Simple Money, Simple Life

In this unique episode I share some life hacks that have enriched my life including some financial and some non financial. www.personal capital.com

In this episode we dive into my favorite investing vehicle, the Roth IRA. We discuss how to fund and manage a Roth as well as rules to be aware of. Most importantly we discuss the importance of setting up and funding a Roth IRA today!

In this episode we take a look at the relationship between psychology and money. We explore cognitive biases and processes that can be pitfalls to our success as investors.

In this episode I talk about three different kinds of financial advisors. I explain what a fiduciary is and why it matters. I discuss how to think about whether or not to have a financial advisor. I also explain the costs and fees of having a financial advisor and how that could impact your long term financial success.

In this episode we learn from our good friend Alexa about how to get rich. We discuss 7 keys from Alexa. This episode was inspired by my friend Fritz Gilbert who blogs at: theretirementmanifesto.com Keys to a Successful Retirement by Fritz Gilbert

In this episode we explore the enough curve, fulfillment, and understanding how to gain joy through what you have instead of always wanting more. Many of the concepts in this episode were gathered from reading the book titled “Your Money or Your Life” by Vicki Robin.

In this episode Rachel joins me again for a fun conversation about navigating money in a marriage. We discuss budgets, enjoying money now versus saving for the future, whether or not to combine finances and more!

In this episode we discuss the process of buying a home and what details to consider. My lovely wife Rachel joins me to help us understand what we need to know when considering home ownership.

In this episode we dive into how to construct a simple and fantastic investment portfolio. We define asset allocation, standard deviation, tilting, diversification, and hedge funds. Resources: https://www.businessinsider.com/forgetful-investors-performed-best-2014-9 (Fidelity Study) JL Collins: The Simple Path to Wealth www.bogleheads.org Fama and French Study: https://www.investopedia.com/terms/f...

In this episode we explore the Financial Independence Retire Early movement. Find out what it is and what parts of it might be right for you! Resources: ssa.gov. mrmoneymustache.com. jlcollinsnh.com. affordanything.com. Four Percent Rule: William Bengen. Average car payment:$554 (Experian.com)

In this episode we explore the Diderot Effect and how it plays out in our day to day lives, especially with financial matters. Additional Resources: jamesclear.com businessmellow. Wordpress.com

In this episode we explore market capitalization and why that matters in investing. We also explore total market index funds and target date funds. We discuss 6 keys to successful investing as well.

In this episode we dive into investing basics including understanding stocks, bonds, mutual funds, IRA’s, and 401k’s. I hope you enjoy the episode and share it with a friend!

In this episode we dive into exploring 11 useful strategies to keep our finances simple and on track. This are strategies that can be implemented and used immediately. Enjoy the episode!

In this episode we explore the “why” behind this podcast and set the stage for future episodes.