Earn & Invest

In this rewind episode we talk with Andy and Nicole of Marriage, Kids, and Money and Jen Smith from Frugal Friends about when it's time to ditch the 9 to 5. Today's guest took the leap and left their jobs before financial independence to pursue freelance work and entrepreneurship. How do you know when it is time to make the break? What are the risks and benefits? Learn more about your ad choices. Visit megaphone.fm/adchoices

Rachel Richards was cruising along financially, building a business and social media following, when her life and finances took a sudden turn. We talk about the ups and downs of divorce, valuing a business, and revealing to friends and social media supporters the reality of a marriage that was ready to end. Can you financially plan for this possibly devastating white swan event? Learn more about your ad choices. Visit megaphone.fm/adchoices

According to a YouTube TedX talk by Riley Moynes there are four phases of retirement. Today we talk to Kristy and Bryce from Millennial Revolution about how these phases relate to early retirement and the FIRE Movement. Are the phases the same? Is there stress related to retirement? Learn more about your ad choices. Visit megaphone.fm/adchoices

Paulette Perhach is the creator of the Powerhouse Writers program where she teaches both the art and business of freelance writing. We chat about whether it is a good way to make a living. IS it lucrative enough? How hard is it to get a piece into the New York Times? Listen as Paulette shares her wisdom and what works for her. Learn more about your ad choices. Visit megaphone.fm/adchoices

How do we know what enough looks like when it comes to money? To generosity? To charity? On today's episode we discuss just this with Tara From and Kevin Crowe from Give a Mile. Give a Mile is a charity which allows us to donate airline miles to the families of hospice patients so they can make last minute trips. We share stories of what simple generosity can mean to strangers and how to integrate savings for oneself versus giving to those in need. Learn more about your ad choices. Visit megaphone.fm/adchoices

Maricella Herrera Avila is the CEO of Ellevate Network, the largest community for women+ at work focused on creating a culture of equity and inclusion in business. We talk about the time she was asked in a job interview whether she was planning to get married in the next two years. What does it mean to be a "professional feminist" and why is it important? Learn more about your ad choices. Visit megaphone.fm/adchoices

We chat with Kim and Chris Mamula about how you decide when is the right time to retire. Chris is the author of the popular blog Can I Retire Yet. Is retirement the goal? Is the grass greener on the other side? And furthermore, how do we define retirement? Both Chris and Kim plan on making money regardless if they call themselves "retired" or not. Would you? Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Miller is the author of Retirement Reboot, most definitely one of the best retirement books to be written in the last few years. In this episode we chat about Medicare and Social Security. While many have suggested that we should be scaling back on these types of social insurance, Mark feels what is needed now is an expansion. We dive deeply into how these benefits work and what needs to change. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's that time of year again and we are talking New Year's resolutions. Is there anything to them or are they just bunk? We chat with Vincent Pugliese, Sarah Putt, and Renee and Nii Darko. How do you set intentions for the coming year? And more importantly, should you? Happy New Year! Learn more about your ad choices. Visit megaphone.fm/adchoices

Leif Dahleen is the Physician on FIRE and on this episode we talk about what happens when having enough is not enough to feel happy. With the recent death of the enormous popular tWitch by suicide, we try to tackle the question of why people who seem to have it all still suffer. Does money make us happy? Career? Accomplishments? Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris and Jess have lived through a lot on the last 5 years. Chris retired early in order to live a good life and than something unexpected happened-he was diagnosed with metastatic cancer. Jess, holding on tightly to her job and sense of control, decided to leave the startup life as Chris was recovering from an arduous year of chemo. Today, we discuss with them whether financial security (as well as health security) is an illusion. Learn more about your ad choices. Visit megaphone.fm/adchoices

We discuss with Paco De Leon her new book, Finance For The People. What are the most importanty steps for average everyday people to reach their financial goals, build a path to wealth, and also maintain their ethics? Paco describes her early career in personal finance and how it taught her the most important habits and insights in order to get our finances in order today and not some time in the far off future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you worried about how you are going to pay for healthcare if you retire before Medicare age? This conundrum has stumped early retirees and entrepreneurs for decades. Part of the problem is that we just plain unclear about how much healthcare coverage will cost. Lynn Frair and Ryan Connell have an answer. They have created a a healthcare calculator to help you estimate your costs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Naseema McElroy is the force behind Financially Intentional, a nurse, author, and a financial coach. We discuss with her the difference between a high salary and wealth. She discusses how becoming intentional about her money made all the difference. Debt was normal for her until it wasn't. Listen to her inspiring story. Learn more about your ad choices. Visit megaphone.fm/adchoices

We are joined by Joe Saul-Sehy and Shannah Game to review the biggest financial stoires of 2022. There are seven that we discuss specifically and chart out how we were impacted. What is going to happen in 2023. Listen as we look back as well as forward. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Underwood from Homo Money comes on to talk about the seven savings stocking stuffers of paying yourself first during the hollidays. We discuss not only how to pay yourself first but also the biggest mistakes that he made when learning how to build wealth. Also, don't miss the aftershow where we chat about the FIRE movement and the LGBTQ community. Learn more about your ad choices. Visit megaphone.fm/adchoices

Laura and betsy Milne are co creators of the brand, business, and podcast titled Luscious Hustle. Burned out from their previous work environments, they started a business to help people connect to their energy and a more nurturing version of entrepreneurship. In the meantime, they have been highly influenced by Human Design. Listen here to learn about their evolution and more about what human design is. Learn more about your ad choices. Visit megaphone.fm/adchoices

Diandra fields writer behind That Science Couple has been diagnosed with cancer not once but twice. These diagnoses and her resultant treatments have changed her beliefs about money, financial independence, and life. Listen as she describes her evolution and the emotional and economic difficulties of being a cancer survivor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you have a tax problem? Does it pain you every year to see more and more money going to Uncle Sam? Well, CPAs Amanda Han and Matt Macfarland wrote a book to help you take advantage of the tax busting powers of real estate available to all of us. They are authors of The Book on Advanced Tax Strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Jonathan DeYoe from Mindful Money about how to be thoughtful about what are financial framework is meant to support. He takes us through his pillars of happiness and we learn how to then use them in order to create a financial plan that serves our unique goals and life. Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with ken and Mary Okoroafor from The Humble Penny about the purpose of wealth and what it means in our lives. Have you ever considered the concept of financial joy? Ken and Mary discuss their vision of what money or financial joy is and how it should play out in our lives. Plus, listen closely to the intermission for a free giveaway. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this rewind episode we revisit our conversation with Christine Benz from Morningstar about her initial skepticism towards the financial independence retire early (FIRE) movement. Listen to her describe why she has changed her mind and what good she sees in the movement. What can we learn from FIRE movement and where should we steer clear? Learn more about your ad choices. Visit megaphone.fm/adchoices

In this rewind episode we re explore whether the key to success in any endeavor, whether wealth or building a podcast, is to reverse engineer. Should we be taking the best ideas and techniques from those who are already successful? Are we stealing or learning from the experts? Listen to Joe Saul-Sehy, Rich Jones, and Jen Smith on this exclusive Fireside Chat as we hash out this important conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brad Barrett the host and co creator of the ChooseFI podcast and platform joins me to talk about a tweet from a few months back. Once we have enough money, should we quit our jobs? IS working a waste of time after financial independence. Listen in on this conversation with one of my favorite people to talk philosophy with. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we talk the financial and emotional burdens of our parents. Jason and Laura were financially independent world travelers when Laura's parents needs changed radically due to dementia. On this episode we talk about the unforeseen sacrifices that are necessary and how their lives have changed. Learn more about your ad choices. Visit megaphone.fm/adchoices

We discuss with Sean Mullaney The Seven Rules of the Road for Tax Advantaged accounts. He discusses these and more in his new book Solo 401K. Find out how we maximize your tax deductions, defer paying taxes for the long term, and plan for future withdrawals and even RMDs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Econome 2023 promises to be a fantastic conference in 2023. We talk with creator Diania Merriam as well as big stage speakers Ericka Young and James Lowery. What will be new this year? What surprises can we expect? Will there be a live podcast? Take a listen and find out. Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Barbara Sloan the author of the recently published book Tipped and the creator of the Tipped Finance platform. Why does your tip matter? What struggles do service industry professionals face? Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode we talk with Jean Chatzky and Louis Barajas about their upcoming PBS show Opportunity Knocks. We discuss how they guided six families through debt, career, home ownership, and much more. Then, I tell a long held secret story about why i eventually decided to leave medicine and what it says about our healthcare system. Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Bill Yount from the Financial Literacy Project Facebook group about being behind the eight ball when it comes to his path to financial stability. We talk "Back-Loading" the sacrifice and how it feels to see people in their twenties and thirties retire early. Do you ever think that it is too late and you will never catch up? Learn more about your ad choices. Visit megaphone.fm/adchoices

This is a live recording from CampFI Southwest. Here we discuss the connection between money and purpose. Can the concept of purpose (and Identity) actually be toxic? Three guests discuss their opinions and vision of what role purpose should play in our life. Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Patrick Yip about the shoulds and shouldnt's with investing and gold. Is it speculation? Is it an inflation hedge? Should gold take the place of bonds in our asset allocation? Learn the answers to these questions and more on todays episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Will listening to a financial podcast make you millions? More importantly, is this still a good way to teach and learn financial competence? We talk how the sausage gets made with part of the creative team behind the Stacking Benjamins Show. Here's your chance to be a fly on the wall. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on E&I we conduct a life review with Nuno Leiria. He is a game programmer and a very thoughtful person about his dreams and ambitions. On this episode we look at his life and consider his sense of purpose. How does money play in to these goals? Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk about personal finance and financial independence through a very different lens. Jason and Amanda are part of the polyamory community and their approach to relationships and money are slightly different. Listen to hear how this community tackles these difficult issues. Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Jace Mattinson of The Millionaires Unveiled podcast. We discuss whether a million dollars is still a lot of money, and how is the quickest way to get to that type of net worth. Jace talks about how his own investing habits have changed after hearing so many millionaire's stories. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever heard of medium-term rentals? If not, you might want to pay attention to the newest real estate trend. In this episode, Zeona McIntyre and Sarah Weaver described the strategy in their forthcoming book, 30-Day Stay: A Real Estate Investor's Guide to Mastering the Medium-Term Rental. Learn more about your ad choices. Visit megaphone.fm/adchoices

Doug Lynam was traumatized by his parents relationship with money. This lead to, among other things, a stint in the marines and two decades in a monastery. Eventually his unique past guided him to a career as a money manager. In this episode we discuss money trauma and money avoidance. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is a live episode recorded at Chautauqua Colombia. The first ever podcast coming from this elusive conference, we explore with participants why they came. How much would you pay to learn about money? How far would you travel? How important is money anyway? Learn more about your ad choices. Visit megaphone.fm/adchoices

In this rewind episode, Bryce Leung and Kristy Shen cofounders of the millennial revolution platform, decided that they no longer wanted to toil away at a stressful, hateful job for 30-40 years, to pay off a massive mortgage, only to die of a heart-attack at their desks or be laid off without a pension. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this rewind episode we revisit estate planning with Vicki Cook and Amy Blacklock who wrote Estate Planning 101. It is the subject we love to hate and yet is one of our most important financial planning tasks. Learn more about your ad choices. Visit megaphone.fm/adchoices

We discuss with Paul Merriman whether we are leaving money on the table. Can we increase returns by adding on to the traditional S & P 500 index or total market index? We go farther and touch on seven key concepts when it comes to investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode was recorded live at the Mr. Money Mustache Headquarters during the Taking Stock book launch party. We talk purpose, meaning, and money with a live audience of sixty people as well as answer questions from the audience. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is money your scorecard? We talk with Brandon Turner, formerly of BiggerPockets, about purpose, freedom, and impact. He discusses his four phases of financial freedom and ultimately what he plans to accomplish with all his success. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason and Eric are the creators of the fantastic Two Sides of FI podcast. We talk finances and how they relate to purpose. We also explore whether it is money that solves our problems. Did you ever think that everything will be okay once you are financially independent? We push back on this narrative. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lacey Langford, The Military Money Expert, grew up the daughter of a military policeman. Their norms, habits, and teachings as children had a profound effect on her decision to become a financial counselor. What can this army brat teach you? Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Chris and Debbie Emick from the Go Bucket Yourself blog and podcast about living a life of authenticity. They explain the concept of living a wild life and discuss the role of spirituality. Is purpose to weighty of a term? Listen and find out. Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk with Mark Trautman his path to financial independence, his financial decisions, and the loss of his beloved wife Marge. We discuss the important role money plays in our lives and what it can and can't do for us. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are we in a recession? Are we headed towards one? In this episode we chat with Joe Saul-Sehy, Andrew Wang, and Jen Smith about how to protect yourself when economic winds change. What are you going to do to make your finances stronger regardless of what the future holds? Learn more about your ad choices. Visit megaphone.fm/adchoices

We talk heroin addiction with Marisa Vitali as depicted in her short film Grace. How do we engage with those in recovery whether drug abuse or other issues like a spending addiction. We also touch on the financial topics associated with filmmaking. Learn more about your ad choices. Visit megaphone.fm/adchoices