The U.S. government is shutting down. Bitcoin just hit a record high. Inflation whispers are back. And Wall Street is buzzing with speculation.What does this all mean for your money, your portfolio, and your long-term financial freedom? On this First Friday episode, we unpack the economic headlines you can’t ignore — and help […]
Author: Paula Pant
#647: Q&A: Can You Afford a Mini-Retirement?
What if you and your partner wants to take a few months – or even a year – off work?
How do you handle health insurance once you leave your jobs?
And how do you make sure the time off isn’t wasted, but becomes a launchpad for what’s next?
In this week’s Q&A, we […]
#646: The Third Option Between Working and Retiring
What if you didn’t have to choose between grinding full-time until retirement or quitting work altogether?
By 40, Andy Hill and his wife had built a $500,000 portfolio and paid off their home. Instead of racing toward early retirement, they chose a third way: scaling back to part time work, becoming equal partners in parenting, […]
#645: Q&A: My Friend Won’t Invest – How Can I Help?
Mike: After 15 years of intentional living, Mike is 80 percent of the way to financial independence. Now he’s trying to help friends take control of their own financial future. But what happens when one spouse is eager to learn and invest, while the other isn’t interested?
Michael: For two years, Michael has tracked his […]
Quick heads-up (and a dad joke, sort of)
So … this is awkward. Someone is pretending to be me via email.
I’ve dealt with Instagram impersonators for years (until I got that blue checkmark — finally!), but this is my first time being impersonated through email.
Someone created a fake address and somehow scraped email addresses of my Instagram followers to send out […]
#644: The Hidden Psychology Behind Every Financial Decision You Make with Dr. Daniel Crosby
Why do we both crave money and resent it? Why do some people sabotage their financial futures in the name of short-term comfort? And why is your brain — not the stock market — the biggest threat to your wealth?
In this conversation, we explore the surprising ways that psychology and money intertwine. Our guest, […]
#643: LIVESTREAM: A Former Fed Economist Reveals What’s Really Happening, with Karsten Jeske (“Big ERN”)
Picture this: you’re at the Federal Reserve years ago. The chairman literally hangs up a conference call, waits 30 minutes, then calls back — suddenly everyone agrees on the rate decision.
That’s the kind of insider story Karsten Jeske (“Big ERN”) shares when he joins us to break down what’s happening with the economy right […]
#642: I Tried 5 Ways to Get Rich… Only ONE Worked – with David Gardner
Motley Fool co-founder David Gardner joins Paula to share his philosophy of “Rule Breaker” investing. Instead of obsessing over short-term market moves, Gardner explains how to identify high growth stocks that are shaping the future, why “overvalued” companies often end up being the biggest winners, and how long-term optimism is […]
[Bonus Episode] Rob Berger on Inflation, Rate Cuts & Smarter Retirement Moves
The Federal Reserve is expected to cut rates. Inflation data is sending mixed signals. Social Security faces insolvency warnings. And the stock market looks both unstoppable and precarious.
What should investors and everyday savers do in this moment of uncertainty?
In this special bonus episode, we sit down with Rob Berger — former attorney, Forbes […]
#641: Q&A: ChatGPT Built Her $1.2M Portfolio … But Should You Trust It?
Cristina has a $1.2 million portfolio and hopes to make work optional within the next decade. Is she invested in the right way? Or should she change up her asset allocation?
Anonymous and her husband plan to retire in 5 years. They have 10 rental properties and a $2.75 million portfolio. They dream of slow […]
