Podcast Episodes
Back to SearchShould I Invest in My Health Savings Account?
Are you using your Health Savings Account to its full potential? HSAs are great for covering immediate healthcare costs, but with careful planning, t…
2 years ago
What Should You Do With Your Stock Portfolio?
Deciding what to do with your stocks can prove to be a problem, challenge, and opportunity all at once. With a huge portfolio in front of you, what c…
2 years ago
What Should You Do With Your Pile of Cash?
Is your cash currently sitting under your mattress, withering away with inflation? While stashing your cash seems like a safe bet, it limits your acc…
2 years ago
Is It Possible To Actually Reach FIRE?
What does being financially independent mean to you? Those chasing FIRE (Financial Independence, Retire Early) are choosing to live frugally now to a…
2 years, 1 month ago
How Can You Avoid Surprises Next Tax Season?
Does your anxiety spike every time tax season rolls around? The possibility of receiving an unexpected tax bill can bring a sense of dread to the ent…
2 years, 1 month ago
Final Episode - How To Stay In Touch With Us!
Episode 193
Scott and James thank all of the fans for years of support for listening to the podcast and review where you can find them if you're looking for cust…
3 years, 3 months ago
How to Balance a Home Purchase with Saving for Retirement?
Episode 192
Scott and James discuss how to balance a home purchase with saving for retirement.
Listener Question:
We want to stay in manhattan and want to be home …
3 years, 3 months ago
What Should You Do If You Make Too Much To Contribute To a Roth IRA?
Episode 191
Scott and James discuss what to do if you make too much to contribute to a Roth IRA.
Listener Question:
I am currently 33 years old, single, and am nea…
3 years, 3 months ago
The Truth About an MBA - Is It Worth It?
Episode 190
Scott and James discuss whether or not an MBA is worth it.
Planning Points Discussed
Utilizing Time EfficientlyCapital AppreciationPurchasing PowerOthe…3 years, 4 months ago
How Are Different Types of Investment Withdrawals Taxed?
Episode 189
Scott and James discuss the tax implications of withdrawing income from various accounts in retirement.
Listener Question:
Can you talk about how some …
3 years, 4 months ago