How the Top 1% Invest (and How Do YOU Compare?)
How do the top 1% of Americans invest their money, and how do your investments compare? We’re breaking down the data, showing what the wealthiest Americans are invested in and how to copy their 1% por...
11 Maalis 202540min
Are You Headed for FIRE or the Middle-Class Trap? (Finance Friday)
If there’s an issue that keeps aspiring early retirees up at night, it’s the dreaded middle-class trap. At just 28 years old, this financially savvy couple is already looking for ways to avoid this is...
7 Maalis 202551min
The Tax-Free Retirement Strategy 95% of Americans Don’t Know About
The wealthy are using one unique retirement account to build their fortunes tax-free. You may have never heard of it, but knowing about it can change the course of your retirement planning, allowing y...
4 Maalis 20251h 1min
Scott and Virginia Trench Talk Goal Setting, Spending, Prenups, and Future Plans
How has Scott achieved so much financial success already in his early 30s? He’s got a secret weapon nobody else has: Virginia Trench! That’s right, the woman behind half of the puns you hear on this p...
28 Helmi 202539min
Teacher Retires Early at 45 Thanks to Strategic Living (FIRE in Paradise!)
Teachers aren’t known for their high salaries, so how did this one reach early retirement and FIRE at just 45 years old? Through “aggressive” saving and smart cost-of-living choices, Amy Minkley was a...
25 Helmi 202555min
Finance Friday: Chasing FIRE by 35 WHILE Supporting Extra Family Members
Is something stopping your FIRE? Today’s guest wants to retire early at 35, but with a shaky budget, extra expenses, and a problematic rental property, her path to early retirement isn’t clear. In tod...
21 Helmi 20251h 3min
CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes
2024 may be long gone, but it’s NOT too late to lower your taxes for the previous year. If you have real estate or retirement accounts, you already hold the key to minimizing your taxable income and o...
18 Helmi 202543min
Has the FIRE Formula Changed? Why 100% Index Funds Isn’t the Answer
Is a 100% index fund portfolio no longer the FIRE formula? The market has changed, and maybe your portfolio allocation needs to change with it. With index funds at all-time-high prices and price-to-ea...
14 Helmi 202535min
