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How This Savvy Young Planner is Helping Retirees | Emma Von Weise | 168
Episode 168
The average financial planner is about 56 years old, but 25-year-old Emma Von Weise got a running start learning about money as a teenager and is now…
10 months, 1 week ago
Reached FIRE At 50👉🏻 And Here's Why He Still Keeps Climbing | Darrow Kirkpatrick | 167
Episode 167
Darrow Kirkpatrick retired from a 29-year career in civil and software engineering in April 2011 at the age of 50 and started the blog 'Can I Retire …
10 months, 2 weeks ago
A Very Different Voice in Financial Planning | Jackie Cummings Koski | 166
Episode 166
In this crossover episode, Jackie joins the 'Wicked Pissah Podcast', brought to you by the Financial Planning Association (FPA) of New England. She t…
10 months, 3 weeks ago
Borderless FI: The Happy KiwiSaver | Ruth Henderson | 165
Episode 165
Ruth Henderson is the creator of 'The Happy Saver,' a beloved New Zealand blog and podcast that brings personal finance down to earth. She transition…
10 months, 3 weeks ago
Tell Your Story With A Book, Here's How | Azul Terronez | 164
Episode 164
Azul Terronez went from being an unknown schoolteacher to a Wall Street Journal and USA Today bestselling author. He is co-founder and lead coach at …
11 months ago
Late Starter Real Numbers: 1.5 M ➜ 864 K — And Back Again | J. C. & Bev Webber | 163
Episode 162
J.C. and Bev Webber's late-starter journey is proof that resilience + innovation can outrun even a Great Financial Crisis. J.C. gives us his real nu…
11 months, 1 week ago
From Silent Majority to Visible Voices | Bill & Jackie | 162
Episode 162
In this midweek episode, Bill and Jackie join the 'The Visible Voices' podcast, hosted by Dr. Resa E Lewiss. We highlight the voice of late starters …
11 months, 1 week ago
Case Study: The Real Numbers That Told Her She Could Quit her Job, Now! | Lisa B | 161
Episode 161
We ❤️ Case Studies! Nurse practitioner and mom of three, Lisa, opens up and shares what's in her wallet, and her heart. In this episode we dive into …
11 months, 2 weeks ago
The $1,000 Gift From Jonathan Clements To 18-Year-Olds | Bill Bernstein & Christine Benz | 160
Episode 160
Morningstar's Christine Benz and investing-history legend Dr. William Bernstein announces the Jonathan Clements "Getting Going on Savings" Initiative…
11 months, 3 weeks ago
Forget the Corporate Ladder, Here's How to Climb 'The Wealth Ladder' | Nick Maggiulli | 159
Episode 159
Nick Maggiulli is the data-driven creator of the blog 'Of Dollars And Data', Chief Operating Officer at Ritholtz Wealth, and author of the newly rele…
11 months, 4 weeks ago