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This is a Podcast to help people retire early and help people retire now. Financial Planning topics will be covered and explained so you can plan and retire with confidence.
| Episode | Date |
|---|---|
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Should You Use Cash, Debt, or Investments for a Big Purchase?
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May 05, 2026 |
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How to Use the Next 10 Years to Create More Freedom
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Apr 21, 2026 |
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Why Traditional Retirement Investing Fails Early Retirees
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Mar 31, 2026 |
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The Year That Almost Broke Them Financially (And What Fixed It)
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Mar 24, 2026 |
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You Planned for College… But Did You Forget About Retirement?
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Mar 17, 2026 |
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If You’re Making $400,000 Per Year, Maxing Your 401(k) Won’t Be Enough
|
Mar 10, 2026 |
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4 Reasons Why $400,000 a Year Doesn’t Feel Like Enough
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Mar 03, 2026 |
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Discipline Is Overrated After $300K
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Feb 24, 2026 |
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Building Financial Flexibility Beyond Retirement Accounts
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Feb 10, 2026 |
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Coast FIRE with Kids: What Changes When Life Gets More Expensive (and More Meaningful)
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Feb 03, 2026 |
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The 3-Bucket System: Spending, Flexibility, Freedom.
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Jan 27, 2026 |
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How to Know When You’re Saving Enough (Without Waiting for a Magic Number)
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Jan 20, 2026 |
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6 Financial Blindspots High Earners Don’t Realize Are Holding Them Back
|
Jan 13, 2026 |
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When Saving More Stops Helping: Finding the Balance Between Financial Discipline and Enjoyment
|
Jan 06, 2026 |
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Make 2026 a Financial Success
|
Dec 30, 2025 |
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When Your Money Gets Heavy: Turning Wealth Anxiety Into Confidence
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Dec 23, 2025 |
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How Hard Is It to Save a Million Dollars?
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Dec 16, 2025 |
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Maximizing Wealth in Your 30s and 40s: A Step-by-Step Guide
|
Dec 09, 2025 |
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Portfolio Clean-Up: What to Sell, Keep, or Rebalance
|
Dec 02, 2025 |
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How Gratitude Can Help You Retire Early
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Nov 19, 2025 |
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End-of-Year Tax Strategies You Don't Want to Miss
|
Nov 12, 2025 |
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How to Know When to Stop Saving and Start Living
|
Nov 05, 2025 |
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Maximizing Your Employee Benefits During Open Enrollment 2025
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Oct 29, 2025 |
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5 Common Financial Blindspots I See Every Day as a Planner
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Oct 14, 2025 |
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When to Sell a Stock: How to Know If You’re Holding On Too Long
|
Oct 07, 2025 |
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Celebrating 100 Episodes: Top 10 Financial Takeaways
|
Sep 30, 2025 |
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How to Know When Retirement Accounts Aren’t Enough
|
Sep 24, 2025 |
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How Smart Saving Created Security Through Life’s Challenges
|
Sep 16, 2025 |
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The 3-Bucket Strategy to Balance Saving, Flexibility, and Retirement Security
|
Sep 09, 2025 |
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How to Know When You Can Stop Saving So Aggressively
|
Sep 02, 2025 |
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Lifestyle Design While Coasting: How to Live Your Retirement Dreams Now
|
Aug 26, 2025 |
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How to Achieve Coast FIRE in Your 30s and 40s with Kids and a High Income”
|
Aug 19, 2025 |
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Financial Independence vs. Financial Freedom: Why Chasing a Number Could Hurt Your Retirement & How Coast FIRE Creates Balance
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Aug 12, 2025 |
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Taxable Brokerage Accounts: 5 Essential Optimization Strategies for High-Income Earners
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Aug 05, 2025 |
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5 Money Conversations Every Couple Must Have for a Stronger Relationship and Financial Future
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Jul 29, 2025 |
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Five Crucial Financial Steps Before Leaving Your High Paying Job
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Jul 22, 2025 |
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Parenting for Financial Freedom: Why Teaching Kids About Money Matters
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Jul 18, 2025 |
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A Quick Update
|
Jul 15, 2025 |
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The Biggest Retirement Planning Mistake High-Income Earners in Their 40s Make — And How to Avoid It
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Jul 08, 2025 |
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5 Financial Habits High-Income Earners Nail (And How You Can Too)
|
Jul 01, 2025 |
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Midyear Financial Checkup: 5 Essential Steps to Stay on Track
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Jun 24, 2025 |
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Mastering Financial Independence: Cutting Expenses for Early Retirement
|
Jun 17, 2025 |
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5 Ways to Tap Your Retirement Funds Before 59½ (Without Getting Burned)
|
Jun 10, 2025 |
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Social Security Explained for Early Retirees: Taxes, Timing & Strategies
|
Jun 03, 2025 |
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Early Retirement : How to Maximize Your Wealth and Minimize Your Taxes
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May 27, 2025 |
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5 Fastest Ways to Build Wealth for High-Income Professionals
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May 20, 2025 |
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Retiring Early with a Semi-Retirement
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May 13, 2025 |
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Maximizing Your Wealth: Why Increasing Income Outweighs Investment Returns
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May 06, 2025 |
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Maximizing Wealth for Early Retirement: Essential Strategies and Key Milestones
|
Apr 29, 2025 |
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Term vs. Whole Life Insurance: Which is Right for You?
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Apr 22, 2025 |
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Target Date Funds vs. Custom Investment Allocation: A Deep Dive
|
Apr 15, 2025 |
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5 Proactive Tax Strategies Every High-Income Earner Should Implement This Year
|
Mar 25, 2025 |
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Pension Lump Sum vs. Monthly Payments: How to Choose the Best Retirement Option
|
Mar 18, 2025 |
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Are You Ready for Retirement? 5 Money Goals to Reach by 50
|
Mar 11, 2025 |
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Five Financial Benchmarks to Achieve by Age 40
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Mar 04, 2025 |
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Maximizing Wealth with Direct Index Investing: A Tax-Efficient Strategy for High-Income Earners
|
Feb 25, 2025 |
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How US Tariffs Could Impact Your Financial Goals
|
Feb 18, 2025 |
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Smart Car Buying: Financial Tips for Maximizing Wealth
|
Feb 11, 2025 |
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Top 5 Worst Financial Decisions to Avoid for Financial Independence
|
Feb 04, 2025 |
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Mastering Public Service Loan Forgiveness for Doctors
|
Jan 28, 2025 |
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Strategies for Managing Student Loan Debt for Physicians and Attorneys
|
Jan 22, 2025 |
|
Can New Doctors Afford a Million Dollar Home? | Retire Early, Retire Now Podcast
|
Jan 14, 2025 |
|
Tax Season Made Simple: Key Documents High-Income Earners Need
|
Jan 07, 2025 |
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Top 5 Financial Planning Tips for High Income Earners in 2025
|
Dec 31, 2024 |
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Tax-Efficient Charitable Giving Strategies
|
Dec 24, 2024 |
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Roth Conversions: Building Long-Term Tax Flexibility and Control
|
Dec 17, 2024 |
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Offering Employee Benefits With Danny White
|
Dec 12, 2024 |
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Pre-Tax 401(k) vs. Roth 401(k): Which is Right for You?
|
Dec 10, 2024 |
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Tax Basics High Income Earners Should Know
|
Dec 03, 2024 |
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Ending the Year Strong: Gratitude, Reconnection, and Experiences
|
Nov 26, 2024 |
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Why Your Personal Rate of Return is More Important
|
Nov 19, 2024 |
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Estate Planning with Haley Yackee
|
Nov 12, 2024 |
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It's that time again... Open Enrollment With Danny White!
|
Nov 05, 2024 |
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Reducing Your Lifetime Tax Bill is a Wealth Building Super Power
|
Oct 24, 2024 |
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What They Dont Tell You About Taxes
|
Oct 22, 2024 |
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The Roadmap to Retirement: What to do in your 20's, 30's, 40's, 50's, and 60's
|
Oct 15, 2024 |
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If You Don't Track it, It Will Not Improve
|
Oct 08, 2024 |
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Introducing The Palm Valley Pathway
|
Oct 01, 2024 |
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What should I do with my investments during this election cycle?
|
Sep 24, 2024 |
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Preparing Your Finances as Interest Rates Decline
|
Sep 18, 2024 |
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Debunking 5 Common Myths About LLCs: What Business Owners Should Know
|
Sep 10, 2024 |
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Effective Tax Strategies To Consider Before Year-End
|
Sep 03, 2024 |
|
Retirement Strategies for High Income Earners: The 3 Bucket Strategy
|
Aug 27, 2024 |
|
How to Avoid the silent wealth killer... Lifestyle Creep
|
Aug 20, 2024 |
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Balancing Short-Term and Long-Term Financial Goals
|
Aug 13, 2024 |
|
Episode 40: Should I repair my car or replace my car?
|
Jul 02, 2024 |
|
Episode 39:The 3-bucket strategy maximizes flexibility and longevity, offering the best chance for success.
|
Jun 25, 2024 |
|
Episode 38: How physicians can minimize their biggest expense!
|
Jun 18, 2024 |
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Episode 37: Life insurance 101
|
Jun 10, 2024 |
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Episode 36: Protect Your Most Valuable Asset
|
Jun 04, 2024 |
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Episode 35: From Residency to Attending... 10 Financial Planning Tips for New Attending Physicians
|
May 28, 2024 |
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Episode 34: Physicians can contribute how much to their retirement plans?!
|
May 21, 2024 |
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Episode 33: Is the 1% advisor fee really worth it? ( listener question answered)
|
May 14, 2024 |
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Episode 32. Real Estate Transactions with Amanda Romeo
|
May 07, 2024 |
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Episode 31: Mortgage Broker vs. Lender with Alex Testa of First Down Mortgage
|
Apr 30, 2024 |
|
Episode 30: Everyone Should Take Time to Refocus on What's Important
|
Apr 23, 2024 |
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Episode 29: 5 ways to maximize your 30's to give you more freedom in your 40's
|
Apr 16, 2024 |
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Episode 28: Avoiding Fraud with Detective David Elliott
|
Apr 09, 2024 |
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Episode 27: Tax Prep vs Tax Planning with Wendy Barlin, CPA
|
Apr 02, 2024 |
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Episode 26: Preparing your Child for the Journey from High school to College with Wendy Mollo
|
Mar 26, 2024 |
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Episode 25: How do I fund my child's college?
|
Mar 19, 2024 |
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Episode 24: Maximizing your financial freedom with a 3 bucket strategy
|
Mar 12, 2024 |
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Episode 23: 5 Ways to Contribute to a Roth Account
|
Mar 05, 2024 |
|
Episode 22: The HSA: Minimizing your taxes and maximizing your net worth!
|
Feb 27, 2024 |
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Episode 21: Annuities: The Good, The Bad, The Ugly
|
Feb 20, 2024 |
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Episode 20: 20 important factors to consider before venturing into rental real estate
|
Feb 13, 2024 |
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Episode 19: 5 Estate Planning Mistakes!
|
Feb 06, 2024 |
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Episode 18: 5 Reasons Everyone Should Own a Business
|
Jan 30, 2024 |
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Episode 17: Taking Charge of Your Investments: The Top 5 Controllable Factors
|
Jan 23, 2024 |
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Episode 16: The 5 Biggest Risk to Destroying Your Wealth
|
Jan 16, 2024 |
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Episode 15: The Corporate Transparency Act
|
Jan 09, 2024 |
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Episode 14: Pay Yourself First in 2024
|
Jan 02, 2024 |
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Episode 13: Dude, Where's my 401(k)?
|
Dec 19, 2023 |
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Episode 12: 7 Simple Steps to Building Wealth
|
Dec 12, 2023 |
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Episode 11: What you should expect when hiring a financial advisor.
|
Dec 05, 2023 |
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Episode 10: The Value of On-going Planning
|
Nov 28, 2023 |
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Episode 9: Which Financial Advisor is right for you?
|
Nov 21, 2023 |
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Episode Number 8: Practicing Life Focused Spending in Retirement
|
Nov 14, 2023 |
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Episode 7: Optimizing your Side Business
|
Nov 07, 2023 |
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Episode 6: Using Tax Planning in an Early Retirement
|
Oct 31, 2023 |
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Episode 5: Maximizing your Employee Benefits with Danny White
|
Oct 24, 2023 |
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Episode 4: 3 Tips and a Mistake: Roth IRA's
|
Oct 17, 2023 |
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Episode 3: 4 Things to do Before the End of the Year!
|
Oct 10, 2023 |
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Episode 2: What is the Desk Drawer Theory?
|
Oct 03, 2023 |
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Retire Early, Retire Now! Episode 1
|
Sep 21, 2023 |