All Episodes
Retirement Quick Tips with Ashley — 535 episodes
Summer Sabbatical - BRB in September!
Inflation is Spiking (again!) - Here's How to Fight Back in Retirement | Recap
Practical Ways to Fight Inflation Beyond Your Portfolio
How To Use Bonds As An Inflation Hedge
Inflation and Bonds - The Reason They Don't Mix
The Shining Light During Inflationary Periods
The Best Inflation Hedge Most Retirees Already Own
Inflation is Spiking (again!) - Here's How to Fight Back in Retirement
Taking a Break This Week
Summary and Key Takeaways
Some Final THoughts If You Decide to Coast
How to Run the Numbers
Reasons to Seriously Consider Stopping Contributions
Reasons to Keep Contributing
Can You Stop Saving for Retirement?
The Point Where Saving For Retirement Becomes Optional
New Trump Accounts: Key takeaways
New Trump Accounts: Reasons to pass on Trump accounts
New Trump Accounts: How to turn this account into future millions for your kids or grandkids
Why these accounts make sense over other types of investment accounts for children
New Trump Accounts: Understanding the growth period at what happens at age 18
New Trump Accounts: Investment options & annual contributions
New Trump Accounts: What Families Need to Know Before Using Them
How to Invest New Money (Without Second-Guessing Yourself)
What Happens If You Retire at the Wrong Time? Part 7 - Closing Thoughts & Key Takeaway
What Happens If You Retire at the Wrong Time? Part 6 - Turning Crisis Into Opportunity
What Happens If You Retire at the Wrong Time? Part 5 - Portfolio Construction and Social Security Timing
What Happens If You Retire at the Wrong Time? Part 4 - Flexibility Is Your Key Strength if you retire at the wrong time
What Happens If You Retire at the Wrong Time? Part 3 - Building Your Cash & Portfolio Buffer
What Happens If You Retire at the Wrong Time? Part 2 - Sequence of Returns Risk
What Happens If You Retire at the Wrong Time? Part 1 - Intro
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 7
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 6
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 5
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 4
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 3
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 2
Your Tax Return Is a Goldmine: Don't Just File It and Forget It - Part 1
The Top 10% of Retirees: How Much Is Enough?
Oil, Iran, and a Rocky Quarter: Your Q1 2026 Market Debrief
The Hidden Tax Traps in Retirement No One Talks About | Recap
Retirement Tax Traps: Social Security Taxation
Retirement Tax Traps: The Widow's Penalty
Retirement Tax Traps: Required Minimum Distributions (RMDs)
Retirement Tax Traps: Medicare Surcharges (IRMAA)
The 3 Retirement Tax Traps That Everyone Neglects
The Hidden Tax Traps in Retirement No One Talks About
Fix My Portfolio | Recap
Fix My Portfolio: Too Many Holdings, No Real Diversification
Fix My Portfolio: The Gambler's Portfolio
Fix My Portfolio: The One Stock Problem
Fix My Portfolio: Too Much In Stocks
Fix My Portfolio: The "Bury it in the Backyard" Strategy
Fix My Portfolio
Iran Conflict: What It Means for Markets, Inflation, and Your Retirement
Smart Splurges: The Things I Love Spending Money On | Recap
What Are Your Smart Splurges?
Ruthlessly Spending Money To Improve Your Health
Spending Money on More Memories, Less Stuff
Spending Money To Buy Back More Time
It's OK to Splurge!!
Smart Splurges: The Things I Love Spending Money On
Financially Secure, Not Flashy: The Quiet Millionaire Formula for Retirement
The Hidden Benefits of Quiet Wealth
Lifestyle Habits of Quiet Millionaires
The Status Trap: Why Flashy Wealth Can Be Dangerous
What is a Quiet Millionaire?
Financially Secure, Not Flashy: The Quiet Millionaire Formula for Retirement
Start Social Security Earlier to Smooth Lifetime Tax Liability
Start Social Security Earlier to Smooth Lifetime Tax Liability
Claim Early To Avoid Spending Down Your Assets
Claim Early If You Don't Expect To Live Into Your 80s
When Married Couples Benefit from Claiming Social Security Earlier
Claim Early When You're Not Worried About Outliving Your Assets - Seriously!
When You Shouldn't Delay Social Security: 5 Smart Reasons to Claim Early
Laid Off 2 Years Before Retirement? Here's What to Do
Gen X vs. Boomers: Why Retirement Will Look Very Different From Now On | Recap
Why Gen X Will Retire Differently Than Boomers
How Gen X Saves & Spends In 2026
The Money Divide Between Boomers & Gen X
The Events That Forever Changed Gen X's Financial Path
The "Whatever" Generation's Formative Years
Gen X vs. Boomers: Why Retirement Will Look Very Different From Now On
Retiring in 2026? Don't Miss These Critical Financial To-Dos - PART 2 | Recap
Retiring in 2026? Avoid These Retirement Tax Traps
Retiring in 2026? Simplify Your Finances
Retiring in 2026? Plan Your Retirement Ideal Schedule
Retiring in 2026? Revisit Your Investment Strategy
Retiring in 2026? Boost Your Emergency Savings
Retiring in 2026? Don't Miss These Critical Financial To-Dos - PART 2
Retiring in 2026? Don't Miss These Critical Financial To-Dos | Recap
Retiring in 2026? Consider Moving Sooner, Not Later
Retiring in 2026? Get Rid of ALL Debt
Retiring in 2026? Make a Social Security Filing Game Plan
Retiring in 2026? Create a Retirement Spending Budget
Retiring in 2026? Make Sure You Can Afford To Retire
Retiring in 2026? Don't Miss These Critical Financial To-Dos
Is 2026 the Right Time to Sell Your Home? | Recap
Move Sooner. Don't Kick the Can Down The Retirement Road
3 Most Important Factors To Consider For a Move in 2026
Problems with Housing Aren't Going Away
The Golden Handcuffs Are Coming Off
Prices Still Unaffordable, But Rates Are Coming Down
Is 2026 the Right Time to Sell Your Home?
The Worst IRA Mistakes To Avoid | Recap
The Worst IRA Mistakes To Avoid: Making The Wrong RMD Decisions
The Worst IRA Mistakes To Avoid: No Strategy for Inherited IRAs
The Worst IRA Mistakes To Avoid: Accumulating Too Much In Tax-Deferred Accounts
The Worst IRA Mistakes To Avoid: Ignoring Roth In Favor of a Tax Break Today
The Worst IRA Mistakes To Avoid: Missing Opportunities To Contribute To Your IRA
The Worst IRA Mistakes To Avoid
Your 2026 Guide To Investing
Get Financially Stronger in 2026 – A Step By Step Guide | Recap
Get Financially Stronger in 2026: Scrutinize Your Biggest Expense
Get Financially Stronger in 2026: Boost Your Retirement Savings
Get Financially Stronger in 2026: Get Off the Car Debt Hamster Wheel
Get Financially Stronger in 2026: Become Allergic to Credit Card Debt
Get Financially Stronger in 2026: More Emergency Savings!
Get Financially Stronger in 2026 – A Step By Step Guide
Best of 2025 - Why I Max Out My Roth 401(k) As A Financial Advisor
Best of 2025 - Fed's Policy Shift & Your Retirement Portfolio
Private Equity & Crypto In Your 401(k) - BIG Opportunity or HARD Pass?Best of 2025 -
Best of 2025 - The Safe Withdrawal Rate = Key To Not Running Out of Money in Retirement
Best of 2025 - A Widow's Financial Roadmap
Best of 2025 - The Worst Investments For Retirees: Investment Properties
Best of 2025 - Traveling with Friends? Don't Let Money Ruin the Trip
Best of 2025 - The One Big Beautiful Bill's Real Impact That No One Is Talking About
Best of 2025 - Stupid Spending: Special Occasions & Fast Fashion
Best of 2025 - Reposition Into Safe Havens & Beef Up Your Cash
Best of 2025 - Merry Christmas!
Best of 2025 - Morningstar Advises 3.7% Withdrawal For First Year Of Retirement
Best of 2025 - My Long Overdue Splurge That Will Be Worth It In The Long Run
Best of 2025 - Intro
What Didn't Make the Podcast in 2025 (But Almost Did) | Recap
The 401k Investment Mistake That Everyone Makes
I'm Concerned That My Parents Are Going To Strike Me From Any Will/Inheritance
Feeling Great About the Economy? You Must Own Stocks
What's A Good Age To Start De-Risking My Investment Portfolio?
The Shocking Number of Rich People Who Live Paycheck to Paycheck
What Didn't Make the Podcast in 2025 (But Almost Did)
Year-End Financial Checklist 2025 | Recap
Year-End Financial Checklist 2025: Clean Up Your Accounts
Year-End Financial Checklist 2025: Project Your Income For Taxes and 2026 Planning
Year-End Financial Checklist 2025: Review Allocation & Rebalance
Year-End Financial Checklist 2025: Max Out Retirement & HSA Contributions
Year-End Financial Checklist 2025: Tax Loss Harvesting
Year-End Financial Checklist 2025
Why Most Americans Never Become Wealthy | Recap
A Better Roadmap For Financial Independence
Where Did All My Money Go?
College: The New Retirement Killer
The Debt Cycle That You Don't Escape
First Comes Love, Then Comes Marriage…
Why Most Americans Never Become Wealthy
Why Gratefulness Helps You Make Better Money Decisions (+5 Things I'm Grateful for In 2025)
Big Changes Coming For 401(k) Savers Over 50 In 2026 | Recap
401(k) Catch-Up Changes in 2026 - Your Action Plan
401(k) Catch-Up Changes in 2026 - Special Circumstances & FAQs
Tax Impact of 401(k) Catch-Up Changes in 2026
The New 401(k) Catch-up Rules if your age 60-63
Do You Make More Than $145,000? Your Catch-Up Contributions Are Changing in 2026
Big Changes Coming For 401(k) Savers Over 50 In 2026
The Illusion of Perpetual Growth with Kevin Caron - Part 7
The Illusion of Perpetual Growth with Kevin Caron - Part 6
The Illusion of Perpetual Growth with Kevin Caron - Part 5
The Illusion of Perpetual Growth with Kevin Caron - Part 4
The Illusion of Perpetual Growth with Kevin Caron - Part 3
The Illusion of Perpetual Growth with Kevin Caron - Part 2
The Illusion of Perpetual Growth with Kevin Caron
Smart Retirement Withdrawals: 10 Principles for Lasting Financial Security | Recap
Smart Retirement Withdrawals: Plan for RMDs At The Onset of Retirement
Smart Retirement Withdrawals: Pay Attention To Taxes
Smart Retirement Withdrawals: Prioritize Income
Smart Retirement Withdrawals: Maintain Portfolio Discipline
Smart Retirement Withdrawals: Use Spending Guardrails
Smart Retirement Withdrawals: Sell Bonds When Your Stocks Are Down
Smart Retirement Withdrawals: Keep Your Powder Dry
Smart Retirement Withdrawals: Carefully Select Your Retirement Withdrawal Rate
Smart Retirement Withdrawals: Pre-Retirement To Do #4
Smart Retirement Withdrawals: Pre-Retirement To Do #3
Smart Retirement Withdrawals: Pre-Retirement To Do #2
Smart Retirement Withdrawals: Pre-Retirement To Do #1
Smart Retirement Withdrawals: 10 Principles for Lasting Financial Security
I'm Worried About The Stock Market | Recap
Bear Market Action Plan
The Timing Problem
What Happens If High Valuations Collide with an Economic Downturn?
Economic Cracks
Big Tech Overtaking the Economy?
I'm Worried About The Stock Market
How Rich People Accidentally Destroy Their Wealth | Recap
Too Much Risk Taking
Overconcentration of Investments
Bad Financial Advice Is The Financial Ruin of Many
Letting Your Ego Make Your Financial Decisions For You
Understanding the Difference Between Assets vs. Stuff
How Rich People Accidentally Destroy Their Wealth
Q3 2025 Recap: Market Momentum & Economic Anxiety
I'm a Financial Advisor—Here's Exactly How I Manage My 401(k) | Recap
Making The Most Of Your 401k
How I Invest My 401k As a Financial Advisor
Why I Max Out My Roth 401(k) As A Financial Advisor
How Much I Contribute To My 401(K) As A Financial Advisor
How Often I Look At My 401(k) & Rebalance As A Financial Advisor
I'm a Financial Advisor—Here's Exactly How I Manage My 401(k)
Fed's Policy Shift & Your Retirement Portfolio
Private Equity & Crypto In Your 401(k) - BIG Opportunity or HARD Pass?
Are You Being Too Frugal in Retirement? | Recap
Anti-Frugal Retirement: Top Tips To Start Enjoying Your Nest Egg More
Anti-Frugal Retirement: Embrace Lifetime Giving
Anti-Frugal Retirement: Being More Intentional With Spending Money
Anti-Frugal Retirement: Finding Balance
Anti-Frugal Retirement: Why It's So Hard To Spend
Are You Being Too Frugal in Retirement?
Americans Now Fear Running Out of Money MORE than Death! | Recap
The Safe Withdrawal Rate = Key To Not Running Out of Money in Retirement
Create A Retirement Roadmap For Your Retirement
Work Longer To Avoid Running Out of Money in Retirement
Spend Less, Save More To Not Run Out of Money In Retirement
Worried About Running Out of Money in Retirement? You Need to Uncover Why…
Americans Now Fear Running Out of Money MORE than Death!
A Widow's Financial Roadmap
A Financial Advisor Ranks The Worst Investments For Retirees | Recap
The Worst Investments For Retirees: Private Investments
The Worst Investments For Retirees: Structured Notes
The Worst Investments For Retirees: High Yield Bonds (Actually, High Yield Anything!)
The Worst Investments For Retirees: Annuities
The Worst Investments For Retirees: Investment Properties
A Financial Advisor Ranks The Worst Investments For Retirees
College Now Costs $153,000! Here's How To Pay For ALL Of It Before High School Graduation | Recap
The Best Way To Save For College If You Value Control & Flexibility
How I'm Paying For College For My Own Kids
Why The Traditional Route Through College Is Completely Broken
How To Pay for (Most) of College Before Setting Foot On Campus
How To Pay For College…Don't Go
College Now Costs $153,000! Here's How To Pay For ALL Of It Before High School Graduation
Traveling with Friends? Don't Let Money Ruin the Trip
The One Big Beautiful Bill: What It Means for Your Money | Recap
Higher Income Earners Must Plan More Carefully with the OBBBA
Understanding the New Senior Tax Deduction for Americans 65+
Looking To Upgrade Your Car or Home? Know The New Deadlines!
Charitable Giving Changes With The One Big Beautiful Bill
The One Big Beautiful Bill's Real Impact That No One Is Talking About
The One Big Beautiful Bill: What It Means for Your Money
Marriage & Money: Top 5 Money Issues That Can Break a Marriage | Recap
Marriage & Money: Family Issues
Marriage & Money: Priority Disagreements
Marriage & Money: Power Imbalances
Marriage & Money: Materialism
Marriage & Money: Lack of Transparency & Financial Infidelity
Marriage & Money: Top 5 Money Issues That Can Break a Marriage
Mid-Year Markets & Economic Update | Recap
Mid-Year 2025: Investment Portfolio Considerations
Mid-Year 2025: Mixed Signals For Investors
Mid-Year 2025: The Year of the Tariff
Mid-Year 2025: Economic Update
Mid-Year Update: 2nd Quarter Market Recap
Mid-Year Markets & Economic Update
Summer Hiatus & Giveaways | Recap
Top 10 Things To Do Before Retirement
Retirement Budget Worksheet [Free Resource!]
A Financial Inventory to (Finally!!) Get Organized
How Much of Your Investment Portfolio Should Be in Stocks?
Calculating Your Net Worth [Free Worksheet!]
Summer Hiatus & Giveaways
The Smart Shopper's Guide to Grocery Savings | Recap
The Smart Shopper's Guide to Grocery Savings - Part 5
The Smart Shopper's Guide to Grocery Savings - Part 4
The Smart Shopper's Guide to Grocery Savings - Part 3
The Smart Shopper's Guide to Grocery Savings - Part 2
The Smart Shopper's Guide to Grocery Savings - Part 1
The Smart Shopper's Guide to Grocery Savings
How To Get Over Your Guilt About Spending Money in Retirement | Recap
Lifestyle Net Worth In Retirement
Run The Numbers On Retirement To Quiet Your Spending Guilt
Auto-Pilot Withdrawals To Combat Retirement Spending Guilt
Retirement Spending Guilt - Time Is Your Friend
How To NOT Enjoy Your Retirement Years
How To Get Over Your Guilt About Spending Money in Retirement
A Eulogy for Doug
America's $36 Trillion Tab - How Does The U.S. National Debt Impact You? | Recap
How To Prepare For A Debt Doom Loop
An Economic Boom Could Solve The US National Debt Woes
The Ugly Tradeoffs For Reducing The National Debt
Here's Why the US National Debt is Problematic
What is the U.S. National Debt?
America's $36 Trillion Tab - How Does The U.S. National Debt Impact You?
Right Accounts in the Right Order - Prioritizing Your Savings as a Pre-Retiree in 2025 | Recap
Right Accounts in the Right Order - Taxable Accounts & Mortgage Debt
Right Accounts in the Right Order - Earmarked Savings
Right Accounts in the Right Order - Non-Mortgage Debt
Right Accounts in the Right Order - 401k Match & HSA Contributions
Right Accounts in the Right Order - Liquidity First
Right Accounts in the Right Order - Prioritizing Your Savings as a Pre-Retiree in 2025
The American Dream Now Costs Over $4 Million | Recap
The American Dream: The Annual Vacation = $179,109
The American Dream: Houses & Cars = $1,741,395
The American Dream: Raising Pets & 2 Kids = $868,798
The American Dream: Retirement = $1,599,995
The American Dream: A Wedding & A Funeral = $52,753
The American Dream Now Costs Over $4 Million
Answering Your Questions | Recap
Should I Put My 401(k) Into The Stable Value Fund Right Now?
My Life Insurance Policy Is Expiring Soon. Should I Buy More?
I'm Retiring In Two Years. Should I Start Social Security At Retirement Or Wait Longer?
I'm Getting A Big Raise. What Should I Do With The Money?
Are We Headed For A Recession?
Answering Your Questions
How to Keep Your Focus (and Your Nerve) Amid Market Chaos | Recap
Practical Ways To Ensure You're Not Forced To Sell
This Time Is NOT Different
Better Off Dead
Don't Even Think About Owning It For 10 Minutes
Just Stop Looking At Your Investments
How to Keep Your Focus (and Your Nerve) Amid Market Chaos
10 Stupid Things People Waste Money On | Recap
Stupid Spending: A Big House & A New Car
Stupid Spending: Special Occasion & Fast Fashion
Stupid Spending: Door Dash Coffee & Overpaying for Convenience
Stupid Spending: Buy Now, Pay Later & Credit Card Interest
Stupid Spending: Luxury Handbags & Other Status Symbols
10 Stupid Things People Waste Money On
Going For The Gold: A Smart Hedge or Bad Investment? | Recap
If You're Going to Buy Gold, Do It This Way
Understanding What REALLY Drives Gold Prices
Reasons NOT To Invest In Gold, Especially Right Now
Reasons For Considering Gold In Your Portfolio
The 2025 Gold Rush
Going For The Gold: A Smart Hedge or Bad Investment?
Too Good To Be True: How to Spot & Stop Financial Scams Before It's Too Late | Recap
6 More Common Sense Steps You Can Take To Stop Scammers
Practice Good Online Hygiene To Combat Scams
Take A Pause Before Replying To Scammers
Scams To Watch Out For In 2025
AI Is Changing The Nature Of Scams
Too Good To Be True: How to Spot & Stop Financial Scams Before It's Too Late
Navigating Markets In Turmoil | Recap
Where Are The Opportunities Now?
I Can't Just Sit Here. What Can I Do?
Should I Make Changes To My Portfolio?
Can You Handle A Bear Market?
Is It Going To Get Worse?
Navigating Markets in Turmoil
40 Lessons: Humility
40 Lessons: Being A Better Person To The People I Love Most
40 Lessons: Generosity
40 Lessons: Focusing On What Matters
40 Lessons: Saving & Spending Money
40 Lessons: Building Character & Good Habits
40 Lessons: Parenting
40 Lessons: Health
40 Lessons: Dealing With People
40 Lessons: Investing
40 Lessons: Success
40 Lessons: Avoiding Money Stupidity
40 Lessons: My Own Inalienable Truths…And One Thing I've Learned From This Podcast
40 Life Lessons In 40 Years
Stocks Just Entered Correction Territory - What's Your Next Move? | Recap
Not All Corrections Are Alike
Stick To Your Long-Term Plan
Protect Your Portfolio By Reducing Your Exposure To The Riskiest Assets
The Problem of Complacency
What Is A Correction & What Does It Usually Mean?
Stocks Just Entered Correction Territory - What's Your Next Move?
Spring Break 2025
Trump's Tariff Turbulence | Recap
Reposition Into Safe Havens & Beef Up Your Cash
Hope For The Best, Prepare For A Bear Market
Don't Sell, Rebalance
Don't Panic! The Full Impact of Tariffs Will Take Time, But The Timing Is Really Bad
Is Trump's Bark Worse Than His Bite?
Trump's Tariff Turbulence
Longevity Risk - Will Your Money Last? | Recap
Planning Ahead For Health Care Costs To Reduce Longevity Risk
Combat Longevity Risk With A Solid Investment Portfolio
Start With A Lower Withdrawal Rate To Reduce Longevity Risk
Want To Reduce Longevity Risk? It's Simple. Work Longer.
Is Longevity Risk The Biggest Risk In Retirement?
Longevity Risk - Will Your Money Last?
Micciche Money Principles | Recap
Tips For Creating Your Own Family's Money Principles
Micciche Money Principles: Wealth & Estate Transfer
Micciche Money Principles: Teaching
Micciche Money Principles: Giving
Micciche Money Principles: Lifestyle, Income & Work
Micciche Money Principles
How to Minimize Stock Market Risk (Even if You're a Beginner!) | Recap
Focus On The Long Term To Manage Stock Market Risk
Managing Stock Market Risk with Proper Asset Allocation
Managing Stock Market Risk with Proper Diversification
Are You Your Worst Enemy When It Comes To Investing?
The Biggest Risk In The Stock Market Right Now
How to Minimize Stock Market Risk (Even if You're a Beginner!)
What Is Your Net Worth? | Recap
How Often You Should Update Your Net Worth Worksheet
Using Your Net Worth Worksheet To Track Your Financial Health
Net Worth Worksheet Walkthrough - Liabilities
Net Worth Worksheet Walkthrough - Assets
The Benefits of Calculating & Tracking Your Net Worth
What Is Your Net Worth?
How To Optimize Your HSA In 2025 | Recap
Using Your HSA In The Real World
Optimizing Your Investments In Your HSA
The HSA Is Still Worth It, Even If You Don't Use It All For Health Care Expenses
Invest Your HSA For The Long-Term
Understanding the Health Savings Account
How To Optimize Your HSA In 2025
Talk To You Next Week!
What I'm Reading in January 2025 | Recap
Just Say No To Private Investments
'New Year, New You' Doesn't Work
Your 401(k) Will Be Gone Within A Decade
On Bubble Watch - Howard Marks' Most Recent Memo
Morningstar Advises 3.7% Withdrawal For First Year Of Retirement
What I'm Reading In January 2025
2024 Economic & Market Commentary | Recap
Attractive Investment Opportunities In 2025
2024 Bond Market Commentary
2024 Stock Market Commentary
2024 Economic Commentary
2024 Economic & Market Recap
2024 Economic & Market Commentary
5 Expensive Things I Bought Last Year That Were Worth The Splurge | Recap
My Quality Time Splurge
In My Expensive Handbag Era
My Long Overdue Splurge That Will Be Worth It In The Long Run
The Thing I Promised Myself I Would Never Buy…But I Did It Anyway!
My Weirdest Splurge of The Year
5 Expensive Things I Bought Last Year That Were Worth The Splurge
The Best of 2024: The Retirement Bucket Withdrawal Strategy
The Best of 2024: The 4% Rule
The Best of 2024: Top Regrets from Retirees (NOT) buying Long-Term Care
The Best of 2024: Top Regrets from Retirees: Complicated Assets and Investments
The Best of 2024: What's the Best Long Term are Plan For Me?
The Best of 2024: Top Regrets from Retirees: Ignoring Inflation
The Best of 2024: Listener Question: Does the 4% Withdrawal Rule in Retirement Still Apply in this Higher Inflation Economy?
The Best of 2024: How Do I Budget for Retirement?
The Best of 2024: Worst SS Mistake: Not Maximizing Spousal Benefits
The Best of 2024: Should I do Roth Conversions?
Merry Christmas 2024!
The Best of 2024: Roth Conversions & Retirement Spending Strategies with Jeremey Keil
The Best of 2024: Top Regrets from Retirees: Failing to Plan
The Best of 2024: The Case For Higher Interest Rates For Longer: Sticky Inflation
The Best of 2024: Worst SS Mistake: Claiming Too Early
The Best of 2024: Retirement Mistake #3: Forgetting to Plan for Taxes
The Best of 2024: Get Your Free Social Security Comparison Report
The Best of 2024: How to Double Your Retirement Nest Egg in 10 Years
The Best of 2024: Retirement Mistake #2: Filing for Social Security at the Wrong Time
The Best of 2024: Most Popular Episodes
Changes Coming To Your 401(k) In 2025 | Recap
Finding Your Long Lost 401ks Just Got Easier
New 401k Savings Opportunities For Part-Time Workers
The Best of 2024: Retirement Mistake #1: Underestimating the Length Retirement
The Confusing New Catch Up Contribution Limits For Retirement Plans in 2025
(Slightly) Higher Retirement Contribution Limits for 2025
What Trump 2.0 Means For Your 401k In 2025
Changes Coming To Your 401(k) In 2025
Your Money Personality & Why It Matters | Recap
The Worrier Money Personality Type
The Most Dangerous Money Personality Type
The Saver-Splurger: The Most Tortured Personality Type
The Indifferent To Money Personality Type
The Compulsive Money Personalities
Your Money Personality & Why It Matters
The Life Changing Benefits of Becoming A More Grateful Person
10 Money Tips From A 10 Year Old | Recap
10 Money Tips From A 10 Year Old: Giving & Investing
10 Money Tips From A 10 Year Old: Putting Money In Perspective
10 Money Tips From A 10 Year Old: Spending Money
10 Money Tips From A 10 Year Old: Working Longer vs. Retiring
10 Money Tips From a 10 Year Old: Saving Money
10 Money Tips From A 10 Year Old
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy | Recap
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Maximizing Retirement Account Contributions & Inherited IRA Strategies
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Tax Loss & Gain Harvesting
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - The Election Outcome & Roth Conversion Decisions
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Roth Conversions
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy - Donor Advised Funds
Year-End Tax Planning Tips with Sean Mullaney, The FI Tax Guy
Reflections on my No Spend October | Recap
How To Have Success With Your Own No Spend Month
Learning to Make a List for Everything I Want
My No Spend Month Fails
5 Most Valuable Things I Learned During My No Spend Month
My Rules For A No Spend Month
Reflections On My No Spend October
Register for November Office Hours on Thursday, 11/14!
Keep Calm & Vote On | Recap
Consecration Prayer For The Election
The Election's Implication For Investors If Trump Wins
The Election's Implication For Investors If Harris Wins
Historical Outcomes of the Election
Don't Like The President? Don't Let Your Feelings Change How You Invest
Keep Calm & Vote On
3rd Quarter 2024 Economic & Market Update | Recap
4th Quarter 2024 Outlook & Investment Opportunities
3rd Quarter 2024 Bond Market Update
3rd Quarter 2024 Stock Market Update
3rd Quarter 2024 Economic Update
3rd Quarter 2024 Economic & Market Recap
3rd Quarter 2024 Economic & Market Update
How Much Car Can You Afford In Retirement?| Recap
Calculating Affordability When Leasing or Financing
Calculating Affordability When Paying Cash
Weighing the Cash vs. Finance vs. Lease Decision
Making the New vs. Used Car Decision
Understanding The Current Car Market
How Much Car Can You Afford In Retirement?
The Worst Social Security Mistakes To Avoid | Recap
Worst Social Security Mistakes: Misunderstanding The Earnings Test
Worst Social Security Mistakes: Claiming Early Because Social Security Is Going "Bankrupt"
Worst Social Security Mistakes: Not Maximizing Spousal Benefits
Worst Social Security Mistakes: Claiming Too Early (Continued…)
Worst Social Security Mistakes: Claiming Too Early
The Worst Social Security Mistakes To Avoid
Get Your Free Social Security Comparison Report
How Do I Stop Overspending? | Recap
5 Other Ways To Curb Overspending
What You Can Learn From A No Spend Month
Understanding Why You Overspend
Are You An Overspender?
The Problem With Overspending
How Do I Stop Overspending?
Listener Questions - September 2024 Edition | Recap
What's The Best Long Term Care Plan For Me?
How Do I Budget For Retirement?
Do I Need Life Insurance?
What Should I Do With My 457(b) When I Retire In 2 Months?
Should I Do Roth Conversions?
Listener Questions - September 2024 Edition
Best Investment Accounts For Grandchildren | Recap
Give Them A Super Early Start On Retirement with A Roth-For-Kids
Using A Plain Vanilla Minor Account For Grandchildren
Maintain Control by Earmarking Funds & Gifting Later
Trust Accounts For Grandchildren - Not Just For The Ultra Rich