
Q&A: The Stock Market Sucks. Is Private Equity Any Better?
#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even thoug...
22 Apr 202552min

Mini-Retirements Are the New Early Retirement – with Mom of Six, Jillian Johnsrud
#600: Jillian Johnsrud was falling apart. After suffering a miscarriage, she couldn't pull herself together to return to her job as a youth pastor in DC. She decided to take a month off. That unexpec...
18 Apr 20251h 39min

Q&A: Retirement Math That Actually Works; Cashing In on the World Cup; and Why Your Parents' Housing Advice Is Wrong
#599: Becky and her husband are about to semi-retire. But the four percent retirement withdrawal rule doesn’t make sense for them. Are there other financial frameworks they should explore? Kris is ex...
15 Apr 20251h 14min

Tax Strategies You Might Be Missing, with Natalie Kolodij
#598: Tax day is approaching, and if you're like most people, you might be overlooking deductions that could save you money. In our latest podcast episode, tax strategist Natalie Kolodij joins us to ...
11 Apr 20251h 27min

Are We Heading for a Recession?, with Bob Elliott, former Head of Ray Dalio’s Investment Team at World's Largest Hedge Fund
#597: A recession is coming, and it might be worse than most people expect. That's the sobering assessment from Bob Elliott, former Head of Ray Dalio's Investment Team at Bridgewater Associates, when ...
8 Apr 20251h 23min

First Friday: Tariffs Grab Headlines, But These Financial Changes Nobody Is Talking About Will Impact You Too
#596: Yesterday, the White House rolled out the biggest tariffs in a century, sending markets into their worst decline since the pandemic. While headlines focus on supply chains and inflation, there a...
4 Apr 202557min

Q&A: The Scary Shift from Saving to — Gulp! — Actually Spending Your Money
#595: Eva is finally closing in on her financial independence goals, but she’s grappling with how to make a smooth transition from accumulation to decumulation. What should she consider? John has not...
1 Apr 20251h 1min

How to Travel on $75 Per Day, with Nomadic Matt Kepnes
#594: Ever wonder if you could afford to travel for months at a time? According to Nomadic Matt, who's visited more than 100 countries over the last 19 years, you can see the world on just $75 a day. ...
28 Mar 20251h 11min




















