Earn & Invest

In this broad ranging conversation with author and financial advisor Mark Matson, we talk terministic screens and academic based investing strategies. He describes how his family escaped poverty and what we can all learn from his experiences. His book is Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life. Learn more about your ad choices. Vi...

Feeling burned-out at work? At life? We discuss the root causes of burnout and moral injury with Ben Utley who is a CFP and team leader at Physician Family Financial Advisors. We compare and contrast this phenomenon in medicine and corporate America and Ben offers solutions. Learn more about your ad choices. Visit megaphone.fm/adchoices

There are so many reasons to spend more money today than you did five years ago. Whether gross economic inflation vs personal lifestyle inflation, it's important to keep track of your budget. On this episode, Joel and Matt from How to Money join us as we delve into spending growth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Do we have a problem with over saving? Well, if you are part of the portion of the population who actually has a retirement portfolio, then yes, you probably are. We discuss with Nick Maggiulli and Brandon Ganch their article on MAD FIENTIST. Be sure to click over the article to look at the heat chart and go more in depth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you ever have too much money? More than you will ever need? What do you do then? We talk with Mike Piper in this rewind episode about his new book More Than Enough. We discuss prudent financial moves when you have enough to take care of your own immediate needs. We also delve into giving in the most financially impactful way. Learn more about your ad choices. Visit megaphone.fm/adchoices

Whether you like it or not, you probably have a ticking tax time bomb that will wreak havoc on your finances if you don't take the time to diffuse it. We discuss with IRA expert, Ed Slott, how to keep more of your money now and leave more for your heirs. His new book is The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retireme...

Can you be too conservative when it comes to retirement planning? Jesse Cramer and I, The Best Interest Blog and Podcast, discuss the consequences on such behavior on the timing of retirement. If you don't watch out, you may end accumulating far too much. Today we discuss why that is a bad thing. Learn more about your ad choices. Visit megaphone.fm/adchoices

We discuss with Dr. Darla Bishop her new book, How To Afford Everything. She has a background in public health and used her skills to create the ten commandments of spending. In this episode we enumerate those as well as discuss much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is different. We talk with Disha Spath, The Frugal Physician, about the upcoming presidential elections. What does this mean to us financially? Are there specific fiscal moves we should make? Not Make? Disha and I talk politics...without talking politics. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this community episode we chat with Joe Saul-Sehy and Catie Lawrence about 401ks. Specifically we work through an article from Benziga in which Grant Cardone, money guru extraordinaire, badmouths retirement savings. Do you agree? Disagree? Learn more about your ad choices. Visit megaphone.fm/adchoices

Kerry hannon is a financial journalist and author of several books about employment and retirement. Today, we discuss an article she wrote for Yahoo Finance about the median 401k balances for 55 year olds and what we can learn from them. Learn more about your ad choices. Visit megaphone.fm/adchoices

Milos Maricic is a philanthropy expert who uses artificial intelligence in his philanthropy consultancy, the Altruist League. In this episode we talk about what he learned about purpose working on philanthropy. We also discuss how philanthropy and humanitarianism has changed over the last few decades. Learn more about your ad choices. Visit megaphone.fm/adchoices

Garrett Gee was pulled out of high school to go work for a governmental agency to crack cybersecurity systems. Today, we discuss his book, The Hacker Mindset, and how we can bring a better understanding of systems into winning at every day life. Listen as he describes how we can all get ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices

We chat with David Drebin who is a photographer and artist who has sold his prints for as much as $100,000. We discuss how to make a living as an artist, building a brand, and how you support yourself in the beginning. Do you have what it takes to build wealth with your craft? Learn more about your ad choices. Visit megaphone.fm/adchoices

Robert Glazer is the founder and chairman of the global marketing agency, Acceleration partners. He is a serial entrepreneur and author with a passion for helping individuals and organizations. In this episode we talk about the important skill of capacity building and how it makes us better in the workplace as well as in life. Learn more about your ad choices. Visit megaphone.fm/adchoices

We chat with John Hope Bryant, the founder of Operation Hope, about his book Financial Literacy for All. We discuss about the problems of "bad capitalism" and how to bring everyone, no matter what color, creed, or gender, the badly needed financial education that is lacking in many communities. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this feed swap we join Nerd Wallet's Smart Money Podcast. Liz Weston is interviewed about life after retirement and how her activities and identity have changed. Are you ready to retire? Also, what happens when your identity is stolen. A listener calls in to discuss identity theft. Learn more about your ad choices. Visit megaphone.fm/adchoices

For this community episode we talk generational wealth with expert Joe Saul-Sehy of The Stacking Benjamins podcast and Brian Kearns. Brian puts forth his plans for passing down money to his children in a way he feels will be most positive and Joe and I elucidate his ideas further. If you have ever spent time thinking about your financial legacy, this episode is for you. Learn more about your ad ch...

Whitney Elkins-Hutten is the author of newly released book Money for Tomorrow: How to Build and Protect Generational Wealth. We discuss how and why we should think about passing on wealth to our children and future generations. We touch on real estate and if you listen to the very end...life insurance. Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Kiersten and Julien Saunders from the rich & REGULAR platform and authors of Cashing Out. They have created a new Fintech toolkit to help regular people like you and I make sure that we are up to date with the best way to use financial technology in our every day lives. Are you up to date? Learn more about your ad choices. Visit megaphone.fm/adchoices

Rose Lounsbury has been an achievement addict most of her life. In fact, many of us fall into this trap of trying to build our sense of self worth through achieving goals. In this episode we discuss why this is not always the quickest path to happiness. Her book is ACHIEVEMENT ADDICT: THE OVERACHIEVER'S 12-STEP GUIDE TO PEACE, PRESENCE AND A LIFE BEYOND DOING. Learn more about your ad choices. Vis...

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. In this rewind episode, we discuss with them whether financial...

Fritz Gilbert 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. (Rewind Episode) Learn more about your ad choices. Visit megaphone.fm/adchoices

Adam Zuckerman is the creator of Buried in Work an online platform to help families work through estate planning before they are in crisis. Adam and I discuss how to avoid the crushing 570 hours of work it takes to carry out a loved ones estate plan after they die. Do you need a will? A trust? In thei far reaching episode we cover these important topics. Learn more about your ad choices. Visit meg...

We talk to Ciera Rogers, creator of the fashion brand Babes, about dressing Kim Kardashian, confidence, and seeing oneself as an outsider. She describes growing up homeless and living in her family car. We chart her evolution from couch surfer to full fledged entrepreneur. Learn more about your ad choices. Visit megaphone.fm/adchoices