Podcast Episodes
Back to Search
089 - Is it Possible to Overfund Retirement?
In this episode James and Scott discuss whether or not it's possible to overfund retirement, and what you can do to avoid doing so.
Questions discuss…
5 years, 3 months ago
088 - Is an MBA Worth it? And How to Prepare Financially?
In this episode James and Scott discuss whether or not an MBA is worth it and how best to prepare financially.
Questions discussed: Is an MBA worth i…
5 years, 3 months ago
087 - Investing a Lump Sum vs Dollar Cost Averaging - Which is Better?
In this episode James and Scott discuss whether or not you should invest all at once (lump-sum) or invest smaller amounts over a period of time (doll…
5 years, 3 months ago
086 - Should I Apply Extra Cash to a Mortgage Refinance or Invest It?
In this episode James and Scott discuss whether or not you should apply extra cash to paying down the mortgage.
Questions discussed: What should I do…
5 years, 4 months ago
085 - GameStop, AMC & More - How to Think About Hot Stocks as an Investor
In this episode James and Scott discuss Gamestop Stock, AMC, Reddit, Hedge Funds, and how to think about "hot" stocks as an investor.
Questions discu…
5 years, 4 months ago
084 - How Should You Know When to Use a Roth IRA vs Traditional IRA?
In this episode James and Scott discuss the difference between a Traditional IRA & Roth IRA and which may be ideal for you based on your individual s…
5 years, 4 months ago
083 - 4 Things You Can Invest In
Scott and James discuss 4 things you can do to invest in your personal and financial growth and outline the steps involved to reach them.
Planning Po…
5 years, 4 months ago
082 - What is a Sustainable Withdrawal Rate?
What is a sustainable withdrawal rate in retirement? To put it in simple terms, it depends. Today we explain where the 4% withdrawal rate comes from …
5 years, 4 months ago
081 - What Should I Do When I Receive a Windfall?
In this episode of the podcast, we have a listener question:
I am about to come into a decent sum of money from selling a rental property. I’m 30 yea…
5 years, 5 months ago
080 - What Tax Investment Strategies Should I Be Aware of When Selling Stock Options
In this episode of the podcast, we have a listener question:
Just heard your podcast on the target date funds and really appreciate the insight as I'…
5 years, 5 months ago