 year, 9 months ago

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Wanderlust and Wealth: A Nomadic Guide to FI | Cris Gawlik | 101
Wanderlust and Wealth: A Nomadic Guide to FI | Cris Gawlik | 101

Episode 101

Cris Gawlik sold all her possessions in 2019 to travel the world, and in this episode she shares her fascinating nomadic journey. Learn how she utili…

1 year, 9 months ago

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From Zero to Hero: A Late Starter's Guide to the Galaxy | Becky Heptig | 100
From Zero to Hero: A Late Starter's Guide to the Galaxy | Becky Heptig | 100

Episode 100

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Join host Bill and guest Diana Falck as they explore the intersection of community resilience and getting involved. In…

1 year, 9 months ago

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Maximizing HSAs Part 2: Devising Drawdowns, Badass Scenarios & Listener Questions | Jeff York | 99
Maximizing HSAs Part 2: Devising Drawdowns, Badass Scenarios & Listener Questions | Jeff York | 99

Episode 99

In the second episode of this special two-part series we continue with our deep dive conversation about Health Savings Accounts (HSAs) with Bill and …

1 year, 9 months ago

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