“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 […]
Tag: investing
#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 […]
#721: First Friday: Fed Rate Hike Coming? Jobs & Housing News
The US economy showed surprisingly robust job growth in May, adding 172,000 new jobs and signaling a broadening recovery that extends far beyond essential services.
But underneath the strong labor market, headlines are flashing mixed signals: treasury yields are climbing on inflation worries, real estate markets are seeing regional corrections, and consumer sentiment is beginning […]
#720: Q&A: When the “Right” Decision Feels Harder Than The Math
Why is the finish line of financial independence so much scarier than the starting line?
While the early stages of accumulating wealth are full of possibility, approaching the moment where work becomes optional can trigger an unexpected wave of financial anxiety, causing many to stall out right at the edge of freedom.
Joe […]
#717: The 5 Ways Investors Behave When Things Go Wrong, with Clare Flynn Levy
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 […]
#714: Q&A: Should I Sell One Property to Pay Off Another?
If you’ve ever wondered why some people thrive in real estate while others get burnt out, it usually comes down to one thing: understanding whether you’ve bought an investment or a job.
Joe and I tackle questions about the reality of scaling a rental portfolio, the math behind “high-yield” accounts, and how to stay […]
#696: Q&A: Should Your Emergency Fund Be Invested?
Should your emergency fund chase yields, or should you prioritize stability over returns? It’s a question we haven’t had to ask for years, but as interest rates drop, savers are facing a new reality.
In this Q&A episode, we tackle four listener questions that span the practical and the philosophical. We start with a listener […]
#688: Q&A: I’m Burned Out But Not Quite Ready to Retire
In this Q&A episode, Joe and I tackle three listener questions that touch on career transitions, portfolio evaluation, and giving your kids a head start on retirement savings.
We start with a burned-out teacher in New Zealand who’s paid off her mortgage and is ready to shift to part-time work, but she’s caught in […]
#684: Why You Should “T-Bill And Chill” Instead of Using a Savings Account, with Cullen Roche
In this episode, I sit down with Cullen Roche, financial advisor and portfolio strategist, to discuss why there’s no one-size-fits-all approach to investing. Cullen breaks down the most famous investment portfolios in history, from the classic 60/40 to Warren Buffett’s 90/10 strategy, and explains how to customize these models to fit your unique financial situation. […]
#680: Q&A: I Want to Retire Early Without Selling My Stocks in a Crash
In this Q&A episode, we tackle three questions that sit right at the intersection of money, time freedom, and life design. We start with a listener who’s planning a self‑funded sabbatical and needs to decide how much risk to take with savings earmarked for a very specific timeline.
From there, the conversation widens into […]
