Podcast Episodes

Why Your Savings Rate Is Probably Too High

Episode 373

Can “save more” be bad advice? We’re pulling back the curtain on something financial advisors rarely discuss: how saving too much can harm your quality of life. We'll unpack the uncomfortable truth a…

Published on 4 months, 1 week ago

Put the Fam On Payroll: Tax Hacks For Business Owners

Episode 372

Want to keep more money in the family? Hiring family members in your business can translate into some big tax savings — and set your kids up to get ahead with their own savings. Fresh off tax season,…

Published on 4 months, 2 weeks ago

Emergency Pod: New IBR and PAYE Under Threat in New GOP Bill

House GOP has proposed a new bill that would radically reshape student loans for years to come. But it would also impact existing borrowers too if were to pass.

Published on 4 months, 2 weeks ago

Listener Q’s About SAVE, Buyback, Debt Payoff and More

Episode 371

Got student loan questions weighing on you? You're definitely not alone. This week, we're opening up the Student Loan Planner mailbag to tackle some of the most pressing issues borrowers are facing. …

Published on 4 months, 2 weeks ago

Quarterly Taxes for High Earners: What, Why and How To Plan Ahead

Episode 370

Tax season might be in the rearview mirror, but if you're self-employed or earn income outside of a regular paycheck, quarterly estimated taxes are still very much on your radar. We’re showing you ho…

Published on 4 months, 3 weeks ago

Major Accident at ED About Married Filing Separate

Episode 369

The Department of Education dropped a bombshell announcement that would've killed a loophole strategy many of you use to keep your student loan payments manageable, only for the agency to quickly w…

Published on 4 months, 3 weeks ago

Markets, Tariffs & Tantrums: What To Do About the Market

Episode 368

Last week, the market went on a wild ride, and it all started with steep tariff hikes — especially on imports from China. The market’s reaction was fast and furious, with sharp drops and an even quic…

Published on 4 months, 4 weeks ago

Negotiated Rulemaking Announced (PSLF, PAYE and ICR Borrowers Need to Pay Attention)

Episode 367

The Department of Education just dropped a negotiated rulemaking announcement, and while it might sound like dry policy talk, this one’s worth your attention — especially if you’re pursuing Public Se…

Published on 5 months ago

Your HSA Can Do WHAT?!

Episode 366

Health Savings Accounts (HSAs) don’t always get the spotlight, but they should. They’re one of the most flexible and tax-friendly tools out there — and we’re digging into why. We’re joined by Kathlee…

Published on 5 months ago

Who Can (and Cannot) Trust Their New IDR Recertification Date

Episode 365

The Trump administration recently pushed out income-driven repayment (IDR) recertification dates — some all the way to 2027. (I'm not even kidding.) But can you actually count on these extensions? We…

Published on 5 months, 1 week ago