Podcast Episodes
Back to SearchWhat's the Most Effective Way to Incorporate Giving Into Your Financial Plan?
Episode 178
Scott and James discuss the most effective way to incorporate giving into your financial plan.
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Listener Question:
Am I on tr…
3 years, 6 months ago
Does it Ever Make Sense to Purchase a Home with All Cash Down?
Episode 177
Scott and James discuss if you should ever purchase your home fully in cash.
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Listener Question:
I’m 27 and my goal is to hav…
3 years, 7 months ago
How Does A Pension Fit In Your Overall Retirement Plan?
Episode 176
Scott and James discuss how a pension fits into your overall retirement plan.
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Listener Question:
Am I on track to retire at …
3 years, 7 months ago
175 - 5 Employee Benefits To Get Right During Annual Enrollment
Scott and James discuss the 5 employee benefits to get right during annual enrollment!
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Planning Points Discussed
Utilizi…3 years, 7 months ago
174 - Is Roth or Traditional Better for FIRE?
Scott and James discuss if Roth or Traditional is better for FIRE (Financial Independence, Retire Early).
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Listener Questi…
3 years, 7 months ago
173 - Should I Dip into My Retirement Accounts to Purchase a Home?
Scott and James discuss if you should dip into your retirement accounts to purchase a home.
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Listener Question:
Sh…3 years, 7 months ago
172 - What Should I Do When I I Receive a Significant Bump in Income?
Scott and James discuss what to do when you receive a significant bump in income.
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Listener Question:
I would like…3 years, 8 months ago
171 - Should I Save My Money For The Future Or Spend it Today?
Scott and James discuss if you should save your money for the future or spend it today.
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Listener Question:
I am 40 years …
3 years, 8 months ago
170 - Where Should I Invest My Excess Income?
Scott and James discuss where to invest excess income.
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Planning Points Discussed
Utilizing Time Efficiently Capital Appr…3 years, 8 months ago
![169 - [New Format!] Are Your Investments Too Concentrated?](https://storage.buzzsprout.com/qu18w0vxlcuzlqaq2f9yz0ox548h?.jpg)
169 - [New Format!] Are Your Investments Too Concentrated?
Scott and James discuss if your investments are too concentrated.
NEW: We're on YouTube here!
Planning Points Discussed
Utilizing Time Efficiently C…3 years, 8 months ago