Earn & Invest

Leif Dahleen is the Physician on FIRE and on this episode we talk about what happens when having enough is not enough to feel happy. With the recent death of the enormous popular tWitch by suicide, we try to tackle the question of why people who seem to have it all still suffer. Does money make us happy? Career? Accomplishments? Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris and Jess have lived through a lot on the last 5 years. Chris retired early in order to live a good life and than something unexpected happened-he was diagnosed with metastatic cancer. Jess, holding on tightly to her job and sense of control, decided to leave the startup life as Chris was recovering from an arduous year of chemo. Today, we discuss with them whether financial security (as well...

We discuss with Paco De Leon her new book, Finance For The People. What are the most importanty steps for average everyday people to reach their financial goals, build a path to wealth, and also maintain their ethics? Paco describes her early career in personal finance and how it taught her the most important habits and insights in order to get our finances in order today and not some time in the...

Are you worried about how you are going to pay for healthcare if you retire before Medicare age? This conundrum has stumped early retirees and entrepreneurs for decades. Part of the problem is that we just plain unclear about how much healthcare coverage will cost. Lynn Frair and Ryan Connell have an answer. They have created a a healthcare calculator to help you estimate your costs. Learn more ab...

Naseema McElroy is the force behind Financially Intentional, a nurse, author, and a financial coach. We discuss with her the difference between a high salary and wealth. She discusses how becoming intentional about her money made all the difference. Debt was normal for her until it wasn't. Listen to her inspiring story.   Learn more about your ad choices. Visit megaphone.fm/adchoices

We are joined by Joe Saul-Sehy and Shannah Game to review the biggest financial stoires of 2022. There are seven that we discuss specifically and chart out how we were impacted. What is going to happen in 2023. Listen as we look back as well as forward.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Underwood from Homo Money comes on to talk about the seven savings stocking stuffers of paying yourself first during the hollidays. We discuss not only how to pay yourself first but also the biggest mistakes that he made when learning how to build wealth. Also, don't miss the aftershow where we chat about the FIRE movement and the LGBTQ community.  Learn more about your ad choices. Visit mega...

Laura and betsy Milne are co creators of the brand, business, and podcast titled Luscious Hustle. Burned out from their previous work environments, they started a business to help people connect to their energy and a more nurturing version of entrepreneurship. In the meantime, they have been highly influenced by Human Design. Listen here to learn about their evolution and more about what human des...

Diandra fields writer behind That Science Couple has been diagnosed with cancer not once but twice. These diagnoses and her resultant treatments have changed her beliefs about money, financial independence, and life. Listen as she describes her evolution and the emotional and economic difficulties of being a cancer survivor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you have a tax problem? Does it pain you every year to see more and more money going to Uncle Sam? Well, CPAs Amanda Han and Matt Macfarland wrote a book to help you take advantage of the tax busting powers of real estate available to all of us. They are authors of The Book on Advanced Tax Strategies.  Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Jonathan DeYoe from Mindful Money about how to be thoughtful about what are financial framework is meant to support. He takes us through his pillars of happiness and we learn how to then use them in order to create a financial plan that serves our unique goals and life.  Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with ken and Mary Okoroafor from The Humble Penny about the purpose of wealth and what it means in our lives. Have you ever considered the concept of financial joy? Ken and Mary discuss their vision of what money or financial joy is and how it should play out in our lives. Plus, listen closely to the intermission for a free giveaway.   Learn more about your ad choices. Visit megaphone.fm/a...

On this rewind episode we revisit our conversation with Christine Benz from Morningstar about her initial skepticism towards the financial independence retire early (FIRE) movement. Listen to her describe why she has changed her mind and what good she sees in the movement. What can we learn from FIRE movement and where should we steer clear? Learn more about your ad choices. Visit megaphone.fm/adc...

In this rewind episode we re explore whether the key to success in any endeavor, whether wealth or building a podcast, is to reverse engineer. Should we be taking the best ideas and techniques from those who are already successful? Are we stealing or learning from the experts? Listen to Joe Saul-Sehy, Rich Jones, and Jen Smith on this exclusive Fireside Chat as we hash out this important conversat...

Brad Barrett the host and co creator of the ChooseFI podcast and platform joins me to talk about a tweet from a few months back. Once we have enough money, should we quit our jobs? IS working a waste of time after financial independence. Listen in on this conversation with one of my favorite people to talk philosophy with. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we talk the financial and emotional burdens of our parents. Jason and Laura were financially independent world travelers when Laura's parents needs changed radically due to dementia. On this episode we talk about the unforeseen sacrifices that are necessary and how their lives have changed.   Learn more about your ad choices. Visit megaphone.fm/adchoices

We discuss with Sean Mullaney The Seven Rules of the Road for Tax Advantaged accounts. He discusses these and more in his new book Solo 401K. Find out how we maximize your tax deductions, defer paying taxes for the long term, and plan for future withdrawals and even RMDs.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Econome 2023 promises to be a fantastic conference in 2023. We talk with creator Diania Merriam as well as big stage speakers Ericka Young and James Lowery. What will be new this year? What surprises can we expect? Will there be a live podcast? Take a listen and find out.  Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Barbara Sloan the author of the recently published book Tipped and the creator of the Tipped Finance platform. Why does your tip matter? What struggles do service industry professionals face?  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode we talk with Jean Chatzky and Louis Barajas about their upcoming PBS show Opportunity Knocks. We discuss how they guided six families through debt, career, home ownership, and much more. Then, I tell a long held secret story about why i eventually decided to leave medicine and what it says about our healthcare system.  Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Bill Yount from the Financial Literacy Project Facebook group about being behind the eight ball when it comes to his path to financial stability. We talk "Back-Loading" the sacrifice and how it feels to see people in their twenties and thirties retire early. Do you ever think that it is too late and you will never catch up? Learn more about your ad choices. Visit megaphone.fm/adchoice...

This is a live recording from CampFI Southwest. Here we discuss the connection between money and purpose. Can the concept of purpose (and Identity) actually be toxic? Three guests discuss their opinions and vision of what role purpose should play in our life.  Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Patrick Yip about the shoulds and shouldnt's with investing and gold. Is it speculation? Is it an inflation hedge? Should gold take the place of bonds in our asset allocation? Learn the answers to these questions and more on todays episode.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Will listening to a financial podcast make you millions? More importantly, is this still a good way to teach and learn financial competence? We talk how the sausage gets made with part of the creative team behind the Stacking Benjamins Show. Here's your chance to be a fly on the wall. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on E&I we conduct a life review with Nuno Leiria. He is a game programmer and a very thoughtful person about his dreams and ambitions. On this episode we look at his life and consider his sense of purpose. How does money play in to these goals? Learn more about your ad choices. Visit megaphone.fm/adchoices