A massive thank you, as always, to this week's sponsors: Copilot Money: Want to actually see where your money goes without judgment or manual spreadsheets? Copilot Money connects all your acc...
Here are some truly helpful resources from this week's sponsors: First, the ONLY way I am able to make this much content, day in day out, is by feeling my best. Always. And that starts with my ...
For those of you looking for more helpful resources, check out the amazing companies that make this endeavor in free financial literacy possible: 1) If you are running small business and DON'T ...
This week's helpful resources: Fabric (term life) and Gelt (small business taxes). Term life insurance sits at step three in my financial order of operations—before your emergency fund—because i...
Here are a few helpful resources from the people who support this show and keep it free for you. Always. If you’ve ever wondered whether you’re doing “fine” with your money or just hoping fu...
Here are a few helpful resources, from those who continue to make this show possible for and accessible to you. Visit them today to learn more! To experience what you've been missing by paying r...
If you’ve ever wondered how to invest $2 million—or any substantial portfolio—without losing sleep, this episode is for you. I break down a simple, historically backed approach: 90% in stocks (VOO/...
Not all “no-income-tax” states are created equal—and some of the states you’ve been avoiding might actually be financial hidden gems. In this second installment of our two-part series on retirement...
Everyone will tell you to move to Florida or Texas to retire tax-free. But the truth? Taxes are more complicated than a “No State Income Tax” billboard. In this first part of a two-part series, we ...
This is part two of our financial order of operations series. In part one, we covered the non-negotiables—the oxygen mask, debt payoff, insurance, and the foundation of every real financial plan. T...
This week we’re tearing apart one of personal finance’s most overused frameworks: the “financial order of operations.” You’ve heard a version of it before—pay this, save that, sacrifice now, maybe ...
What if you could skip the index fund and build your own? In theory, you can. In practice…well, it’s a bit like building your own refrigerator. You’ll learn a lot, and maybe even get a working mode...
Your 50s are a tax-planning sweet spot—a decade when smart strategies can save you tens or even hundreds of thousands over the course of retirement. In this episode, Part Two of our two-part series...
Taxes in your 50s may not be cocktail party conversation, but they can make or break your retirement plan. In this episode, I kick off a two-part series on the smartest tax moves to make once the k...
Most portfolios don’t implode in one dramatic crash; they leak slowly. A percent here, a hidden fee there, and before you know it, your retirement fund has been funding someone else’s yacht. (Cough...
Your portfolio’s performance isn’t about finding the next hot stock; it’s about how you slice the pie. In this episode, I break down the real math behind compounding, why losses hurt more than wins...
Guest: Chris Hutchins, host of All the Hacks Episode theme: Building wealth with meaning—how to design a career (and life) you actually want, while optimizing the money side. What we cover: Meanin...
Please take a moment to complete this brief survey so I can learn more about YOU and what it is YOU want from this show! I promise, it will take no longer than 97 seconds, and it will help me conti...
Before you hit play: I’ve put a quick listener survey together for listeners. It takes less time than finding your password for your old 401(k), and it helps me shape future episodes around what yo...
What if the biggest financial surprise in your life isn’t running out of money—but realizing that “having enough” doesn’t feel anything like you thought it would? In this episode, I explore the hid...
