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Tag: investing for beginners

July 31, 2026By Paula Pant

#737: She’s Researched Money for 30 Years—and Never Seen It This Bad for Young People, with Beth Kobliner

The stock market is near record highs. Unemployment is low. So why does it feel like young people have never been more pessimistic about money?

Beth Kobliner has been writing about personal finance for over 30 years, and she says today’s 20- and 30-somethings have […]

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July 21, 2026By Paula Pant

#734: Q&A: Her Brother Owns 3 Houses — Is That Why We Have a ‘Housing Shortage’?

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 […]

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June 24, 2026By Paula Pant

#726: Q&A: She Has $884K Saved — So Why Can’t She Retire?

What happens when you look at a $862,000 portfolio and realize early retirement might actually be out of reach?

When a mountain of ticker symbols, account balances, and unexpected life updates come hitting you all at once, your money plan can quickly start to look like a complete mess.

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June 19, 2026By Paula Pant

#725: What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig

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 […]

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