#602: Ever looked back at an old Facebook post and cringed? According to Olga Khazan, staff writer at The Atlantic, that discomfort is evidence of something powerful: your personality has changed, even if you didn't notice it happening.In our
#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 though Roth IRAs come with tax-free withdrawals i
#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 unexpected break became Jillian's first "mini-retir
#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 excited about a potential boost in local real
#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 reveal common tax misconceptions and share s
#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 he joins us on the podcast.Bob explains th
#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 are important economic stories you're not hea
#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 noticed a game-changing omission from recent di
#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. That's about $27,375 per year, less than man
#593: An anonymous caller is brooding over a mistake he made in 2023 when he decided to contribute to his Roth instead of a pre-tax account. How does he get over this?June is annoyed that she triggered short-term capital gains and wash sales
#592: Ever wonder what's happening in your brain right before you knock on your boss's door to ask for a raise? Dr. Joel Salinas, neurologist and brain health expert, joins us to explain the neurology of negotiation.When you avoid difficult c
#591: Imagine you're about to ask your boss for a raise. Your stomach tightens. You've rehearsed what to say, but doubt creeps in. Should you be more assertive? More understanding of company constraints?Bob Bordone, who has taught negotiation
#590: In the left corner, we have Paul Merriman, the seasoned finance veteran weighing in at 183 pounds. In the right corner, Dr. Karsten Jeske, the scrappy newcomer at 208 pounds. The bell rings, and the small cap value debate begins.This ep
#589: Kimmy is worried that her mom’s retirement portfolio is invested too conservatively. Is she right to advise her to take on more risk?Peyton has heard the financial advice about staying away from Whole Life Insurance as an investment, bu
#588: Jobs are growing, interest rates are holding, and your student loan options just hit pause. Welcome to this month's economic rollercoaster.The economy is sending mixed messages this month. We added 151,000 new jobs in February, slightly
#587: Debi is stressed about saving a down payment to buy a house in her high-cost-of-living area. Should she cash out her brokerage account to speed up the process?Lucas and his wife are high earners, but they’re tired and ready for a change
#586: If you are a complete beginner at finances, or if you know someone who is, this episode is for you.The biggest hurdle for beginners? Money seems complex and intimidating. But Scott Yamamura, author of Financial Epiphany, explains person
#585: Michael rebalances his portfolio every year. But he’s worried that triggering capital gains taxes on his brokerage account will cancel out the benefits of reallocation. Is there a better approach? Sam has an opportunity to switch jobs,
#584: Think about how you spend an average day. Would the 10-year-old version of yourself be impressed? What about the 90-year-old version?These two powerful questions frame our conversation with Sahil Bloom, founder and managing partner of a
#583: Contrary to recent discussions, Jesse has concluded that a traditional IRA is the smarter way to go for most people once marginal tax rates are factored in. Is he missing something? An anonymous caller is four years away from early ret
#582: They had it all. Six thriving children. A 40-year marriage. A household income of $200,000.Then in her 60s, she discovered a shocking truth: he had gambled away their entire retirement savings in penny stocks. She had no access to the
#581: Today's question is different. There's something special about it — and you'll understand why in a moment.An 84-year-old listener left us a voicemail about his struggle to break free from mortgage debt. He and his 83-year-old wife nee
#580: "If you want to understand what's happening in the economy, look at bonds," begins today's episode, where we explore how the bond market acts as a crystal ball for economic trends.The bond market has been sending some clear signals late
#579: Todd is in a real estate bind. He found out six days before closing on a new home that it wasn’t legally sellable. And renters are moving into his current home in two weeks. What should he do?Anonymous is excited about expanding her rea
#578: Fear blocks smart money moves. Ask Harvard Business Review advisor Dr. Margie Warrell, who guides Fortune 500 companies through strategic risk-taking. Her client roster includes NASA, Morgan Stanley, and Google.Her understanding of cour