Cody Berman was 19 when he learned about financial independence, and 25 when he reached it.
There’s no trust fund here, no lucky exit. Just a brutal train commute, over 30 side hustles, and a gap between what he earned and what he spent that […]
Tag: real estate investing
#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 […]
#730: Q&A: We Have $1.5 Million. Can We Stop Now?
What does it actually mean to have “enough” — and how do you know when it’s time to stop optimizing and start living?
This week’s questions all circle the same tension: how do you keep building financial security without losing the years you’re supposedly securing it for?
[…]
#729: First Friday: Jobs Are Cooling, Prices Are Climbing, and NYC is Freezing the Rent
Why did New York City just freeze rent for a million apartments — and who’s actually going to pay for it?
This month’s economic landscape is anything but simple: a job market that’s cooling faster than expected, a brand-new Fed chair rewriting the rulebook, and a policy […]
#728: Q&A: What $2.4 Million at 37 Actually Looks Like (It’s Not What You Think)
What happens when a sudden $850,000 inheritance turns into eight different account balances, three rental properties, and one very big decision about your future?
When grief, real estate, and a six-figure windfall collide all at once, the fastest way to make an expensive mistake is to rush […]
#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.
#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 […]
BONUS: The Economy Added 115,000 Jobs. Consumer Confidence Just Hit a 74-Year Low. Let’s Unpack This.
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 […]
#706: Q&A: The Case for NOT Paying Off Your Student Loans
What do student loans, early retirement, and Airbnb have in common?
They’re the three questions we’re tackling in today’s episode, and each one forces you to think about uncertainty, flexibility, and whether the “right” financial move on paper is actually the right move for your life.
Joe and I answer three listener questions. KJ […]
#690: Q&A: Should My Teen Go to College?
What’s the real value of a college degree in 2026? Is it just about the paycheck, or is there something deeper we’re missing in the ROI calculation?
In this Q&A episode, Joe and I tackle one of the most consequential financial decisions […]
