Podcast Episodes

099 - How To Save For a Home in This Crazy Real Estate Market

Scott and James discuss how to save for a home in this crazy real estate market.

Planning Points Discussed

Retirement Planning Utilizing Time Effici…

5 years, 1 month ago

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098 - Should I Move to Another State to Save Money and Retire Earlier?

Scott and James discuss the pros and cons of moving to another state to save money in order to retire early.

Planning Points Discussed

Retirement Pl…

5 years, 1 month ago

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097 - How to Balance Debt Paydown, Savings, and Long-Term Investing

Scott and James discuss how best to balance debt paydown, savings, and long-term investing.

Planning Points Discussed

Retirement Planning Capital Ap…

5 years, 1 month ago

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096 - Should I Give My 4 Year Old a Credit Card?

Scott and James discuss whether or not you should give your 4 year old a credit card.

Planning Points Discussed

Retirement Planning Utilizing Time E…

5 years, 1 month ago

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095 - What To Do When You Have "Too Much Cash"

Scott and James discuss what to do when you have "too much cash".

Planning Points Discussed

Retirement Planning Utilizing Time Efficiently Capital A…

5 years, 1 month ago

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094 - When Should People Hire a Financial Planner?

Scott and James discuss when it's best for people to consider hiring a financial planner.

Planning Points Discussed

Retirement Planning Tax Planning…

5 years, 2 months ago

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093 - Should I Front Load Retirement Accounts When I'm Young?

Scott and James discuss whether or not you should front load retirement accounts while you're young.

Planning Points Discussed

Retirement Planning U…

5 years, 2 months ago

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092 - [Guest Interview] Can I use income earned overseas to fund US Retirement Accounts?

Listener Question:

I'm a US citizen living abroad. I started listening to your podcast when I hit 30. Alas, it was time to get my ducks in a row. I'v…

5 years, 2 months ago

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091 - [Guest Interview] How to Invest for Retirement If You Might Not Retire in the US

Listener Question

How do immigrants should strategize investing when there is a real possibility of going back to home country because of work visa d…

5 years, 2 months ago

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090 - How Do I Determine Taxes Owed on RSUs and ESPPs?

In this episode James and Scott discuss how to determine taxes owed on RSUs and ESPPs.

Questions discussed: What are the tax implications of my stock…

5 years, 3 months ago

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