Why High Earners Stay Broke, with Rose Han
#652: What if you did everything “right”, earned the degree, landed the six-figure job, and still felt broke? That’s exactly where Rose Han found herself. Fresh out of NYU with a finance degree and a...
17 Okt 20251h 12min
Everyone Says Don’t Hold Bonds in Taxable Accounts. They’re Wrong
#651: Many who reach CoastFI find themselves in a strange in-between: financially independent enough to stop saving, but not ready to fully retire. When you’re living off a taxable brokerage for decad...
14 Okt 20251h 24min
How Money Moves Through Markets
#650: Sarah Williamson is the kind of person who shapes the decisions that move trillions of dollars. She earned her MBA with distinction from Harvard Business School and holds both the CFA and CAIA d...
10 Okt 20251h 13min
Q&A: Should You Buy a House Now or Invest Your Down Payment Instead?
#649: Many first-time buyers feel like they’re watching the train pull out of the station. If you’ve saved for years but can’t afford a home nearby, should you stretch to buy further (maybe hours) awa...
7 Okt 20251h 8min
First Friday: The Government Shuts Down -- But Bitcoin is at an All-Time High?!?
#648: The U.S. government is shutting down. Bitcoin just hit a record high. Inflation whispers are back. And Wall Street is buzzing with speculation. What does this all mean for your money, your port...
3 Okt 202541min
Q&A: How Do You Maximize a Mini-Retirement?
#647: What if you and your partner want to take a few months – or even a year – off work? How do you handle health insurance once you leave your jobs? And how do you make sure the time off isn’t w...
30 Sep 20251h 1min
The Third Option Between Working and Retiring
#646: What if you didn’t have to choose between grinding full-time until retirement or quitting work altogether? By 40, Andy Hill and his wife had built a $500,000 portfolio and paid off their home. ...
26 Sep 20251h 12min
Q&A: My Friend Won’t Invest - How Can I Help?
#645: Mike (02:50): After 15 years of intentional living, Mike is 80 percent of the way to financial independence. Now he’s trying to help friends take control of their own financial future. But wha...
23 Sep 20251h 16min
