Episodes

  • 522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider

    522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider
    May 6 2024
    We talk with Sarah-Catherine Gutierrez from Aptus Financial and Jeremy Schneider from Nectarine about advise only financial advising. CAn you get a fair shake from advisors under the broker or AUM model? We dive into insurance sales, the fudiciary standard, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    59 mins
  • 521. How to Find Financial Joy with Ken and Mary Okoroafor

    521. How to Find Financial Joy with Ken and Mary Okoroafor
    May 2 2024
    Ken and Mary Okoroafor are the creators of The Humble Penny and Financial Joy Academy. They are the authors of Financial Joy: Banish Debt, Grow Your Money and Unlock Financial Freedom in 10 Weeks. We discuss how to build a life of wealth both on the financial front but also wityh a sense of contentment and joy. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    48 mins
  • 520. How to be Financially Unmesswithable w/ Jannese Torres

    520. How to be Financially Unmesswithable w/ Jannese Torres
    Apr 29 2024
    Jannese Torres's new book is Financially Lit!: The Modern Latina’s Guide to Level Up Your Dinero & Become Financially Poderosa. In this episode we discuss how you become financially resilient. We cover the basic steps to tighten up your finances, remove the risk from corporate America, and wrestle control of your money. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    51 mins
  • 519. Community Episode: Where to Invest When Markets Are Shaky w/ Shannah Game, Josh Bruce, Annette Maier

    519. Community Episode: Where to Invest When Markets Are Shaky w/ Shannah Game, Josh Bruce, Annette Maier
    Apr 25 2024
    What do we do when markets are shaky? Do we change our retirement plan? In this community episode we discuss a recent article by Kerry Hannon about how should we adjust is this inflationary climate and interest rate uncertainty. We delve into asset allocation, rebalancing, and risk tolerance. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    54 mins
  • 518. Mindfulness, Envisioning, and Financial Independence w/ Adam Coelho

    518. Mindfulness, Envisioning, and Financial Independence w/ Adam Coelho
    Apr 22 2024
    Adam Coelho is the host and creator of the Mindful FIRE Podcast. He is a google employee who teaches mindfulness to other employees as well as the public in general. In this episode we discuss meditating, envisioning, and how we overcome our negative money scripts from our past. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    57 mins
  • 517. Is it Ever Too Late (Rewind)? w/ Bill Yount and Becky Heptig

    517. Is it Ever Too Late (Rewind)? w/ Bill Yount and Becky Heptig
    Apr 18 2024
    Have you found yourself feeling behind the eight ball? Does it seem too late to get your financial lives in order? In This rewind episode, we talk to Bill Yount and Becky Heptig of Catching Up To FI and they discuss both their regrets and triumphs. If you feel like you are late to the game, this episode is for you. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    57 mins
  • 516. Are Safe Withdrawal Rates Ridiculous (Rewind) W/Joe Saul Sehy and Christine Benz

    516. Are Safe Withdrawal Rates Ridiculous (Rewind) W/Joe Saul Sehy and Christine Benz
    Apr 15 2024
    Are Safe Withdrawal debates ridiculous? More importantly, is there a way to be less rigid and actually withdraw more? In this rewind episode we chat with Christine Benz of Morningstar and Joe Saul-Sehy of the Stacking Benjamins podcast about alternatives to the four percent rule. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    59 mins
  • 515. What This Happily Married Guy Learned From Mr. Prenup w/ Aaron Thomas

    515. What This Happily Married Guy Learned From Mr. Prenup w/ Aaron Thomas
    Apr 11 2024
    Aaron Thomas is a divorce attorney who started the website prenups.com. He found that after helping countless celebrities and superstars end their marriages that he was ready to help others save theirs. Through the judicious use of prenups and postnups, Aaron helps couples protect their financial futures. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    53 mins