By Paula Pant
This week, Paula and Joe dig into a listener’s question about ETFs that track the stock trades of U.S. politicians — including the Democratic “NANC” fund and its Republican counterpart “KRUZ.” They explore whether this strategy is smart investing or just expensive entertainment.
Then, they shift gears to home ownership headaches. Another listener asks how […]
By Paula Pant
What would you do if, at the age of 23, you found yourself with $70,000 a year leftover after expenses? Would you pour everything into retirement and coast to financial independence, or stockpile a down payment before life gets pricier with kids, a mortgage, and maintenance costs?
This week, we dive into that real-life dilemma […]
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
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
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 […]
Written By Paula Pant
We cover five pillars: Financial psychology, Increasing your income, Investing, Real estate, and Entrepreneurship. It’s double-ii FIIRE.
Today, we’re diving into Pillar Three: Investing.
Pillar III | Investing
This letter “I” could very well be called the letter T right now — tariffs, trade war, and turbulence.
Tariff increases went into effect earlier this month, and the markets treated it like old news. […]
By Paula Pant
Jason’s analysis of his retirement plan shows that the simple path beats the efficient frontier. Is he right or is he missing something?
Minerva is worried about the impacts of tax inefficiency to her wealth. Are her investments properly located?
Scott feels frozen because he doesn’t understand the nuances of the efficient frontier. Where can he get a simplified explainer so he can start taking action?
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
