By Paula Pant
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 […]
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
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.
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
As we edge closer to financial independence, a funny thing happens to the finish line: it often starts to move.
But the goalposts don’t always shift because of lifestyle inflation or uncontrolled spending.
Sometimes, they move because our vision for our wealth expands—particularly when it comes to long-term charitable giving, family legacy, […]
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 […]
By Paula Pant
She grew up with a Goldman Sachs dad. She still ended up broke in her 20’s.
Haley Sacks—known online as Mrs. Dow Jones—joins us to talk about the five-step financial framework she calls IBIZA.
Despite every advantage, she spent her twenties anxious, financially dependent, and charging dinners to her parents’ […]
By Paula Pant
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 […]
By Paula Pant
The U.S. economy added 115,000 new jobs in April, far exceeding general expectations.
But beneath that headline number lies a tale of two economies.
While sectors like healthcare, transportation, and retail are surging, the information technology sector is experiencing what can only be described as a “bloodbath.”
In this special bonus episode, we’re […]
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