…school. **** Erika is a typical American. She lives in Orange County, California — the “home of the Real OC,” she describes. She has a traditional, 9-to-5 day job in…
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#669: Q&A: 44 Years Old, $2 Million Saved – Why They’re Still Hesitant to Downshift
They’ve done everything right on paper. Mid-40s, nearly $2 million saved, clear spending numbers, and a realistic plan to downshift work within the next five to seven years. And yet,…
#667: Should You Ever Get a 50 Year Mortgage? – with Dr. Karsten Jeske
…tomorrow’s retirees. If you’ve wondered whether extended loan terms offer real affordability or just disguise the cost, this conversation gives you a clearer lens. Key Takeaways Why stretching to a…
…actually doing it. That’s exactly what this course provides—real practice with real people in a safe environment where the only thing at stake is your growing confidence. Thanks for your…
BONUS First Monday: How Did the BLS Get the Jobs Report So Wrong?
…this means for understanding the real economy. Friday arrives. The BLS delivers what appears routine: 73,000 new positions added in July. But the revisions tell a different story. May’s initially…
Here’s a Counterintuitive Idea for Your Retirement …
…of the Consumer Price Index inflation. But who does that?? Realistically, your spending habits won’t change at the rate of the CPI. Because you’re human. And that’s great, because it…
#662: What If Everything We Know About Hiring Is Wrong? with William Vanderbloemen
…makes it a powerful hiring clue. The real interview starts long before the formal meeting, which means every informal interaction counts. Agility shows up when plans change, so micro-tests can…
#558: Why Your Retirement Math Might Be All Wrong — If You Follow the 4% Rule
…tax planning, and Social Security. One key insight: The standard advice about withdrawing 4 percent of your portfolio annually in retirement misses the mark. Real-life spending isn’t that simple. In…
There’s No Such Thing As Paid Vacation. (But There’s Something Even Better!)
…including my pledge to invest 100 percent of my income – is intended to cut the relationship between time and money. I’ll have “real” wealth the day I can unplug…
#725: What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig
…to break down the invisible blind spots that sabotage estate and legacy planning. We discuss the critical distinction between a stockbroker and a true fiduciary, why traditional “eggs in one…
