Earn & Invest

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

How do you know when it is time to move...and how do you know what to look for when you are moving? We talk with Joel and Matt from the podcast How to Money about making this big decision. We discuss the financial as well as life hacks involved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Douglas Tsoi is a spiritual director as well as part of the financial independence community. On this episode we speak with his experiences with psychedelics and how they have effected his thinking and its effect on how he deals with money and work. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is our book launch episode for Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. JL Collins interviews me about the book, life, and living without regrets. Buy the book here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Among other things, Vitaliy Katsenelson's new book, Soul in the Game, dives deep in to stoic philosophy and money. Were the stoics right? Vitaliy thinks so, and after listening to this episode, you may too. We cover how the stoic philosophers saw money and how this can benefit you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bob and Linda Lotich are the hosts of the Seedtime Money Podcast and their new book Simple Money, Rich Life discusses the role of Christianity in finanes. We talk shame, guilt, giving, and how finances fit into our religious (or non religious) lives. Learn more about your ad choices. Visit megaphone.fm/adchoices

I talk with Jimmy Turner, The Physician Philosopher, about burnout both in medicine and careers in general. His book, Determined: How Burned Out Doctors Can Thrive in a Broken medical System. What is the cost to employees and employers? Learn more about your ad choices. Visit megaphone.fm/adchoices

When it comes to financial independence are you the turtle or the hare? How important are your financial goals and how quickly do you want to get there? In this episode, we talk to Stephen Chen, Michelle Dash, and Nate Wilson from New Retirement about their careers and aspirations. Learn more about your ad choices. Visit megaphone.fm/adchoices

Should you be investing in ESG funds? Should your investments do more than just make money? We discuss these issues with Chris Mamula of Can I Retire Yet?. This is a rewind episode from over a year ago. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this rewind episode we talk with JL Collins, Brad Barrett, and Jillian Johnsrud about how and if the FIRE movement has evolved. And more importantly, if you are part of this movement, have you evolved. Enjoy this rewind episode and don't forget to preorder my book, Taking Stock. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the sky falling? We talk with Joseph Hopue (Let's Talk Money) about investing strategies in this high inflation recession threatening environment. Is now the time to change your strategy or stick to your investment plan? Is this time different? Learn more about your ad choices. Visit megaphone.fm/adchoices

James and Emily Lowery are the couple behind the instagram account and blog Rethink the Rat Race. They discuss their Instagram life. Is it real or a glitz version of reality? In this episode we discuss early financial independence, remote real estate management, and digital entrepreneurship. Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you escape the taxman? Although you may think the answer is no, we talk today with Robert Farrington of The College Investor about health savings account. Once used immediately for a tax break on healthcare costs, now they have become almost magical retirement accounts. Hear how! Learn more about your ad choices. Visit megaphone.fm/adchoices

Preorders are now available for Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life. Plus, get a first listen to the book trailer and listen all the way to the end to hear an excerpt of JL Collins interviewing me. Also, I announce our book launch party on Aug 19, 2022 in Longmont Colorado at MMHQ. Learn more about your ad choices. Visit megaphone.fm/adchoices

We argue for equity and diversity in the workplace and the entrepreneurial world because it is absolutely the right thing to do both ethically and morally. Patience Marime-Ball and Dr. Ruth Shaber, in their new book The XX Edge, also argue, however, that it will lead to more profits and innovation. Learn the many benefits of gender equity and equality. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jannese Torres-Rodriguez didn't plan on being an entrepreneur at the beginning of her career. Yet, she found her passion for her 9 to 5 flagging and started a creative side hustle around her love of cooking. Fast forward years later, she is a six figure entrepreneur with her personal finance platform Yo Quiero Dinero. Learn more about your ad choices. Visit megaphone.fm/adchoices

What is the relationship between purpose and entrepreneurship? Should there be. We discuss with Shannon Hayes, Ankur Delight, and Leisa Peterson the pros and cons of bringing in meaning and purpose in to our business ventures. Some of their opinions may surprise you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Patrick Schulte is the creator of one of the oldest sailing blogs still active called Bumfuzzle. He turned a mini-retirement and youthful adventure into a lifestyle. Hear how he did this and how he funds his travel with options trading. Learn more about your ad choices. Visit megaphone.fm/adchoices

Julien and Kiersten Saunders are the creators of the rich & REGULAR platform. Their new book, Cashing Out, is a provocative discourse on the shortcomings of corporate America for people of color as well as everyone else. A must read. Listen as we discuss how to know when it is time to cash out. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeremy Schneieder became financially independent instantaneously when he sold his company for seven figures. Yet, even before, he had subscribed to a series of good financial habits which he enjoyed sharing with friends. he started the Personal Finance Club to help others manage their finances. Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you really make money while yopu sleep? Julie berninger and Cody Berman of Gold City Ventures say "absolutely". In this episode we discuss passive income, side hustles, and entrepreneurship. Is the four hour work week achievable? Listen to find out. Learn more about your ad choices. Visit megaphone.fm/adchoices