280 | The Debt Free Guys
John Schneider and David Auten were working in financial services, helping clients manage money and plan for retirement — all while drowning in $51,000 of credit card debt themselves. Their story chal...
21 Des 202052min
279 | Be Wise, Your Financial Future is at Stake | Dan Otter
Most teachers discover they've lost hundreds of thousands in retirement savings only after it's too late to recover them. The culprit? Hidden 403(b) fees that can silently drain 1.25% to 3% of their n...
18 Des 202039min
278 | Retire Early...For You
Most people spend decades chasing the appearance of wealth instead of building actual wealth. Amy Blacklock thought she was doing everything right—good job, nice house, keeping up with the neighbors—u...
14 Des 202045min
277 | How to Rebalance Your Investment Portfolio
Ten burpees a day could change your life—not because burpees are magic, but because you'd be someone who does hard things daily. Brad and Jonathan expand this idea from fitness into your investment po...
11 Des 20201h
276 | How to Set Up Your Financial Life: Investing for Beginners
Most people stumble into their financial setup by copying what their parents did or following advice from the nearest coworker—not exactly a recipe for optimizing your money. Brad and Jonathan lay out...
7 Des 202052min
275 | War Gaming Your Finances: Stress Testing Your Financial Plan
Most people think their risk tolerance is fixed — until their portfolio drops 30% and they realize they had no idea what they were actually comfortable losing. Understanding your financial risk tolera...
4 Des 202051min
274 | Year-End Tax Planning Strategies with Sean Mullaney
2020 brought lower incomes for millions — but that also created a rare window for tax-savvy Roth conversions at historically low rates. Brad and Jonathan team up with tax expert Sean Mulaney to break ...
30 Nov 202053min
273 | Using Emergency Funds and Roth IRAs for Financial Emergencies
Most people think a Roth IRA is just for retirement—but what if you could access the money right now, tax-free? Brad and Jonathan team up with tax expert Sean Malaney to explore how the Roth IRA funct...
27 Nov 202048min
