“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: retirement
#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.
#722: Q&A: Why Do I Still Feel Anxious When I’m Clearly Doing Well?
Ever feel like your money plan looks perfect on paper, but you’re still stressed out about it?
While spreadsheets give us the exact math, how we feel about our wealth is a whole different story.
Joe and I dive into the big gap between money logic and human psychology to help you […]
#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 […]
#718: Q&A: The Goalposts Moved — Is That Actually a Problem?
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, […]
#708: Q&A: My Mom Is 73. She Has a House – But It Doesn’t Pay the Bills. Now What?
Joe and I are catching up in person to dive into a new set of listener questions.
From navigating the complexities of the current real estate market to strategic tax planning for retirement, this episode explores both the technical and psychological aspects of building wealth.
Whether you’re wondering how to handle a sudden […]
#704: Q&A: Should I Quit My Job to Be a Stay-at-Home Dad?
In this Q&A episode, Joe and I answer three listener questions that wrestle with the gap between plans and reality.
Bringham is 23, recently awarded 100% VA disability ($4,300/month for life), and has mapped out a detailed 30-year plan: buy a house, have 2-3 kids, become a […]
#701: What Retirement Planning Gets Wrong with Jamie Hopkins
In this episode, I am joined by Jamie Hopkins, a leading retirement researcher and finance expert, to debunk the myth of the “magic number.” We explore why retirement planning is a dynamic process of constant adaptation rather than a static goal.
Jamie explains the psychological and mathematical flaws of focusing solely on a […]
#692: Q&A: My Brother-in-Law Wants to Buy a Rental in Mexico. Good Idea?
Three listeners, three very different financial dilemmas, but all connected by the same underlying question: What do I do when life doesn’t follow the plan?
In this Q&A, we tackle three high-stakes money decisions. A post-divorce real estate leap overseas. A retiree with a suddenly swollen portfolio. And an investor questioning whether smarter returns cost […]
#651: Q&A: Everyone Says Don’t Hold Bonds in Taxable Accounts. They’re Wrong
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 […]
