By Paula Pant
“Joe, if you had to choose between retiring as soon as possible or paying off a mortgage, what would you go for?”
I ask Joe that right at the top of this episode, and his answer ends up being more prophetic than either of us realized.
Joe and I help […]
By Paula Pant
Jack Raines liked his boss on Hinge.
It wasn’t reciprocal. A few months later, three beers deep at a bar, he told her he was quitting — then found a $250 plane ticket to Barcelona and left the country […]
By Paula Pant
Why did I just buy my first bond ever, after years of being 100% invested in stocks?
It comes down to a single number: 5.2%. That’s the highest 30-year Treasury yield we’ve seen since 2007, and it’s reshaping the calculus for every other investment out […]
By Paula Pant
Hackers broke into a real estate closing company’s servers and waited three months for the right deal — then intercepted a wire and stole $1.2 million from a couple who did everything right, right down to the closing table.
Dr. Eric Cole was a former […]
By Paula Pant
“Joe, how much did you spend on your wedding?”
That’s how this episode kicks off, and it sets up the theme running through everything else.
Joe and I help a couple figure out if their plan to retire together in […]
By Paula Pant
Is there really a housing shortage — or do we just have a lot of wealthy people buying up all the good stuff?
That’s the question kicking off this episode.
Joe and I also help a woman simplify a $1.5 million portfolio she’s managing on her own for the first time.
And we help a […]
By Paula Pant
Why can’t you buy Vegemite in Philadelphia — and what does that have to do with building a wildly profitable online brand?
There are invisible forces shaping what you buy. Where you live. Who’s around you. What your local stores do — […]
By Paula Pant
When it comes to our money, the things we feel most certain about are often the exact blind spots that quietly derail our long-term plans.
We hold onto financial beliefs as if they’re religion or politics, rarely checking if they actually serve our long-term legacy goals.
Veteran […]
By Paula Pant
It turns out that almost everything we’re taught about personal finance is completely backward if you try to use the same advice your entire life.
What works perfectly when you have $10,000 in the bank will completely stall you out once you hit $1 million.
Yet most money advice treats […]
By Paula Pant
When a crisis hits the stock market, we tend to think that data, algorithms, and cold logic rule the day.
But behind every major investment portfolio is a human being subject to the exact same psychological traps, behavioral blind spots, and emotional relationships that affect everyday investors.
We sit down with Clare […]
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