All Episodes
Retire Early, Retire Now! — 125 episodes
Should You Use Cash, Debt, or Investments for a Big Purchase?
How to Use the Next 10 Years to Create More Freedom
Why Traditional Retirement Investing Fails Early Retirees
The Year That Almost Broke Them Financially (And What Fixed It)
You Planned for College… But Did You Forget About Retirement?
If You’re Making $400,000 Per Year, Maxing Your 401(k) Won’t Be Enough
4 Reasons Why $400,000 a Year Doesn’t Feel Like Enough
Discipline Is Overrated After $300K
Building Financial Flexibility Beyond Retirement Accounts
Coast FIRE with Kids: What Changes When Life Gets More Expensive (and More Meaningful)
The 3-Bucket System: Spending, Flexibility, Freedom.
How to Know When You’re Saving Enough (Without Waiting for a Magic Number)
6 Financial Blindspots High Earners Don’t Realize Are Holding Them Back
When Saving More Stops Helping: Finding the Balance Between Financial Discipline and Enjoyment
Make 2026 a Financial Success
When Your Money Gets Heavy: Turning Wealth Anxiety Into Confidence
How Hard Is It to Save a Million Dollars?
Maximizing Wealth in Your 30s and 40s: A Step-by-Step Guide
Portfolio Clean-Up: What to Sell, Keep, or Rebalance
How Gratitude Can Help You Retire Early
End-of-Year Tax Strategies You Don't Want to Miss
How to Know When to Stop Saving and Start Living
Maximizing Your Employee Benefits During Open Enrollment 2025
5 Common Financial Blindspots I See Every Day as a Planner
When to Sell a Stock: How to Know If You’re Holding On Too Long
Celebrating 100 Episodes: Top 10 Financial Takeaways
How to Know When Retirement Accounts Aren’t Enough
How Smart Saving Created Security Through Life’s Challenges
The 3-Bucket Strategy to Balance Saving, Flexibility, and Retirement Security
How to Know When You Can Stop Saving So Aggressively
Lifestyle Design While Coasting: How to Live Your Retirement Dreams Now
How to Achieve Coast FIRE in Your 30s and 40s with Kids and a High Income”
Financial Independence vs. Financial Freedom: Why Chasing a Number Could Hurt Your Retirement & How Coast FIRE Creates Balance
Taxable Brokerage Accounts: 5 Essential Optimization Strategies for High-Income Earners
5 Money Conversations Every Couple Must Have for a Stronger Relationship and Financial Future
Five Crucial Financial Steps Before Leaving Your High Paying Job
Parenting for Financial Freedom: Why Teaching Kids About Money Matters
A Quick Update
The Biggest Retirement Planning Mistake High-Income Earners in Their 40s Make — And How to Avoid It
5 Financial Habits High-Income Earners Nail (And How You Can Too)
Midyear Financial Checkup: 5 Essential Steps to Stay on Track
Mastering Financial Independence: Cutting Expenses for Early Retirement
5 Ways to Tap Your Retirement Funds Before 59½ (Without Getting Burned)
Social Security Explained for Early Retirees: Taxes, Timing & Strategies
Early Retirement : How to Maximize Your Wealth and Minimize Your Taxes
5 Fastest Ways to Build Wealth for High-Income Professionals
Retiring Early with a Semi-Retirement
Maximizing Your Wealth: Why Increasing Income Outweighs Investment Returns
Maximizing Wealth for Early Retirement: Essential Strategies and Key Milestones
Term vs. Whole Life Insurance: Which is Right for You?
Target Date Funds vs. Custom Investment Allocation: A Deep Dive
5 Proactive Tax Strategies Every High-Income Earner Should Implement This Year
Pension Lump Sum vs. Monthly Payments: How to Choose the Best Retirement Option
Are You Ready for Retirement? 5 Money Goals to Reach by 50
Five Financial Benchmarks to Achieve by Age 40
Maximizing Wealth with Direct Index Investing: A Tax-Efficient Strategy for High-Income Earners
How US Tariffs Could Impact Your Financial Goals
Smart Car Buying: Financial Tips for Maximizing Wealth
Top 5 Worst Financial Decisions to Avoid for Financial Independence
Mastering Public Service Loan Forgiveness for Doctors
Strategies for Managing Student Loan Debt for Physicians and Attorneys
Can New Doctors Afford a Million Dollar Home? | Retire Early, Retire Now Podcast
Tax Season Made Simple: Key Documents High-Income Earners Need
Top 5 Financial Planning Tips for High Income Earners in 2025
Tax-Efficient Charitable Giving Strategies
Roth Conversions: Building Long-Term Tax Flexibility and Control
Offering Employee Benefits With Danny White
Pre-Tax 401(k) vs. Roth 401(k): Which is Right for You?
Tax Basics High Income Earners Should Know
Ending the Year Strong: Gratitude, Reconnection, and Experiences
Why Your Personal Rate of Return is More Important
Estate Planning with Haley Yackee
It's that time again... Open Enrollment With Danny White!
Reducing Your Lifetime Tax Bill is a Wealth Building Super Power
What They Dont Tell You About Taxes
The Roadmap to Retirement: What to do in your 20's, 30's, 40's, 50's, and 60's
If You Don't Track it, It Will Not Improve
Introducing The Palm Valley Pathway
What should I do with my investments during this election cycle?
Preparing Your Finances as Interest Rates Decline
Debunking 5 Common Myths About LLCs: What Business Owners Should Know
Effective Tax Strategies To Consider Before Year-End
Retirement Strategies for High Income Earners: The 3 Bucket Strategy
How to Avoid the silent wealth killer... Lifestyle Creep
Balancing Short-Term and Long-Term Financial Goals
Episode 40: Should I repair my car or replace my car?
Episode 39:The 3-bucket strategy maximizes flexibility and longevity, offering the best chance for success.
Episode 38: How physicians can minimize their biggest expense!
Episode 37: Life insurance 101
Episode 36: Protect Your Most Valuable Asset
Episode 35: From Residency to Attending... 10 Financial Planning Tips for New Attending Physicians
Episode 34: Physicians can contribute how much to their retirement plans?!
Episode 33: Is the 1% advisor fee really worth it? ( listener question answered)
Episode 32. Real Estate Transactions with Amanda Romeo
Episode 31: Mortgage Broker vs. Lender with Alex Testa of First Down Mortgage
Episode 30: Everyone Should Take Time to Refocus on What's Important
Episode 29: 5 ways to maximize your 30's to give you more freedom in your 40's
Episode 28: Avoiding Fraud with Detective David Elliott
Episode 27: Tax Prep vs Tax Planning with Wendy Barlin, CPA
Episode 26: Preparing your Child for the Journey from High school to College with Wendy Mollo
Episode 25: How do I fund my child's college?
Episode 24: Maximizing your financial freedom with a 3 bucket strategy
Episode 23: 5 Ways to Contribute to a Roth Account
Episode 22: The HSA: Minimizing your taxes and maximizing your net worth!
Episode 21: Annuities: The Good, The Bad, The Ugly
Episode 20: 20 important factors to consider before venturing into rental real estate
Episode 19: 5 Estate Planning Mistakes!
Episode 18: 5 Reasons Everyone Should Own a Business
Episode 17: Taking Charge of Your Investments: The Top 5 Controllable Factors
Episode 16: The 5 Biggest Risk to Destroying Your Wealth
Episode 15: The Corporate Transparency Act
Episode 14: Pay Yourself First in 2024
Episode 13: Dude, Where's my 401(k)?
Episode 12: 7 Simple Steps to Building Wealth
Episode 11: What you should expect when hiring a financial advisor.
Episode 10: The Value of On-going Planning
Episode 9: Which Financial Advisor is right for you?
Episode Number 8: Practicing Life Focused Spending in Retirement
Episode 7: Optimizing your Side Business
Episode 6: Using Tax Planning in an Early Retirement
Episode 5: Maximizing your Employee Benefits with Danny White
Episode 4: 3 Tips and a Mistake: Roth IRA's
Episode 3: 4 Things to do Before the End of the Year!
Episode 2: What is the Desk Drawer Theory?
Retire Early, Retire Now! Episode 1