By Paula Pant
Many who reach CoastFI find themselves in a strange in-between: financially independent enough to stop saving, but not ready to fully retire. When you’re living off a taxable brokerage for decades, does the “never hold bonds in taxable” rule still apply?
This episode explores how traditional asset location advice meets real-life spending. We unpack how […]
Written By Paula Pant
Imagine asking ChatGPT to build you a $1.2 million portfolio … and then actually following it.
That’s exactly what one of our listeners considered doing.
She used AI to design her entire allocation, then called into the Afford Anything podcast to ask:
“How’d the robot do? What would you tweak?”
On a recent episode, Joe […]
By Paula Pant
Sarah Williamson is the kind of person who shapes the decisions that move trillions of dollars. She earned her MBA with distinction from Harvard Business School and holds both the CFA and CAIA designations, two of the most demanding credentials in finance.
In this episode, she helps us understand how investing really works, who the […]
Written By Paula Pant
Hey everyone. Sooo … the Fed cut interest rates on Sept. 17.
You’re probably thinking:
“Wow, Paula. That news is three weeks old. You’re finally writing about it now?”
Yep. Yep.
“What are you going to tell us next? Hey everyone — We landed on the moon! Pearl Harbor attacked! Dewey defeats Truman!”
Fair point.
[…]
By Paula Pant
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 […]
By Paula Pant
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 […]
By Paula Pant
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 […]
By Paula Pant
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 […]
By Paula Pant
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 […]
By Paula Pant
Arielle’s head is spinning from the seemingly contradictory advice she hears about the best investments to hedge against inflation and a possible recession. What’s she missing?
Dave is curious about private investments after listening to a recent First Friday episode. What are they, and should he consider them for his portfolio?
Abbey is stoked about the raise she negotiated for her first job out of school. But she’s worried about liability risk related to her new position. How does she protect herself?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
