Earn & Invest

Are we roth crazy? Sean Mullaney and I talk about common misconceptions when it comes to tax planning. Not only whether we should be doing Roth conversions but also the future of taxation in America. Learn more about your ad choices. Visit megaphone.fm/adchoices

This solo episode is following up on our interview with Ilana Golan from the Leap Academy. Ilana faced dissapointment. So will you. Let's chat ten things about dissapointment. Do you agree? Let me know: docg@diversefi.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ilana Golan is the creator of Leap Academy where she helps people develop portfolio careers. What is a portfolio career and how do we develop it with the right amount of AQ? Listen to this broadranging converssation about the future of careers. Learn more about your ad choices. Visit megaphone.fm/adchoices

While personal finance is personal, there are some universal money truths. In This Rewind episode we talk with Shannah Game from ⁠Everyone's Talkin' Money ⁠about her fifteen wise money tips. She asked over one hundred friends and experts and in this episode we discuss what she found. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this rewind episode of the Earn & Invest podcast we discuss the often-neglected topic of Social Security, with Mary Beth Franklin, a seasoned retirement expert, unraveling the complexities and dispelling common misconceptions. With over 40 years of financial journalism experience, Franklin provides a comprehensive Social Security 101, highlighting its importance in retirement planning and addre...

This is a live podcast episode at the FI Freedom Retreat in Bali, Indonesia. I am joinded by Jackie Cummings-Koski from the Catching Up To FI Podcast. Listen in as our conference attendees tell their stories. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shirzad Chamine is the author of New York Time's Bestseeling book, Positive Intelligence. We chat about how mindset effects our ability to get things done both personally as well as in organizations. How does our mind get in the way? Learn more about your ad choices. Visit megaphone.fm/adchoices

Suze Orman says we should have 3-5 years of cash equivalents available when you retire. Michael Higgins and I disagree. Listen in as we discuss the concept and dive into fundamental concepts like how to decide if you have enough money. Learn more about your ad choices. Visit megaphone.fm/adchoices

I love public speaking but realize that it is not everybody's thing. In this episode, I discuss why public speaking is important and what it accomplishes. Is it your favorite pastime or do you loathe it? Listen in to hear why it is important either way. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you are like me, you came of age in the 1980's. Things were different then. Money was different. Life was different. In this ten things episode we talk about what life was like growing up in the heart of Gen X. Did I get it right? Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you part of generation X? If so, did you get money wrong? Your generation ceratinly did. We chat today with Kerry Hannon and Janna Herron about their book Reality Bites. If you find yourself struggling like the rest of your generation, this episode is for you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Spurred by my conversation with Rose Han, I talk ten things about enough. What is enough money? Joy? Happiness? How do we measure it and not fall into the common traps? If you have struggled with enough, this episode is for you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rose Han has written an awesome book titled Add a Zero. Today, I push her to go past how we make the money, and we delve into what it actually does for us. What would you rather have? 100 friends or one hundred million dollars. Rose knows her answer, what is yours? Learn more about your ad choices. Visit megaphone.fm/adchoices

Your average person is not going to be able to retire in their thirties or forties. It is not that we shouldn't retire early, but we also might want to retire often with mini-retirements. We discuss this very subject with an expert on this subject--Jillian Johnsrud--about her book Retire Often. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this ten things episode, I discuss friendship. My Thursday episode is going to be with a good friend, Jillian Johnsrud, so I felt we should discuss this important topic in preparation. Do you agree with my ten things? Let me know. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you proud of being optimizer? Maybe efficiency is your thing? In this community episode, we talk about the risk of over optimizing and what we can do instead. We not only talk about our finances, but also our time and our health. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join me to discuss my personal nemesis. I am totally neurotic about time, so I decided to spend this ten things episode chatting about it. How do you feel about time? Is it abundant or scarce? Let's see if we agree. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode we chat with Delaney William about job stacking. Do you think you could hold a few full-time job at the same time? Delaney did and he thinks you could too. Today, we will chat about how. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this solo episode I talk about ten things about the future of work and the job market. What will having a career look like? Will you work for someone else? Yourself? How do you build up a resumee for this unknown future? Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you build a flexible financial plan? We speak with Kali and Eric Roberge of the the financial advisory Beyond Your Hammock and the hosts of the Beyond Finances Podcast. We delve into the ways in which the unexpected can disrupt your financial plan and what you can do about it today. Not only do people, but legislation changes. Will you be ready? Learn more about your ad choices. Visit megap...

In this rewind episode we feature Fritz Gilbert who has been retired for years and has not only written a book and blog, but also demonstrated how to live a good life post W2 employment. Today we discuss the seven secrets of a happy retirement. Fritz's wisdom not only is for those wanting to retire, but also for those at the beginning of their career. Learn more about your ad choices. Visit megaph...

Today we chat with Steve Eisman, portrayed in the movie The Big Short, who is a well-known contrarian thinking. We discuss the mortgage collapse, for-profit higher education, and how we make smart bets in the stock market in the future. Learn more about your ad choices. Visit megaphone.fm/adchoices

In my upcoming Thursday episode I had a little tiff with my guest about market efficiency. He doesn't believe in it. I do. So in this ten things episode, I talk ten things market efficiency. What's your take? Are markets efficient? Learn more about your ad choices. Visit megaphone.fm/adchoices

For this community episode, i am joined by Gwen and Tim Joiner for an ask me anything session. Today, however, will be a little different because we are going to focus on criticism. Gwen and Tim provide some friendly fire. Learn more about your ad choices. Visit megaphone.fm/adchoices

Retirement is just a number. Confused? Dive into this ten things episode where I discuss everything about retirement. What is it? Do we stop working? When have we reached enough? Listen to this solo episode to find out. Learn more about your ad choices. Visit megaphone.fm/adchoices