Podcast Episodes

The Good, the Bad, and the Ugly of the OBBBA

Disclaimer:

At approximately 12:09 in this episode, the income thresholds were misstated. The correct information is that the phase-out applies to inc…

10 months, 1 week ago

Am I Behind? Rethinking Retirement Catch-Up Strategies

Do you ever feel like you're behind on retirement? A 41-year-old listener with over $230,000 saved and a 50%+ savings rate, certainly did. In this ep…

10 months, 3 weeks ago

Are You Saving Money in the Right Order?

We all know we should probably save some more, but when we pass the piggy bank phase and have larger amounts of money, things get a little more compl…

11 months, 1 week ago

From Saver to Spender: How to Ease the Emotional Shift into Retirement

Retirement is supposed to be the reward after decades of hard work, but for many, the hardest part is learning how to actually spend the money they’v…

1 year ago

Rethinking Your Retirement Timing

Why do some people delay retirement when they’re more than ready, while others want out the moment they hit the financial edge? In this episode, we e…

1 year ago

What’s the Purpose of Your Money?

What should you do with extra cash when markets feel shaky? In this episode, we break down why your savings rate is the real engine of wealth, and ho…

1 year, 1 month ago

Liberation Day, Trade Wars, and Your Portfolio: What Investors Need to Know

Is market volatility really all about tariffs? In the wake of the unexpectedly aggressive “Liberation Day,” headlines would have you believe so. But …

1 year, 1 month ago

The Art of Knowing When to Save or Spend

Balancing today’s lifestyle with tomorrow’s goals isn’t easy, but it’s doable. In this episode, we answer a listener's question about 401(k) contribu…

1 year, 2 months ago

Try Before You Buy: How to Test-Drive Big Life Transitions

Major financial transitions don't have to be binary choices – testing your assumptions before making big moves can prevent costly mistakes and regret…

1 year, 2 months ago

Taking Control of Your Financial Future: Planning, Investing & Risk Management

In the face of the uncertainty of life, it’s difficult knowing that many things are out of your control. Focusing on your financial well-being can of…

1 year, 2 months ago