Inflation Is Cooling...But Why Does Everything Still Feel So Expensive?
Inflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If...
11:53
Inflation Is Cooling...But Why Does Everything Still Feel So Expensive?
Inflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If...
11:53
Roth Conversions and the 5-Year Rule (Explained!)
Want an easy way to learn how the "Roth 5-Year Rule" affects your unique situation? Subscribe...
25:02
4 (Little-Known) Retirement Planning Misconceptions
Today I'm talking through four (rarely-discussed) retirement planning misconceptions. In fact,...
44:20
How to Invest During an Election Year
It's an election year. As a result, many retirement investors believe that the market MUST be...
16:58
Why We Need to Stop Talking About “Paying Off the National Debt”
The U.S. national debt recently crossed $34 trillion. Without causing some serious pain, paying...
42:50
How to Evaluate (and Choose) a Financial Advisor
With over 300,000 in the U.S., finding a financial advisor is easy. On the other hand, properly...
22:39
2024 Market Outlook: Why We Should Prepare for a Crash
Today I'm talking about stock market predictions. Specifically, I'm sharing: ‣ What happened...
16:09
4 Retirement and Tax Planning Updates for 2024
Today I’m sharing 4 (important!) retirement and tax planning updates for 2024. I'm also sharing...
19:53
Is Tax-Loss Harvesting Worth It?
Year-end is a popular time for tax planning strategies. Roth conversions. Charitable gifts....
19:05
3 Big Medicare Pitfalls to Avoid (In 2024)
Navigating the Medicare world is confusing and challenging. As a result, many retirees make...
14:20
Part 2: What the %@#! Is Happening to Bonds
In part two of my series on bonds, I'm tackling three BIG questions: 1.) With cash yielding 5%,...
23:39
What the %@#! Is Happening to Bonds (Part 1)
Bonds are down 20%+ over the past three years. Meanwhile, riskier asset classes (like U.S....
25:45
9 Fun (and Useful!) Facts About Investing & Retirement
Today I'm sharing nine fun facts about the economy, markets, and retirement. Along with being...
18:30
Credit Freeze: Top 5 (Listener!) Questions Answered
Everyone should freeze their credit. But most retirement savers I talk to have not tackled this...
12:24
What the Media Won't Tell You About Inflation
Last June, inflation hit a 40-year high of 9.1%. Since then, it’s been falling month over...
12:26
The Behavior Gap: How Retirement Investors Can Avoid It
Year after year, investors underperform the funds they invest in by almost 2%. 🤯 Not because of...
14:16
3 Financial Scams to Watch Out For in 2023
Consumers reported losing nearly $9 billion to fraud in 2022 — a 30% increase from the year...
20:35
Listener Q&A: Early Retirement Pitfalls, Best Index Funds to Invest In, and More!
In this episode, we're answering listener questions! Specifically, guest host Jeremy Schneider...
32:16
Why You Shouldn't Care About Your Credit Score
Almost every day, I (guest host Jeremy Schneider) hear someone mention their credit score....
20:50
Backdoor Roth IRA: What It Is, Pros + Cons, and How to Execute
Today we're talking about the Backdoor Roth IRA. Specifically, guest host Jeremy Schneider is...
09:26