All Episodes
Five Minute Finance — 200 episodes
The Real Lesson After 200 Conversations About Money
Tax Planning vs. Tax Preparation - They Are NOT the Same Thing
Why High Earners Still Feel Broke (And How to Fix It Without Cutting Everything)
Equity Compensation, Stock Options and RSUs: How to Make Smarter Decisions With Company Stock
Private Markets: Should You Go Beyond the Stock Market?
Navigating Tax Season: Top 10 Smart Saving Tips for 2026
Are Index Funds Still Safe? S&P 500 Concentration Risk Explained
How to Track Your Net Worth (and Why It Matters)
Five Simple Moves to Set Up Your Best Financial Year
The Juggling Act: A Financial Guide for High-Achieving Parents
Boost Family Values: Smart Charity Strategies using a Donor Advised Fund
Parenting and Portfolios: Are Your Folks Making Costly Mistakes?
Worried about the Stock Market? Don't Forget about Your College Savings!
Can Money Buy Happiness? Yes—But Not the Way You Think
From Windfall to Wealth: Building a Lasting Financial Future
Learn the Secrets of Inherited IRAs: What are Smart Strategies?
More Money in Your Pocket: The Impact of the One Big Bill
Navigating Cash Crunches: Should You Press Pause on Retirement Savings?
Maximize Your Employee Stock Purchase Plan (ESPP): Should I Hold or Sell?
Why Successful People Automate Their Money: 5 Life-Changing Steps
Feeling Burnt Out at Your Job? How to Design and Take a Gap Year
What Every Parent Needs to Teach about Money Before Freshman Year
Alternative Investments: Worthy of Your Dollars?
The Hidden Risk in Your Portfolio
What Will YOU Pay for College?
How Much Should You Have in Bonds?
Market Volatility - Panic Methodically
How to Choose Investments: A 4-part Framework 4 Choosing the Best 4 Your Portfolio
Taxes: A Guide to Filing with Confidence
College / Retirement Savings & Spending ⚖️
Inheriting Money from Parents
Planning for a Career Change with Jennifer Fink
Permission to Spend
Traditional or Roth: Choose the Right 401(k)
Will the Stock Market Go Up or Down in 2025?
2024 Year-End Financial Checklist
Grandparent 529 Education Savings
Is there Cash sitting in your Rollover IRA or Inherited IRA?
Employee Benefits Can Save You Thousands of Dollars
Top Five Scariest Financial Planning Topics
How Much Should You Save for College?
How (In)Sure(d) Are You?
Boost Teenager Credit Score
Don’t Invest in Election Results
SPIVA: It’s Not Another Artificial Sweetener
Securities Lending: Is it For You?
The Sun May be Setting on Your Tax Benefits 🌅
No Free Lunch - Know Your Fees
Back-to-Basics: Roth Conversions
Don’t Go with the Flow
The Elephant in the Room
Never Pay Taxes: Circumvent Uncle Sam with an HSA
Don Your Crown - Your Dynasty Awaits
10 Financial Hot Topics for 2024: Boring and Painful
Is the Social Security Sky Falling?
Capital Pains
To-Do or Not To-Do? Take a Calendar Approach
Inherited IRAs
Home Hack: Live with your Mom (in-law)
Don’t Fall for Flashy Headlines: Shiller PE Ratio
Don’t be Daft, use a DAF: Donor Advised Fund
The Joker Fund
IRA Beneficiaries: It’s all about the Benjamins
Don’t Panic: Overcoming Financial Avoidance
Dude, Where's My Money?
Top Secret Asset Locations
Anne Lester on Personal Finance
Risk: Why Timeframe Matters
Bitcoin ETF
Financial Portfolio Yearly Review Checklist
How to use your After-Tax 401k Contributions
Year End Review: What you did well and what to improve?
They can make you want to rollover
How to Hire a Financial Advisor
I’ve made the list, you check it twice
Not Your Father’s Personality Test
Set and Forget
Cut the Cords
Ongoing Costs
Beneficiaries
Three Account Types and Why You Need to Know About Them
Traditional 401k vs. Roth 401k – Which is truly better?
529 Masterclass: Three strategies to maximize the benefits of education savings plans
The 411 on 529’s
Attention
Should I Pay Down my Mortgage?
The icy grip of death awaits you ☠️
Be More Aggressive
Inflation is a Drag
The Logistics Matter
Read the Ingredients – Even on your investment funds
Your Life Doesn’t Matter
Rich vs. Wealthy
Choosing an Estate Trustee
Financial Misunderstandings
How to Beat the Stock Market
HSA’s: Healthy Retirement Saving
Clean Back Door Roth IRA
Get Your Parents to Pay
Portfolio for Kids
Ep. 100: Top 5 Brilliant Money Hacks to Save you Thousands
Silicon Valley Bank
5-Minute Savings for Kids
Should I Finance a New (or used) Car?
Secure Act 2.0
One Thing
Feel Good About Investing
End of Year Portfolio
Private Schools
Interest Rates
Kids and Money (Part 2)
Kids and Money
Taxes: How Much Do You Really Know?
Student Loan Forgiveness
You Can’t Beat the Market
Why I paid off my HELOC
Education Savings: All About 529’s
Education Savings
Invest Early and Wisely
Be Alert to Spend Less
The Value of a Financial Advisor
Unhurried Time
Good to the Last Drop
Mortgage Payoffs
Retirement Savings: How much?!?
Official Bear Market: What To Do
Intentional Attention (Part 2)
Attention: Don’t Make Your Family Compete With Your Phone
Protect Your Loved Ones: Estate Planning 101
How to Spend: Wait a Week
(Part 2) Set up Automatic Savings – Your Future Self with Thank You
(Part 1) Set up Automatic Savings – Your Future Self will Thank You
What is Your Plan for a Bear Market?
Teaching Kids About Money
Healthy Spending: Avoid Advertising
What is Human Capital and Why Does it Matter?
How To Spend: Focus on Healthy Spending
How to Handle Having Many 401k, IRA, and Other Bank Accounts
What Apps Do You Use? (Part 2)
What Apps Do You Use? (Part 1)
Wars and Investing
SEP-IRA vs. Solo 401k?
Masterclass: ETF vs. Mutual Funds (Part 2)
Masterclass: ETF vs. Mutual Funds
You Might be Losing $100k in Fees
How to Pay for Education Expenses
How to Invest in the Current Market Environment
Interest Rates Rising
I’m 18 Years Old. How Should I Think About Investing?
Target Date Funds
Why Figure Out Your Net Worth?
Which Account Do I Use First?
2021 In Review
Use a Donor Advised Fund to Save on Taxes
Portfolio Rebalancing: Keep Risk in Check
What is Freedom Investing?
8 Tips to Pay Less Tax Continued
8 Tips to Maximize Tax Savings
Tax Strategies when donating 100% of your Income to Charity
Treasury Bonds at 7%? Yes please.
Financial Planning for the Great Resignation
How Do You Tax Unrealized Capital Gains for Billionaires?
Save Money With Smart Year-End Tax Planning
Should you Invest in this Hot investment?
How to use your HSA as a Retirement Account
What do your Investments Cost?
The Lesson I Learned in March 2020
Has Risk Changed?
How you should think about Risk
How Billionaires Avoid Taxes
Why Hire a CFP?
BONUS: Stock Market Bubbles
Are we in a Stock Bubble?
BONUS: Index Funds, Robos and Markets
Why I No Longer Recommend Using Robo-Advisors
How to Maximize Employer Benefits such as After-Tax 401k and ESPP
Are you Investing or Speculating?
How to Invest Your Emergency Fund
Investing: Active Vs. Passive
Why a 60/40 Portfolio is Not for You
Independence Day: Are you Financially Free?
Should you invest in Bitcoin?
How to Prepare for Inflation
Financial Planning Done Right
How to create a paycheck in Retirement
Ep15 – Roth IRA for Minors
Ep 14: How to turn $3,000 into $50,000,000!
Ep 13: Should you invest in individual stocks?
Ep 12: How to invest extra cash into the Stock Market
Ep 11: How to think about Insurance to protect you and your family
Ep 10: After-Tax 401(k) Contributions
Ep 9: How to use your HSA as a Retirement Account
Ep 8: How to use a Backdoor Roth
Ep 7: Which account should I save money next?
Ep 6: My company just went through an IPO. Now what!?
Ep 5: What is a Donor Advised Fund and why have one?
Ep 4: Individual Retirement Accounts: Traditional vs. Roth
Ep 3: Health Savings Account (HSA) - What is it and how to use it?
Ep 2: Portfolio Allocation - How to think about your investments
Ep 1: Stimulus Package - What it means for You