How to Save $50,000 in Taxes by Moving Your Investments to the Right Accounts
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 wan...
29 Des 202543min
Why Men Are Terrible Investors (And Lose 1% More Than Women Every Year)
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 if s...
22 Des 202531min
Your Brain Is Stealing $245,000 From Your Retirement (Here's How to Stop It)
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 future-you...
15 Des 202549min
5 Things I Won't Do With My Money in 2026
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 rent...
8 Des 202533min
The $2 Million Portfolio Plan No Advisor Wants You to See
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/VTI...
1 Des 202537min
The Best (And Worst) States to Retire To - Part 2 of 2
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 lo...
24 Nov 202528min
The Best (And Worst) States to Retire To - Part 1 of 2
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 unp...
17 Nov 202527min
The Real Financial Order of Operations - Part 2 of 2
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. This...
10 Nov 202528min
