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Episode | Date |
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Home Hack: Live with your Mom (in-law)
|
May 13, 2024 |
Don’t Fall for Flashy Headlines: Shiller PE Ratio
|
Apr 30, 2024 |
Don’t be Daft, use a DAF: Donor Advised Fund
|
Apr 23, 2024 |
The Joker Fund
|
Apr 16, 2024 |
IRA Beneficiaries: It’s all about the Benjamins
|
Apr 09, 2024 |
Don’t Panic: Overcoming Financial Avoidance
|
Mar 26, 2024 |
Dude, Where's My Money?
|
Mar 12, 2024 |
Top Secret Asset Locations
|
Mar 05, 2024 |
Anne Lester on Personal Finance
|
Feb 13, 2024 |
Risk: Why Timeframe Matters
|
Feb 06, 2024 |
Bitcoin ETF
|
Jan 30, 2024 |
Financial Portfolio Yearly Review Checklist
|
Jan 23, 2024 |
How to use your After-Tax 401k Contributions
|
Jan 09, 2024 |
Year End Review: What you did well and what to improve?
|
Jan 02, 2024 |
They can make you want to rollover
|
Dec 20, 2023 |
How to Hire a Financial Advisor
|
Dec 12, 2023 |
I’ve made the list, you check it twice
|
Dec 05, 2023 |
Not Your Father’s Personality Test
|
Nov 21, 2023 |
Set and Forget
|
Nov 14, 2023 |
Cut the Cords
|
Nov 07, 2023 |
Ongoing Costs
|
Oct 31, 2023 |
Beneficiaries
|
Oct 24, 2023 |
Three Account Types and Why You Need to Know About Them
|
Oct 17, 2023 |
Traditional 401k vs. Roth 401k – Which is truly better?
|
Oct 03, 2023 |
529 Masterclass: Three strategies to maximize the benefits of education savings plans
|
Sep 26, 2023 |
The 411 on 529’s
|
Sep 19, 2023 |
Attention
|
Sep 12, 2023 |
Should I Pay Down my Mortgage?
|
Sep 05, 2023 |
The icy grip of death awaits you ☠️
|
Aug 29, 2023 |
Be More Aggressive
|
Aug 22, 2023 |
Inflation is a Drag
|
Aug 15, 2023 |
The Logistics Matter
|
Aug 08, 2023 |
Read the Ingredients – Even on your investment funds
|
Aug 01, 2023 |
Your Life Doesn’t Matter
|
Jul 25, 2023 |
Rich vs. Wealthy
|
Jul 11, 2023 |
Choosing an Estate Trustee
|
Jul 04, 2023 |
Financial Misunderstandings
|
Jun 13, 2023 |
How to Beat the Stock Market
|
May 30, 2023 |
HSA’s: Healthy Retirement Saving
|
Apr 25, 2023 |
Clean Back Door Roth IRA
|
Apr 18, 2023 |
Get Your Parents to Pay
|
Apr 11, 2023 |
Portfolio for Kids
|
Apr 04, 2023 |
Ep. 100: Top 5 Brilliant Money Hacks to Save you Thousands
|
Mar 28, 2023 |
Silicon Valley Bank
|
Mar 21, 2023 |
5-Minute Savings for Kids
|
Mar 14, 2023 |
Should I Finance a New (or used) Car?
|
Mar 07, 2023 |
Secure Act 2.0
|
Jan 24, 2023 |
One Thing
|
Jan 18, 2023 |
Feel Good About Investing
|
Dec 13, 2022 |
End of Year Portfolio
|
Nov 29, 2022 |
Private Schools
|
Nov 15, 2022 |
Interest Rates
|
Nov 08, 2022 |
Kids and Money (Part 2)
|
Nov 01, 2022 |
Kids and Money
|
Oct 25, 2022 |
Taxes: How Much Do You Really Know?
|
Oct 11, 2022 |
Student Loan Forgiveness
|
Oct 04, 2022 |
You Can’t Beat the Market
|
Sep 27, 2022 |
Why I paid off my HELOC
|
Sep 14, 2022 |
Education Savings: All About 529’s
|
Aug 30, 2022 |
Education Savings
|
Aug 23, 2022 |
Invest Early and Wisely
|
Aug 16, 2022 |
Be Alert to Spend Less
|
Aug 09, 2022 |
The Value of a Financial Advisor
|
Aug 02, 2022 |
Unhurried Time
|
Jul 26, 2022 |
Good to the Last Drop
|
Jul 19, 2022 |
Mortgage Payoffs
|
Jul 05, 2022 |
Retirement Savings: How much?!?
|
Jun 28, 2022 |
Official Bear Market: What To Do
|
Jun 22, 2022 |
Intentional Attention (Part 2)
|
Jun 14, 2022 |
Attention: Don’t Make Your Family Compete With Your Phone
|
Jun 07, 2022 |
Protect Your Loved Ones: Estate Planning 101
|
May 31, 2022 |
How to Spend: Wait a Week
|
May 24, 2022 |
(Part 2) Set up Automatic Savings – Your Future Self with Thank You
|
May 17, 2022 |
(Part 1) Set up Automatic Savings – Your Future Self will Thank You
|
May 17, 2022 |
What is Your Plan for a Bear Market?
|
May 10, 2022 |
Teaching Kids About Money
|
May 03, 2022 |
Healthy Spending: Avoid Advertising
|
Apr 19, 2022 |
What is Human Capital and Why Does it Matter?
|
Apr 12, 2022 |
How To Spend: Focus on Healthy Spending
|
Apr 05, 2022 |
How to Handle Having Many 401k, IRA, and Other Bank Accounts
|
Mar 29, 2022 |
What Apps Do You Use? (Part 1)
|
Mar 22, 2022 |
What Apps Do You Use? (Part 2)
|
Mar 22, 2022 |
Wars and Investing
|
Mar 15, 2022 |
SEP-IRA vs. Solo 401k?
|
Mar 08, 2022 |
Masterclass: ETF vs. Mutual Funds (Part 2)
|
Mar 01, 2022 |
Masterclass: ETF vs. Mutual Funds
|
Mar 01, 2022 |
You Might be Losing $100k in Fees
|
Feb 22, 2022 |
How to Pay for Education Expenses
|
Feb 15, 2022 |
How to Invest in the Current Market Environment
|
Feb 08, 2022 |
Interest Rates Rising
|
Feb 01, 2022 |
I’m 18 Years Old. How Should I Think About Investing?
|
Jan 25, 2022 |
Target Date Funds
|
Jan 18, 2022 |
Why Figure Out Your Net Worth?
|
Jan 11, 2022 |
Which Account Do I Use First?
|
Jan 04, 2022 |
2021 In Review
|
Dec 28, 2021 |
Use a Donor Advised Fund to Save on Taxes
|
Dec 21, 2021 |
Portfolio Rebalancing: Keep Risk in Check
|
Dec 14, 2021 |
What is Freedom Investing?
|
Dec 07, 2021 |
8 Tips to Pay Less Tax Continued
|
Nov 30, 2021 |
8 Tips to Maximize Tax Savings
|
Nov 30, 2021 |
Tax Strategies when donating 100% of your Income to Charity
|
Nov 23, 2021 |
Treasury Bonds at 7%? Yes please.
|
Nov 16, 2021 |
Financial Planning for the Great Resignation
|
Nov 09, 2021 |
How Do You Tax Unrealized Capital Gains for Billionaires?
|
Nov 02, 2021 |
Save Money With Smart Year-End Tax Planning
|
Oct 26, 2021 |
Should you Invest in this Hot investment?
|
Oct 19, 2021 |
How to use your HSA as a Retirement Account
|
Oct 12, 2021 |
What do your Investments Cost?
|
Oct 05, 2021 |
The Lesson I Learned in March 2020
|
Sep 28, 2021 |
Has Risk Changed?
|
Sep 21, 2021 |
How you should think about Risk
|
Sep 14, 2021 |
How Billionaires Avoid Taxes
|
Sep 07, 2021 |
Why Hire a CFP?
|
Aug 31, 2021 |
BONUS: Stock Market Bubbles
|
Aug 24, 2021 |
Are we in a Stock Bubble?
|
Aug 17, 2021 |
BONUS: Index Funds, Robos and Markets
|
Aug 15, 2021 |
Why I No Longer Recommend Using Robo-Advisors
|
Aug 10, 2021 |
How to Maximize Employer Benefits such as After-Tax 401k and ESPP
|
Aug 03, 2021 |
Are you Investing or Speculating?
|
Jul 27, 2021 |
How to Invest Your Emergency Fund
|
Jul 20, 2021 |
Investing: Active Vs. Passive
|
Jul 13, 2021 |
Why a 60/40 Portfolio is Not for You
|
Jul 06, 2021 |
Independence Day: Are you Financially Free?
|
Jun 29, 2021 |
Should you invest in Bitcoin?
|
Jun 22, 2021 |
How to Prepare for Inflation
|
Jun 15, 2021 |
Financial Planning Done Right
|
Jun 08, 2021 |
How to create a paycheck in Retirement
|
Jun 01, 2021 |
Ep15 – Roth IRA for Minors
|
May 25, 2021 |
Ep 14: How to turn $3,000 into $50,000,000!
|
May 18, 2021 |
Ep 13: Should you invest in individual stocks?
|
May 11, 2021 |
Ep 12: How to invest extra cash into the Stock Market
|
May 04, 2021 |
Ep 11: How to think about Insurance to protect you and your family
|
Apr 27, 2021 |
Ep 10: After-Tax 401(k) Contributions
|
Apr 20, 2021 |
Ep 9: How to use your HSA as a Retirement Account
|
Apr 13, 2021 |
Ep 8: How to use a Backdoor Roth
|
Apr 06, 2021 |
Ep 7: Which account should I save money next?
|
Mar 30, 2021 |
Ep 6: My company just went through an IPO. Now what!?
|
Mar 23, 2021 |
Ep 5: What is a Donor Advised Fund and why have one?
|
Mar 09, 2021 |
Ep 4: Individual Retirement Accounts: Traditional vs. Roth
|
Feb 23, 2021 |
Ep 3: Health Savings Account (HSA) - What is it and how to use it?
|
Feb 12, 2021 |
Ep 2: Portfolio Allocation - How to think about your investments
|
Feb 09, 2021 |
Ep 1: Stimulus Package - What it means for You
|
Feb 05, 2021 |