All Episodes

#161. Don't wait until retirement to live your life.

#160. Mistakes people make five years before retirement

#159. We need more humans.

#158. Wealth Manager predicts AI will end real estate

#157. What the hell is jobless growth?

#156. Should your daughter go to Cornell or NotCornell?

#155. Future Jobs for Kids

#154. Seasonal Financial Planning: Focusing on the Right Topics at the Right Time

#153. Life Planning Lessons from a Vacation That Went Too Long

#152. Set It and Forget It: The Power of Financial Automation

#151. Why are tech employees so worried?

#150. Wealth Manager shares his secret FIRE recipe

#149. More Money Than You Need? Smart Ways to Use It.

#148. Why Smart Advisors Don’t Care About Market Drops.

#147. After FIRE: Why this Wealth Manager won’t retire.

#146. A Financial Planner's Journey: from Engineer to Hedge Fund Manager

#145. Retirement Risks You’re Overlooking (It’s NOT About Money!)

#144. What Financial Independence in Your 40's Really Looks Like

#143. FIRE with Kids? Here's How to Make It Work!

#142. Wages will never increase again. Here's why.

#141. The Unrealized Gains Loophole

#140. Buying a home is not an investment, it's location, location, location

#139. Rent-Seeking Exposed: Hidden Costs of Modern Life

#138. Financial Planner tells a story of why Fee-Only matters

#137. You can't pay someone for free money.

#136. David Shapiro: How can we prepare for the Fourth Industrial Revolution?

#135. Aaron and Trishul discover the meaning of life.

#134. Stuff. Lots and lots of cheap stuff.

#133. How to emotionally prepare for an IPO

#132. Why would you ever want to be a W-2 employee anymore?

#131. We don't need no education.

#130. Manage expectations to cultivate your ideal year.

#129. Ideal day, week...and societal expectations?

#128. The mutual fund industry is changing. Here's how.

#127. When it is okay to not save enough?

#126. The robots are here! Are humans finished?

#125. If you have NSOs, you need to listen to this episode.

#124. Are my bank desposits safe?

#123. I, for one, welcome our new AI robot overlords.

#122. The robots are here! Seriously, now what!?

#121. The robots are here! Now what?

#120. Planning for downtime during the holiday season

#119. What if we live forever?

#118. Is now the right time for solar?

#117. Aaron teaches Trishul how to play fantasy football.

#116. Is Socially Responsible Investing worth it? Here's why not.

#115. Tax-Loss Harvesting 202: If you're really serious about it, listen here first.

#114. The hidden dangers of Doomscrolling.

#113. What you shouldn't do when interest rates rise.

#112. Here's why you need to spend more.

#111. The math behind March Madness and Buffett's Billions.

#110. How can inflation and deflation happen at once?

#109. A beginner's guide to the Alternative Minimum Tax.

#108 What should you do about inflation? The answer will surprise you.

#107. It's a new year! So now what?

#106. Retirement planning around longevity: what you need to consider.

#105. Which life lessons matter the most to your long-term success?

#104. 2nd year retrospective: Our favorite episodes and what you listened to most.

#103. Don't miss out on big savings during Open Enrollment Season.

#102. Your guide to navigating the equity compensation jungle (inc. ISOs, NSOs, RSUs, & ESPPs).

#101. ISO University: It's IPO Time! So now what do you do with your ISOs?

#100. ISO University: Your guide to navigating ISOs in a pre-IPO company.

#99. ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.

#98. Why do the rich keep getting richer? The shocking truth behind the Pandora Papers.

#97. Blockchain is here to stay, but how much crypto is too much?

#96. Here's why the Biden tax plan misses the mark.

#95. If you don't take your online privacy seriously, someone else will.

#94. What can you really do to protect yourself from cybertheft?

#93. How to give up and quit like a pro

#92. When it comes to tracking performance, here's what really matters.

#91. Why did Trishul and Aaron choose lifestyle practices?

#90. What you need to know about advisory fees.

#89. Are independent RIAs better? Here's what to consider first.

#88. What's the big deal about the CFP®?

#87. What's the smart way to fund a college education these days?

#86. How does your True Tax Rate compare with the wealthiest Americans?

#85. Everything you need to know about investing in real estate.

#84. Is the Yale Model dead?

#83. Here's why commodities are an overrated investment.

#82. Are you overlooking this stellar asset class?

#81. Molly Laughter: Don't refinance those student loans until you listen to this episode.

#80. When it comes to investing, this is THE ONE THING you don't want to mess up.

#79. Tax-Loss Harvesting 101: Sidestep these mistakes with your DIY strategy.

#78. It's not just for executives anymore. Uncover how you too can shelter over $100k a year.

#77. What's the real limit on 401k contributions? It's much higher than you think.

#76. Not all financial advice is created equal. Here's why.

#75. How credible are the purported benefits of financial advice?

#74. This hidden benefit of financial independence changes everything.

#73. Is direct indexing the future of investing?

#72. How many people actually beat the market?

#71. Three ways to hack your refinance.

#70. Which state pays the highest taxes? These latest numbers will shock you.

#69. Uncover the unknown unknowns of cost basis to unlock real savings.

#68. Don't get burned by what you don't know about cost basis.

#67. If you are in this lucky minority, the Biden Tax Plan will burn you.

#66. Brittany Mollica: Master your credit score.

#65. The most important financial advice for someone in their 20's.

#64. Don't let FOMO take control of this critical part of your life.

#63. So what actually happened with GameStop?

#62. Don't miss these simple steps when you put your money to work.

#61. The market's at an all-time high (again!). Now what?

#60. What's the best way to beat Bitcoin Madness? We uncover facts that nobody ever told you.

#59. Stock options are risky business. Here's when they can actually make sense.

#58. How can a pandemic lead to all-time highs in the market?

#57. Be proactive in January to save big on these three things.

#56 The most important rule in finance.

#55. Keep these tips in mind for a worry-free New Year's Eve.

#54. Get the most bang for your buck with this sure-fire gift-giving hack.

#53. The statistical reality of Buffett's wealth will knock you off your feet.

#52. 1st year retrospective: Our favorite episodes and what you missed.

#51. How to make your New Year's resolutions a reality.

#50. Getting married? This hidden strategy could pay for your honeymoon.

#49. Gift like a Pro. Don't let the Tax Man steal your holiday cheer.

#48. Use it or lose it. When the year ends so does your opportunity for big tax savings.

#47. How to "buy" a politician and get away with it.

#46. Elections create financial opportunities, but not in the way you think.

#45. Politicians don't want you to know this about our dysfunctional voting system.

#44. Don't let too much of a good thing leave you in financial ruin.

#43. Is your asset allocation putting your retirement at risk?

#42. Investment strategies evolve, but is your portfolio stuck in a foregone era?

#41. What does academia have to say about what really works when investing in stocks?

#40. Will our eternal love of debt sacrifice our children's future?

#39. Can surpassing the five stages of grief help you to conquer the pandemic?

#38. The U.S. tax system is screwing you over. Here's what you can do about it.

#37. How to get rich and never pay a dollar in taxes.

#36. Can the right financial advice really shave off years of having to work?

#35. Parents: How to face an impossible decision without losing your sanity.

#34. How do RSUs work?

#33. If you have Incentive Stock Options, you need to listen to this episode.

#32. These estate planning tips can save you big time. But only if you plan ahead.

#31. Watch out for these costly mistakes with your taxable investments.

#30. How to unlock the power of the Roth to turbocharge your retirement goals.

#29. Want to retire before you turn 70? Tee up big savings with these tips.

#28. Is a million dollar higher education worth it? Your kids may not think so.

#27. Can a Universal Basic Income really pay for itself?

#26. Practical advice on navigating a dysfunctional healthcare system.

#25. The cost of higher education is too high. Here's what you can do about it.

#24. Always shop around for insurance, and above all avoid these common traps.

#23. Molly Laughter: How to conquer debt and still get ahead.

#22. COVID-19 Retrospective: What did you miss?

#21. Why the VIX is useless.

#20. When markets crash, ignore this critical advice at your peril.

#19. Life doesn't need to begin at retirement. Here's why.

#18. Why happiness is not the answer to your problems.

#17. How to take advantage of your lazy brain.

#16. What was money like when you were growing up? And why a strong foundation matters.

#15. George Kinder: Three life questions that will change everything.

#14. These key innovations will advance civilization in more ways than you can imagine.

#13. Is Real Estate just a real pain? Or are the psychological benefits worth the costs?

#12. Sequence of Returns Risk: Why the first few years of withdrawals are the most critical.

#11. In the active vs. passive debate, fees and taxes matter more than trying to identify alpha.

#10. This critical market timing mistake is one that you don't need to make.

#9. To better your physical health consider this advice first.

#8. Stressed out? Or do you actually need more stress in your life? It's likely both.

#7. The impact of friends, family, and communities on happiness is larger than you might think. Listen through the end to find out why.

#6. The difference between well-being and happiness and why you need to choose to be happy to actually be happy.

#5. The 4% rule is a good start, but betting your life on it can burn you.

#4. Aaron and Trishul get personal.

#3. Does money buy happiness? Sometimes yes, but not in the way you think.

#2. Buying stocks can be fun, but don't fall into these common traps. A quick intro to investing outside of your IRA.

#1. What's the big deal about FIRE?