Earn & Invest

729. What Are We Optimizing For w/ Samantha Pillion

Thu, 30 Apr 2026 07:05:00 -0000

In this community episode of the Earn and Invest podcast, host Doc G speaks with Samantha Pillion, a former Big Four consultant who stepped away from the traditional corporate grind to pursue a life optimized for adventure, curiosity, and personal growth. Samantha shares her journey into the Financial Independence (FI) movement, which began at age 26 when she used a life insurance payout from her father's passing to start investing. After discovering the FI community and attending an event where peers enthusiastically supported her decision to take a sabbatical, she fully embraced an abundance mindset and began prioritizing life experiences over endless saving. However, while recently attending the EconoMe conference, she noticed a concerning shift in the community back toward scarcity and fear

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728. Will AI Make You Warren Buffett?

Mon, 27 Apr 2026 07:05:00 -0000

In this episode of the Earn and Invest podcast, host Jordan (Doc G) interviews financial educator and author Brian Feroldi to discuss the intersection of artificial intelligence and the stock market. Will AI make you the next Warren Buffett?

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727. Should FIRE Come With a Warning Label? w/ Vicki Robin and Douglas Tsoi (Rewind)

Thu, 23 Apr 2026 07:05:00 -0000

In this rewind episode we speak with Vicki Robin author of ⁠Your Money or Your Life⁠, and ⁠Douglas Tsoi⁠ writer of The Money and Meaning Newsletter about the promises that come with financial indepenence/retire early. Should FIRE have a warning label? Why money does and doesn't eventually end up meeting our expectations.

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726. Fulfillment Beyond Financial Independence w/ Jason (Rewind)

Mon, 20 Apr 2026 07:05:00 -0000

Join us in this rewind episode of Earn & Invest as we sit down with Jason from the Two Sides of FI podcast to explore the uncharted waters of life after early retirement. Together, we delve into the fascinating journey of financial independence and the vital question of how one fills their time, and whether boredom lurks in the shadows. Jason candidly shares his personal experiences, revealing the transformative impact of early retirement on his life.

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725. Ten Things About Abundance

Thu, 16 Apr 2026 07:05:00 -0000

In this episode of the Earn & Invest podcast, host Doc G explores the concept of abundance, arguing that it is entirely a mindset and a deliberate decision rather than a reflection of material wealth or bank account balances

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724. Has Hollywood Become a Ghost Town w/ Poull Brien

Sun, 12 Apr 2026 07:05:00 -0000

In this episode of the Earn and Invest podcast, host Doc G welcomes childhood friend and Brooklyn-based filmmaker Powell Brian. Brian, an executive producer best known for directing the critically acclaimed Netflix documentary Charles Bradley: Soul of America, joins the show to discuss the massive disruptions currently reshaping the entertainment industry. Throughout the episode, the two use the technological and AI-driven upheaval in Hollywood as a metaphor for the rapid changes threatening nearly every modern career

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723. Call it Courage w/ Mike

Thu, 09 Apr 2026 07:05:00 -0000

In this unique "Man on the Street" episode of the podcast, host Doc G steps away from interviewing professional authors and experts. Instead, he records the conversation from a pool in Cabos, Mexico, speaking with a random stranger named Mike about courage and trauma.

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722. Retirement Worries Eventually Fade w/ Fritz Gilbert

Mon, 06 Apr 2026 07:05:00 -0000

In this episode of the Earn and Invest podcast, host Doc G interviews Fritz Gilbert, founder of the Retirement Manifesto blog and author of Keys to a Successful Retirement, to discuss what life is actually like eight years into early retirement. Having retired from a high-level corporate career in 2018 at age 55, Gilbert shares profound insights into the emotional, financial, and relational realities that emerge once the initial honeymoon phase of leaving the workforce fades.

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721. Ten Things About Eight Years of Retirement

Thu, 02 Apr 2026 07:05:00 -0000

In this episode of the Earn and Invest podcast, host Doc G presents a solo "10 Things" episode reflecting on his first eight years of retirement. Recording at 5:00 AM from a beach in Cabo, Mexico, fresh off speaking about purpose at the EconoMe conference and death and dying at the White Coat Investor conference, Doc G shares how his life has evolved since scaling back his medical practice in 2018 to focus primarily on hospice work and his personal passions.

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720. Real Estate-Double Down or Get Out? w/ Dave Meyer

Mon, 30 Mar 2026 07:05:00 -0000

In this episode of the Earn and Invest podcast, host Doc G (Jordan) welcomes Dave Meyer, the Chief Investment Officer at BiggerPockets, host of the On the Market podcast, and author of Real Estate by the Numbers. The episode centers on the state of real estate investing in 2026, exploring whether average investors should double down, get out, or stay the course in the current economic climate

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719. Are You Spending Too Little? w/ Community members

Thu, 26 Mar 2026 07:05:00 -0000

In this "Current Events Thursday" episode of the Earn & Invest podcast, host Doc G is joined by Carmel and Ian, members of his Wealth with Purpose mastermind group, to discuss a provocative article from The Independent titled "Financial Anorexia: I'm scared of spending money and I save obsessively. It's ruining my life".

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718. Money, Meaning, and Mortality w/ Rose Zealand

Mon, 23 Mar 2026 07:05:00 -0000

What a death doula can teach us about money, meaning, and making time count

Most of us approach financial planning as if it’s purely a math problem. We reduce it to formulas and timelines: save a certain percentage, invest in the right accounts, retire at a specific age. It feels structured, predictable—almost controllable.

But that sense of control depends on one fragile assumption: that life will unfold according to plan.

What happens when it doesn’t?

That question sat at the center of a recent conversation I had on Earn & Invest with Rose Zealand, a Certified Financial Planner and end-of-life doula. Her work lives at a crossroads most people spend their lives avoiding—the intersection of money and mortality.

And once you hear her perspective, it becomes very difficult to see financial planning the same way again.

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717. Ten Things About Purpose

Thu, 19 Mar 2026 07:05:00 -0000

In this "10 Things Thursday" episode of the Earn and Invest podcast, host Doc G revisits themes from his book, The Purpose Code, to explore the profound impact of purpose on our lives. He structures the episode around ten core insights, aiming to demystify purpose and offer actionable advice for cultivating it without falling into common psychological traps.

Doc G begins by emphasizing that purpose fundamentally matters because studies link it to better health, increased happiness, and greater longevity—acting much like a miracle pill without the side effects. He then defines the happiness equation as a combination of meaning and purpose. He clarifies that "meaning" is cognitive, relating to how we make peace with our past and the stories we tell ourselves. "Purpose," on the other hand, is entirely action-based; it is rooted in the present and future, consisting of the activities that actively light us up.

A major theme of the episode is dismantling the myth that purpose is something you "find". Doc G argues that treating purpose like a hidden needle in a haystack leads to analysis paralysis and what researcher Lissa Rainey identified as "purpose anxiety"—a condition affecting up to 91% of people. This anxiety manifests as frustration, depression, and even job-hopping as people restlessly search for a singular calling. Instead of finding purpose, Doc G insists that we must actively build it by testing out activities and seeing what brings us joy.

Doc G attributes much of our purpose anxiety to societal pressures from parents, social media, and advertising, which push us toward what he calls "Big P purpose". He declares that Big P purpose is "always bad" because it is strictly goal-oriented, relying on massive, scarce achievements like becoming an astronaut, running a seven-figure business, or having six-pack abs. This sets people up for failure, loss aversion, or an endless "achievement treadmill". Conversely, he heavily advocates for "Little P purpose," which is process-oriented. Little P purpose involves engaging in abundant, failure-proof activities that induce a "flow state" where you lose track of time simply because you love the process.

While Big P purpose is bad, Doc G clarifies that having goals is not inherently wrong, provided they don't ruin the process. For example, aiming for a million podcast downloads is fine if you genuinely enjoy the daily work of recording and interviewing. However, if achieving that goal requires doing things you hate—like making TikTok videos—it morphs into toxic Big P purpose. Ultimately, there are no strict rules for purpose; it can be a lifelong global mission or a fleeting, selfish hobby. By focusing on the easy, joyful pursuit of Little P purpose, Doc G believes individuals will naturally attract others and create a lasting legacy that impacts generations far more effectively than striving for unattainable grandiosity.

In the episode's closing community segment, Doc G reads an email from a listener named Ted N., who shares his own "10 keys" to building wealth and achieving financial independence. Ted's strategy highlights a steady path to financial independence, including consistent investing, limiting debt, earning a Master's degree to boost income, living simply, taking full advantage of a company 401(k) match over 33 years, and prioritizing experiences like family vacations over material goods. Ted also emphasizes relying on a company pension plan and, most importantly, maintaining an "attitude of gratitude". Doc G concludes the episode by encouraging listeners to share their own lists and directing them to his Substack for detailed show notes and his weekly blog posts

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716: Should You Invest in What You Love? w/ Ken Davenport

Mon, 16 Mar 2026 07:05:00 -0000

In this episode of the Earn and Invest podcast, host Doc G interviews Tony Award-winning Broadway producer Ken Davenport about the mechanics and appeal of passion investing, specifically in Broadway shows. Davenport compares passion investing to buying a sports team: it is a way for individuals with financial security to add joy and potential profit to their portfolios. He emphasizes that investing in a Broadway show is essentially like investing in a startup company; it is a brand-new product trying to penetrate the market, which inherently makes it highly risky

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715. Ten Reasons I Successfully Built Wealth

Thu, 12 Mar 2026 07:05:00 -0000

In this Thursday “10 Things” episode of the Earn & Invest Podcast, Doc G shares his personal list of the ten biggest reasons he believes he successfully built wealth. Inspired by a recent conversation with financial historian Joseph Moore, Jordan begins by acknowledging the privileges that helped shape his path, including being born in the United States and growing up with professional parents. But he emphasizes that a series of specific habits and decisions—some simple and some unconventional—ultimately accelerated his financial journey.

First, he credits relentless consistency. Inspired by Nick Maggiulli’s philosophy of “just keep buying,” Jordan invested throughout his entire career regardless of market conditions. Even when he made early mistakes—buying individual stocks or expensive mutual funds—the habit of consistently purchasing assets eventually led him to the simplicity and power of broad index fund investing.

Second, he explains why he never relied on a traditional budget. Instead, he and his wife automated their finances by living off one income while sending the entirety of the second income directly into savings and investments. This approach allowed them to build wealth automatically while avoiding the stress of tracking every spending category.

Jordan also discusses why he stopped worrying about financial minutiae. Rather than chasing small optimizations like credit card points or the highest-yield savings accounts, he focused on the big financial moves—saving large portions of income, investing consistently, and building a profitable business.

Throughout the episode, he highlights several other mindset shifts that shaped his success: ignoring people who said something “couldn’t be done,” redesigning his medical practice into a low-overhead concierge model, and thinking in decades rather than weeks or months when pursuing long-term projects.

He also shares the importance of embracing failure through experimentation, adopting an abundance mindset, losing interest in accumulating material possessions, and forgiving himself for inevitable financial mistakes along the way.

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714. Why Financial History Rhymes w/ Joseph Moore

Mon, 09 Mar 2026 07:05:00 -0000

What if the best financial advice isn’t new—but simply forgotten?

In this episode of Earn & Invest, Doc G sits down with historian Joseph S. Moore, author of How to Get Rich in American History: 300 Years of Financial Advice That Worked—and Didn’t. Moore spent a decade exploring centuries of advice aimed at everyday Americans, testing which strategies actually worked—and which didn’t. Remarkably, his research led him to build a seven-figure net worth using lessons from the past.

Moore’s journey began with a personal financial scare: after taking a risky “NINJA loan” to buy a townhouse in 2005, he realized his vulnerability as the Global Financial Crisis of 2008 approached. Selling his home just in time sparked a curiosity that would consume the next decade.

One of his most surprising findings? Optimism is a powerful predictor of financial success. Research from the Consumer Financial Protection Bureau shows that believing you can shape your financial future often outweighs inheritance or education. Moore argues that financial “gurus,” often dismissed for overhyping strategies, actually provide hope and practical frameworks that help people take action.

We also explore how many “modern” wealth tactics are centuries old. House hacking—renting out spare rooms to pay a mortgage—was once a standard working-class strategy, frequently managed by women whose contributions rarely appeared in official statistics. Mobility was another forgotten tactic; in the 1800s, roughly one in three Americans moved annually to chase opportunity.

Moore introduces the concepts of slow time and fast time: slow time is when we build skills, capital, and relationships; fast time is when booms, crashes, or major shifts create opportunities. Those prepared in slow time can seize advantage when fast time arrives.

We also discuss concentration vs. diversification, the myth of effortless compound returns, and why financial independence isn’t the finish line—it’s the point when life becomes flexible enough to pursue meaningful goals.

For anyone curious about wealth-building, historical financial strategies, or the patterns behind money and opportunity, this episode offers practical insights drawn from 300 years of experience.

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713. Ten Things About Teaching Your Kids Wealth

Thu, 05 Mar 2026 08:05:00 -0000

Every parent wants to give their kids a financial head start. But I’m not convinced that means whiteboard lessons on compound interest at age eight.

In this week’s Earn & Invest, I shared 10 things I’m teaching my children about wealth. Most of them push back against the mainstream narrative.

First, kids learn about money in three ways: didactic teaching, modeling, and experiential learning. The worst of these? Lectures.

You can explain mortgages and index funds all day long. But until a child feels the weight of a financial decision, it won’t stick. In medicine we say, “See one, do one, teach one.” Money works the same way.

So instead of lecturing, we model. My kids overheard conversations about rental properties. They watched us set up LLCs. They saw investing as something normal, not mysterious. By college, buying and renting property didn’t feel radical—it felt logical.

We also replaced weekly allowance with a $500 lump sum each January. That money had to last the year. My son ran out after breaking his phone. My daughter saved so much she skipped things she wanted. Both learned something no lecture could teach: money involves trade-offs.

I’m also wary of monetizing childhood. Kids don’t need Roth IRAs before they need curiosity and kindness. I didn’t start investing seriously until my thirties. Wealth can wait. Character can’t.

As for inheritance, I want to teach them how to fish. The ability to generate income matters more than a trust fund. The exception? College. I’ll pay for it. Crushing debt isn’t a safe learning experiment.

Above all, I want them to know money is a tool. It buys time, flexibility, dignity. It is not happiness.

Some of my best memories cost $2,000. Some expensive experiences felt empty. Joy comes from connection and meaning—not the price tag.

If my kids understand that, they’ll be just fine.

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712. Will Kids Break the Bank? w/ Bryce Leung and Kristy Shen

Mon, 02 Mar 2026 08:05:00 -0000

Financial independence looks difference when you have kids. Yet, it can become a masterclass for how managing your finances well looks. We join Kristy Shen and Bryce Leung as they discuss their new book: Parent Like a Millionaire.

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711. The Dire Consequences of Delaying Retirement w/ Jesse Cramer

Thu, 26 Feb 2026 08:05:00 -0000

Jesse Cramer from The Best Interest joins us today to talk about a study that has been circulating in financial independence circles that suggests that delaying retirement can be deadly. We breakdown the data and how not to fall for misinformation in the financial space.

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710. Small Salary...Big Wealth w/ Andrew Giancola

Mon, 23 Feb 2026 08:05:00 -0000

Andrew Giancola is the host of The Personal Finance Podcast. Today, we discuss how to build wealth on a small salary. While this may not be you...it might be your child, friend, or family member. Do you truly need a high income to make it today?

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709. How to Master Lifestyle Creep w/ Joel Larsgaard and Matt Altmix (Rewind)

Thu, 19 Feb 2026 08:05:00 -0000

There are so many reasons to spend more money today than you did five years ago. Whether gross economic inflation vs personal lifestyle inflation, it's important to keep track of your budget. On this rewind episode, Joel and Matt from ⁠How to Money⁠ join us as we delve into spending growth.

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708. Are You a Financial Mutant (Rewind)? w/ Brian Preston

Mon, 16 Feb 2026 08:05:00 -0000

In this rewind episode we talk with Brian Preston who is the author of ⁠Millionaire Mission⁠ and cohost of The Money Guy Show. We discuss the financial order of operations. How do you maximize your ability to both spend today as well as to save for tomorrow. Brian talks about what has been successful for his clients through decades of financial planning.

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707. Mailbag Episode

Thu, 12 Feb 2026 08:05:00 -0000

In this mailbag episode, I address some of the more controversial feedback i have gotten from some select episodes. I welcome your criticism. Write me at docg@diversefi.com. Agree or disagree, this is what our community has had to say.

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706. Overcoming Our AI Overlords w/ Darrow Kirkpatrick

Mon, 09 Feb 2026 08:05:00 -0000

Darrow Kirkpatrick is best known to the personal finance community through his work on the amazing blog, Can I Retire Yet? But he is also an accomplished engineer and has been studying artificial intelligence since the 1980's. Today, he shares his wisdom.

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705. Ten Things About Black Swan Events

Thu, 05 Feb 2026 08:05:00 -0000

Do you spend a lot of time worrying about financial catastrophe? Are you worried that no matter how hard you try, world events could bankrupt you? If that's the case, you are concerned with black swan events. This episode attempts to describe why black swan events will likely not thwart you.

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704. Can I Say That? w/ Chloe Carmichael

Mon, 02 Feb 2026 08:05:00 -0000

I am joined by author Dr. Chloe Carmichael to talk first amendment rights, cancel culture, and the power of words. We discuss how self censorship can have untoward effects. Dr. Carmichael's book is Can I Say That?

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703. What's the Point of FIRE? (Community Episode)

Thu, 29 Jan 2026 08:05:00 -0000

In this community episode, Roger and I talk about whether one should retire early or not. Roger is a lawyer and enjoys work but has contemplated whether he should leave his job since reaching financial independence. He is skeptical. Hear why.

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702. Try. Fail. Learn w/ Lorraine Marchand

Mon, 26 Jan 2026 08:05:00 -0000

What are the biggest myths about innovation? Lorraine has been teaching about innovation for decades in both academics and corporate America. Her recent book is No Fear, No Failure. Are you an innovator?

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701. Ten Things About Spending

Thu, 22 Jan 2026 08:05:00 -0000

In this solo episode we talk spending. Will it make you happy? There is a continuum when it comes to spending and understanding it will help you make better decisions. Find out how.

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700. Neurogiving w/ Cherian Koshy

Mon, 19 Jan 2026 08:05:00 -0000

We discuss with Cherian Koshy neurogiving. This is the study of how neuroscience interacts charitable causes. The conversation, however, extends to how we sell oursleves and our causes in general. We also chat about storytelling.

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699. Ten Steps to a Happier Life

Thu, 15 Jan 2026 08:05:00 -0000

In this ten steps episode, we revisit happiness. Not as much as a concept, but as a guide on how to have more of it. This is just my opinion. I am not your coach or therapist. But, these steps have helped me a lot.

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698. Happiness is a Habit with Monique Rhodes

Mon, 12 Jan 2026 08:05:00 -0000

What is happiness and how do we pursue it? You all have heard me talk about this topic ad nauseam, I thought you might want to hear from someone else. Today we talk to Monique Rhodes--happiness expert and coach.

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697. Ten Things About CoastFI (Solo)

Thu, 08 Jan 2026 08:05:00 -0000

In this solo episode, we discuss the positives and negatives of CoastFI. Don't know what CoastFI is? It might just be the most reasonable way to reach financial independence. Take a listen and hear why!

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696. Family First Finance w/ Andy Hill

Mon, 05 Jan 2026 08:05:00 -0000

Andy Hill was rushing towards financial independence as fast as possible when he hit a wall. His wife was unhappy, he was burning out at work, and his kids were growing up. Listen to hear how he found a better way. His book is Own Your Time.

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695. Ten Things About Spending Down

Thu, 01 Jan 2026 08:05:00 -0000

In this solo episode I talk about the art of spending down. If we all successfully earn and invest, at some point we will actually have to live off these investments. Sounds great...but maybe it is more complicated than you think!

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694. Not Smart Enough to be Afraid w/ Pro Golfer Jay Delsing

Mon, 29 Dec 2025 08:05:00 -0000

We are joined by Jay Delsing to discuss growing up everything golf. From success on the PGA tour to getting punched in the face, we chat about having what it takes. His recent book, You Wouldn't Believe Me if I Told You.

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693. 2025: That's a Wrap!

Thu, 25 Dec 2025 08:05:00 -0000

We close 2025 with a community oriented episode. We will discuss the three biggest, but maybe quietist, stories of the year. In the second half, I tackle two community questions about previous episodes. Thanks for listening and Happy Holidays!

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692. Is The Automatic Millionaire Still Relevant?

Mon, 22 Dec 2025 08:05:00 -0000

We welcome David Bach to discuss the principals he set out over twenty years ago in his groundbreaking first book, The Automatic Millionaire. We cover such diverse issues as the Latte Factor and even Social Security. The updated version of The Automatic Millionaire is available everywhere.

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691. Financial Literacy For All w/ John hope Bryant (Rewind)

Thu, 18 Dec 2025 08:05:00 -0000

In this rewind episode we chat with John Hope Bryant, the founder of Operation Hope, about his book Financial Literacy for All. We discuss about the problems of "bad capitalism" and how to bring everyone, no matter what color, creed, or gender, the badly needed financial education that is lacking in many communities.

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690. Eleven Bad Money Hacks That Waste Your Time and Energy w/ Andrew Giancola (Rewind)

Mon, 15 Dec 2025 08:05:00 -0000

In this illuminating rewind episode, join Andrew Giancola and I as we unravel the intricacies of eleven commonly misunderstood money hacks. Together, we explore how individuals aiming to cut costs might unwittingly be squandering their hard-earned cash. Gain valuable insights into financial pitfalls, debunk misconceptions, and discover practical strategies for optimizing your money management in this eye-opening conversation.

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689. Ten Things About Contrary Thinking (Solo)

Thu, 11 Dec 2025 08:05:00 -0000

In this episode we chat about the art of contrarianism. Are you a contrary thinker? If so, does it serve you? Ten things about the good, bad, and ugly about being a contrarian. Do you agree? Write me at docg@diversefi.com.

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688. Forget Index and Chill with Bigger Pockets Money

Mon, 08 Dec 2025 08:05:00 -0000

We are joined by Scott Trench and Mindy Jensen from BiggerPockets Money for this live mastermind meeting. We discuss real estate, the middle class wealth trap, and safe withdrawal rates. Lastly. mastermind members ask questions and get surprising answers.

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687. Ten Things About Happiness (Solo)

Thu, 04 Dec 2025 08:05:00 -0000

In this solo episode, I talk ten things about happiness. Although the happiness code is looked as a mystery, I believe these ten things will make the concept more tangible. What is happiness to you?

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686. Your Thoughts Lie to You w/ Lybi Ma

Mon, 01 Dec 2025 08:05:00 -0000

Lybi Ma is an editor of the famed Psychology Today website. She has recently written a book called How To Be Less Miserable. In this fascinating conversation we talk about how our minds lie to us and often lead us astray from happiness. Do we try to be more happy or just less miserable?

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685. Can ChatGPT Help Me Retire? (Community Episode)

Thu, 27 Nov 2025 08:05:00 -0000

In this community episode, we discuss the role of AI in planning your retirement. Can ChatGPT provide us with the answers? Also, how early should we start planning for retirement day? We are joined by Bill Yount from The Catching Up to FI Podcast and community member SuzyB.

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684. A Human First Retirement w/ Dan Haylett

Mon, 24 Nov 2025 08:05:00 -0000

We chat with dan Haylett about what it means to plan a human first retirement. Too often, we get the math right but the psychology wrong. How do we have a happy retirement? Dan's new book: The Retirement You Didn’t See Coming.

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683. Ten Things About Investing (Solo)

Thu, 20 Nov 2025 08:05:00 -0000

In this ten things episode I talk investing. Investing, in general, is a lot easier than i think we make it out to be. Today, we focus on paper assets and I bring up ten key points about dealing with the stock market. Am I right? Let me know at docg@diversefi.com.

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682. The Retirement Leap of Faith w/ Jeremy Keil

Mon, 17 Nov 2025 08:05:00 -0000

No matter how you look at it, retirement ends up being a big leap of faith. In this episode I talk with financial planner Jeremy Keil about all things retirement. How do you know when the time is right and how to plan accordingly? His book is titled Retire Today.

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681. Recent Criticism (Solo)

Thu, 13 Nov 2025 08:05:00 -0000

In this episode I discuss a spate of negative Apple reviews about the podcast. I thought that listeners might want to hear a discussion about what and how I make the Earn & Invest. Why advertisements? We cover a few other objections brought up by the public.

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680. Should You Choose Passion or Money w/ Bill Keenan and Alfredo Barrios Jr.

Mon, 10 Nov 2025 08:05:00 -0000

Should you choose passion or money when it comes to your career? I discuss the upcoming movie Bull Run with creators Bill Keenan and Alfredo Barrios Jr. The story follows a junior investment banker and the hijinks that uncover a deeper question about how we work.

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679. Ten Things About Health

Thu, 06 Nov 2025 08:05:00 -0000

In this ten things episode, I expound on something that I discuss a lot outside of the podcast. Longevity influencers abound and they are pedaling all sorts of advice about how to be healthy. In many ways, I think they are wrong. This is why.

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678. The Problem With Financial Caregiving w/ Beth Pinsker

Mon, 03 Nov 2025 08:05:00 -0000

Do you have parents or loved ones that you feel responsible for? Managing the finances of a parent or other person as they are getting older and dealing with disease and mortality is difficult. Today we talk about how you can run afoul and what to do about it with Beth Pinsker, author of My Mother's Money.

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677. Abundance (Community Episode)

Thu, 30 Oct 2025 07:05:00 -0000

This live podcast was recorded at the Wealth With Purpose Mastermind this past weekend in Chicago, Illinois. Participants were asked two questions and their answers were recorded. This is your community episode.

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676. Ten Things About Masterminds (Solo)

Mon, 27 Oct 2025 07:05:00 -0000

Are you a part of a mastermind? If not, you may wonder what one is about and what we do in them. In this episode, I explore why masterminds can benefit you. Here is ten things about why I think they are important.

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675. Ten Things About Taxes (Solo)

Thu, 23 Oct 2025 07:05:00 -0000

In this ten things episode we talk taxes. While my view may not match everyone's., I feel like we radically overthink the concept. Listen as i set the record straight. Send all comments to docg@diversefi.com

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674. Are We Roth Crazy? w/ Sean Mullaney

Mon, 20 Oct 2025 07:05:00 -0000

Are we roth crazy? Sean Mullaney and I talk about common misconceptions when it comes to tax planning. Not only whether we should be doing Roth conversions but also the future of taxation in America.

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673. Ten Things About Disapointment (Solo)

Thu, 16 Oct 2025 07:05:00 -0000

This solo episode is following up on our interview with Ilana Golan from the Leap Academy. Ilana faced dissapointment. So will you. Let's chat ten things about dissapointment. Do you agree? Let me know: docg@diversefi.com.

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672. How to Build a Portfolio Career w/ Ilana Golan

Mon, 13 Oct 2025 07:05:00 -0000

Ilana Golan is the creator of Leap Academy where she helps people develop portfolio careers. What is a portfolio career and how do we develop it with the right amount of AQ? Listen to this broadranging converssation about the future of careers.

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671. Rewind: Fifteen Money Tips Regardless of net Worth w/ Shannah Game

Thu, 09 Oct 2025 07:05:00 -0000

While personal finance is personal, there are some universal money truths. In This Rewind episode we talk with Shannah Game from ⁠Everyone's Talkin' Money ⁠about her fifteen wise money tips. She asked over one hundred friends and experts and in this episode we discuss what she found.

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670. Decoding Social Security w/ Mary Beth Franklin (Rewind)

Mon, 06 Oct 2025 07:05:00 -0000

In this rewind episode of the Earn & Invest podcast we discuss the often-neglected topic of Social Security, with Mary Beth Franklin, a seasoned retirement expert, unraveling the complexities and dispelling common misconceptions. With over 40 years of financial journalism experience, Franklin provides a comprehensive Social Security 101, highlighting its importance in retirement planning and addressing the risks associated with both assuming its non-existence and overlooking its impact on financial security.

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669. Live from Bali: Should I Retire?

Thu, 02 Oct 2025 07:05:00 -0000

This is a live podcast episode at the FI Freedom Retreat in Bali, Indonesia. I am joinded by Jackie Cummings-Koski from the Catching Up To FI Podcast. Listen in as our conference attendees tell their stories.

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668. Positive Intelligence/Negative thoughts w/ Shirzad Chamine

Mon, 29 Sep 2025 07:05:00 -0000

Shirzad Chamine is the author of New York Time's Bestseeling book, Positive Intelligence. We chat about how mindset effects our ability to get things done both personally as well as in organizations. How does our mind get in the way?

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667. Are You Cash Heavy? Community Episode

Thu, 25 Sep 2025 07:05:00 -0000

Suze Orman says we should have 3-5 years of cash equivalents available when you retire. Michael Higgins and I disagree. Listen in as we discuss the concept and dive into fundamental concepts like how to decide if you have enough money.

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666. Ten Things About Public Speaking (Solo)

Mon, 22 Sep 2025 07:05:00 -0000

I love public speaking but realize that it is not everybody's thing. In this episode, I discuss why public speaking is important and what it accomplishes. Is it your favorite pastime or do you loathe it? Listen in to hear why it is important either way.

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665. Ten Things About the Eighties

Thu, 18 Sep 2025 07:05:00 -0000

If you are like me, you came of age in the 1980's. Things were different then. Money was different. Life was different. In this ten things episode we talk about what life was like growing up in the heart of Gen X. Did I get it right?

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664. Gen X and Their Money w/ Kerry Hannon and Janna Herron

Mon, 15 Sep 2025 07:05:00 -0000

Are you part of generation X? If so, did you get money wrong? Your generation ceratinly did. We chat today with Kerry Hannon and Janna Herron about their book Reality Bites. If you find yourself struggling like the rest of your generation, this episode is for you.

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663. Ten Things About Enough

Thu, 11 Sep 2025 07:05:00 -0000

Spurred by my conversation with Rose Han, I talk ten things about enough. What is enough money? Joy? Happiness? How do we measure it and not fall into the common traps? If you have struggled with enough, this episode is for you.

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662. 100 Friends or $100 Million? w/ Rose Han

Mon, 08 Sep 2025 07:05:00 -0000

Rose Han has written an awesome book titled Add a Zero. Today, I push her to go past how we make the money, and we delve into what it actually does for us. What would you rather have? 100 friends or one hundred million dollars. Rose knows her answer, what is yours?

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661. Retire Early...and Often w/ Jillian Johnsrud

Thu, 04 Sep 2025 07:05:00 -0000

Your average person is not going to be able to retire in their thirties or forties. It is not that we shouldn't retire early, but we also might want to retire often with mini-retirements. We discuss this very subject with an expert on this subject--Jillian Johnsrud--about her book Retire Often.

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660. Ten Things About Friendship

Mon, 01 Sep 2025 07:05:00 -0000

In this ten things episode, I discuss friendship. My Thursday episode is going to be with a good friend, Jillian Johnsrud, so I felt we should discuss this important topic in preparation. Do you agree with my ten things? Let me know.

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659. Are you Over Optimizing? Community Episode

Thu, 28 Aug 2025 07:05:00 -0000

Are you proud of being optimizer? Maybe efficiency is your thing? In this community episode, we talk about the risk of over optimizing and what we can do instead. We not only talk about our finances, but also our time and our health.

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658. Ten Things About Time

Mon, 25 Aug 2025 07:05:00 -0000

Join me to discuss my personal nemesis. I am totally neurotic about time, so I decided to spend this ten things episode chatting about it. How do you feel about time? Is it abundant or scarce? Let's see if we agree.

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657. Multiple Full-time Jobs and Thriving w/ Delaney William

Thu, 21 Aug 2025 07:05:00 -0000

In this episode we chat with Delaney William about job stacking. Do you think you could hold a few full-time job at the same time? Delaney did and he thinks you could too. Today, we will chat about how.

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656. Ten Things About the Future of Work

Mon, 18 Aug 2025 07:05:00 -0000

In this solo episode I talk about ten things about the future of work and the job market. What will having a career look like? Will you work for someone else? Yourself? How do you build up a resumee for this unknown future?

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655. How to Build a Flexible Financial Plan (Rewind) w/ Eric and Kalie Roberge

Thu, 14 Aug 2025 07:05:00 -0000

How do you build a flexible financial plan? We speak with Kali and Eric Roberge of the the financial advisory Beyond Your Hammock and the hosts of the Beyond Finances Podcast. We delve into the ways in which the unexpected can disrupt your financial plan and what you can do about it today. Not only do people, but legislation changes. Will you be ready?

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654. The Seven Secrets of a Happy Retirement (Rewind) w/ Fritz Gilbert

Mon, 11 Aug 2025 07:05:00 -0000

In this rewind episode we feature Fritz Gilbert who has been retired for years and has not only written a book and blog, but also demonstrated how to live a good life post W2 employment. Today we discuss the seven secrets of a happy retirement. Fritz's wisdom not only is for those wanting to retire, but also for those at the beginning of their career.

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653. Contrarian Thinking and The Big Short w/ Steve Eisman

Thu, 07 Aug 2025 07:05:00 -0000

Today we chat with Steve Eisman, portrayed in the movie The Big Short, who is a well-known contrarian thinking. We discuss the mortgage collapse, for-profit higher education, and how we make smart bets in the stock market in the future.

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652. Ten Things About Market Efficiency

Mon, 04 Aug 2025 07:05:00 -0000

In my upcoming Thursday episode I had a little tiff with my guest about market efficiency. He doesn't believe in it. I do. So in this ten things episode, I talk ten things market efficiency. What's your take? Are markets efficient?

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651. Ask Me Anything-Criticism w/ Gwen and Tim Joiner

Thu, 31 Jul 2025 07:05:00 -0000

For this community episode, i am joined by Gwen and Tim Joiner for an ask me anything session. Today, however, will be a little different because we are going to focus on criticism. Gwen and Tim provide some friendly fire.

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650. Ten Things About Retirement

Mon, 28 Jul 2025 07:05:00 -0000

Retirement is just a number. Confused? Dive into this ten things episode where I discuss everything about retirement. What is it? Do we stop working? When have we reached enough? Listen to this solo episode to find out.

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649. Spending Is Not The Issue w/ Nick Maggiulli

Thu, 24 Jul 2025 07:05:00 -0000

Today we chat with Nick Maggiulli about his concepts around The Wealth Ladder. It is nto only an amazing book, but also the strategy of using your networth to help make decisions on how to manage your finances better.

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648. Ten Things About Net Worth (Solo)

Mon, 21 Jul 2025 07:05:00 -0000

In this ten things solo episode we tackle Net Worth. Although we commonly think of it as assets minus liabilities, the concept actually is quite a bit more complicated. In this episode, I delve into why.

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647. Thriving Financially with ADHD w/ Skye Waterson

Thu, 17 Jul 2025 07:05:00 -0000

Skye Waterson is the creator of Unconventional Organization where she works as an ADHD coach and helps individuals maneuver entrepreneurship and corporate America. What does it feel like to be different? Listen to learn more.

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646. Ten Things About Hustle Culture (Solo)

Mon, 14 Jul 2025 07:05:00 -0000

I hate hustle culture. Yet, it is a big part of what motivates people. Is it good? Is it productive? In this episode I delineate why I think hustle culture is destructive and ultimately doesn't make us happy.

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645. Darrow Kirkpatrick's Not So Simple Path

Thu, 10 Jul 2025 07:05:00 -0000

Darrow Kirkpatrick is the well known founder of the Can I Retire Yet? blog. Today we talk about what he did after he left blog writing. His new book, Two Sticks, One Path discusses fear, anxiety, and ultimately triumph on the 500 mile Colorado Trail.

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644. Ten Things About Book Writing

Mon, 07 Jul 2025 07:05:00 -0000

In this ten things episode I talk about one of my favorite topics: book writing. Have you ever thought about writing a book? If so, you may be surprised that it is not exactly what you think it is. This is ten things about book writing.

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643. How To Manage Our Chaotic Market w/ Mark Matson

Thu, 03 Jul 2025 07:05:00 -0000

I go deep in this episode with academic investor Mark Matson. We discuss market efficiency, chaotic systems, and the nature of premiums. Does the past predict the future? Mark's answer is both yes and no.

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642. Ten Reasons Why I Don't Seek Alpha (Solo)

Mon, 30 Jun 2025 07:05:00 -0000

In this ten things episode, I talk about why I am happy with plain old market returns. That's right, I seek beta and ignore alpha. Am I making the right decision? Let's see what you think of my reasoning.

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641. Social Security-Is There Hope? Community Episode

Thu, 26 Jun 2025 07:05:00 -0000

We hear all the time about the possibility of social security running out. In fact, many people calculate their retirement needs without even considering its presence. Have you given up on social security? Should you have?

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640. Ten Things About Failure

Mon, 23 Jun 2025 07:05:00 -0000

In this solo episode we talk about one of my favorite topics: failure. Here why I am a failure at just about everything I do, and why that paradoxically may be the biggest success of all.

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639. The Future of Women and Money w/ Cary Carbonaro

Thu, 19 Jun 2025 07:05:00 -0000

Today we talk to Cary Carbonaro about the great wealth transfer coming in the next decade and how we are not prepared for it. Women are controlling the purse strings and yet the financial industry has yet to figure out how to speak to them. Her new book is Women and Wealth.

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638. Ten Things About Being American (Solo)

Mon, 16 Jun 2025 07:05:00 -0000

I've been spending the last two weeks in Europe and it has made me reflect on what it means to be American in the world today. In this ten things episode I chat about what I've been thinking about: both good and bad.

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637. Rewind: Discovering Your Heroic Potential: A Conversation with Brian Johnson

Thu, 12 Jun 2025 07:05:00 -0000

Join us for a transformative conversation with Brian Johnson, author of "Arete" and the visionary behind the Heroic app. Together, we explore practical strategies to bridge the divide between your current self and your aspirational identity. Brian shares profound insights on the seven objectives that pave the way to living a truly heroic life.

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636. Does Gig Work Suck (Rewind) w/ How to Money

Mon, 09 Jun 2025 07:05:00 -0000

Rewind: Does gig work suck? Joel and Matt of the ⁠How to Money⁠ podcast join me to talk about their recent episode about the insidious nature of gig work. We talk the good, bad, and ugly. They also provide some tips about how to utilize the asset most effectively.

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635. The Wallet-Body Connection

Thu, 05 Jun 2025 07:05:00 -0000

We talk to Daniel Crosby, author of The Soul of Wealth, about the wallet-body connection. How does our health effect or wealth and vice versa. Daniel backs up his novel opinions with the research.

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634. Ten Things About Wealth (Solo)

Mon, 02 Jun 2025 07:05:00 -0000

Today we discuss ten things about wealth. What makes you feel wealthy? Is it spending money? In this episode we are going to talk about a different way to think about wealth outside of net worth. Plus, some community time.

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633. ChatGPT for the Financial Win (Community Episode)

Thu, 29 May 2025 07:05:00 -0000

In this community episode we discuss a Yahoo Finance article by Ivana Pino. Can and should you use Artificial Intelligence to help you budget? Ivana gives us some prompts for ChatGPT and we discuss there effectiveness.

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632. Ten Things About Earn & Invest

Mon, 26 May 2025 07:05:00 -0000

In this solo episode we delve into ten things about Earn & Invest. I have been making this podcast since 2018 and it has changed in notable ways. If you enjoy the show, here is a chance to learn the backstory.

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631. Revisiting The Simple Path w/ JL Collins

Thu, 22 May 2025 07:05:00 -0000

JL Collins joins me to discuss a revisitation of The Simple Path To Wealth. Has anything changed since this fundamental investing text was published? We chat about the newly updated version and how times are or are not different now.

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630. Ten Things About Friendship

Mon, 19 May 2025 07:05:00 -0000

In this solo episode, in run up to our episode on Thursday with JL Collin's, I will be discussing the importance of friendship. JL and I have been friends since 2018 and interviewing him again has made me think quite a bit about the role friends play in our lives.

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629. This Parable Will Change Your Financial Life w/ Leisa Peterson

Thu, 15 May 2025 07:05:00 -0000

Leisa Peterson's new book, The Money Catalyst, is a profound parable about the role money plays in our life. How do we take charge of this important aspect of life without succumbing to it? Leisa provides some answers.

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628. Ten Things About Storytelling

Mon, 12 May 2025 07:05:00 -0000

In this ten things episode we are getting ready for our discussion with Leisa Peterson about her book, The Money Catalyst. Why is storytelling important and, more importantly, what are the risks? Today we answer both questions.

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627. If I Had a Million Dollars w/ Sam Dogen

Thu, 08 May 2025 07:05:00 -0000

Sam Dogen is the force behind the Financial Samurai blog. He has written a new book called Millionaire Milestones. In this episode we chat about whether a million dollars is what it used to be and how to become an inevitable millionaire.

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626. Ten Things About a Million Dollars

Mon, 05 May 2025 07:05:00 -0000

On this ten things episode we chat about ten things about a million dollars. In preparation for Sam Dogen's new book, Millionaire Milestones, we discuss whether a million dollars is what it used to be. Also, how important is net worth anyway?

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625. Regaining your Voice w/ Chris Rusin

Thu, 01 May 2025 07:05:00 -0000

Chris Rusin is a personal finance blogger behind the blog Life Outside the Maze. After receiving chemotherapy for an advanced stage cancer, he lost his ability to sing. Years later, he now has created an album highlighting his recently recoverd singing voice.

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624. Ten Things About Doing Hard Things

Mon, 28 Apr 2025 07:05:00 -0000

In this solo episode in preparation for Thursday's chat with Chris Rusin, we talk ten things about doing hard things. We often mistake little p purpose for being easy. But, most of the truly enduring things we do in life will be difficult and cause a certain amount of struggle. This is good!

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623. Are We Headed Toward Stagflation? Community Episode

Thu, 24 Apr 2025 07:05:00 -0000

In this community episode we join Joe Saul-Sehy and Madison RJ to discuss a recent article discussing Jerome Powell's comments about the fed and his expectations surrounding rate cuts. Are we headed toward stagflation? What can we do about it?

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622. Ten Things About Me (Solo)

Mon, 21 Apr 2025 07:05:00 -0000

In this ten things episode, I tell you all ten things about me. This is my chance to go back and provide some depth about why I do what I do. This is a companion to Thursday's community episode coming up later on this week. I hope you enjoy!

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621. When Loss Defines Community w/ Chuck Jaffe

Thu, 17 Apr 2025 07:05:00 -0000

We are joined by Chuck Jaffe from Money Life With Chuck Jaffe and we discuss the recent death of one of his community members. How dis we become part of a community of people who discuss money. And what does being a community member really mean as a host and as a fan.

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620. Ten Things: Money and Dying

Mon, 14 Apr 2025 07:05:00 -0000

This ten things episode is prep for our discussion with Chuck Jaffe on Thursday. Today I discuss ten things about money and dying. Hear what I have experienced people say about money on their death beds and how this can relate to have better money behaviors for those of us full of life.

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619. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder (Rewind)

Thu, 10 Apr 2025 07:05:00 -0000

In this rewind episode we talk with Sandi Bragar and Cammie Doder about wealth 3.0. The idea that financial advice should be wholistic and investor centered. In this episode we talk about the importance of financial advice. Do you need it? Can you self manage? If you are looking for financial advice, how can we learn how to trust a new advisor?

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Bonus Episode: An Unpopular Opinion

Tue, 08 Apr 2025 07:05:00 -0000

After being on social media for the last week, I feel like I need to say something. This opinion will be unpopular.

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618. How to Take Control and Get Your Financial Life Together w/ Erin Lowry (Rewind)

Mon, 07 Apr 2025 07:05:00 -0000

In this rewind episode we talk with Erin Lowry about her new Broke Millennial workbook. We discuss how to take control and get your financial life together. We further talk about the difference between knowledge and action, and how to start taking action in your life. Finally, we chat about the generational differences when it comes to money.

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617. Is It Already Too late? W/ Bill Yount and Jackie Koski

Thu, 03 Apr 2025 07:05:00 -0000

In this episode we chat with Bill Yount and Jackie Cummings Koski of the Catching Up To FI Podcast about the current environment for late starters. With a recession possibly coming and policy changes with the current administration, we chat about what late starters can do to stay ahead.

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616. Ten Things About Work/Life Balance

Mon, 31 Mar 2025 07:05:00 -0000

I think we get the idea of work/life balance wrong. We are working till the day we die and whether we get paid for or not it is a completely separate issue. Because of this misperception, the concept of retiring and work/life balance becomes skewed. Here is a better way to think about it.

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615. Should We Have a Crypto Reserve? Community Episode

Thu, 27 Mar 2025 07:05:00 -0000

In this episode we are joined by Paula Pant of the Afford Anything Podcast and community member Paul Lambert. We discuss an article from the Atlantic about the current administration's plan for a strategic cryptocurrency stockpile and reserve. Good or bad?

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614. Ten Things About Community

Mon, 24 Mar 2025 07:05:00 -0000

In this solo episode we explore ten things about communities. Why are communities important? What are the different types of communtiies? What does all this have to do with money? Listen to this prequil to Thursday's community episode.

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613. First they Made Dollars, Now they Make Music w/ Alan and Katie Donegan

Thu, 20 Mar 2025 07:05:00 -0000

Today we are joined by Alan and Katie Donegan. After finding financial independence they have engaged in many fulfilling activities including their most recent venture--a musical collaboration with Finn Forte. We discuss their new album (click here) as well as creativity in their post-fi life.

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612. Ten Things About Creativity (Solo Episode)

Mon, 17 Mar 2025 07:05:00 -0000

In this solo episode, I talk ten things about creativity over money. This is a springboard into our Thursday interview with Alan and Katie Donegan. Although a stand alone episode on its own, it will wet your lips for what I am going to talk about with my guests. Sit back, relax, and enjoy a slightly different perspective on the prominence of creativity over money.

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611. 20 Things I've Learned in 10 years of Financial Independence w/ Jordan Grumet

Thu, 13 Mar 2025 07:10:00 -0000

In this solo episode I discuss the hard earned lessons of being financially independent. I chat about not only money, but also purpose and how it plays out in our lives. This is also the beginning of a format change for Earn & Invest in which I will being doing more solo episodes along with the interviews that you have grown to love.

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610. How to Tap in to your Inner Entrepreneur w/ Grant Sabatier

Mon, 10 Mar 2025 07:10:00 -0000

In this episode, we sit down with Grant Sabatier to discuss his latest book, Inner Entrepreneur, which explores the mindset shifts needed to build a meaningful business. He shares how entrepreneurship isn’t just about making money—it’s about aligning your work with your values and long-term fulfillment. Grant breaks down practical steps to tap into your entrepreneurial potential, overcome fear, and create a business that truly matters. Whether you're a seasoned entrepreneur or just starting, this conversation will inspire you to build with purpose.

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609. He Retired Twice: Is He Happy?

Thu, 06 Mar 2025 08:10:00 -0000

Leif Dahleen has retired twice. He originally left his job as an anesthesiologist. Then he eventually sold his blog. We talk about what happiness looks like after leaving organized work, letting go of the lure of achievements, and how his life has changed. Are you contemplating leaving your job...this episode is a must listen.

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608. Are We Teaching Our Kids Wrong?

Mon, 03 Mar 2025 08:10:00 -0000

Ken and Teresa Carfagno escaped from corporate America and began their own cleaning business. In the meantime, they had five kids, homeschooled, and took a very attitude when it came to their careers. Are we teaching kids wrong when it comes to career, passion, and making a living?

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607. Finfluencers: Great Advice or Hoax? Featuring the Community

Thu, 27 Feb 2025 08:10:00 -0000

In this community episode we are joined by David Barcal and Joe Saul-Sehy to discuss the crazy world of finfluencers. How do you know if the advice you are getting on line is good? Here are some signs that you are being misled and how you can sort through the junk to find the gold.

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606. The Difference Between Rich and Happy w/ Paul Ollinger

Mon, 24 Feb 2025 08:10:00 -0000

Paul Ollinger is a multifaceted entrepreneur, speaker, and comedian who made a significant impact as one of Facebook's first 250 employees. After retiring at 42, he explored the intersection of wealth and happiness, launching the podcast Reasonably Happy (formerly Crazy Money), where he engages with influential guests on topics related to money, success, and fulfillment. In addition to his business accomplishments, Paul pursued a stand-up comedy career, headlining at renowned venues like Caroline's on Broadway and opening for the band Styx. His most recent book is Reasonably Happy: Essays on Money, Work and Other Things that Piss Me Off

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605. In Business-You Have to Walk the Walk w/ Josh Brown

Thu, 20 Feb 2025 08:10:00 -0000

Josh Brown is a highly regarded attorney specializing in franchise law, serving as the chair of Taft Law's Franchise and Distribution group. He brings a unique combination of legal expertise and business experience to help entrepreneurs and franchisors grow and navigate legal challenges in the franchise industry. We chat about how to build a business, franchise or otherwise.

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604. Impact Investing-Moving Past Philanthropy w/ Janine Firpo

Mon, 17 Feb 2025 08:10:00 -0000

Today we chat with Janine Firpo about impact spending, investing, and philanthropy. While we often think of philanthropy as our main tool, Janine argues that how we spend and invest money can make even more of a difference. Are your actions and your values aligned when it comes to money?

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603. What's Your Relationship with Money? w/ Shannah Game

Thu, 13 Feb 2025 08:10:00 -0000

Shannah Game is the host of Everyone's Talkin money and the author of Unraveling Your Relationship with Money: Ditch Your Money Trauma So You Can Live an Abundant Life. We discuss how to tackle both generational and lived money trauma. Why is money so hard?

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602. Creativity, Happiness, Wealth: A Neuroscientist's View w/ Indre Viskontas

Mon, 10 Feb 2025 08:10:00 -0000

Indre Viskontas is both a neuroscientist and an opera singer. In this fascinating discussion we chat about the neural stimulation of creativity and how it relates to happiness and flow. We also touch on the role of wealth on our brain and hedonic adaption.

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601. Navigating a Dark Night of the Soul w/ Amy Minkley

Thu, 06 Feb 2025 08:10:00 -0000

We chat with Amy Minkley and discuss what happens when financial independence isn't enough to protect you from life's hardships. It is, however, a very helpful tool. Plus, we detail Amy's retreat, The FI Freedom Retreat.

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600. It's the People w/ Vincent Pugliese

Mon, 03 Feb 2025 08:10:00 -0000

For years Vincent Pugliese has brought people together to build relationships and businesses. He is the creator of the Membership Freedom platform, courses, and mastermind. Today we talk about the importance of other people in your trajectory as well as his upcoming Unconference.

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599. Just Keep Buying (Rewind) w/ Nick Maggiulli

Thu, 30 Jan 2025 08:10:00 -0000

In this eye-opening rewind episode, we dive deep into the world of personal finance rules and their validity in light of compelling data-driven insights. Join us as we explore the thought-provoking concepts presented in Nick Maggiulli's acclaimed book, "Just Keep Buying." We challenge conventional wisdom and examine how data analysis can make us question long-standing financial advice.

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598. The Four Pillars of a Successful Retirement (Rewind) w/ Casey Weade

Mon, 27 Jan 2025 08:10:00 -0000

In this rewind episode we chat with Casey Weade the creator of the Retire with Purpose Podcast and author of the book Job Optional. He outlines the four pillars of a successful retirement and the role of meaning and purpose in our "post work" life. What role does work play on our lives and should we abandoned in retirement?

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597. Are You Saving Enough? Community Episode

Thu, 23 Jan 2025 08:10:00 -0000

For this community episode we discuss a Yahoo Finance/Marist Poll about how people are feeling about their savings rate. As you might have guessed, they are generally pretty unhappy. Is there a connection between perception and reality? We are joined by Joe Saul-Sehy and Matt Sly.

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596. How to be Busier Than Ever in Retirement w/ Carl Landau

Mon, 20 Jan 2025 08:10:00 -0000

Carl Landau spends a lot of time talking about unretirement. He is the host of the I Used to Be Somebody podcast where he discusses how to help people prosper in their second act after leaving formal work. In this episode we talk about how to become happily busy in retirement.

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595. How to Mess Up Retirement w/ Benjamin Brandt

Thu, 16 Jan 2025 08:00:00 -0000

It turns out that it is really easy to mess up retirement. In fact, most retirees make two big mistakes. Benjamin Brandt joins us to chat about his new book, Retirement Starts Today. We discuss specifically the non-financial aspects and mindsets that people tend to get wrong.

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594. Who Sits at the Head of Your Table w/ Anthony O'Neal

Mon, 13 Jan 2025 08:10:00 -0000

Who sits at the head of your table? In this sweeping episode with Anthony O'Neal we discuss how we exert agency over our lives, define a sense of purpose, and even discuss the role of religion. His new book is Take Your Seat at the Table: Live an Authentic Life of Abundance, Wellness, and Freedom.

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593. Buy What You Love w/ Jen Smith and Jill Sirianni

Thu, 09 Jan 2025 08:10:00 -0000

Today we discuss both spending on what you value and aligning your spending with your values. Jen and Jill's new book is titled Buy What You Love Without Going Broke. How do we balance frugality with living the life we want to live?

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Bonus: The Purpose Code Out Today w/ JL Collins and Jillian Johnsrud

Tue, 07 Jan 2025 08:10:00 -0000

Join JL Collins and Jillian Johnsrud for this bonus episode in which we celebrate book launch day for The Purpose Code. It is now available wherever books are sold. Join the celebration.

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592. The Call That Woke Me Up w/ James Dahle

Mon, 06 Jan 2025 08:10:00 -0000

James Dahle and I sit down and talk about events that change our lives. For me, it was a call from him to review his book. For him, it was a life threatening fall. What will wake you up? We also touch on the White Coat Investor Conference coming up in February.

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591. The Disengaged Teen w/ Rebecca Winthrop

Thu, 02 Jan 2025 08:05:00 -0000

Do you have a disengaged teen? Do you know one? In this episode we talk with Rebecca Winthrop about her new book, The Disengaged Teen, and more importantly how to help kids who are not thriving in our educational system. I highly recommend this episode for parents and non-parents alike.

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590. Are We Weird? Jay Zigmont on Childfree Wealth

Mon, 30 Dec 2024 02:05:00 -0000

This episode is all about childfree wealth and why it is important even to those who have children. I welcome Jay Zigmont to discuss his new book, The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing. This episode has a little something for everyone.

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589. Chat GPT's Top News Stories of 2024 w/ Joe Saul-Sehy and Paula Pant

Thu, 26 Dec 2024 02:05:00 -0000

Since I couldn't find any great financial wrap up articles for the year, I asked Chat GPT about the biggest financial and personal finance stories of 2024. I discuss with Joe Saul-Sehy and Paula Pant about what it suggested. Hang on...this is a fun one.

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588. Leveraging the Power of Your Story w/ Sara Lohse

Mon, 23 Dec 2024 02:05:00 -0000

We all know the power of a great story, but many don't know how to develop and tell their own. According to my guest today, Sara Lohse, we all have meaningful stories to tell that can help establish us as thought leaders. Her new book is titled Open This Book: The Art of Storytelling For Aspiring Thought Leaders.

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587. How to Become a Writer Today w/ Paulette Perhach

Thu, 19 Dec 2024 02:05:00 -0000

Ever find yourself interested in freelance writing? Today we talk with Paulette Perhach from The Finishing School about building a writing side hustle or possible career. In this episode we discuss not only how to make money, but also how to go viral.

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586. How to Retire Happy w/ Ryan Doolittle

Mon, 16 Dec 2024 02:05:00 -0000

Today we talk with Ryan Doolittle of the Happiest Retirees Podcast about what it takes to truly enjoy retirement. We also delve into what a modern version of retirement looks like and debate whether making money makes a difference.

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585. The State of Her Money w/Jean Chatzky

Thu, 12 Dec 2024 02:05:00 -0000

The last time I had Jean Chatzky on the show was to discuss the "shecession" in 2020. Now, four years later, we discuss the state of her money coming in to 2025. What progress has been made, and where are we still lagging as a country. We lightly touch on politics but concentrate on economics.

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584. Should You Invest Your Emergency Fund? W/ Miranda Marquit

Mon, 09 Dec 2024 02:05:00 -0000

There is very little disagreement in the personal finance world about the emergency fund. We generally hold mostly the same views. Today's guest, however, Miranda Marquit, says that we should be investing our emergency funds. Take a listen and delve into this particularly controversial viewpoint.

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583. The Richest Man in Babylon (Rewind) w/ Clifton Corbin

Thu, 05 Dec 2024 02:05:00 -0000

Clifton Corbin helps parents teach their kids about money. He set off on an epic journey to update personal finance classic The Richest Man in Babylon for modern times. We chat about the timelessness and simplicity of financial advice and building wealth regardless of what era you grew up in. (Rewind)

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582. Is Your Money Smiling at You (Rewind)? w/ Ken Honda

Mon, 02 Dec 2024 02:05:00 -0000

In this rewind episode we talk with Ken Honda author of Happy Money: The Japanese Art of Making Peace with Your Money. Have you ever differentiated between happy and unhappy money? Ken says that money should flow in as well as flow out. He equates it to a form of energy that can both sustain and drain us. We discuss his five steps to happy money.

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581. Community Episode: Trump's Tax Cuts and You

Thu, 28 Nov 2024 08:05:00 -0000

While one never knows what a new administration will bring, that doesn't stop any of us from worrying. In this community episode we discuss an article from US News and World Report about the possible consequences of the proposed Trump tax cuts. What do you think will happen and how will it affect you?

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580. The Creator Mindset w/ Craig Stephens

Mon, 25 Nov 2024 08:05:00 -0000

Are you a creator or a consumer. While many think that the simple path to wealth involves frugality and careful spending, today we discuss the path to abundance through creation. Craig Stephens was a government contractor before he set off on his own as a blogger. His blog is Retire Before Dad.

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579. The Essential Financial Checklist For Couples w/ Adam Kol

Thu, 21 Nov 2024 08:05:00 -0000

We discuss with Adam Kol his transition from a lawyer to a financial therapist. His new book provides a financial checklist for couples looking to merge their lives as well as their money. How do we smooth out the bumps of financial intimacy, listen to today's episode to find out.

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Bonus: The Hard Sell

Wed, 20 Nov 2024 08:05:00 -0000

I was born with a learning disability. While my friends eagerly devoured their beginner readers, I sat in the corner coloring. Even then, I couldn’t keep my crayon marks between the lines.

My school noticed the problem immediately. In kindergarten, I was always the last one to reach the playground. While everyone else slipped on their shoes and ran outside, I sat there, struggling to remember how to tie my laces.

Neuropsychological testing revealed that I was of average intelligence—not below. But I struggled with visuospatial orientation and reasoning. I was anxious, my memory faltered repeatedly, and I was consistently underperforming compared to my peers.

Then, several life-changing events happened all at once. My father died suddenly of a cerebral aneurysm while rounding at the hospital. One moment he was with us, complaining of a severe headache; the next, he was brain dead.

At the same time, unbeknownst to me, my parents had placed an offer on a new house in a neighboring Chicago suburb. They’d planned to hold me back a year in school and believed staying in the same district would be too disruptive. They were moving—for me.

After my father’s death, something miraculous happened. My reading improved. My teacher began placing book after book in front of me, and for the first time in my life, I read. Faster and faster, the words poured out of my mouth. My classmates paused their own reading to watch me in awe.

It would still take years for me to catch up. In high school, I wavered between A’s and B’s. By college, I had become a near-perfect student and eventually made it to medical school.

For these reasons, writing a book feels not only like a Herculean feat but also like the achievement of a lifetime. I was never supposed to read, let alone craft sentences into something logical and appealing. I was never supposed to be a doctor, a poet, or a writer.

Yet here I stand, writing these words for you.

The years of work, the incredible circumstances, and the relentless striving that brought me here—to this moment, as the author of The Purpose Code—are difficult to express. How can I distill a lifetime of yearning, failure, triumph, and self-discovery into words that convey what this book means?

My book delves deeply into building a life of purpose. But if the words themselves don’t resonate, I offer my life as an example. This is me, on purpose. This book represents everything I’ve worked toward my entire life: living intentionally and becoming the person I want to be by doing the things that define that identity.

This book is the closest expression of my pure, unadorned self. When you buy it, you’re buying a piece of me.

So here it is—the hard sell. I’m asking each of you to buy at least one copy now during presales. I know it’s a big ask. I know you come here for ideas, not products. And I know I’ve crossed into the realm of self-promotion.

Guilty as charged.

But if I want to continue on this path as a traditionally published author, I need to sell—a lot of books. Not for money, but for the prestige and momentum necessary to secure the next manuscript.

As a thank-you for your support, I’m offering a few bonuses for those who buy multiple copies:

5 copies: A free one-hour coaching session (a $350 value).
25 copies: A virtual presentation on purpose for your book club or community (a $5,000 value).
100 copies: An in-person presentation and Q&A session (you cover travel and accommodations, a $10,000 value).

I’m also looking to fund free copies of my book for attendees at my favorite financial independence conference, CampFI. If you’re interested in donating $100 or more, please reach out to me directly.

Thank you for supporting my journey. This book is more than a project; it’s a testament to what’s possible when we live with purpose.

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578. The Four Legacies w/ Dustin Heiner

Mon, 18 Nov 2024 08:05:00 -0000

Are goals bad? Although I have railed against them in the past, I decided to bring Dustin Heiner, The creator of Master Passive Income and Successfully Unemployed, to talk big audacious, hairy goals. Who is right? Or are we both?

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577. Why Risk Matters w/ Frank Vasquez

Thu, 14 Nov 2024 08:05:00 -0000

Are we making investing too simple. Frank Vasquez, from Risk Parity Radio, argues that a small touch of complexity can help us reach safe withdrawal rates as high as 5%. He largely describes to a threory of asset allocation called risk parity. Today, we dive deep into this philosophy.

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576. Discovering Good Work w/ Paul Millerd

Mon, 11 Nov 2024 08:05:00 -0000

Paul Millerd left the workplace without a clear plan on how he was going to fund his journey. Yet, in the process, he discovered good work that not only nurtured his soul but also provide enough economically. In this episode we discuss his book, the definition of good work, and how we find it.

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575. Caught in the Messy Middle (Live From The SlowFI Retreat)

Thu, 07 Nov 2024 08:05:00 -0000

Join us for this live recording at the SlowFI retreat where we discuss the messy middle. As we all focus on changing our lives to be more pleasing and intentional, we often find that change is hard. What do you do when you are racing towards becoming a better version of yourself and you hit roadblocks?

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Bonus: How Are You Showing Up and NYC Party

Tue, 05 Nov 2024 08:05:00 -0000

This is a quick bonus episode to talk about how we show up in our own lives and to announce our personal finance podcast/pre-launch book party on December 12, 2024 in New York City. Space is limited, so buy a ticket now. Joe Saul-Sehy, OG, Paula Pant, and Jillian Johnsrud will all be there!

For Tickets: https://www.eventbrite.com/e/1070541832439?aff=oddtdtcreator

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574. Why Size Matters w/ Victor Haghani

Mon, 04 Nov 2024 08:05:00 -0000

Today we discuss with the author of The Missing Billionaires the importance of the sizing of our asset allocation. Size matters more than we give it credit for when it comes to what we invest in. In fact, you can make some lousy bets as long as you size them right. Listen in as we discuss why.

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573. Is $4 Million Enough? Community Episode

Thu, 31 Oct 2024 07:05:00 -0000

Join us with Rikki Racela and Joe Saul-Sehy to discuss a Benzinga article which questions whether four million dollars is enough to retire. Although mean net worth is no one near this number at retirement age, many have identified four million as a magical number to strive towards. Should they? Today, we answer this question.

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572. Start Thinking Rich w/ Brad Klontz and Adrian Brambila

Mon, 28 Oct 2024 07:05:00 -0000

Mindset may be just important as income. In this sweeping episode with Adrian Brambila and Brad Klontz we talk about the hard truths when it comes to wealth in America and what it will take to get people to change. Their new book is Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Financial Freedom.

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571. What this NFL Champion Can Teach Us About Entrepreneurship w/ Marques Colston

Thu, 24 Oct 2024 07:05:00 -0000

What connects doctors and athletes? In this episode we talk with NFL Champion Marques Colston about how, surprisingly, both groups can actually be great business people. We discuss with Marques his path to venture capital and what makes a good startup.

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570. How These Accidental Influencers Slayed the Greed Monster w/ The Woods

Mon, 21 Oct 2024 07:05:00 -0000

Have you ever dreamed of being an influencer? Today, we chat with accidental influencers Melissa and Stephen Woods from the popular YouTube channel Welcome to the Woods. We discuss the path to becoming an influencer and some of the hurdles one faces once reaching the destination. As always, it is not nearly as easy as it sounds.

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569. See One, Do One, Teach One w/ Kelsa Dickey

Thu, 17 Oct 2024 07:05:00 -0000

Kelsa Dickey is a financial coach who helps bring clarity around people's finances and gives them the confidence to make important money decisions. In this episode we chat about how she became a coach, who needs financial coaching, and what it means to be a coach of coaches.

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Bonus: Why I am Not Pulling Monday's Episode

Tue, 15 Oct 2024 12:07:00 -0000

Some controversy arose surrounding Monday's guest, Sherry Peel Jackson. This quick bonus is my explanation of why I am not pulling the episode.

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568. Confessions of a Former IRS Agent w/ Sherry Peel Jackson

Mon, 14 Oct 2024 07:05:00 -0000

In this fascinating episode we get the behind the scenes view of our tax system from Dr. Sherry Peel Jackson who helps small businesses keep, protect, and grow their earnings. Is the IRS out to get us? The answer may surprise you.

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567. Happy Money, Happy Life (Rewind) w/ Jason Vitug

Thu, 10 Oct 2024 07:05:00 -0000

Jason Vitug and I talk about his book Happy Money Happy Life. We tackle the controversial question: will money make you happy. Jason says both yes and no. We also delve into the dimensions of happiness and wealth and how we can strive towards them.

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566: Is FIRE the Real Lifestyle Design? (Rewind)

Mon, 07 Oct 2024 07:05:00 -0000

Is FIRE lifestyle design? We chat with Jess and Corey of the Fioneers and Anders Skagerberg from the coastfiguy.com about the evolution of financial independence. We go down the rabbit hole of the SlowFI and CoastFI movements and discuss whether they are right for everyone.

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565. Stories That make You a Better Investor w/ Stephen Foerster

Thu, 03 Oct 2024 07:05:00 -0000

Financial historian Stephen Foerster joins us today to discuss how stories from the past can help us become better investors today. His book, Trailblazers, Heroes, and Crooks, recounts several ways in which history can teach us how not to make important mistakes today. Can you afford to miss this episode?

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564. Live from CampFI Midwest 2024

Mon, 30 Sep 2024 07:05:00 -0000

This is a live episode in collaboration with Joe Saul-Sehy of The Stacking Benjamins podcast where we interview attendees on their more pressing issues. Listen in and hear what happens when you hang out with a bunch of financial independence minded people.

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563. Community Episode: Can I Retire Early?

Thu, 26 Sep 2024 07:05:00 -0000

In this episode we discuss with Chris Mamula and Sandi Mccoy Kramos a Benzinga article about retiring early on a pension. a over a million of saved assets. We chat about not only the financial considerations but also the emotional and philosophical issues. Could you end up bored in retirement?

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562. Money and Manliness w/ Brian Page

Mon, 23 Sep 2024 07:05:00 -0000

Brian Page is the founder of the platform and podcast, Modern Husbands. In this sweeping episode we discuss the changing role of men in both society and a marriage. How have things changed and how are we coping? What roles should each spouse play in a marriage?

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561. Fear, Obligation, Guilt: The Movie w/ Alex Anderson

Thu, 19 Sep 2024 07:05:00 -0000

Alex Anderson, a comedian, wrote a very serious movie about family estrangement and the idea of going "no contact" with a family member. We discuss his new movie, FOG, and delve into how he went from comedian to filmmaker. We also delve into the finances of movie production.

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560. How to Retire w/ Christine benz

Mon, 16 Sep 2024 07:05:00 -0000

Christine Benz is one of the foremost retirement researchers who works for Morningstar. Her new book, How to Retire, is a deep dive into what retirement should look like financially, physically, and emotionally. Her book highlights interviews with some of the most studied retirement experts.

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559. High Earners, Not Rich Ever w/ Tae Kim

Thu, 12 Sep 2024 07:05:00 -0000

We talk with Tae Kim, creator of the Financial Tortoise YouTube channel, and the ten dumb things that high income earners do with their money. We chat about the difference between rich and wealthy and how to navigate the two expertly. What mistakes have you made with your spending and how did you recover?

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558. Is FIRE Still Possible in 2024 w/ Millennial Revolution

Mon, 09 Sep 2024 07:05:00 -0000

We chat with Canada's youngest retirees Kristy Shen and Bryce Leung from the ever-popular website Millennial Revolution. Is FIRE still possible is 2024 with inflation, political unrest, and the fallout of our COVID economy? Kristy and Bryce run the numbers and come up with some interesting conclusions.

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557. Beware of the Dopamine Cartel w/ Fritz Gilbert

Thu, 05 Sep 2024 07:05:00 -0000

Today we discuss, with Fritz from the Retirement Manifesto, what has been called the dopamine cartel. This episode explores how our quick dopamine hit culture may bee leading to depression and anxiety both in our finances as well as everything else. Maybe more and faster is not necessarily better.

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Here are a few simple ways to support the podcast that would mean the world to us. And guess what? They don’t cost a cent.

Please subscribe to the podcast on Apple, or Spotify.

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556. If You Dream of Being an Author: Listen to This w/ Henry Neff

Mon, 02 Sep 2024 07:05:00 -0000

Henry Neff is a corporate consultant turned teacher who is the author and illustrator of several acclaimed fantasy novels including his most recent: The Witchstone. We discuss how he became an author and the business and numbers behind a book deal. If you have ever dreamed of being an author, this episode is for you.

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555. Cuban Drove a Clunker, Should You? (Community Episode)

Thu, 29 Aug 2024 07:05:00 -0000

In this community episode we talk with Kyle Collins and Joe Saul-Sehy about some very specific advice from Mark Cuban. We chat about a Benziga article in which Cuban describes his early financial proclivity for cheap cars and frugality.

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554. How to Destroy Terministic Screens w/ Mark Matson

Mon, 26 Aug 2024 07:05:00 -0000

In this broad ranging conversation with author and financial advisor Mark Matson, we talk terministic screens and academic based investing strategies. He describes how his family escaped poverty and what we can all learn from his experiences. His book is Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life.

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553. The Burnout Solution w/ Ben Utley

Thu, 22 Aug 2024 07:05:00 -0000

Feeling burned-out at work? At life? We discuss the root causes of burnout and moral injury with Ben Utley who is a CFP and team leader at Physician Family Financial Advisors. We compare and contrast this phenomenon in medicine and corporate America and Ben offers solutions.

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552. How to Master Lifestyle Creep w/ Joel Larsgaard and Matt Altmix

Mon, 19 Aug 2024 07:05:00 -0000

There are so many reasons to spend more money today than you did five years ago. Whether gross economic inflation vs personal lifestyle inflation, it's important to keep track of your budget. On this episode, Joel and Matt from How to Money join us as we delve into spending growth.

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551. You're Not Spending Enough (Rewind) w/ Brandon Ganch and Nick Maggiulli

Thu, 15 Aug 2024 07:05:00 -0000

Do we have a problem with over saving? Well, if you are part of the portion of the population who actually has a retirement portfolio, then yes, you probably are. We discuss with Nick Maggiulli and Brandon Ganch their article on MAD FIENTIST. Be sure to click over the article to look at the heat chart and go more in depth.

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550. More Than You'll Ever Need (Rewind) w/ Mike Piper

Mon, 12 Aug 2024 07:05:00 -0000

Can you ever have too much money? More than you will ever need? What do you do then? We talk with Mike Piper in this rewind episode about his new book More Than Enough. We discuss prudent financial moves when you have enough to take care of your own immediate needs. We also delve into giving in the most financially impactful way.

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549, How to Diffuse Your Ticking Tax Time Bomb w/ Ed Slott

Thu, 08 Aug 2024 07:05:00 -0000

Whether you like it or not, you probably have a ticking tax time bomb that will wreak havoc on your finances if you don't take the time to diffuse it. We discuss with IRA expert, Ed Slott, how to keep more of your money now and leave more for your heirs. His new book is The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings, and Ignite Your Financial Freedom

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548. The Crushing Cost of Conservative Retirement Planning w/ Jesse Cramer

Mon, 05 Aug 2024 07:05:00 -0000

Can you be too conservative when it comes to retirement planning? Jesse Cramer and I, The Best Interest Blog and Podcast, discuss the consequences on such behavior on the timing of retirement. If you don't watch out, you may end accumulating far too much. Today we discuss why that is a bad thing.

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547. How to Afford Everything With the Ten Spending Commandments w/ Darla Bishop

Thu, 01 Aug 2024 07:05:00 -0000

We discuss with Dr. Darla Bishop her new book, How To Afford Everything. She has a background in public health and used her skills to create the ten commandments of spending. In this episode we enumerate those as well as discuss much more.

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546. How to Survive an Election Year w/ Disha Spath

Mon, 29 Jul 2024 07:05:00 -0000

This episode is different. We talk with Disha Spath, The Frugal Physician, about the upcoming presidential elections. What does this mean to us financially? Are there specific fiscal moves we should make? Not Make? Disha and I talk politics...without talking politics.

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545. Community Episode: Cardone Thinks 401ks are a Scam, Do You?

Thu, 25 Jul 2024 07:05:00 -0000

On this community episode we chat with Joe Saul-Sehy and Catie Lawrence about 401ks. Specifically we work through an article from Benziga in which Grant Cardone, money guru extraordinaire, badmouths retirement savings. Do you agree? Disagree?

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544. What We Can Learn From Broke Gen Xers w/ Kerry Hannon

Mon, 22 Jul 2024 07:05:00 -0000

Kerry hannon is a financial journalist and author of several books about employment and retirement. Today, we discuss an article she wrote for Yahoo Finance about the median 401k balances for 55 year olds and what we can learn from them.

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543. Finding Purpose Through Philanthropy and AI w/ Milos Miracic

Thu, 18 Jul 2024 07:05:00 -0000

Milos Maricic is a philanthropy expert who uses artificial intelligence in his philanthropy consultancy, the Altruist League. In this episode we talk about what he learned about purpose working on philanthropy. We also discuss how philanthropy and humanitarianism has changed over the last few decades.

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542. Lessons From a White Hat Hacker w/ Garrett Gee

Mon, 15 Jul 2024 07:05:00 -0000

Garrett Gee was pulled out of high school to go work for a governmental agency to crack cybersecurity systems. Today, we discuss his book, The Hacker Mindset, and how we can bring a better understanding of systems into winning at every day life. Listen as he describes how we can all get ahead.

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541. The Art of Wealth w/ David Drebin

Thu, 11 Jul 2024 07:05:00 -0000

We chat with David Drebin who is a photographer and artist who has sold his prints for as much as $100,000. We discuss how to make a living as an artist, building a brand, and how you support yourself in the beginning. Do you have what it takes to build wealth with your craft?

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540. How to Build Capacity w/ Robert Glazer

Mon, 08 Jul 2024 07:05:00 -0000

Robert Glazer is the founder and chairman of the global marketing agency, Acceleration partners. He is a serial entrepreneur and author with a passion for helping individuals and organizations. In this episode we talk about the important skill of capacity building and how it makes us better in the workplace as well as in life.

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539. John Hope Bryant on Financial Literacy For All

Thu, 04 Jul 2024 07:05:00 -0000

We chat with John Hope Bryant, the founder of Operation Hope, about his book Financial Literacy for All. We discuss about the problems of "bad capitalism" and how to bring everyone, no matter what color, creed, or gender, the badly needed financial education that is lacking in many communities.

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538. Retiring Isn't Easy w/ Liz Weston (Feed Swap Smart Money Podcast)

Mon, 01 Jul 2024 07:05:00 -0000

In this feed swap we join Nerd Wallet's Smart Money Podcast. Liz Weston is interviewed about life after retirement and how her activities and identity have changed. Are you ready to retire? Also, what happens when your identity is stolen. A listener calls in to discuss identity theft.

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537. Community Episode: From Shirtsleeves to Shirtsleeves

Thu, 27 Jun 2024 07:05:00 -0000

For this community episode we talk generational wealth with expert Joe Saul-Sehy of The Stacking Benjamins podcast and Brian Kearns. Brian puts forth his plans for passing down money to his children in a way he feels will be most positive and Joe and I elucidate his ideas further. If you have ever spent time thinking about your financial legacy, this episode is for you.

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536. Generational Wealth: Should We Pass It On? W/ Whitney Elkins-Hutten

Mon, 24 Jun 2024 07:05:00 -0000

Whitney Elkins-Hutten is the author of newly released book Money for Tomorrow: How to Build and Protect Generational Wealth. We discuss how and why we should think about passing on wealth to our children and future generations. We touch on real estate and if you listen to the very end...life insurance.

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535, Has Fintech Left You Behind? w/ Kiersten and Julen Saunders

Thu, 20 Jun 2024 07:05:00 -0000

We talk with Kiersten and Julien Saunders from the rich & REGULAR platform and authors of Cashing Out. They have created a new Fintech toolkit to help regular people like you and I make sure that we are up to date with the best way to use financial technology in our every day lives. Are you up to date?

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534. Achievement Addict w/ Rose Lounsbury

Mon, 17 Jun 2024 07:05:00 -0000

Rose Lounsbury has been an achievement addict most of her life. In fact, many of us fall into this trap of trying to build our sense of self worth through achieving goals. In this episode we discuss why this is not always the quickest path to happiness. Her book is ACHIEVEMENT ADDICT: THE OVERACHIEVER'S 12-STEP GUIDE TO PEACE, PRESENCE AND A LIFE BEYOND DOING.

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533. What I Learned About Money From Surviving Cancer (Rewind) w/ Chris and Jess

Thu, 13 Jun 2024 07:05:00 -0000

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. In this rewind episode, we discuss with them whether financial security (as well as health security) is an illusion.

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532. The Seven Secrets to a Happy Retirement (Rewind) w/ Fritz Gilbert

Mon, 10 Jun 2024 07:05:00 -0000

Fritz Gilbert has been retired for years and has not only written a book and blog, but also demonstrated how to live a good life post W2 employment. Today we discuss the seven secrets of a happy retirement. Fritz's wisdom not only is for those wanting to retire, but also for those at the beginning of their career. (Rewind Episode)

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531. How To Save Yourself From 570 Hours of Extra Work w/ Adam Zuckerman

Thu, 06 Jun 2024 07:05:00 -0000

Adam Zuckerman is the creator of Buried in Work an online platform to help families work through estate planning before they are in crisis. Adam and I discuss how to avoid the crushing 570 hours of work it takes to carry out a loved ones estate plan after they die. Do you need a will? A trust? In thei far reaching episode we cover these important topics.

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530. The Outsider Advantage w/ Ciera Rogers

Mon, 03 Jun 2024 07:05:00 -0000

We talk to Ciera Rogers, creator of the fashion brand Babes, about dressing Kim Kardashian, confidence, and seeing oneself as an outsider. She describes growing up homeless and living in her family car. We chart her evolution from couch surfer to full fledged entrepreneur.

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529. How Your Bank Makes Money Off You (Community Episode)

Thu, 30 May 2024 07:05:00 -0000

In this community episode we discuss banks and how they make money off of you. Join expert Joe Saul-Sehy (Stacking Benjamins) and community member Chris Anderson as we chat about the good, bad, and ugly about the banking industry. How do you choose your bank?

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528. The Secrets of Millionaires Unveiled w/ Jace Mattinson

Mon, 27 May 2024 07:05:00 -0000

Welcome to our yearly episode with Jace Mattinson of The Millionaires Unveiled podcast. We talk about have millionaires have changed over the last few years and how they feel about inflation as well as purpose. Jace has now interviewed over 350 millionaires.

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527. Drive, Success, and Destiny's Child w/ Mathew Knowles

Thu, 23 May 2024 07:05:00 -0000

Today we have the pleasure of speaking to Mathew Knowles, respected record executive, entrepreneur, author, public speaker, and father to Beyonce and Solange. We delve into what drove him to succeed and how drive has been both a positive and negative in his life.

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526. How to Get What You Really Want w/ Kelli Thompson

Mon, 20 May 2024 07:05:00 -0000

How do you get what you really want when it comes to both salary negotiation and life? We discuss with Kelli Thompson the tactics to negotiating not only your first salary but also pay raises and promotions. Kelli is a human resources consultant and executive coach for women leaders.

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525. How to Maximize Your Financial Order of Operations w/ Brian Preston

Thu, 16 May 2024 07:05:00 -0000

Brian Preston is the author of Millionaire Mission and cohost of The Money Guy Show. In this episode we discuss the financial order of operations. How do you maximize your ability to both spend today as well as to save for tomorrow. Brian talks about what has been successful for his clients through decades of financial planning.

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524. Doing Good While Doing Well With the Stars of Hulu's 50/50 Flip w/ Dedric and Krystal Polite

Mon, 13 May 2024 07:05:00 -0000

We chat with Dedric and Krystal Polite who are the starts of A&E and Hulu's popular show 50/50 flip. How do you not only make profits but actually improve the neighborhoods that you care about? We discuss flipping on a budget, generational wealth, and how most new real estate investors fail.

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523. The Purpose Code w/Amberly Grant

Thu, 09 May 2024 07:05:00 -0000

On this episode we grab an interview Amberly Grant did of me on her podcast Jump In Feet First. We talk everything purpose and how it can either lead to happiness or anxiety. Amberly not only questions me about my sense of purpose but discusses her own personal and family struggles.

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522. Are You Being Fleeced by Your Financial Advisor? w/ Sarah-Catherine Gutierrez and Jeremy Schneider

Mon, 06 May 2024 07:05:00 -0000

We talk with Sarah-Catherine Gutierrez from Aptus Financial and Jeremy Schneider from Nectarine about advise only financial advising. CAn you get a fair shake from advisors under the broker or AUM model? We dive into insurance sales, the fudiciary standard, and much more.

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521. How to Find Financial Joy with Ken and Mary Okoroafor

Thu, 02 May 2024 07:05:00 -0000

Ken and Mary Okoroafor are the creators of The Humble Penny and Financial Joy Academy. They are the authors of Financial Joy: Banish Debt, Grow Your Money and Unlock Financial Freedom in 10 Weeks. We discuss how to build a life of wealth both on the financial front but also wityh a sense of contentment and joy.

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520. How to be Financially Unmesswithable w/ Jannese Torres

Mon, 29 Apr 2024 07:05:00 -0000

Jannese Torres's new book is Financially Lit!: The Modern Latina’s Guide to Level Up Your Dinero & Become Financially Poderosa. In this episode we discuss how you become financially resilient. We cover the basic steps to tighten up your finances, remove the risk from corporate America, and wrestle control of your money.

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519. Community Episode: Where to Invest When Markets Are Shaky w/ Shannah Game, Josh Bruce, Annette Maier

Thu, 25 Apr 2024 07:05:00 -0000

What do we do when markets are shaky? Do we change our retirement plan? In this community episode we discuss a recent article by Kerry Hannon about how should we adjust is this inflationary climate and interest rate uncertainty. We delve into asset allocation, rebalancing, and risk tolerance.

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518. Mindfulness, Envisioning, and Financial Independence w/ Adam Coelho

Mon, 22 Apr 2024 07:05:00 -0000

Adam Coelho is the host and creator of the Mindful FIRE Podcast. He is a google employee who teaches mindfulness to other employees as well as the public in general. In this episode we discuss meditating, envisioning, and how we overcome our negative money scripts from our past.

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517. Is it Ever Too Late (Rewind)? w/ Bill Yount and Becky Heptig

Thu, 18 Apr 2024 07:05:00 -0000

Have you found yourself feeling behind the eight ball? Does it seem too late to get your financial lives in order? In This rewind episode, we talk to Bill Yount and Becky Heptig of Catching Up To FI and they discuss both their regrets and triumphs. If you feel like you are late to the game, this episode is for you.

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516. Are Safe Withdrawal Rates Ridiculous (Rewind) W/Joe Saul Sehy and Christine Benz

Mon, 15 Apr 2024 07:05:00 -0000

Are Safe Withdrawal debates ridiculous? More importantly, is there a way to be less rigid and actually withdraw more? In this rewind episode we chat with Christine Benz of Morningstar and Joe Saul-Sehy of the Stacking Benjamins podcast about alternatives to the four percent rule.

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515. What This Happily Married Guy Learned From Mr. Prenup w/ Aaron Thomas

Thu, 11 Apr 2024 07:05:00 -0000

Aaron Thomas is a divorce attorney who started the website prenups.com. He found that after helping countless celebrities and superstars end their marriages that he was ready to help others save theirs. Through the judicious use of prenups and postnups, Aaron helps couples protect their financial futures.

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514. Learn Anything with Micro Skills w/ Resa Lewiss and Adaira Landry

Mon, 08 Apr 2024 07:05:00 -0000

Physicians Resa Lewiss and Adaira Landry have written a book that teaches us how to learn just about anything. Their book, Micro Skills, tackles some of the most salient work and life skills and breaks them down into manageable morsels. Listen as we dissect how to achieve your goals.

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513. The Utter Magic of Handwritten Letters w/ Amy Daughters

Thu, 04 Apr 2024 07:05:00 -0000

We talk to author and letter writer Amy Daughters. She wrote over six hundred handwritten letters to all her facebook friends and something magic happened. She developed deeper, more connected, and lasting relationships with people who had previously been strangers.

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512. Kevin Anderson on the Secrets and Stories of Ghostwriting

Mon, 01 Apr 2024 07:05:00 -0000

Kevin Anderson is the creator of KAA associates which is one of the leaders in the ghostwriting world. Many of his titles have become New York Times bestsellers. In this episode we delve into the secrets and stories behind the ghostwriting industry. Not only will you learn about this specific niche, but also about the book publishing industry in general.

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511. Community Episode: Are Recessions Good For You? w/ Joe Saul-Sehy, Christina Gawlik, and Joseph Skillen

Thu, 28 Mar 2024 07:05:00 -0000

On this community episode we are joined by Joe Saul-Sehy, Christina Gawlik, and Joseph Skillen. We discuss Aki Ito's recent article "The Upside of Recessions". Could recessions actually be good for us? Listen why this counterintuitive viewpoint actually makes some sense and why recessions help us live longer.

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510. 16 Ways to make Progress in Life w/ Tiffany Grant

Mon, 25 Mar 2024 07:05:00 -0000

We speak with Tiffany Grant from Money Talk With Tiff about a recent podcast episode of hers about 16 ways to make progress in life. We know that knowing is often just a prelude to doing. How do we create the habits that help us accomplish what we want to in life.

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509. Live From The Econome Conference...How To Take Action w/ Brad Barrett

Thu, 21 Mar 2024 07:05:00 -0000

This is a live podcast, a joint collaboration between E&I and ChooseFI, where we discuss how to have the courage to take action when we know what we want. Brad Barrett and I interview two conference attendees about what is holding them back. Plus a bonus question and answer segment at the end.

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508. Conquering False Money Beliefs w/ Shannah Game and Joe Saul-Sehy

Mon, 18 Mar 2024 07:05:00 -0000

This is a joint episode with Shannah Game and Joe Saul-Sehy originally recorded for the Everyone's Talkin' Money Podcast. We talk about the most common false money beliefs and how we can overcome them. What long held ideas about money do you hold that don't serve you?

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507. When Money Isn't Enough, Susannah Fox on Peer to Peer healthcare

Thu, 14 Mar 2024 07:05:00 -0000

Susannah Fox is the former Chief Technology Officer of the US Department of Health and Human Services. A long time advocate for peer to peer healthcare innovation, Susannah's new book is Rebel Health: A Field Guide to the Patient-Led Revolution in Medical Care. We discuss what happens when money isn't enough, where will you turn?

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506. Is The Size of Your Dreams Too Small? w/ Dave and Chana Mason

Mon, 11 Mar 2024 07:05:00 -0000

We chat with Dave and Chana Mason about their book The Size of Your Dreams. In this sweeping conversation we talk about childhood education, financial goals, and whether our sense of purpose should be goal oriented. How do we know how much money is enough? How much life?

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505. From Money Hater to Venture Capitalist w/ Arlan Hamilton

Thu, 07 Mar 2024 08:05:00 -0000

Arlan Hamilton went from homeless and hating money to a very successful venture capitalist. In the meantime she learned to recognize the underestimated communities of founders and helped fund their business. In this episode we talk about how she has built up her various businesses and her new book Your First Million: Why You Don’t Have to Be Born into a Legacy of Wealth to Leave One Behind.

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504. Can You Build a Family Empire? w/ Jim and Katie Dahle

Mon, 04 Mar 2024 08:05:00 -0000

In this episode we chat with Jim and Katie the husband and wife team who run The White Coat Investor. We discuss the ups and downs of working with your spouse. Although many dream of a family business, there are both positives and negatives when it comes to working with relatives.

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Bonus Episode: 5 Things About Purpose (Solo)

Sat, 02 Mar 2024 08:05:00 -0000

What are the five things that I have learned from coaching people about purpose? We tend to get five things wrong. In this bonus solo episode we talk about what those things are.

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503. How to Hack Retirement w/ Joe Saul-Sehy and John Neidecker

Thu, 29 Feb 2024 08:05:00 -0000

In this current events/community thursday we invite Earn & Invest community member John Neidecker to discuss how to hack retirement by skipping 3 of the 5 stages . We review Richard Himmer's article from Kiplinger. Joe Saul-Sehy joins us as our expert for the episode.

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502. How to Overcome Generational Trauma w/ Kyle Collins

Mon, 26 Feb 2024 08:05:00 -0000

We chat with Kyle Collins, author of Wherever You Go There You Are, about growing up with generational trauma and his path not to pass the same down to his own children. We discuss self-love, forgiveness, and growing up with poor financial habits. Do you have what it takes to rewrite your childhood narratives?

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501. Is Your Money Smiling at You (Rewind) w/ Ken Honda

Thu, 22 Feb 2024 08:05:00 -0000

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500. Are You A Victim of Money Burnout (Rewind)? w/ JD Roth and Grant Sabatier

Mon, 19 Feb 2024 08:05:00 -0000

In this rewind episode we discuss with JD Roth and Grant Sabatier whether there is such thing as money burnout. How is your relationship to life and money? Are you sick and tired about talking about money or just getting started? We discuss how our relationship with wealth, and talking about wealth, changes.

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499. Is Financial Independence the Answer? w/ Jackie Cummings Koski

Thu, 15 Feb 2024 08:05:00 -0000

Jackie Cummings Koski is the author of the upcoming book, FIRE For Dummies. We discuss whether financial independence is the answer. Is FIRE available to everybody whether rich or poor, privileged or not? IS it accessible to everyone?

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498. Being Thoughtfully Reckless With Your Spending w/ Carl and Mindy Jensen

Mon, 12 Feb 2024 08:05:00 -0000

We discuss with Carl and Mindy, hosts of the Mindy on Money Podcast, about how to be thoughtfully reckless with spending. We cover weighty topics such as "enough" and even touch on safe withdrawal rates. Can you get to the point where you no longer worry about money?

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497. Hype or Hope: Financial Advice on the Internet w/ Liran Eliner

Thu, 08 Feb 2024 08:05:00 -0000

Liran Eliner got his PhD from Harvard and studies how social media, work from home, and leverage effects retail investors trading activity. We focus on the reddit phenomenon and whether it is benefiting those who use such social media platforms as their main source of investing information.

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496. Catching Up With Canada's Earliest Retirees Ten Years Later w/ Kristy Shen and Bryce Leung

Mon, 05 Feb 2024 08:05:00 -0000

Is financial independence sustainable? Well...today we talk to Canada's earliest retirees ten years later. Bryce and Kristy from Millennial Revolution join us to talk about how life has changed over the years and the unexpected ups and downs of early retirement.

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495. A Spender's Guide to Surviving Financial Mistakes w/ Anne Lester

Thu, 01 Feb 2024 08:05:00 -0000

We discuss with Anne Lester, author of Your Best Financial Life, how to survive financial mistakes and still thrive in the future. We focus, especially, on the moves you can make in your twenties and thirties to provide guardrails and protect yourself. You don't have to be perfect to have good financial habits.

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494. Conquering the Cult of Never Enough w/ Manisha Thakor

Mon, 29 Jan 2024 08:05:00 -0000

In this episode we discuss with Manisha Thakor, author of MoneyZen, the cult of never enough. How do we feed the "empty ghost' that inhabits many of us workaholics and overachievers. We delve into the little traumas of childhood and the false financial culture that mangle our beliefs about ourselves.

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493: Community Episode: Crypto vs S&P 500 Index Smackdown w/ Joe Saul-Sehy and Ian Kist

Thu, 25 Jan 2024 08:05:00 -0000

This is a current events/community Thursday episode featuring community member Ian Kist. We are also joined by Joe Saul-Sehy from The Stacking Benjamins Podcast. Today we discuss current articles about Crypto and Indexing that seem to be diametrically opposed. Who is right?

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492. Should FIRE Come With a Warning Label? w/ Vicki Robin and Douglas Tsoi

Mon, 22 Jan 2024 08:05:00 -0000

We speak with Vicki Robin author of Your Money or Your Life, and Douglas Tsoi writer of The Money and Meaning Newsletter about the promises that come with financial indepenence/retire early. Should FIRE have a warning label? Why money does and doesn't eventually end up meeting our expectations.

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491. The Three Myths of Purpose with Tripp Lanier

Thu, 18 Jan 2024 08:05:00 -0000

In this episode we go deep on purpose with Tripp Lanier host of the new Man Podcast and author of This Book Will Make You Dangerous. We discuss his three myths about purpose and why they lead us into falling into a purpose trap. A great episode for those contemplating their why.

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490. Money Dynamics and Power Struggles in Relationships with Heather and Douglas Boneparth

Mon, 15 Jan 2024 08:05:00 -0000

Join us in this insightful episode as we delve into the intricate world of couples' money beliefs with Heather and Douglas Boneparth, authors of The Joint Account newsletter. Together, we explore the core of relationship struggles tied to financial power dynamics, unraveling the impact of differing money philosophies on the strength of a partnership.

#MoneyBeliefs #RelationshipStruggles #CouplesFinance #TheJointAccount #PowerStruggles #FinancialWellness #MoneyTalks #LoveAndMoney #PodcastEpisode #MoneyMindset

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489. Has The FIRE Movement Become Elitist w/ Diania Merriam, Leif Dahleen, and Jessica Lynn

Thu, 11 Jan 2024 08:05:00 -0000

Join us in a thought-provoking conversation with Diania Merriam of the Econome Conference, Jessica from the Fioneers, and Leif Dahleen from the Physician on FIRE as we delve into the pressing question of whether the financial independence community has veered towards elitism. Together, we explore the criticisms surrounding the rising costs of conferences and ponder whether the fundamental principles of frugality are being overshadowed by a quest for exclusivity.

#FinancialIndependence #FICommunity #FrugalityRevival #MoneyMatters #EconomeConference #FioneersPodcast #PhysicianOnFIRE #WealthMindset #DeconstructingFI #FinancialWellness

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488. Decoding Cryptocurrency: The Top 10 Myths with Dr. Tonya Evans

Mon, 08 Jan 2024 08:05:00 -0000

In this enlightening episode, join me in a conversation with Dr. Tonya Evans, a distinguished professor at Penn State and the author of "Digital Money Demystified," as we debunk the ten most pervasive myths surrounding cryptocurrencies. Dr. Evans provides invaluable insights that will reshape your understanding of this rapidly evolving financial landscape.

#CryptocurrencyMyths

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#CryptoFacts

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#PennStateProfessor

#FinancialEducation

#DecodingCrypto

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#MythBusters

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487. Leaning Out for Success: A Conversation with Dr. Dawn Baker on Work-Life Balance

Thu, 04 Jan 2024 08:05:00 -0000

Join us in this insightful episode as physician and author Dr. Dawn Baker challenges the conventional career narrative, discussing her book "Lean Out." Delve into the idea that success doesn't always require embracing Sheryl Sandberg's advice, and explore alternative approaches for both men and women to navigate their careers without succumbing to long hours and burnout. Dr. Baker provides refreshing perspectives on achieving professional success while maintaining a healthy work-life balance.

#LeanOut

#WorkLifeBalance

#CareerWellness

#SuccessWithoutBurnout

#DrDawnBaker

#AlternativeCareerPaths

#ProfessionalBalance

#CareerInsights

#MindfulWork

#SuccessBeyondExpectations

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486. From Aerial Acrobat to Financial Coach: Navigating Money Mastery with Tess Waresmith

Mon, 01 Jan 2024 08:05:00 -0000

In this captivating episode, Tess Waresmith takes us on her remarkable journey from aerial acrobat to financial coach, sharing profound insights along the way. Join us as we explore the nuances between financial advisors and financial coaches, uncovering the unique perspectives and approaches each profession brings to the table. Tess's personal story and expertise shed light on the transformative power of financial coaching for individuals seeking a holistic approach to money management.

#MoneyMastery

#FinancialCoaching

#MoneyMindset

#CareerTransition

#TessWaresmith

#FinancialWellbeing

#PersonalFinanceJourney

#AerialAcrobat

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#WealthBuildingTips

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485. The Four Phases of Retirement with Bryce Leung and Kristy Shen

Thu, 28 Dec 2023 08:05:00 -0000

According to a YouTube TedX talk by Riley Moynes there are four phases of retirement. Today in this rewind episode 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?

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484. Should I Retire Yet? (Rewind) with Chris and Kim Mamula

Mon, 25 Dec 2023 08:05:00 -0000

In this rewind episode we revisit Chris and Kim Mamula in our discussion about how to decide when to retire. We discuss the purpose of work and when our time is better spent doing other things. Are you on the precipice of deciding when it is time to retire? This episode is for you. Plus an important announcement if you want to be a guest on Earn & Invest.

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483. Two Decades of Financial Wisdom: Navigating Retirement Planning with Jeremy Keil

Thu, 21 Dec 2023 08:05:00 -0000

Join us in this enlightening episode as Jeremy Keil, a seasoned financial advisor with over twenty years of experience, shares invaluable insights into the intricacies of retirement planning. Discover the common roadblocks that individuals face and explore practical hacks to optimize your retirement strategy.

#RetirementPlanning

#FinancialWisdom

#WealthManagement

#FinancialAdvisor

#RetirementHacks

#MoneyMatters

#JeremyKeil

#FinancialFreedom

#RetirementGoals

#FinancialInsights

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482. Rethinking Resolutions: A Chat with Jesse Mecham on Spending Smart in the New Year

Mon, 18 Dec 2023 08:10:00 -0000

In this episode, dive into a thought-provoking conversation with Jesse Mecham, founder of You Need a Budget. We explore the idea of whether spending less is a misguided New Year's resolution and delve into the reasons behind our often flawed perspectives on spending. Gain valuable insights into financial resolutions that truly make a difference and discover a fresh approach to achieving your money goals in the coming year.

#BudgetWisdom

#FinancialFreedom

#SmartSpending

#NewYearsResolutions

#MoneyMindset

#JesseMecham

#YNABInsights

#FinancialWellness

#MoneyTalks

#BudgetingTips

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481. Breaking Through Barriers: Unleashing Your Potential with Erin Pheil from MindFix

Thu, 14 Dec 2023 08:10:00 -0000

Join us in this empowering episode as Erin Pheil, founder of MindFix, shares profound insights on conquering seemingly insurmountable roadblocks to unlock your full potential and cultivate lasting happiness. Get ready to redefine your limits and embrace a future filled with achievement and joy.

#MindsetMastery

#RoadblocksToSuccess

#OvercomingChallenges

#MindFixMagic

#UnlockYourPotential

#HappinessJourney

#EmpowerYourself

#LimitlessLiving

#PodcastWisdom

#InspiredLivingNow

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480. Discovering Your Heroic Potential: A Conversation with Brian Johnson on Closing the Gap and Living Your Best Life

Mon, 11 Dec 2023 08:10:00 -0000

#HeroicLiving

#Arete

#SelfDevelopment

#ClosingTheGap

#PersonalGrowth

#TransformationTuesday

#BrianJohnson

#HeroicApp

#MindfulLiving

#InspirationPodcast

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479. The Seven Biggest Financial Headlines of 2023: A Deep Dive with Joe Saul-Sehy and Shannah Game

Thu, 07 Dec 2023 08:10:00 -0000

Join financial gurus Joe Saul-Sehy and Shannah Game as they unravel the most pivotal financial stories of 2023, offering insightful analysis on the year's economic twists and turns. Tune in for an engaging discussion that breaks down the headlines and empowers you with the knowledge to navigate the ever-evolving financial landscape.

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478. Tax Wisdom: Year-End Moves for a Financially Savvy Future feat. Sean Mullaney (The FI Tax Guy)

Mon, 04 Dec 2023 08:10:00 -0000

In this insightful episode, join me in a conversation with Sean Mullaney, renowned as The FI Tax Guy, as we delve into the strategic year-end tax moves that can significantly optimize your return. From savvy investment decisions to overlooked deductions, we unravel the practical steps you can take in December to not just meet, but exceed your financial goals.

#FinancialWisdom

#TaxOptimization

#YearEndFinance

#FICommunity

#SmartInvesting

#TaxSeasonPrep

#FinancialFreedom

#DecemberFinance

#OptimizeYourReturn

#TheFITaxGuyTips

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477. Navigating Your Financial Freedom Roadmap with Jamila Souffrant

Thu, 30 Nov 2023 08:10:00 -0000

Join us in this insightful episode as we sit down with Jamila Souffrant, the author of "Your Journey to Financial Freedom." Jamila shares her expertise on the essential five journeyer steps to attain financial freedom. From practical budgeting tips to building long-term wealth, this conversation is a roadmap for anyone looking to embark on their journey to financial independence. Tune in to discover actionable insights that will empower you to take control of your financial destiny.

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476. Eleven Bad Money Hacks That Waste Your Time and Energy w/ Andrew Giancola

Mon, 27 Nov 2023 08:10:00 -0000

In this illuminating episode, join Andrew Giancola and I as we unravel the intricacies of eleven commonly misunderstood money hacks. Together, we explore how individuals aiming to cut costs might unwittingly be squandering their hard-earned cash. Gain valuable insights into financial pitfalls, debunk misconceptions, and discover practical strategies for optimizing your money management in this eye-opening conversation.

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475. Prescribing Success: A Doctor's Advice on Career Reinvention with Dr. Jimmy Turner

Thu, 23 Nov 2023 08:10:00 -0000

In this insightful podcast episode, I sit down with Dr. Jimmy Turner, a seasoned anesthesiologist turned Chief Medical Officer of Attend, a groundbreaking financial platform for physicians. Dr. Turner shares his personal journey of transitioning from the operating room to the startup realm, offering practical advice and inspiration for professionals seeking to pivot away from their initial career paths.

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474. Decoding Social Security : A Crucial Conversation with Mary Beth Franklin

Mon, 20 Nov 2023 08:10:00 -0000

In this episode of the Earn & Invest podcast we discuss the often-neglected topic of Social Security, with Mary Beth Franklin, a seasoned retirement expert, unraveling the complexities and dispelling common misconceptions. With over 40 years of financial journalism experience, Franklin provides a comprehensive Social Security 101, highlighting its importance in retirement planning and addressing the risks associated with both assuming its non-existence and overlooking its impact on financial security.

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473. Beyond Numbers: Unveiling the Generosity of Personal Finance with Paul Merriman

Thu, 16 Nov 2023 08:05:00 -0000

Join me in an eye-opening conversation with renowned investing advisor and philanthropist Paul Merriman as we delve into the question: Is personal finance inherently selfish? In this episode, we explore the broader impact of financial decisions and discuss Paul's recent $3.6 million gift to empower students at Western Washington University through investing education. Discover the intersection of personal wealth and communal benefit as we challenge conventional notions and redefine the role of personal finance in shaping a more generous and informed society.

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472. Beyond Budgets: Navigating the Sunset of Mint with Val Agostino

Mon, 13 Nov 2023 08:05:00 -0000

Join us for this conversation with finance expert Val Agostino as we unravel the recent news of Intuit sunsetting the beloved budgeting app, Mint. Together, we explore the implications for users and delve into the crucial factors to consider when selecting a new budgeting app. Discover the hidden functionalities that make these apps invaluable tools for financial empowerment beyond just budgeting, as we decode the evolving landscape of personal finance management.

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471. Unlocking Financial Freedom: Mastering the Art of Decumulation with Dana Anspach

Thu, 09 Nov 2023 08:05:00 -0000

In this enlightening episode, we sit down with renowned financial planner Dana Anspach to delve deep into the often-overlooked aspect of retirement planning: decumulation. Join us as we explore the psychological barriers that make people reluctant to spend their hard-earned savings in retirement and gain valuable insights on how to overcome the fear of running out of money. Dana shares practical strategies and expert advice on achieving financial freedom, making the most of your retirement savings, and ensuring a worry-free retirement journey. Don't miss this essential guide to securing your financial future with confidence.

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470. Spreading the Financial Independence Gospel: Are We Preaching to the Choir? w/ Brad Barrett

Mon, 06 Nov 2023 08:05:00 -0000

In this thought-provoking episode, join host Doc G in a candid conversation with fellow podcaster Brad Barrett as they dive into the world of financial independence (FI) and the challenges of reaching those who need it the most. Together, they explore whether the FI community is inadvertently "preaching to the choir" and discuss effective strategies to engage and educate those who may be struggling with their finances.

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469. Financial Freedom Expeditions: Navigating 'Pathfinders' with JL Collins

Thu, 02 Nov 2023 07:05:00 -0000

Join us for a captivating discussion with bestselling author JL Collins as we delve into his latest book, "Pathfinders: Extraordinary Stories of People Like You on the Quest for Financial Independence―And How to Join Them." Together, we explore not only Collins' personal journey to financial independence but also the inspiring stories of individuals who have harnessed the power of the 'Simple Path to Wealth.' Discover how this uncomplicated yet profound approach can help you pursue financial freedom and embark on your own extraordinary quest to financial independence. Whether you're just starting your journey or well on your way, this insightful conversation will illuminate the path to financial security and independence for everyone.

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468. Navigating the Friend Recession: Building Stronger Communities

Mon, 30 Oct 2023 07:05:00 -0000

In this engaging episode featuring Sammie and Michelle of the "Build a Wealthy Spirit" podcast, we delve into the pressing issue of the current friend recession. Drawing from their personal experiences and expert insights, they offer valuable tips and strategies for not only surviving but thriving in these socially challenging times, emphasizing the importance of building a rich and supportive community to enhance one's overall well-being. Tune in to discover how you can strengthen your connections, nurture deeper friendships, and create a wealth of lasting social bonds.

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467. The Millionaire's Mindset: Why It's Better Than Being a Billionaire w/ Tae Kim

Thu, 26 Oct 2023 07:05:00 -0000

Join us in this insightful episode as we sit down with Tae Kim, the creator of the Financial Tortoise platform and a renowned YouTuber. Tae shares his perspective on why he would rather be a millionaire than a billionaire, and why you should consider the same approach. We delve into the mindset and strategies that can help turn millions into billions, but question whether this is necessary.

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466. Raising Financially Savvy Kids with Maya Corbic

Mon, 23 Oct 2023 07:05:00 -0000

In this episode, we sit down with Maya Corbic, the author of "From Piggy Banks to Stocks: The Ultimate Guide for a Young Investor." Maya is passionate about teaching parents how to empower their children with financial literacy from an early age. Listen in as we explore Maya's journey and gain valuable insights on instilling money management skills in your kids, paving the way for a financially secure future.

#FinancialLiteracyForKids

#TeachKidsMoney

#ParentingPodcast

#MayaCorbic

#YoungInvestorGuide

#MoneySmartKids

#PodcastInterview

#FinancialEducation

#ParentingTips

#SmartMoneyChoices

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465. Twelve Steps that can Net You Millions with Paul Merriman and Richard Buck (rewind)

Thu, 19 Oct 2023 07:05:00 -0000

In this captivating episode, Paul Merriman and Richard Buck join us to unravel the secrets behind their book, "We're Talking Millions." Together, we dive deep into the intriguing world of individual investing and its potential to outperform the market. Gain valuable insights and wisdom as we explore the eternal question: Can individual investors truly beat the market?

#EarnAndInvest

#InvestingWisdom

#WealthBuilding

#BeatTheMarket

#WereTalkingMillions

#FinancialLiteracy

#IndividualInvesting

#InvestmentStrategies

#PersonalFinance

#MarketInsights

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464. Cultivating Wealth: A Conversation with John Soforic, Author of 'The Wealthy Gardener' (Rewind)

Mon, 16 Oct 2023 07:04:00 -0000

In this insightful episode, we sit down with John Soforic, the author of the transformative book, 'The Wealthy Gardener.' Together, we explore the profound wisdom behind tending to all the gardens in your life, from nurturing your financial future to the gardens of your relationships, personal growth, and more. Discover how simple yet profound principles can help you grow and harvest the abundance in every aspect of your life.

#WealthyGardener #FinancialGrowth #LifeGardens #Abundance #PersonalDevelopment #JohnSoforic #WealthWisdom #FinancialSuccess #PodcastDiscussion #BookAuthor

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463. Harmonizing Wealth: The Mindful Investor's Path w/ Jonathan Deyoe

Thu, 12 Oct 2023 07:05:00 -0000

In this enlightening episode of Earn & Invest, we engage in a captivating conversation with Jonathan Deyoe, author of the groundbreaking book "Mindful Investing." Join us as we explore the intriguing fusion of Western and Eastern philosophies and how they can be seamlessly integrated to create a solid financial plan. Discover the art of aligning your financial goals with mindfulness, and learn how these timeless principles can guide you towards a prosperous and purposeful future.

#EarnAndInvestPodcast

#MindfulInvesting

#JonathanDeyoe

#FinancialWisdom

#EasternPhilosophy

#WesternPhilosophy

#FinancialPlanning

#HarmonizeWealth

#PurposefulFuture

#FinancialMindfulness

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462. Unlocking Your Potential: The Power of Masterminds and Community

Mon, 09 Oct 2023 07:05:00 -0000

In this electrifying live episode of Earn & Invest, join us as we gather with the dynamic members of the Wealth with Purpose Mastermind. We delve deep into the transformative role that masterminds and community play in propelling personal growth and self-improvement. Discover firsthand how harnessing the collective wisdom, support, and motivation of like-minded individuals can be the catalyst you need to unlock your full potential and take meaningful action in your life.

#EarnAndInvestPodcast

#WealthWithPurpose

#MastermindMagic

#CommunityMatters

#UnlockYourPotential

#TakeAction

#PersonalGrowthJourney

#SelfImprovement

#CollectiveWisdom

#LivePodcastSession

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461. Building a Legacy of Childfree Wealth with Dr. Jay Zigmont

Thu, 05 Oct 2023 07:05:00 -0000

Join us for an insightful conversation with Dr. Jay Zigmont, Founder of Childfree Wealth, a leading life and financial planning firm catering to Childfree and Permanently Childless individuals. Dr. Jay, a certified financial planner and author of "Portraits of Childfree Wealth," delves into the unique financial challenges and opportunities that the childfree community faces in America. Discover expert tips and strategies for securing your financial future, embracing a childfree lifestyle, and building lasting wealth.

Instagram Hashtags:

#ChildfreeWealth

#FinancialPlanning

#ChildfreeLife

#WealthBuilding

#ChildfreeCommunity

#LegacyPlanning

#FinancialFreedom

#DrJayZigmont

#ChildfreeWealthPodcast

#EconomicEmpowerment

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460. Thrifting, TikTok, and the Truth About Influencer Life with Amber Smith

Mon, 02 Oct 2023 07:05:00 -0000

In this episode, we sit down with Amber Smith, a digital creator who's made waves on TikTok with her viral videos about dating, lifestyle, and thrifting. Amber shares her dream of one day leaving her regular 9-to-5 job to becoming a full-fledged influencer, discussing the challenges and misconceptions along the way. We delve into the realities of life as an influencer, exploring whether it's a viable career option and how to make it work.

#InfluencerLife

#DigitalCreator

#ThriftingFinds

#TikTokFamous

#MakingItWork

#ContentCreation

#BehindTheScreens

#AmberSmithInterview

#LifeOfAnInfluencer

#CareerInContentCreation

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459. Crafting an Abundant Marriage w/ Rebecca Brooks and Dylan Pollock

Thu, 28 Sep 2023 07:05:00 -0000

Join us in this enlightening episode as we sit down with financial power couple Rebecca Brooks and Dylan Pollock. They not only successfully wiped out a hefty $45,000 debt, financed their dream wedding in cash, and enjoyed globe-trotting adventures, but they also discovered the key to an abundant marriage. Fueled by dissatisfaction with generic financial advice, they became personal finance experts, striking a perfect balance between living in the moment and achieving their goals. Dive into their unique concept, the Abundant Marriage, and learn how they turned their passion into a career as Financial Coaches.

#AbundantMarriage
#DebtFreeSuccess
#DreamWeddingFinanced
#TravelAdventure
#PersonalFinanceExperts
#BalancingLifeGoals
#RelationshipWealth
#FinancialCoaching
#AbundanceMindset
#MarriageGoals

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458. From Pulpit to Profits: The Laundromat Entrepreneur's Journey

Mon, 25 Sep 2023 07:05:00 -0000

In this inspiring episode, join us as we dive into the remarkable journey of Jordan Berry, a former youth pastor who transitioned into a thriving laundromat owner and passive income expert. Jordan candidly shares the ups and downs of his transition, including the challenges of buying his first laundromat and weathering two years of financial losses. Discover the invaluable lessons he learned, the strategies he employed to turn his business around, and how he now helps others create their own path to financial freedom through passive income.

#SuccessStory
#EntrepreneurialJourney
#LaundromatLife
#PassiveIncome
#FromPulpitToProfits
#FinancialFreedom
#InspiringEntrepreneur
#Resilience
#BusinessStrategies
#PodcastInterview

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457. Mastering Your Money Mindset with Andy Wang: Unpacking the Influences Within

Thu, 21 Sep 2023 07:05:00 -0000

Join us in this insightful episode as we sit down with Andy Wang, renowned financial advisor and the host of the Inspired Money Podcast, to dive deep into the world of money mindset. Discover how external factors like culture, upbringing, and society shape our financial beliefs, and explore the internal influences, such as emotions and self-perception, that play a crucial role in our financial decisions. Gain practical tips and strategies to reframe your money mindset and take control of your financial future.

#MoneyMindset
#FinancialFreedom
#InspiredMoney
#AndyWang
#WealthWisdom
#MindfulFinance
#FinancialMindset
#MoneyMatters
#SelfBelief
#PodcastConversations

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456. Fulfillment Beyond FI: Life After Early Retirement with Jason

Mon, 18 Sep 2023 07:05:00 -0000

Join us in this insightful episode of Earn & Invest as we sit down with Jason from the Two Sides of FI podcast to explore the uncharted waters of life after early retirement. Together, we delve into the fascinating journey of financial independence and the vital question of how one fills their time, and whether boredom lurks in the shadows. Jason candidly shares his personal experiences, revealing the transformative impact of early retirement on his life.

#FinancialIndependence

#EarlyRetirement

#LifeAfterFI

#RetirementJourney

#PersonalFinance

#Fulfillment

#TwoSidesofFI

#FinancialFreedom

#PodcastInterview

#EarnAndInvest

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455.Radical Responsibility, Monster Goals, and the Truth About Life Improvement w/ Alex Scott Felice

Thu, 14 Sep 2023 07:05:00 -0000

In today's episode, we're diving deep into the world of self-improvement and debunking some popular myths. We've all seen the Instagram posts advocating giving up sugar and alcohol for a better life, but is that really the secret to success? Join us as we explore the power of radical responsibility, setting monumental goals, and sustaining intense effort over a decade. We're challenging conventional wisdom and getting real with our guest, Alex Scott Felice, the creative director for "A Better Life" podcast.

#RadicalResponsibility
#LifeImprovement
#MonsterGoals
#HustleCulture
#CleanEatingDebate
#SelfImprovementMyths
#TenYearsToSuccess
#RealTalkPodcast
#ABetterLifePodcast
#AlexScottFelice

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454. Unmasking Financial Independence: Surprises and Realities Live from CampFI

Mon, 11 Sep 2023 07:05:00 -0000

Join Doc G alongside Becky Heptig and Diania Merriam for a special live episode recorded at CampFI Midwest. In this candid discussion, we peel back the layers of financial independence and explore the unexpected twists and turns that come with pursuing FI. From the surprising joys to the unforeseen challenges, this episode offers a fresh perspective on the FI journey.

#FinancialIndependence
#CampFIMidwest
#CatchingUpToFI
#OptimalFinanceDaily
#FIRealityCheck
#UnexpectedFI
#LifeAfterFI
#MoneyMilestones
#FISurprises
#LivePodcast

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453: Billionaires Unveiled: Decoding the Pursuit of Wealth, Passive Income, and True Happiness

Thu, 07 Sep 2023 07:05:00 -0000

In this thought-provoking episode, join us as we delve into the world of billionaires with special guest Brian Luebben. We explore the relentless pursuit of wealth, the allure of passive income, and the question of whether billionaires are truly happier. Discover the secrets behind their success and gain insights into how we can redefine our own definitions of "enough."

#BillionairesUnveiled
#WealthAndHappiness
#PassiveIncomeJourney
#BillionaireLifestyle
#FindingTrueHappiness
#RedefineSuccess
#EnoughIsRelative
#MoneyTalksPodcast
#FinancialWisdom
#ConversationsWithBrian

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452. Is America Broke? Joe Saul-Sehy on America's Debt Crisis and Investment Strategies for 2023

Mon, 04 Sep 2023 07:05:00 -0000

In this thought-provoking episode, we sit down with Joe Saul-Sehy, the renowned host of the Stacking Benjamins podcast, to dive deep into the alarming concerns raised by "Rich Dad Poor Dad" author Robert Kiyosaki regarding the state of the U.S. economy in 2023. We unpack the recent surge in the stock market, the unexpected GDP figures, and the ominous downgrading of the U.S. credit rating by Fitch Ratings. Join us as we explore the implications of America's escalating debt and discover Kiyosaki's unconventional investment advice in the face of uncertainty.

#EconomicOutlook
#DebtCrisis
#InvestmentStrategies
#StockMarket2023
#USGDP
#RobertKiyosaki
#FitchRatings
#FinancialAdvice
#WealthManagement
#CryptoGoldSilver

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451. Real Estate vs. Financial Independence: Finding Your Path with Diego Corzo

Thu, 31 Aug 2023 07:05:00 -0000

Join us in this thought-provoking episode as we dive deep into the world of real estate and financial independence with special guest Diego Corzo, the creator of the FI Investors mastermind and podcast. We explore the age-old question of whether real estate is truly the ultimate path to financial freedom and what it takes to make it a successful career. Discover whether a genuine love for real estate is a prerequisite or if there are alternative routes to achieving financial independence that may better suit your passions and goals. Don't miss this insightful conversation that will reshape your perspective on wealth building.

#FinancialIndependence

#RealEstateInvesting

#FIInvestorsPodcast

#WealthBuilding

#FinancialFreedom

#RealEstateCareer

#PassiveIncome

#InvestmentStrategies

#FinancialGoals

#PersonalFinanceTips

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450. Unlocking Real Estate Success: Tony J. Robinson & Ashley Kehr Share the Power of Partnerships

Mon, 28 Aug 2023 07:05:00 -0000

Join us for an exclusive conversation with the dynamic co-hosts of the BiggerPockets Real Estate Rookie Podcast, Tony J. Robinson and Ashley Kehr. They're unveiling their brand-new book, "Real Estate Partnerships," and revealing how these strategic alliances can catapult you towards your dream real estate portfolio. With BiggerPockets boasting over 150 million downloads and the Real Estate Rookie Podcast hitting 700K downloads a month, these industry powerhouses share invaluable insights on accessing cash, acquiring bigger deals, and maximizing profits through real estate partnerships. Discover the secrets to fast-tracking your real estate success and building a lucrative investment portfolio.

#RealEstateSuccess
#RealEstatePartnerships
#InvestmentPortfolio
#PropertyInvesting
#RealEstateProfits
#BiggerPockets
#RookiePodcast
#RealEstateTips
#WealthBuilding
#DreamPortfolio

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449. Mastering Money in Your Twenties: Steve Adcock's Tough Love Financial Advice

Thu, 24 Aug 2023 07:05:00 -0000

Join us in this eye-opening episode as we dive deep into @SteveOnSpeed's Twitter thread, where he delivers no-nonsense financial advice to twenty-somethings. Steve Adcock, a financial independence expert, shares invaluable insights on saving, investing, and building a secure financial future. Discover practical strategies, common money pitfalls, and the mindset shifts needed to achieve financial freedom early in life. If you're in your twenties, this is a must-listen for financial success!

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448. The Future of Venture Capital: James Wang on Deep Tech Investments

Mon, 21 Aug 2023 07:05:00 -0000

Join us for an insightful conversation with James Wang, General Partner at Creative Ventures, a pioneering deep tech venture firm. James shares his expertise in deep tech investments, discussing why venture capital in AI, synthetic biology, and advanced materials is shaping the future of industry giants. We explore emerging trends in deep tech and gain insights into identifying disruptive startups for transformative success.

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447. Stock Market Secrets: How Amateurs Outsmart Pros with Brian Feroldi (Rewind)

Thu, 17 Aug 2023 07:05:00 -0000

Join us for this episode of Earn & Invest as we sit down with Brian Feroldi, a renowned expert from the Motley Fool, to explore how amateur investors can outshine the pros in the unpredictable world of the stock market. Brian shares his perspective on the uncertain future of equity investing and why it's crucial to understand alternative investment options, even for those who choose to stick with indexes. Tune in to gain invaluable insights into maximizing your financial endeavors.

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446. Hacking Success with Chris Hutchins: Uncovering Entrepreneurial Mindset Shifts (Rewind)

Mon, 14 Aug 2023 07:05:00 -0000

Join us in this engaging podcast as we dive into the world of success hacking with Chris Hutchins, a seasoned serial entrepreneur and dynamic podcaster. Delve into Chris's fascinating journey through the startup landscape as he shares his insights, experiences, and pivotal moments that shaped his path. Discover the most crucial mindset shifts that propelled him forward and learn how to apply them to your own entrepreneurial endeavors. Tune in for an inspiring conversation that unveils the strategies and stories behind achieving remarkable success.

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445. From High School Dropout to Doctor: Unveiling the American Dream with WealthyDoc Brian Foley

Thu, 10 Aug 2023 07:05:00 -0000

Join us in this inspiring episode as we sit down with Brian Foley, also known as WealthyDoc, to unravel his remarkable journey from a high school dropout living in poverty to achieving the American dream as a successful doctor. In a candid conversation, Brian shares the transformative experiences that led him from adversity to accomplishment, shedding light on the power of determination and resilience. We delve deep into thought-provoking questions about the modern feasibility of the American dream and challenge conventional notions about wealth accumulation.

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444. Lottery Rich: Untangling the Jackpot Fantasy - A Candid Chat with Joel Larsgaard and Matt Altmix of How to Money

Mon, 07 Aug 2023 07:05:00 -0000

In this captivating episode, we're joined by the insightful hosts of the How to Money podcast, Joel Larsgaard and Matt Altmix, to embark on a thought-provoking mind experiment: What if you won the lottery? Together, we venture into the exciting realm of sudden wealth, exploring the alluring possibilities and hard truths that come with a jackpot win.

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443. The Sandwich Generation: Navigating Caregiving and Financial Challenges with Danielle Miura

Thu, 03 Aug 2023 07:05:00 -0000

Join us for a thought-provoking podcast as Danielle Miura, a seasoned financial planner, content creator, and family caregiver, sheds light on the concept of the "Sandwich Generation." Drawing from personal experiences and anecdotes, Danielle paints a vivid picture of what it means to be sandwiched between caring for aging parents and raising young children while facing unforeseen challenges.

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442. Navigating the Unexpected: A Hospice Nurse's Journey as Surrogate Decision Maker | Helen Bauer of The Heart of Hospice Podcast

Mon, 31 Jul 2023 06:05:00 -0000

I interview Helen Bauer host of The Heart of Hospice Podcast as she shares her extraordinary experience of unexpectedly becoming the surrogate financial and medical decision maker for a close friend. As Helen takes us through her journey, she candidly discusses the immense stress and burnout she faced making crucial decisions. Listeners will gain invaluable insights into the complexities of being a surrogate decision maker and the emotional toll it can take.

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441. Mini Retirements: Planning Them Early & Often with Jillian Johnsrud

Thu, 27 Jul 2023 06:05:00 -0000

Join us on this inspiring episode of the Earn & Invest Podcast as I sit down with the incredible Jillian Johnsrud to explore the revolutionary concept of "mini retirements." Discover how to break free from the traditional retirement mold and embrace a life of freedom, adventure, and purposeful breaks throughout your career. Jillian shares her journey and expertise, providing practical tips on how to plan and finance these enriching experiences, allowing you to recharge, explore passions, and find fulfillment beyond the 9-to-5 grind.

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440. Ask Doc G Anything: Unveiling the Secrets of the Man, The Book, and the Podcast

Mon, 24 Jul 2023 07:05:00 -0000

Join Amy Minkley and David Sandhu as they delve into the mind of Earn & Invest's host Jordan Grumet (Doc G). Uncover burning questions about the podcast, his book 'Taking Stock,' and gain insights into his personal goals and beliefs. Get ready for an engaging and enlightening conversation with Doc G you won't want to miss!

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439. Small and Mighty Real Estate Investor: Mastering Targeted Strategies with Chad Carson

Thu, 20 Jul 2023 07:05:00 -0000

Join us for an insightful interview with Chad Carson, widely recognized as "Coach," as we dive into his latest book, "Small and Mighty Real Estate Investor." Discover why being targeted and smart in your real estate investing approach is far more valuable than simply owning a vast number of properties. Coach shares his expert insights and practical advice on how to maximize returns, minimize risks, and achieve long-term success in the real estate market.

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438. Unlocking Spiritual Abundance: Journeying with Light Watlkins in his Book 'Spiritual Minimillism

Mon, 17 Jul 2023 07:05:00 -0000

Join us on an enlightening episode as we delve into the profound teachings of Light Watlkins, renowned author and traveler. Discover the essence of spiritual minimalism, a revolutionary concept that empowers you to find true abundance within. We explore Light's captivating new book, "Spiritual Minimalism," which offers practical insights and transformative practices for simplifying your spiritual journey. Prepare to be inspired as Light shares his remarkable experiences of traversing the globe with nothing but a single backpack. Tune in and embrace the art of letting go to unlock a more meaningful and fulfilling life.

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437. Navigating Career Transitions: Gwen Merz's Inspiring Journey from Corporate Success to Entrepreneurship and Back

Thu, 13 Jul 2023 07:05:00 -0000

Join us as we sit down with Gwen Merz in this enlightening episode, where she opens up about her courageous decision to leave a thriving corporate career in pursuit of entrepreneurial dreams, only to face setbacks and ultimately return to corporate America. Gain valuable insights into the challenges she encountered, the lessons she learned, and the resilience that propelled her forward. Discover how Gwen transformed failures into stepping stones and harnessed her experiences to shape a new chapter in her professional life.

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436. Breaking Free: From CPA to Side Hustle Success - Unveiling the Journey of Shannon Weinstein

Mon, 10 Jul 2023 07:05:00 -0000

In this episode, join us as we sit down with Shannon Weinstein, a trailblazing CPA who dared to step out of the carved out path and transform her side hustle into her main hustle. Discover the empowering story of how Shannon left behind the traditional career model to embrace a new, fulfilling entrepreneurial journey. Gain insights, inspiration, and practical tips for unleashing your own potential and finding a better path beyond the norm. Tune in to this thought-provoking conversation on charting a course to success on your own terms.

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435. From Teenage Real Estate Investor to Digital Marketing Maven: Unleashing Dreams and Defying Limits with Ava Yuergens

Thu, 06 Jul 2023 07:05:00 -0000

In this captivating episode, join us as we sit down with Ava Yuergens, an extraordinary individual who began her real estate empire at the age of 15 and now runs a thriving digital marketing business. Get ready to be inspired as we delve into her remarkable journey and explore the untapped potential within all of us. Together, we uncover the notion of permission and its impact on our pursuit of dreams, challenging conventional beliefs along the way. Don't miss this empowering conversation as we unlock the secrets to success and discover how Ava is aiming to become a billionaire.

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434. Revolutionizing Personal Finance Rules with Data: Exploring Nick Maggiulli's 'Just Keep Buying'

Mon, 03 Jul 2023 07:05:00 -0000

In this eye-opening episode, we dive deep into the world of personal finance rules and their validity in light of compelling data-driven insights. Join us as we explore the thought-provoking concepts presented in Nick Maggiulli's acclaimed book, "Just Keep Buying." We challenge conventional wisdom and examine how data analysis can make us question long-standing financial advice.

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433. There is a lot to Like About Failure w/ Karen Finerman

Thu, 29 Jun 2023 07:05:00 -0000

We speak to Karen Finerman about failure and success in the business place, entrepreneurship, and Wall Street. "There is a lot to like about failure". She is the host of the new How She Does It podcast and a regular panelist on CNBC's Fast Money. We also talk about the importance of mentors

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432. Optimizing Retirement: Modifying the Safe Withdrawal Rate and Why We May Be Under-Spending w/ Nick Maggiulli and Brandon Ganch

Mon, 26 Jun 2023 07:05:00 -0000

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431. What Drives You? w/ Kevin Miller

Thu, 22 Jun 2023 07:05:00 -0000

We speak with Kevin Miller the host of the Self Helpful Podcast and author of the new book What Drives You. We discuss the physiology of drive and when it can be both a positive and negative. Learn why drive is nothing more than making a decision.

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430. If You Think Personal Finance is Personal-You're Mistaken! w/ JL Collins and Scott Trench

Mon, 19 Jun 2023 07:05:00 -0000

We hear it all the time: "personal finance is personal". In today's episode, JL Collins and Scott Trench join me and we question this popular saying. While tactics and personal needs may vary, there are better and worse ways to invest and build wealth. Join us as we dive into the weeds.

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429. How to Focus on Things That Matter w/ Joshua Becker (Rewind)

Thu, 15 Jun 2023 07:05:00 -0000

Joshua Becker is well known for the Becoming minimalist platform and for being a best selling author. His forthcoming book, Things That Matter, helps us learn how to overcome distractions in our path to happiness.

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428. Is Multilevel Marketing a Scam? (Rewind) with New Bonus Closing

Mon, 12 Jun 2023 07:05:00 -0000

In this rewind episode we chat with Rachel Richards, Ken George, and Jen Smith about Multilevel Marketing. Are they pyramid scams? Are there any honest businesses among them? We hash through these question plus a new bonus closing.

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427. The Four Pillars to a Successful Retirement w/ Casey Weade

Thu, 08 Jun 2023 07:05:00 -0000

We chat with Casey Weade the creator of the Retire with Purpose Podcast and author of the book Job Optional. He outlines the four pillars of a successful retirement and the role of meaning and purpose in our "post work" life. What role does work play on our lives and should we abandoned in retirement?

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426. What Can You learn from the Snapchat Generation About Money? w/Ryan and Riley Hall

Mon, 05 Jun 2023 07:05:00 -0000

We speak with Ryan and Rylee Hall who are part of the Snapchat generation. We discuss the unique pressures they felt being on the cusp of the transition from Millennial to Gen Z. What are the characteristics of this group and what can we learn from them? We discuss that and more on this episode.

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425. 20K in Debt by 20, How You Can Do Better with Yanely Espinal

Thu, 01 Jun 2023 07:05:00 -0000

Yanely Espinal is the author of the brand new book Mind Your Money: Insightful Stories and Strategies to Help You Reach Your #MoneyGoals. We talk about financial modeling and didactic teaching when it comes to how kids learn about money. She also describes her efforts advocating for state to state legislation to build personal finance into high school curricula.

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424. How to Build a Flexible Financial Plan with Eric and Kali Roberge

Mon, 29 May 2023 07:05:00 -0000

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423. More Than You Will Ever Need w/ Mike Piper

Thu, 25 May 2023 07:05:00 -0000

Can you ever have too much money? More than you will ever need? What do you do then? We talk with Mike Piper about his new book More Than Enough. We discuss prudent financial moves when you have enough to take care of your own immediate needs. We also delve into giving in the most financially impactful way.

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422. Is FIRE Lifestyle Design? w/ Jessica and Corey from the Fioneers and Anders Skagerberg

Mon, 22 May 2023 07:05:00 -0000

IS FIRE lifestyle design? We chat with Jess and Corey of the Fioneers and Anders Skagerberg from the coastfiguy.com about the evolution of financial independence. We go down the rabbit hole of the SlowFI and CoastFI movements and discuss whether they are right for everyone.

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421. The Three Types of (Financial) Empathy w/ Michael G Thomas Jr.

Thu, 18 May 2023 07:05:00 -0000

Do you show yourself financial self empathy? More importantly, what the heck is that? We chat with Dr. Michael G Thomas Jr about how to be compassionate with ourselves and others in order to create a sense of agency. Michael created Modom Solutions to help coach individuals learn empathy when it comes to our finances.

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420. Are Safe Withdrawal Debates Ridiculous w/ Joe Saul-Sehy and Christine Benz

Mon, 15 May 2023 07:05:00 -0000

Are Safe Withdrawal debates ridiculous? More importantly, is there a way to be less rigid and actually withdraw more? We chat with Christine Benz of Morningstar and Joe Saul-Sehy of the Stacking Benjamins podcast about alternatives to the four percent rule.

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419. How to Break the Cycle of Generational Money Trauma w/ Mignon Francois

Thu, 11 May 2023 07:05:00 -0000

How do we break the cycle of generational money trauma? We talk with Mignon Francois author of Made from Scratch: Finding Success Without a Recipe. The answer, according to Mignon is for us to tell our stories. This episode is chocked full of her unique stories and experiences and how they led to her amazing business success.

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418. Should You Invest Your Emergency Fund? w/ Chen Chen Huo and Konstantin Weitz

Mon, 08 May 2023 07:05:00 -0000

While the title of this episode is controversial, the point of the Nexus APP and the message of Konstantin Weitz and Chen-Chen Huo shouldn't be. We accept exceedingly low returns on our savings account. Is there a way to do better? What are the risks? The benefits? We discuss liquidity, SVB, and investing in your savings account.

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417. How to Take Control and Get Your Financial Life Together w/ Erin Lowry

Thu, 04 May 2023 07:05:00 -0000

We talk with Erin Lowry about her new Broke Millennial workbook. We discuss how to take control and get your financial life together. We further talk about the difference between knowledge and action, and how to start taking action in your life. Finally, we chat about the generational differences when it comes to money.

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416. Could a Website be your Pot of Gold w/ Adam Smith and Mark mars

Mon, 01 May 2023 07:05:00 -0000

We talk with Adam Smith and Mark Mars of Niche Website Builders about whether a website could be part of your financial plan. We discuss how and why we would invest in an online presence. They help people build, monetize, and sell websites. Could this be a good alternative investment for you?

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415. Fifteen Money Tips Regardless of Net Worth w/ Shannah Game

Thu, 27 Apr 2023 07:05:00 -0000

While personal finance is personal, there are some universal money truths. Today we talk with Shannah Game from Everyone's Talkin' Money about her fifteen wise money tips. She asked over one hundred friends and experts and in this episode we discuss what she found.

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414. Three non Identical Strangers w/ Kristen, Rebecca, and Nathan

Mon, 24 Apr 2023 07:05:00 -0000

Have you ever struggled with identity? Maybe because of a job or change in lifestyle? Today our guests struggled in a whole different way. They are siblings but didn't find this fact out till later in life. Listen to this incredible story of learning who we are and what role family plays in this concept.

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413. The Seven Secrets of a Happy Retirement w/ Fritz Gilbert

Thu, 20 Apr 2023 07:05:00 -0000

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412. Next Generation Financial Independence w/ Grant Sabatier and Logan Leckie

Mon, 17 Apr 2023 07:05:00 -0000

Grant Sabatier and Logan Leckie, creators of the Topia App, join me today to talk about financial independence and entrepreneurship. How has the pathway to financial independence changed and what is the role of building your own business? We cover these and many other issues on today's episode.

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411. Dying Intestate w/ Amy

Thu, 13 Apr 2023 07:05:00 -0000

What happens when someone dies without a will? We discuss with our guest Amy today the heartbreaking story of the loss of her husband and the unexpected trauma she experienced settling his estate without a plan. Not only did she have numerous accounts and tasks to manage, but it also ended up costing her greater than six figures.

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410. Wealth 3.0 and Financial Advice w/ Sandi Bragar and Cammie Doder

Mon, 10 Apr 2023 07:05:00 -0000

We talk with Sandi Bragar and Cammie Doder about wealth 3.0. The idea that financial advice should be wholistic and investor centered. In this episode we talk about the importance of financial advice. Do you need it? Can you self manage? If you are looking for financial advice, how can we learn how to trust a new advisor?

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409. The Fun Side of the Wall w/ Travis Scott Luther (Rewind)

Thu, 06 Apr 2023 07:05:00 -0000

In this rewind episode we talk to Travis Scott Luther, academic and entrepreneur, about the baby boomer migration to Mexico. Why not move? It is cheeper, better weather, and often people feel that the older Americans are treated better outside of the US. Travis takes us through the research he has done regarding who becomes and expat and why they do it.

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408. Flip It, Flip It Good (Rewind) w/ carl and Mindy Jensen

Mon, 03 Apr 2023 07:05:00 -0000

In this rewind episode Carl and Mindy Jensen talk about the joy and pain of the live in flip. Ever wanted to be a pro at house hacking? This couple has done it all and are here to tell their secrets. Could you cash in on this lucrative hustle?

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407. The Unexpected Entrepreneur w/ Doug Cunnington

Thu, 30 Mar 2023 07:05:00 -0000

Doug Cunnington never planned to be an entrepreneur. In fact, he skipped out on his big chance and decided to play it safe by getting an engineering degree in college. While surviving corporate America, Doug eventually found that whether he wanted to admit it or not, working for himself as an unexpected entrepreneur was much more to his liking. Listen to this episode and learn how he did it.

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406. The Secrets of Investing for Beginners w/ Dave Ahern and Andrew Sather

Mon, 27 Mar 2023 07:05:00 -0000

How do you begin when it comes to the stock market? On Earn & Invest we often talk about broad based indexing. My guests today, however, are big fans of picking stocks. In this episode we discuss how they go about deciding what companies to invest in and how you can too. They are the hosts of the Investing for Beginners podcast.

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405. The Joy of Alchemy w/ Justin David Carl

Thu, 23 Mar 2023 07:05:00 -0000

Justin David Carl found himself in a spiral of drugs and unhealthy behaviors as he was making a living on the Hollywood nightlife. We chat about how he turned it around and learned how to alchemize life. His goal to turn negative to positive and create a more productive environment lead to among other things the birth of a podcast.

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404. How to Give with the Most Impact w/ Sebastien Aguilar, Luke Freeman, and Rebecca Herbst

Mon, 20 Mar 2023 05:05:00 -0000

How do we give with the most impact? We talk effective altruism with Rebecca Herbst, Luke Freeman, and Sebastien Aguilar. What's more important...giving time or money? Giving to what you are passionate about or to what will help the most lives? We tackle some of these complicated issues in today's episode.

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403. The Richest Person in Babylon w/ Clifton Corbin

Thu, 16 Mar 2023 07:05:00 -0000

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402. Is it Ever Too Late? w/ Bill Yount and Becky Heptig

Mon, 13 Mar 2023 07:05:00 -0000

Have you found yourself feeling behind the eight ball? Does it seem too late to get your financial lives in order? Today, we talk to Bill Yount and Becky Heptig of Catching Up To FI and they discuss both their regrets and triumphs. If you feel like you are late to the game, this episode is for you.

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401. How to Be a Nomad Capitalist w/ Andrew Henderson

Thu, 09 Mar 2023 08:05:00 -0000

What the heck is a Nomad Capitalist? Today we talk to Andrew Henderson in his flight to renounce his US citizenship and became a global citizen. He defines for us what a nomad capitalist is and why it is the best way to diversify both our assets as well as our lifestyle. How many passports do you have?

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Bonus Episode: Wealth with Purpose

Wed, 08 Mar 2023 08:05:00 -0000

In this bonus episode I explain what the driving force was behind starting the Earn & Invest Podcast. I also introduce our new Patreon Group/Mastermind Wealth with Purpose. Sit back, relax, and enjoy this short solo episode.

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400. The Why of Real Estate w/ Joe Saul-Sehy, Alan Corey, and Crystal Hammond

Mon, 06 Mar 2023 08:05:00 -0000

Are you afraid of making the jump into real estate? So many of us are, however, we also know that it is an incredibly powerful way to build wealth. We talk with the crew from the newly dropping Stacking Deeds Podcast. Hear about the why of real estate.

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399. Would You Invest in Banksy? w/ Maria Brito

Thu, 02 Mar 2023 08:05:00 -0000

Maria Brito is an award winning New York based contemporary art advisor. We talk about art as an investment as well as a passion. What are the possible returns and possible risks? Maria tells us some of her stories and exciting buys including a secret purchase of a Banksy.

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398. Are You Living the Unexamined Life? w/ Sammie and Michelle from Build a Wealthy Spirit

Mon, 27 Feb 2023 07:05:00 -0000

Are you living an unexamined life? Today we discuss with Sammie and Michelle from the Build a Wealthy Spirit Podcast about how to live a more intentional life and the role spending money plays in it. How do we wake up in our life and start to do the things we actually like? The things we actually need to do?

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397. Happy Money, Happy Life w/ Jason Vitug

Thu, 23 Feb 2023 07:05:00 -0000

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396. Managing Money For Better and Worth w/ Chris and Ericka Young

Mon, 20 Feb 2023 07:05:00 -0000

Chris and Ericka Young's new podcast, For Better & Worth, dives deep into the weeds of dealing with money in a relationship. We are not just talking about marriage here, but money pervades all our relationships. We talk their personal and debt story as well as how we can approach these difficult conversations with loved ones.

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395. Is Your Money Smiling at You? w/ Ken Honda

Thu, 16 Feb 2023 08:05:00 -0000

We talk with Ken Honda author of Happy Money: The Japanese Art of Making Peace with Your Money. Have you ever differentiated between happy and unhappy money? Ken says that money should flow in as well as flow out. He equates it to a form of energy that can both sustain and drain us. We discuss his five steps to happy money.

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394. 3650 Days to Freedom w/ Carl and Mindy Jensen

Mon, 13 Feb 2023 08:05:00 -0000

Carl and Mindy Jensen join me to celebrate 10 years of their beloved blog 1500 Days to Freedom. We talk about how life has changed for them over the last decade. what have been the boons of financial freedom and what did the money not fix? Furthermore, is leaving your job your goal? It was for Carl but not Mindy.

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393. The Five Patriarchal Money Narratives w/ Tori Dunlap

Thu, 09 Feb 2023 08:05:00 -0000

We talk today with Tori Dunlap the author of Financial Feminist: Overcome the Patriarchy’s Bullsh*t to Master Your Money and Build a Life You Love about the five patriarchal narratives and what we can do about them. If this title makes you uncomfortable, then this episode is definitely for you. These narratives are toxic to both men and women alike and understanding them can help everyone more successfully reach their financial goals.

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392. Are You a Victim of Money Burnout w/ Grant Sabatier and JD Roth

Mon, 06 Feb 2023 08:05:00 -0000

Are you a victim of money burnout? I chat with Grant Sabatier and JD Roth about becoming enamored and then eventually tired with talking about money. We also discuss the parallels with creator burnout as well as social media burnout. In this wide ranging conversation we plod through the ups and downs while on the journey to financial independence.

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391. Contrarian Thinking: Cannabis and Small Business (Rewind) w/ Codie Sanchez

Thu, 02 Feb 2023 08:05:00 -0000

In this rewind episode we talk with Codie Sanchez the managing director of Entourage Effect Capital, a private equity firm focused specifically on investing in the legalized cannabis industry, about how to make money in 2023. Her answer may surprise you! Learn about the role of buying small businesses in building wealth.

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390. Freedom! When to Say Goodbye to the 9 to 5 (Rewind) w/ Andy and Nicole Hill, Jen Smith

Mon, 30 Jan 2023 08:05:00 -0000

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?

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389. Rachel Richards on the Financial implications of Divorce

Thu, 26 Jan 2023 08:05:00 -0000

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?

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388. The Four Phases of Retirement w/ Bryce Leung and Kristy Shen

Mon, 23 Jan 2023 08:05:00 -0000

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?

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387. How to Make a Living Freelance Writing w/ Paulette Perhach

Fri, 20 Jan 2023 15:58:03 -0000

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.

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386. How to Go the Extra Mile by Giving a Mile w/ Kevin Crowe and Tara From

Mon, 16 Jan 2023 08:05:00 -0000

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.

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385. The Time in a Job Interview When She was Asked if she Planned to Get Married w/ Maricella Herrera Avila

Thu, 12 Jan 2023 08:05:00 -0000

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?

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384. Should I Retire Yet? With Chris and Kim Mamula

Mon, 09 Jan 2023 08:05:00 -0000

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?

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383. How to Fix Social Security and Medicare w/ Mark Miller

Thu, 05 Jan 2023 08:05:00 -0000

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.

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382. F#@# New Year's Resolutions w/ Vincent Pugliese, Sarah Putt, Renee Darko, and Nii Darko

Mon, 02 Jan 2023 08:05:00 -0000

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!

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381. Having it All But Unhappy Anyway w/ Leif Dahleen

Thu, 29 Dec 2022 08:05:00 -0000

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?

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380. Is Financial Security an Illusion? w/ Chris and Jess from Life Outside the Maze

Mon, 26 Dec 2022 08:05:00 -0000

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.

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379. Making Finance for the People w/ Paco De Leon

Thu, 22 Dec 2022 08:05:00 -0000

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.

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378. Are You Panicking About the Cost of Healthcare? w/ Lynn Frair and Ryan Connell

Mon, 19 Dec 2022 08:05:00 -0000

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.

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377. From Paper Millionaire to Bankruptcy and Back Again w/ Naseema McElroy

Thu, 15 Dec 2022 19:23:00 -0000

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.

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376. The Seven Biggest Financial Stories of 2022 w/ Joe Saul-Sehy and Shannah Game

Mon, 12 Dec 2022 06:00:00 -0000

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.

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375. Pay Yourself First, Even During the Holidays w/ Jeff Underwood

Thu, 08 Dec 2022 06:00:00 -0000

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.

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374. Creating Your Luscious Hustle with Human Design w/ Laura Milne and Betsy Milne

Mon, 05 Dec 2022 06:00:00 -0000

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.

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373. What Cancer Taught Me about Money w/ Diandra Fields

Thu, 01 Dec 2022 06:00:00 -0000

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.

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372. The Tax Busting Powers of Real Estate w/ Amanda Han and Matt Macfarland

Mon, 28 Nov 2022 06:00:00 -0000

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.

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371. Acting Vs Reacting Are You Mindful About Money

Thu, 24 Nov 2022 06:00:00 -0000

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.

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370. Financial Joy and The Humblest Penny with ken and Mary Okoroafor

Mon, 21 Nov 2022 06:00:00 -0000

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.

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369. Confessions of a FIRE Skeptic w/ Christine Benz (Rewind)

Thu, 17 Nov 2022 06:00:00 -0000

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?

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368. Can You Reverse Engineer Yourself to Wealth and Success? w/ Joe Saul-Sehy, Rich Jones, and Jen Smith (Rewind)

Mon, 14 Nov 2022 06:00:00 -0000

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.

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367. Is the Goal to be Jobless? w/ Brad Barrett

Thu, 10 Nov 2022 06:00:00 -0000

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.

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366. Will Your Parents Ruin Your Dreams? w/ Jason and Laura

Mon, 07 Nov 2022 05:00:00 -0000

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.

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365. The Seven Rules of the Road for Tax Advantaged Accounts w/ Sean Mullaney

Thu, 03 Nov 2022 05:00:00 -0000

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.

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364. Why You can't Afford to Miss Econome 2023 w/ Diania Merriam, Ericka Young, and James Lowery

Mon, 31 Oct 2022 05:00:00 -0000

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.

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363. Why Your Tip and the Person Collecting it Matters w/ Barbara Sloan

Thu, 27 Oct 2022 05:00:00 -0000

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?

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362. When Opportunity Knocks, Will You Answer? w/ Jean Chatzky and Louis Barajas

Mon, 24 Oct 2022 05:00:00 -0000

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.

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361. The Consequences of Being Unconscious with your Money w/ Bill Yount

Thu, 20 Oct 2022 05:00:00 -0000

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?

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360. Do Purpose and Money Go Hand in Hand? Live from CampFI Southwest 2022

Mon, 17 Oct 2022 05:00:00 -0000

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.

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359. Should You Invest in Gold? w/ Patrick Yip

Thu, 13 Oct 2022 05:00:00 -0000

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.

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358. Why Listening to a Financial Podcast will Make you Millions w/ Joe Saul-Sehy, Paulette Perhach, and Neighbor Doug

Mon, 10 Oct 2022 05:00:00 -0000

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.

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357. Conducting a Life Review w/ Nuno Leiria

Thu, 06 Oct 2022 05:00:00 -0000

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?

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356. Polyamorous Finance w/Amanda and Jason

Mon, 03 Oct 2022 05:00:00 -0000

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.

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355. The Secrets of Millionaires Revealed w/ Jace Mattinson

Thu, 29 Sep 2022 05:00:00 -0000

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.

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354. Mastering the 30 Day Stay w/ Zeona McIntyre and Sarah Weaver

Mon, 26 Sep 2022 05:00:00 -0000

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.

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353. A Monk, a Marine, and a Money Manager Walk into a Bar w/ Doug Lynam

Thu, 22 Sep 2022 05:00:00 -0000

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.

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352. How Far Would You Go, How Much Would You Pay? Live From Chautauqua Colombia

Mon, 19 Sep 2022 05:00:00 -0000

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?

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351. Would You be Happier Without a Home? (rewind) w/ Kristy Shen and Bryce Leung

Thu, 15 Sep 2022 05:00:53 -0000

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.

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350. Estate Planning 101 (Rewind) w/ Vicki Cook and Amy Blacklock

Mon, 12 Sep 2022 09:00:26 -0000

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.

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349. Are We Leaving Money on the Table? w/ Paul Merriman

Thu, 08 Sep 2022 05:00:00 -0000

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.

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348. Live Book Launch Party at MMHQ w/ Carl Jensen, Doug Cunnington, and Pete Adeney

Mon, 05 Sep 2022 05:00:13 -0000

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.

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347. Is Money Your Scorecard? w/ Brandon Turner

Thu, 01 Sep 2022 05:00:00 -0000

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.

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346. The Two Sides of Financial Independence w/ Jason and Eric

Mon, 29 Aug 2022 05:00:00 -0000

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.

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345. What this Army Brat Can Teach You About Money w/ Lacey Langford

Thu, 25 Aug 2022 05:00:00 -0000

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?

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344. Living a Life of Authenticity with Financial Independence w/ Chris and Debbie Emick

Mon, 22 Aug 2022 05:00:00 -0000

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.

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343. Is Your Money Serving You? w/ Mark Trautman

Thu, 18 Aug 2022 05:00:00 -0000

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.

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342. Can You Recession Proof Your Finances? w/ Joe Saul-Sehy, Andrew Wang, and Jen Smith

Mon, 15 Aug 2022 05:00:00 -0000

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?

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341. Addiction, Recovery, and Grace w/ Marisa Vitali

Thu, 11 Aug 2022 05:00:00 -0000

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.

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340. How to Money on How to Move w/ Matt Altmix and Joel Larsgaard

Mon, 08 Aug 2022 05:00:00 -0000

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.

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339. Trippin on Financial Independence w/ Douglas Tsoi

Thu, 04 Aug 2022 05:00:00 -0000

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.

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338. Are You Ready to Take Stock of Your Life? w/ JL Collins and Jordan Grumet

Mon, 01 Aug 2022 05:00:40 -0000

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.

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337. Were the Stoics Right About Money w/ Vitaliy Katsenelson

Thu, 28 Jul 2022 05:00:00 -0000

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.

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336. Inviting God Into Your Rich Life w/ Bob and Linda Lotich

Mon, 25 Jul 2022 05:00:00 -0000

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.

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335. The Cost of Burnout w/ Jimmy Turner

Thu, 21 Jul 2022 05:00:00 -0000

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?

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334. When it Comes to Financial Independence are you the Turtle or the Hare? w/ Stephen Chen, Nate Wilson, and Michelle Dash

Mon, 18 Jul 2022 05:00:00 -0000

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.

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333. Should your investments do more than just make money? w/ Chris Mamula Rewind

Thu, 14 Jul 2022 05:00:04 -0000

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.

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332. Rewind-Has FIRE Evolved w/ JL Collins, Brad Barrett, and Jillian Johnsrud

Mon, 11 Jul 2022 05:00:57 -0000

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.

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331. How to Invest When the Sky is Falling w/ Joseph Hogue

Thu, 07 Jul 2022 05:00:00 -0000

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?

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330. From hand to Mouth to a Real Life Instagram Meme

Mon, 04 Jul 2022 05:00:00 -0000

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.

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329. Can You Escape the Taxman w/ Robert Farrington

Thu, 30 Jun 2022 05:00:00 -0000

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!

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328. Bonus Episode: Taking Stock Now Available for Preorder w/ Jordan Grumet (and JL Collins)

Tue, 28 Jun 2022 05:00:35 -0000

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.

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327. Invest Better With the XX Edge w/ Patience Marime-Ball and Dr. Ruth Shaber

Mon, 27 Jun 2022 05:00:00 -0000

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.

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326. The Accidental Entrepreneur w/ Jannese Torres-Rodriguez

Thu, 23 Jun 2022 05:00:00 -0000

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.

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325. Do Purpose and Entrepreneurship Mix? w/ Ankur Delight, Shannon Hayes, and Leisa Peterson

Mon, 20 Jun 2022 05:00:00 -0000

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.

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324. How a Mini-Retirement Becomes a Lifestyle w/ Patrick Schulte

Thu, 16 Jun 2022 05:00:00 -0000

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.

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323. Is it Time to Cash Out? w/ Julien and Kiersten Saunders

Mon, 13 Jun 2022 05:00:00 -0000

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.

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322. Pay Yourself Last w/ Jeremy Schneider

Thu, 09 Jun 2022 05:00:00 -0000

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.

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321. Are You Making Money in Your Sleep w/ Julie Berninger and Cody Berman

Mon, 06 Jun 2022 05:00:00 -0000

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.

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320. The Ten Questions to Invest Successfully w/ David Stein

Thu, 02 Jun 2022 05:00:00 -0000

David Stein's award winning platform, Money For The Rest Of Us, has been teaching people how to invest for years. In this episode we talk about his ten questions to master successful investing. Lot's of investing pearls on this episode.

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319. The Simple Joy of Frugality w/ Jen Smith and Jill Sirianni

Mon, 30 May 2022 05:00:00 -0000

Jen Smith and Jill Sirianni, the cohosts of the Frugal Friends Podcast, discuss the simple joys of frugality, the difference between frugality and cheap, and many other great topics. They are hosting the Frugal Friends Summit June 27-30 (Spending Symposium).

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318. Vicki Robin on What Could Possibly Go Right

Thu, 26 May 2022 05:00:00 -0000

Vicki Robin, famed author of Your Money Or Your Life, has been asking cultural scouts, on her podcast, what could possibly go right. In this episode we discuss how she has evolved from her initial passion for financial independence to much, much more.

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317. Is Slow FI the Real YOLO

Mon, 23 May 2022 05:00:00 -0000

What the heck is Slow FI? What does it have to do with YOLO? And why should this be important to you? Jessica Lynn and Heidi Dusek answer these questions and more on this Monday episode. Learn how to both defer gratification and enjoy today.

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316. Is Spending Your Drug of Choice? w/ Lauren Greutman

Thu, 19 May 2022 05:00:00 -0000

Lauren Greutman was a drug addiction specialist and counselor. When addressing her own personal finances, she realized that she showed similar characteristics when it came to spending. Is spending your drug of choice? It was Lauren's. Listen how she bounced back.

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315. 3D Finance:The Power of FinTalks w/ Amberly Grant, Mark Trautman, and Monique Smaby

Mon, 16 May 2022 05:00:00 -0000

We are used to learning about finance in a 2D world. Maybe we read books, blogs, or listen to podcasts. Well, in the midst of COVID, Amberly Grant decided to start a series of zoom gatherings to talk money. She is joined by Mark Trautman and Monique Smaby to discuss the power of FinTalks.

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314. How to Become a YouTube Star and Earn Passive Income (Rewind) w/ Erika Kulberg

Thu, 12 May 2022 05:00:59 -0000

Erika Kulberg started her professional career as a high powered corporate lawyer. Yet, she always had an entrepreneurial bent, and by the time she paid off her law school loans, she was ready to build a passive income empire. Listen to hear how she pursued digital entrepreneurship and became a YouTube star.

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313. The Benefits of Expensive Living (Rewind) w/ Farnoosh Torabi, Jamila Souffrant, Bobbi Rebell, and Cathleen Hutchins

Mon, 09 May 2022 05:00:19 -0000

Why settle down in a high cost of living area? Farnoosh Torabi, Jamila Souffrant, Bobbi Rebell, and Cathleen Hutchins discuss the pros and cons of living in New York and Hawaii. Check out this rewind episode that is as relevant today as it was when it originally aired.

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312. A New Approach to Building Wealth w/ Vincent Pugliese

Thu, 05 May 2022 05:00:00 -0000

You ever wonder why your business or personal ventures are unsuccessful? According to my guest, Vincent Pugliese, it may be because you are lacking wealth in a very important category: connection. His book, The Wealth of Connection, tells us why.

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311. How to Make Your Job Disposable w/ Trip of a Lifestyle

Mon, 02 May 2022 05:00:00 -0000

Is your job disposable? Could you leave it at any time? Why not? In this episode we talk with Steven and Lauren of Trip of a Lifestyle about the advantages of not relying on work to experience ultimate freedom.

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310. From Legally Blind Athlete to Entrepreneur w/ Aaron Golub

Thu, 28 Apr 2022 05:00:00 -0000

We all can look back at the struggles in our lives and see how far we have come. Aaron Golub was determined to play football although he is legally blind. On this episode we talk about his successes and failures and what it taught him about entrepreneurship.

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309. This Team Teaches Novices How to Real Estate w/ Craig Curelop, Bryan Balducki, and Alexa Ferguson

Mon, 25 Apr 2022 05:00:00 -0000

Have you ever wondered how to get into real estate but were afraid of making mistakes. If you are lucky enough to live in Denver, you can engage the FI Team. This group of real estate agents will teach you how to achieve financial independence through rental real estate.

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308. The Creator of the Sharper Image Wants to Make You a Sharper Investor w/ Richard Thalheimer

Thu, 21 Apr 2022 05:00:21 -0000

He created one of the largest magazine and in shop sales businesses of consumer electronics. Now Richard Thalheimer wants to teach you how to make outsized equity returns with options investing. Should we listen as index investors?

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307. Can You Teach Financial Wellness w/ JL Collins, Jessica Collins, Doug Nordman, and Carol Pittner

Mon, 18 Apr 2022 05:00:00 -0000

Can you truly teach financial wellness? Even if someone is not ready to hear? We discuss with father and daughter duos JL and Jessica Collins, and Doug Nordman and Carol Pittner. Hear the trials and tribulations of well intentioned dads and their much smarter daughters.

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306: How to Prepare for a Windfall w/ Matt Richter

Thu, 14 Apr 2022 05:00:00 -0000

Matt Richter won six figures on the Swiss version of the gameshow Who Wants to be a Millionaire. This early windfall at the age of 21 taught him much about money management and how to deal with windfalls. You might not win a gameshow, but anything from a raise to an inheritance can leave you wondering what to do.

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305. Don't Fail to Financially Launch Your Child w/ Bobbi Rebell

Mon, 11 Apr 2022 05:00:00 -0000

Whether you are a parent or a child, cleaving familial financial bonds can be a major step to adulthood. In this episode, we talk with Bobbi Rebell the author of Launching Financial Grownups. Will there be a failure to launch?

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304. Why Radonda Vaught Should Matter to You w/ Nii Darko, Renee Darko, Nisha Mehta, Paulene Nosenas, and Naseema McElroy

Thu, 07 Apr 2022 05:00:45 -0000

The Radonda Vaught case has far reaching implications to not only doctors and nurses but the American public in general. Why should this case about criminal negligence matter to you? Take a listen to our emotional discussion with panelists Renee and Nii Darko, Nisha Mehta, Paulene Nosenas, and Naseema McElroy.

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303. Is Multi-level Marketing a Scam? w/ Jen Smith, Rachel Richards, and Ken George

Mon, 04 Apr 2022 08:55:00 -0000

Have you ever been enticed by a business that sounded too good to be true? Many are convinced that that is exactly what multi-level marketing or MLM's are. We discuss these notorious entities with Jen Smith, Rachel Richards, and Ken George.

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302. Why Does the Stock Market Go Up? w/ Brian Feroldi

Thu, 31 Mar 2022 05:00:00 -0000

How many of us are confused by the stock market? Today we discuss why the stock market goes up with Brian Feroldi of The Motley Fool. His new book is well worth a read and elucidates the finer points of why our system works the way it does.

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301. Managing Extraordinary Financial Needs w/ William McVey and Kerry Chevalier

Mon, 28 Mar 2022 05:00:00 -0000

Reaching financial independence is hard enough, what if your obstacles were extra ordinary? In this episode we discuss with William McVey and Kerry Chevalier pursuing financial independence with special needs children.

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300. Can You Retire In These Uncertain Times? w/ Mark Miller

Thu, 24 Mar 2022 05:00:27 -0000

How do we know if now is the right time to retire in these uncertain times? We discuss with retirement expert and journalist, Mark Miller, the risks and benefits of putting off this difficult decision.

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299. Wealthy People Invest in Farmland, Should You? w/ Dax Cooke and Peter Badger

Mon, 21 Mar 2022 05:00:00 -0000

Dax Cooke started Farmfolio and hired Peter Badger to bring all the benefits of agriculture and farmland to your average investor. In this episode we discuss farmland as an investment and how Farmfolio has packaged it for investors.

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298. Overcoming Distractions to Focus on Things That Matter w/ Joshua Becker

Thu, 17 Mar 2022 05:00:00 -0000

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297. What Can Change With Your Finances in One Year? w/ Jennifer Mah, Chad Methner, Ashleigh Evans

Mon, 14 Mar 2022 06:00:00 -0000

What could change with your finances over one short year? 2021 was a shock to the system with COVID, The Great Resignation, and tons of uncertainty. Today, community members Jennifer Mah, Chad Methner, and Ashleigh Evans discuss big life changes over the last 12 months.

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296. How to Supercharge Your Retirement w/ Paul Merriman and Richard Buck

Thu, 10 Mar 2022 06:00:03 -0000

In this rewind episode we revisit how to supercharge your retirement with Paul Merriman and Richard Buck. Their most recent book highlights how to augment basic market returns.

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295. Rewind: Can Anyone Reach Financial Independence w/ Paula Pant, Millennial Revolution, Jillian Johnsrud, and Carl Jensen

Mon, 07 Mar 2022 06:00:38 -0000

In this rewind episode we discuss with Paula Pant, Millennial Revolution, Jillian Johnsrud, and Carl Jensen about what it takes to reach financial independence. Can those in poverty strive for this audacious goal?

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294. Reversing the Hidden Cost of being a Woman w/ Vrinda Gupta

Thu, 03 Mar 2022 06:00:00 -0000

Many people have heard of the pink tax but few are aware of how profoundly it effects women's lives. In this episode we discuss how to reverse the hidden costs of being a women. She is founder and CEO at Sequin a company that helps women get the credit they deserve.

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293. They Teach Women (and Men) How To Invest in Real Estate w/ Liz Faircloth and Andresa Guidelli

Mon, 28 Feb 2022 06:00:00 -0000

Liz and Andresa were big fans of The Bigger Pockets Real Estate Investing platform but felt something was missing. They started The Real Estate InvestHER community to help women learn about not only buying and selling property but also how to run a business.

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292. Making 17k a Month by Giving Students Affordable Housing w/ Ryan Chaw

Thu, 24 Feb 2022 06:00:00 -0000

Ryan Chaw decided early in his career as a pharmacist that he never wanted to depend on a boss or supervisor. So he bought and rented single family homes on college campuses. His resultant "side hustle" provides over 17k a month of revenue.

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291. Find Your Community and Go With Less w/ Tim and Amy Rutherford

Mon, 21 Feb 2022 06:00:00 -0000

Tim and Amy are nomads who created the Go With Less Facebook Community. As they travel the world they meetup with like minded individuals and stumbled upon a community that they didn't even know they had. How did they do that?

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290. What a Revolution Taught Her About Recession Proofing Her Portfolio w/ Kiana Danial

Thu, 17 Feb 2022 06:00:00 -0000

Kiana Danial, the Invest Diva, was the child of Iranian parents who suffered greatly from a revolution in their country and lost almost everything. When she came to United States, she quickly lost her job and suffered economic turmoil. These lessions helped her develop a plan to recession proof her portfolio. And you can too.

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289. Can the Military Teach Civilians how to be Millionaires? w/ David Pere and Alex Felice

Mon, 14 Feb 2022 06:00:00 -0000

So you're not in the military. It ever interested you. But have you ever wondered what those in the military could teach you about accumulating wealth. We talk with David Pere and Alex Felice from the Military to Millionaire podcast and platform.

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288. Can a Conference Change Your Life-Chautauqua 2022 w/ JL Collins, Bryce and Kristy, and Alan and Katie Donegan

Thu, 10 Feb 2022 06:00:00 -0000

Can a conference change your life? One certainly did for me. We talk with JL Collins, Alan and Katie Donegan, And Bryce and Kristy (Millennial Revolution) about Chautauqua 2022. I happen to be one of the two speakers (First week Sept 3-Sept10)!

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287. Questioning The Four Percent Rule w/ Christine Benz

Mon, 07 Feb 2022 06:00:00 -0000

How do you decide when you have enough money? Traditionally people have relied on the four percent rule. Christine Benz and Morningstar recently shared research that suggests that 3.3% may be more appropriate. What do you think?

Also, if you are a fan of the Earn & Invest Podcast and want to help me spread the word about my upcoming book...become a part of our ground team. It costs nothing and there are many benefits.

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286. The Two Basic Sins of Financial Advising w/ Josh Bannerman aka OG

Thu, 03 Feb 2022 06:00:00 -0000

Today we discuss everything financial advising with Josh Bannerman aka OG from The Stacking Benjamins Show. What are the two basic sins of financial advising? Find out on this episode and much much more.

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285. Ask Doc G Anything w/ Gwen Merz, Walli Miller, and Kenny George

Mon, 31 Jan 2022 06:00:00 -0000

This is our yearly ask me anything segment. Gwen Merz, Walli Miller, and Kenny George bring community questions about me, podcasting, and personal finance. This is a fun episode. Hope you enjoy.

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284. How to Maximize Your Single Season w/ Anthony ONeal

Thu, 27 Jan 2022 06:00:00 -0000

We have Anthony ONeal back on to discuss his new course about preparing in our single season. Are you (or did you) financially prepare as a single person for being in a relationship? Join our wide ranging discussion about how we traverse the different seasons of our life.

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283. Learning Finance from Behind the Camera w/ Travis Shakespeare and Brian Quist

Mon, 24 Jan 2022 06:00:00 -0000

How does the act of creation affect you? We discuss what filmmakers Travis Shakespeare and Brian Quist learned behind the camera about personal finance. They discuss their financial trajectories and describe their projects in the financial independence space.

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282. She Borrowed From her 401k to Pay for a Mentor w/ Choyo Wilson Daniel

Thu, 20 Jan 2022 06:00:00 -0000

Choyo Wilson Daniel grew up spending recklessly but never getting ahead. When her house ended up in foreclosure, she decided it was time to make a change. We talk mentoring, the money mindset, and how to get ahead.

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281. What FIRE and The Great Resignation Can Teach Each Other w/ Bitches Get Riches and Kiersten Saunders

Mon, 17 Jan 2022 06:00:00 -0000

On today's episode we talk to three people who have had a recent career identity crisis and the changes they have made or in the process of making. Join Jess and Lauren from Bitches Get Riches and Kiersten Saunders as we discuss what Fire and The Great Resignation can teach each other.

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280. Is Your Electrician Making More than You? w/ Tinian Crawford

Thu, 13 Jan 2022 06:00:00 -0000

What is the best path to entrepreneurship? Many fail to consider trade school. On this episode, Tinian Crawford discusses his decision to go to trade school and how it eventually led to entrepreneurship and financial independence.

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279. How Much Should You Share? (Explicit) w/ Paula Pant and Rich Jones

Mon, 10 Jan 2022 06:00:00 -0000

How much should you share in your business and in your personal social media profiles? What is the difference between authenticity and vulnerability? Rich Jones (Paychecks and Balances, The Mental Wealth Show) and Paula Pant (Afford Anything) tackle these difficult questions with stories from their own lives.

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278. What are your Biggest Financial Hurdles (Rewind) w/ Bradley Finn, Rachel Fazio, Brenda Olmos, and John Stoj

Thu, 06 Jan 2022 06:00:00 -0000

In this rewind episode we discuss with four community members their biggest financial hurdles. What will hold you back in 2022 and how will you overcome it? Listen to Brad, Rachel, Brenda, and John tell their stories.

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Bonus Episode-Doc G Talks about the Future of E&I

Wed, 05 Jan 2022 06:00:00 -0000

Happy New Year. This is a short bonus episode that gives me a chance to talk to all of you about not only 2021 but also my plans for 2022. Thank you for being part of the Earn & Invest community.

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277. Getting in Shape for 2022 Both Fiscally and Physically (Rewind) w/ Chris Mamula, Helene Massicotte, and James Lowery

Mon, 03 Jan 2022 06:00:00 -0000

Are you planning on getting in shape for 2022? Physically? Fiscally? What role does physical health play in financial independence. Listen to this rewind episode with Chris Mamula, Helene Massicotte, and James Lowery.

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276. How a 20 Year Veteran of the Table, Bar, and Pole Became Financially Independent w/ Barbara Sloan of Tipped Finance

Thu, 30 Dec 2021 06:00:00 -0000

Barbara Sloan is the writer behind Tipped Finance and is a 20 year veteran of the table, bar, and pole. She has had almost every tipped job available and used them to propel to her to financial independence.

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275. The Seven Biggest Financial Headlines of 2021 w/ Joe Saul-Sehy and Jen Smith

Mon, 27 Dec 2021 06:00:00 -0000

What were the seven big financial headlines of 2021? We discuss with Joe Saul-Sehy of The Stacking Benjamins Podcast and Jen Smith from The Frugal Friends Podcast what happened this year and if it surprised us. Take a listen!

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274. How to do Hard Things w/ Half of Fame Podcaster Dave Jackson

Thu, 23 Dec 2021 06:00:00 -0000

How do you do hard things? Create a life with another person, build a business, or even start a podcast? We interview Dave Jackson from the School of Podcasting on a topic that he covered during his own 800th episode. Please note that this episode touches on mental health and suicide.

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273. Can an App Speed Your Path to Financial Independence w/ Grant Sabatier and Logan Leckie

Mon, 20 Dec 2021 06:00:00 -0000

Today we talk fintech with Grant Sabatier and Logan Leckie. They are working on a new financial independence app called Topia. We talk FIRE, app building, and entrepreneurship. Can an app speed your path to financial independence?

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272. How Amateurs Beat the Stock Market Pros w/ Brian Feroldi

Thu, 16 Dec 2021 06:00:00 -0000

We talk today with Brian Feroldi of The Motley Fool about the expected volatility of the equity markets over the next decade. Should you stick with index investing? Should you branch out? How do you beat the pros?

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271. Don't Wait Decades to Avoid Burnout w/ The FI Couple

Mon, 13 Dec 2021 06:00:00 -0000

We think of burnout occurring decades into a job, but many people are having these feelings as early as a few years in. Josh and Ali of The FI Couple found themselves in this unenviable situation. Listen to this episode to find out what they did about it and how it is going.

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270. The Five Tax Questions You Must Ask Yourself w/ Sean Mullaney

Thu, 09 Dec 2021 06:00:00 -0000

Although everyone at this time of year is focusing on end of year tax moves, there are things we all should be doing regardless of what month it is. We talk the difference between tactics and strategy with Sean Mullaney, The FI Tax Guy. What are the five questions we must ask ourselves?

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269. Make Six Figures by Freelance Writing w/ Paulette Perhach, Emily Guy Birken, and Ben Luthi

Mon, 06 Dec 2021 06:00:00 -0000

Have you ever considered being a financial freelance writer? Believe it or not, you don't have to be a trained writer to make a six figure living. Learn the secrets, tips, and tricks from Paulette Perhach, Emily Guy Birken, and Ben Luthi.

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268. How to be First to a Million w/ Dan Sheeks

Thu, 02 Dec 2021 06:00:00 -0000

Today's guest is Dan Sheeks author of the new book: First to a Million. Should high school kids be educated about the financial independence movement? Should adults? We discuss with Dan when financial education should begin.

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267. The Keys to Wealth: Securitization and Syndication w/ Scott Lynn and Stephanie Walter

Mon, 29 Nov 2021 06:00:00 -0000

In the past, the highest returns for alternative investments were reserved for the ultrawealthy, banks, and big businesses. Now through securitization and syndication both art work and real estate are becoming available to most investors. Join Scott Lynn of Masterworks and Stephanie Walter of Erbe Wealth discuss these new opportunities.

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266. Only the Most Important Hacks w/ Chris Hutchins

Thu, 25 Nov 2021 06:00:00 -0000

We discuss all the hacks with Chris Hutchins, serial entrepreneur and podcaster. We look at his history in the startup world and he tells what were some of his most important mindset shifts.

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265. Would You Go Homeless to Pay Off Debt? w/ Cynthia Yeh and Christal Pearson

Mon, 22 Nov 2021 06:00:00 -0000

What would you do to pay off debt? Cynthia Yeh lived in her car for months. Christal Pearson had to decide how to pay for a car but her credit report was abysmal. Listen as these panelists talk about paying off six figure debt and what they learned in the process.

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264. Why You Should Get a Second Passport, Eh? w/ Brandon Miller

Thu, 18 Nov 2021 06:00:00 -0000

Should you get a second passport? Well, Brandon Miller thinks you should and specifically wants to help you come to Canada. He shares the secret to submitting a successful permanent residence application and why you should.

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263. Crypto Smackdown w/ Alan Donegan, Barney Whiter, and Jen Smith

Mon, 15 Nov 2021 06:00:00 -0000

Alan Donegan recently wrote an article about why not to invest in crypto. Barney Whiter, The Escape Artist, however, has had a change of heart. Listen as they try to convince Jen Smith and I whether to get in to this controversial asset class.

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262. How to be a Wallet Activist w/ Tanja Hester

Thu, 11 Nov 2021 06:00:00 -0000

How do we use all this knowledge and economic fuel we have gained by being financially savvy? This week we discuss with Tanja Hester how to be a wallet activist and use our financial power to do less harm and improve the world.

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261. From Poverty to Millionaire w/ Jen Smith, Walli Miller, and Tony Bradshaw

Mon, 08 Nov 2021 06:00:00 -0000

We discuss the move from poverty to millionaire with Tony Bradshaw, Walli Miller, and Jen Smith. We talk about how our upbringing affects our ability to amass wealth. Is becoming a millionaire a possibility for everyone?

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260. Mr. Money Mustache and his Controversial Tweet (Rewind)

Thu, 04 Nov 2021 05:00:00 -0000

In this rewind episode we revisit a controversial tweet from Mr. Money Mustache, Pete Adeney, regarding COVID. Although this originally aired during the height of the pandemic, many of the issues discussed are very relevant today.

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259. Financially Coping With the Ultimate Loss (Rewind)

Mon, 01 Nov 2021 05:00:00 -0000

On this rewind episode we revisit how to financially cope with the death of a loved one. Panelists Michelle Cooper, Russ Thornton, William McVey, and Chelsea Brennan dive into this difficult yet important topic.

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258. How to Write a Book and Teach Young Kids About Money w/ Rob Phelan

Thu, 28 Oct 2021 05:00:00 -0000

Rob Phelan wrote M is for Money to teach his child as well as other 3-8 year olds about money and to remove shame, guilt, and doubt from this conversation. We not only talk about teaching kids but also delve into the process of writing a children's book.

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257. Telling Our Financial Stories From CampFI Southwest 2021

Mon, 25 Oct 2021 05:00:00 -0000

This is a crossover episode on both the Stacking Benjamins Podcast as well as Earn & Invest. Joe Saul-Sehy and I interview CampFI Southwest participants about their unique financial stories. We cover starting too late, the expat life, and tackling huge amounts of debt.

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256. How to Simulate Stock Market Success w/ Myles Gage of Rapunzl

Thu, 21 Oct 2021 05:00:00 -0000

Understanding the stock market is something that even the most savvy investors struggle with. Myles Gage helped create the Rapunzl app to teach young students (especially from underserved areas) this important skill.

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255. Does Gig Work Suck? w/ Joel Larsgaard and Matt Altmix

Mon, 18 Oct 2021 05:00:00 -0000

Does gig work suck? Joel and Matt of the How to Money podcast join me to talk about their recent episode about the insidious nature of gig work. We talk the good, bad, and ugly. They also provide some tips about how to utilize the asset most effectively.

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254. From Vancouver to the Tip of South America, Lessons on money and relationships w/ John Timmins

Thu, 14 Oct 2021 05:00:00 -0000

John Timmins bought a beat up motorcycle and took off on an epic journey from Vancouver to the tip of South America. He not only recovered from personal trauma but learned valuable lessons about money and personal relationships.

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253. What They've Learned From 300 Millionaires Worth Over a Billion Dollars w/ Clark Sheffied and Jace Mattinson

Mon, 11 Oct 2021 05:00:00 -0000

Haven't you always wanted to peak under the hood and see how others handle their money? Especially millionaires? We discuss money management with the hosts of the Millionaires Unveiled podcast about what they've learned after interviewing over 300 millionaires worth more than a billion dollars.

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252. Feeling Rich on Less Than 20K/Year w/ Shannon Hayes

Thu, 07 Oct 2021 05:00:00 -0000

Shannon Hayes is on a mission to redefine rich. She is a 3rd generation farmer and entrepreneur who has learned to live a more intentional, more wealthy life. In this far ranging conversation we discuss everything from the passive income to writing your own quality of life statement.

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251. Is Now The Time to Become a Digital Nomad w/ Gabby Wallace, Amberly Grant, and Kitty Walders

Mon, 04 Oct 2021 05:00:00 -0000

Is now the time to become a digital nomad? No doubt the pandemic has made working remotely more possible than ever. What are the pros and cons? Is burnout an issue? What are the economics like? We answer these questions and more with panelists Gabby Wallace, Amberly Grant, and Kitty Walders.

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250. How to Fill a Need in the Market w/ Gene Guarino

Thu, 30 Sep 2021 05:00:00 -0000

Gene Guarino found that when his mom underwent a health crisis and needed assisted living, the options were not up to his standards. So what choice did he have? He created the kind of establishment not available on the market and unwittingly sparked an incredibly successful business. Learn about opening assisted livings and more on this wide ranging episode.

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249. When Real Estate Goes Bad w/ JL Collins, Gwen Merz, and Paul Thompson

Mon, 27 Sep 2021 05:00:00 -0000

There is a myth that real estate investing is always profitable. The truth is, that there are a number of us who haven't found the path to be so easy. We join JL Collins, Gwen Merz, and Paul Thompson on a journey of real estate success and failures. We also discuss JL's new book, How I Lost Money In Real Estate Before it was Fashionable.

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248. Investing Tips From The Gambler w/ Chris Hanna

Thu, 23 Sep 2021 05:00:00 -0000

Chris Hanna eschewed Wall Street to become a professional blackjack player. From there he entered the gig economy and studied Brazilian Jiu Jitsu. He is now a financial advisor and coach and brings the various lessons he learned to help you manage your money. You got to know when to holdem!

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247. Old vs New School Financial Independence Live From CampFI Midwest 2021

Mon, 20 Sep 2021 05:00:00 -0000

This episode was taped live at CampFI Midwest 2021. We discuss old school vs new school FI. How has the community and movement evolved. Hear some standard bearers for the movement plus many new voices to our community. Why come to a CampFI? Listen to this episode to understand why.

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246. Ask Bigger Questions w/ Diania Merriam of The Econome Conference

Thu, 16 Sep 2021 05:00:00 -0000

Are you asking the bigger questions now? Diania Merriam discovered financial independence and immediately changed her life. It is only after starting the Econome Conference that she realized that she could start asking the more important questions right away even before she becomes financially independent. Hear Diania's story as well as the latest info on the upcoming Econome Conference.

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245. How to Stop Crying and Start Having Fun Managing Your Money w/ Joe Saul-Sehy and Emily Guy Birken

Mon, 13 Sep 2021 05:00:00 -0000

The number of people who have ended up crying over financial issues in the last year is staggering. In their forthcoming book, Stacked: Your Super Serious Guide to Money Management, Joe Saul-Sehy and Emily Guy Birken bring not only levity but also knowledge to help alleviate financial stress. We talk about why all financial books start to sound the same but this one is different. Be prepared to laugh on this episode.

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244. Don't Miss Out on Nuclear w/ Scott Melbye

Thu, 09 Sep 2021 05:00:00 -0000

Have you ever considered investing in nuclear? Although previously thought to be dangerous or non viable, nuclear energy via uranium is powering more of our electricity needs...and it is doing it cleanly. On this episode we interview Scott Melbye a 36 year veteran of the nuclear industry and current EVP if Uranium Energy Corp. Could this asset class be right for you?

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243. Where Have All the Workers Gone? w/ David Blobaum and Tricia DiFranco

Mon, 06 Sep 2021 05:00:00 -0000

The COVID pandemic changed just about everything. In the beginning we faced massive unemployment and recession. As the economy has improved, a new problem has arisen: Not enough employees! What gives? Why are small businesses struggling to fill the void in the face of rising demand? We discuss these issues and more with small business people David Blobaum and Tricia DiFranco.

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242. Should You Pursue Fat FIRE? Rewind w/Physician on FIRE, Frugalwoods, and The Millionaires Unveiled

Thu, 02 Sep 2021 05:00:00 -0000

On this rewind episode we revisit the topic of fatFIRE. What is fatFIRE and is it a worthy pursuit? Listen to Physician on FIRE, Liz from Frugalwoods, and the duo from Millionaires Unveiled discuss how much money is enough. What's your answer?

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241. Has The FIRE Burned Out? (Rewind)

Mon, 30 Aug 2021 05:00:00 -0000

There is a rumor out there that the FIRE (financial independence/retire early) movement is dying. Certainly, as with any large accomplishment, the risk of burnout of such undertakings is always present. In this rewind episode we revisit with a group of community members and content creators the evolution of their feelings regarding financial independence. Has the FIRE burned out?

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240. Fire The Haters w/ Jillian Johnsrud

Thu, 26 Aug 2021 05:00:00 -0000

Have you ever felt overwhelmed by social media? Not only content producers, but everyday people are constantly cultivating our online persona. We are always creating. It feels wonderful when our audience is supportive and congratulatory, but what happens when the negative comments roll in? How do we deal with them and decide how important are they? On today's episode we discuss Jillian Jonhsrud's new book: Fire The Haters, Finding Courage to Create Online in a Critical World.

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239. Reinventing the Wheel, The History of Financial Independence w/ Grant Sabatier and JD Roth

Mon, 23 Aug 2021 05:00:00 -0000

You may be surprised to learn that financial independence is not a new concept. In this broad ranging conversation we trace some of these financial concepts as far back as Ben Franklin and the 1700's. Are we reinventing the wheel or is today's version of financial independence new and improved. Featuring JD Roth of Get Rich Slowly and Grant Sabatier author of Financial Freedom.

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238. Water is the New Gold w/ Riggs Eckelberry

Thu, 19 Aug 2021 05:00:00 -0000

Have you ever worried about the availability of clean water? Have you ever thought of investing in water? Well, Riggs Eckelberry tackles both issues with his company OriginClear. He calls water the new gold and feels we are in the middle of the second water revolution. Take a listen and think about the future of water differently.

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237. The Brothers FI w/ Stephen and David Baughier

Mon, 16 Aug 2021 05:00:00 -0000

Often the discovery of personal finance in general and financial independence in particular is an isolating experience. Friends and family often don't understand your newfound interest or even believe that financial freedom is possible. This week we talk with twin brothers, David and Stephen Baughier, about discovering FIRE and becoming part of a community.

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236. Are the Baby Steps Still Relevant w/ George Kamel

Thu, 12 Aug 2021 05:00:00 -0000

In today's episode we talk with Ramsey Solution's newest personality George Kamel about personal finance for millennials and Gen Z'ers. Are the baby steps still relevant? We talk to George about the ABC's of personal finance for young people and discuss his new project The Fine Print Podcast.

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235. The Case for Cohousing w/ Lauren Tang and Jennie Lindberg

Mon, 09 Aug 2021 05:00:00 -0000

Have you ever considered living in a community of people who share values similar to yours? Would you share common resources, community space? Lauren Tang heard about cohousing at the same time she discovered financial independence. She has joined Jennie Lindberg as part of the Sunnyside Village Cohousing community. Today we talk about their plans and how cohousing could become part of your financial independence or even early retirement plan.

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234. Are Annuities a Rip Off? w/Frank Vasquez

Thu, 05 Aug 2021 05:00:00 -0000

In this episode we discuss with Frank Vasquez from Risk Parity Radio the ins and outs of annuities. Are they ever a good deal? When should you buy them and what are the important factors to consider. This episode was recorded live on the Fireside Chat App.

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233. Estate Planning Made Easy w/ Amy Blacklock and Vicki Cook

Mon, 02 Aug 2021 05:00:00 -0000

Estate planning is one of the most feared personal finance topics today. And yet, it behooves us all to tackle this somewhat complex topic as early as the tender age of 18. We talk estate planning 101 with Vicki Cook and Amy Blacklock of Women Who Money.

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232. Building Your Field of Dreams: Marcello Leone and Cannabis Infused Beverages

Thu, 29 Jul 2021 05:00:00 -0000

Hey this is Doc G and welcome back to earn and invest. Today we are going to talk about entrepreneurship. Specifically…our guest graduated from University in a hasty 2.5 years to rush home and help his parents run their growing apparel industry. After nurturing that business for decades, his successful exit left him with the opportunity in his forties to go out for the first time on his own. In this episode we discuss what it takes to build a mineral and cannabis infused beverage empire.

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231. How Fintech Will Make You Rich w/ Joe Saul-Sehy, Rosetta Bryson, and Brendan Lee Young

Mon, 26 Jul 2021 05:00:00 -0000

Remember the days of drive up bank tellers and scowering the newspaper for stock quotes? The world has changed much since then. The burgeoning fintech market is making investing, banking, and even shopping for insurance easier than ever. But is it making things better? Are we more at risk for losing our wealth at the click of a button. Join Joe Saul-Sehy, Rosetta Bryson, and Brendan Lee Young as we discuss (Live on the fireside app) how fintech is changing our world.

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230. How Creativity Becomes Profitable w/ Savvy History

Thu, 22 Jul 2021 05:00:00 -0000

Hello everybody and welcome to the earn and invest podcast where we not only teach you how to earn and invest in your financial life, but also your unique meaning and purpose/ I’m your host Doc G and today we are going to explore making your first creative dollar with Michelle from the blog savvy history.

Now wait a minute. I’m certain that for some of you out there, money and creativity go hand in hand. But maybe even for the majority listening at the moment you might say: Hey, I’m in my forties or fifties and am looking to retire from my job as a doctor, lawyer, engineer…fill in the blank. What’s creativity got to do with it?

That’s how I felt. In fact, I was so busy building a career as a physician in my formative years that I continuously pushed down many of the creative outlets which I really enjoyed. I always spurned activities like writing and public speaking because I thought they were just hobbies. No one makes any money doing that! That’s why I became a doctor…to make a living.

Yet it was only after reaching financial security that I realized that I had filled my life with activities that lacked the true sense of meaning and purpose that I was looking for. And then I returned to these creative ventures.

Listen, we’re not just talking about creativity here. We are talking passion. The old advice used to be “follow your passion”. Now, all the gurus tell us “forget passion, go after what your good at and follow your passions in your spare time.”

And it’s not just you.

Maybe your past some of these decisions, but what about your kids? Do you support your daughter dropping her engineering major to pursue dance? Do you accept your eighth grader’s poor grades because he’s a guitar prodigy?

What do you do?

Michelle is the creator of the platform Savvy History which explores biographies using music and storytelling. Michelle specializes in taking true stories from the past and presenting them in an engaging way with folk music. The original music of Savvy History is one part of a larger project focused on creativity throughout history, distilling research into songs, classes, and written articles about inventors, artists, authors, entrepreneurs, and explorers. You can find her blog series entitled First Creative Dollar at Savvyhistory.com.

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229. Passive Income Evolved w/ Cody Berman, Justin Taylor, and Rachel Richards

Mon, 19 Jul 2021 05:00:00 -0000

In this episode we delve into how passive income has evolved in this post-COVID era.. We look back at three young people who started on passive income journeys pre pandemic and catch up with their current progress. Are they still happy with their choices? Featuring Cody Berman, Justin Taylor, and Rachel Richards.

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228. Design Your Life With Adventure w/ Heidi Dusek

Thu, 15 Jul 2021 05:00:00 -0000

Is adventure built into your life? Are you sleepwalking through a job you don't like and afraid to see the excitement and possibilities right in front of your face. Heidi Dusek is the creator of The Ordinary Sherpa Podcast where she talks about finding adventure and connection with her family.

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227. Is Real Estate Harder for Women? w/ Ming Mercer, Santana Perez, and Kavell Taylor

Mon, 12 Jul 2021 05:00:00 -0000

2020 and 2021 have been like no other years. Wedged between a pandemic, a bonafide recession, and unprecedented social upheaval, the average American (if such a thing exists) continues to struggle to make ends meet. Rising from this struggle like a phoenix, are small business people, entrepreneurs, and long-term stock market investors.

Turn on any new channel and you will hear about the social justice issues facing women and people of color. Unfair and inadequate policing, the glass ceiling, a lack of political representation. These are but a few sentences in a book that currently is too long to read here and indeed is still expanding.

Today we are going hear from three real estate investors. Women. People of color. Immigrants. And they are going to answer one simple question.

Kavell Taylor is a real estate investor with a portfolio currently valued at almost $10M. She also manages commercial and medical office buildings for a New Jersey-based developer.

Santana Perez is a real estate investor in her early 30s, pivoting from a career in energy trading and corporate finance. Santana spent 21 years in poverty and in the foster care system. She discovered the financial independence retire early community in 2018 and has been steadily accumulating properties, with plans to retire in her late 30s. She has single handedly built her real estate portfolio to 10 doors valued at $1.2M while raising her son as a working parent.

Ming began real estate investing in 2014 in her early 20s, then quit her W2 job in 2020 when her real estate income surpassed her family's expenses. With a portfolio valued at $2M, she now spends most of her time with her husband and two young children, plus works on her non-profit "Build Her Village," which empowers working women with knowledge. Ming also owns Alina Mae Maternity, a fashion brand providing pregnant women professional-looking comfortable clothing.

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226. Do You Trust Your Financial Advisor? w/ David Meyer

Thu, 08 Jul 2021 05:00:00 -0000

We all recognize the names: Dogecoin, Gamestop, Robinhood. For every long-term boring investment, there is a high risk speculative asset or platform just waiting to gobble up our spare money . When we think of individual investors, we have a rather laissez faire attitude. So be it.

But what happens when it is your advisor, broker, or investment house that is giving you bad advice. When does it cross the line from poor performance to deception and outright self-serving fraud? And more importantly, how do you protect yourself before it happens. And who do you turn to for help when all the money is gone!

David Meyer has been dubbed “The Screwed Investor’s Lawyer”. He has achieved jury verdicts, arbitration awards and settlements with a combined value of hundreds of millions of dollars on behalf of his clients. He had the honor of winning the largest jury verdict in Ohio's history, a verdict in excess of $260 million on behalf of 250 investors against Prudential Securities. His new book is The Investor Protector: Stories of Triumph over Financial Advisors Who Lie, Cheat, and Steal.

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225. Would You Be Happier Without a Home? w/ Bryce Leung and Kristy Shen

Mon, 05 Jul 2021 05:00:00 -0000

I couldn’t think of two more different stories:

In the recent award winning Nomadland: Fern (played by Frances McDormand) is grieving a life that’s been ripped away from her. When the gypsum plant in her Nevada hometowon closes, the town of Empire quite literally closes with it. In six months, its entire zip code is eliminated. Meanwhile, Fern’s husband dies, leaving her completely alone and “homeless.” Hitting the road in search of work as a seasonal employee at an Amazon center, Fern starts living in her van, eventually getting involved with a group of modern nomads, although she inevitably ends up alone again, traversing the American landscape.

In a completely different world, another set of nomads, 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.

So instead of drowning in debt to buy a house in one of the most expensive cities in Canada, they rented and invested instead. For Them, Going against the status quo TOTALLY PAID OFF! They managed to build a 7-figure portfolio, which has allowed them to retire in their 30s and travel the world!

Two sets of nomads with completely different stories and motivations. Yet, are there similarities? Are there common threads that unite the story of what it means to be homeless in the ever shifting world of today.

Bryce Leung and Kristy Shen are the writers behind Millennial revolution, their most recent book is Quit like a millionaire: No gimmicks, luck, or trust fund required! Bryce and Kristy,

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224. 2020 Recap (Rewind) w/ Jean Chatzky and Tori Dunlap

Thu, 01 Jul 2021 05:00:00 -0000

For this rewind episode we are revisiting a two part interview. The first is jean Chatzky of Her Money discussing the 2020 recession and its impact on women. The second is with Tori Dunlap from Her First $100K discussing her first of many viral moments on TikTok.

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223. Is Frugality Your Achilles Heel (Rewind)? w/ Amanda Abella, Veena Jetti, and Brian Eufinger

Mon, 28 Jun 2021 05:00:00 -0000

In this rewind episode we ask the all important question: is frugality your Achilles heel? Specifically, are we not paying enough attention to the top line and trying to save our way to wealth? Brian Eufinger, Amanda Abella, And Veena Jetti join us to discuss the importance of making more money when it comes to your financial trajectory.

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222. Could You Get Into Hot Water over Intellectual Property? w/ Trevor Schmidt

Thu, 24 Jun 2021 05:00:00 -0000

Intellectual property is a category of property that includes intangible creations of the human mind. There are many types of IP such as copyrights, patents, trademarks, and trade secrets. The modern concept of intellectual property developed in Europe a few centuries ago, but in the late 20th century the concept became commonplace in the majority of the world's legal systems.

The main purpose of intellectual property law is to encourage and protect the creation of a large and healthy mass of intellectual goods. To achieve this, the law gives people and businesses property rights to the information and intellectual products they create.

But given the intangibility of ideas and the ability to use common elements to create similar outcomes, Intellectual property especially to the lay person is becoming more and more confusing.

Adding to this confusion is the digital revolution in which publications, articles, pictures, and even business ideas can be available at the touch of a button. Furthermore, social media has elevated us all to mini content producers punching out our blogs, Insta memes, and Facebook posts at an ever-increasing pace.

Surely if you are a founder or a budding entrepreneur, it behooves you to protect your own and be wary of other’s intellectual property. But what about you and me? The average, everyday Joe and Jane, clicking away in our ever favorite social media app?

Trevor Schmidt is a lawyer for Hutchinson Law who has extensive experience in matters associated with intellectual property prosecution, licensing, enforcement and strategic counseling. He effectively works with companies to monetize and protect their intellectual property through licensing, development, reseller agreements and associated contracts. Having managed domestic and international trademark portfolios for Fortune 500 companies, he has considerable experience in all stages of the life of a trademark including prosecution before the United States Patent and Trademark Office.

Trevor routinely provides counsel on the intellectual property issues associated with major transactions and advises clients on maximizing their intellectual property assets through enforcement and licensing strategies.

Trevor is also a registered patent attorney with a technical background in physics. He has drafted a number of mechanical-, business method- and software-related patent applications.

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221. Could You Become a Victim of Financial Abuse? w/ KItty from Bitches Get Riches and Diania Merriam

Mon, 21 Jun 2021 05:00:00 -0000

Welcome to the Earn & Invest podcast. We have the conversations that help you earn and invest in the future so you can make the right decisions today. I’m your host Doc G and for this episode we are going to talk about something rather difficult. Specifically, financial abuse against women.

Kitty was born in the American Midwest, but was voted off in season seventeen. Her wan complexion, intellectual elitism, and gay haircut are all way more welcome in New England, so she lives there now. She shares her life with her partner and twelve pets because she does. not. do. half. measures. She is co host and co creator of all things Bitches get riches including the blog and podcast. Kitty, welcome to the show!

Diania Merriam is an Ambitious marketing professional with a passion for building brand longevity through strategic licensing partnerships and brand extensions. She started the EconoMe conference as a passion project rooted in the FIRE movement (financial independence, retire early). The inaugural event happened on March 7th, 2020 at the University of Cincinnati with 9 expert speakers exploring the concept of a new American Dream. She is also the voice behind The Optimal Finance Daily Podcast.

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220. Escape Generational Trauma and Build Generational Wealth w/Natalie Torres-Haddad

Thu, 17 Jun 2021 05:00:00 -0000

2020 was a year of great social upheaval, protests, and even riots. Some of the worst that we have seen in decades. Many of us, however, remember when four police officers who had been videotaped beating motorist Rodney King were found not guilty of criminal acts in 1992, the city of Los Angeles erupted in what at the time was the worst rioting seen in the US since the 1960s. The loss of life and destruction of property left a significant scar on the city. By the time the riots ended, 63 people had been killed, 2,383 had been injured, more than 12,000 had been arrested, and estimates of property damage were over $1 billion. The Rodney King riots not only reduced taxable sales in the city immediately following the unrest, but has had a lasting impact on the economic performance of the city of Los Angeles.

A 2017 study showed the communities most affected by the L.A. Riots have seen little, if any, economic growth during the past two-and-a-half decades, In some neighborhoods, unemployment and poverty have worsened despite efforts by community leaders to boost economic development.

Natalie Torres-Haddad was born in El Salvador but was brought up in Inglewood California in the early nineteen nineties. At the age of ten, everything changed with the LA riots. She could no longer play outside, her parents put bars on her windows, restaurants and stores were looted and burnt down to the ground in her neighborhood. And she grew up wanting to do something about it. Accordingly, she went to college to learn about finances to help her community. She got a major in finance and international business but unfortunately she still didn’t understand the meaning of true financial literacy.

During her second year of grad school, burdened by student and credit card debt, a mortgage, and running a burgeoning nonprofit, she lost her job and suffered a severe bout of depression which culminated in a short stay in an acute psychiatric hospital. The moment of clarity she experienced shortly thereafter would ultimately change her trajectory and introduce her to the five steps that made her realize that everything would be ok.

Natalie Torres-Haddad is a two time TEDX Speaker, An international Award Winning Author of Financially Savvy in 20 Minutes, a bilingual podcast host, international keynote speaker and educator. She has been featured in the Huffington Post, LA Times, 60 second docs and a Honda commercial playing herself as a Financial Expert.

She now is a successful real estate investor and enjoys a career traveling across the country advocating for financial and women’s empowerment and teaching the foreign language of financial literacy.

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219. Can You Reverse Engineer Success? w/ Joe Saul-Sehy, Rich Jones, and Jen Smith

Mon, 14 Jun 2021 05:00:00 -0000

Let me start with Ron Friedman’s Forthcoming book: Decoding Greatness: How The best in the World Reverse Engineer Success.

Ron Starts the book with a story: and I’m going to quote it here. Ron says:

“By the time Steve Jobs finds out he’s been betrayed, it is already far too late. The press conference is over and the news is out. Slowly, it dawns on him: Apple’s head start is about to disappear. The year is 1983, and we are in Cupertino, California. The computer company Jobs cofounded is barely seven years old. Its rise has been meteoric. In a few short years, Wall Street will place its value at over a billion dollars. But now, just six short weeks from the release of Apple’s boldest innovation yet, the Macintosh, Jobs discovers he’s been scooped. The blow arrives from more than twenty-five hundred miles away, in the lavish ballroom of New York City’s famed Helmsley Palace hotel. Onstage, standing before a gaggle of reporters, Bill Gates has just announced Microsoft’s plans to develop a user-friendly operating system—one with more than a few striking similarities to the Macintosh.”

Gates was a vendor of Jobs the time. So inevitably, the next day, there is a face-to-face showdown. Friedman says… “Jobs wasted little time tearing into him. “You’re ripping us off!” he yelled, his underlings glaring, all eyes on Gates. “I trusted you, and now you’re stealing from us!” ”Gates took it in quietly. He paused a moment, not once looking away. Then, he casually delivered a devastating line, rendering the entire room speechless: “Well, Steve, I think there’s more than one way of looking at it. I think it’s more like we both had this rich neighbor named Xerox, and I broke into his house to steal the TV set and found out that you had already stolen it.”

You see…”among Xerox PARC's countless inventions was a personal computer most people have never heard of: the Alto. It offered many of the same features that would come to distinguish the Macintosh, like graphics that made computers easier to use, and a mouse for communicating commands. Except the Alto was developed a full decade earlier.”

And both Gates and Jobs had reverse engineered their groundbreaking products from the alto.

Friedman goes on to say

“The practice of reverse engineering, of systematically taking things apart to explore their inner workings and extract new insights, is more than an intriguing feature of the tech industry. For a surprising number of innovators, it’s a tendency that appears to have emerged organically, as something of a natural inclination”

Today on Earn & invest we discuss reverse engineering and it’s role in creative and successful endeavors.

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218. From Sexy to Rockstar to All-Star: The Evolution of J Money

Thu, 10 Jun 2021 05:00:00 -0000

J Money is an acclaimed blogger and entrepreneur. In 2008, while searching for an apartment he landed himself a $350,000 house and a dyer need to learn how to budget. While searching online, he discovered the world of personal finance and started what would become a multi-award-winning blog Budgets are Sexy which followed his goal of accumulating a seven figure net worth. Along the way he launched and eventually sold Rockstar Finance a curation and community platform with over 5,000,000 views as well as started several philanthropic organizations, won 12 industry awards, and has helped buy or sell over a 100 financial blogs including many of his own. He has been featured in several media outlets including Forbes, Inc Magazine, The New York Times, LA Times, Kiplinger, Entrepreneur, and Business Insider.

In 2019, J sold Budgets are Sexy for an undisclosed amount in the mid 6 figure range in part to spend more time with family and in 2020 launched a curation site for The Motley Fool titled All Start Money.

He is also a husband and proud father of three boys.

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217. Doubleheader: (1) How Not to Put Your Family Value at Risk w/ JR Gondeck and Vanessa Martinez and (2) The Secret Financial Lives of Teenagers

Mon, 07 Jun 2021 05:00:00 -0000

According to JR Gondek and Vanessa Martinez, when we hear the word “wealth,” many of us think about money. But wealth is about so much more than that. All of the aspects of our lives that matter most to us―our family, our legacy, our community, the causes we care deeply about―contribute to our wealth and the richness of our life. Together, they compose our family value. If we are only managing our family’s money, however, our family value is at risk.

Current financial advice often focuses on returns and rarely puts those returns into the context of the unique goals, family history, and legacy that a person or multiple generations of a family are trying to achieve.

Plus, a fireside chat with my son Cameron G about the secret financial lives of teenagers.

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216. How to Manage Remote Work Like a Boss w/ Alexis Gerst

Thu, 03 Jun 2021 05:00:00 -0000

According to Alexis Gerst, Author of Leading Remote Teams: Embrace the future of remote work culture, We are cruising through uncharted waters.

What started as a brief two-week quarantine has turned into a years-long pandemic that has changed how we work and communicate forever.

She goes on to say that Remote work has become a crucial part of every business that wants to survive in this ever-changing reality. And it's up to the leaders to make working from home work for everyone involved.

Those who manage to adapt will thrive; those who struggle will be left behind.

When it comes to leading virtual teams, working remotely, and making sure that your team does not lose its identity, you, as a leader, have to be the first to adapt, inspire, and motivate.

While many feel that the edge of the pandemic is receding and vaccines are ensuring a return to something that feels more like normalcy, the question remains.

Is remote work here to stay? And just as importantly, are you prepared?

Alexis Gerst is a detail-oriented leader with a passion for remote work culture. As an Acquisition Program Manager, Alexis is experienced leading technical teams toward the procurement and sustainment of critical weapon systems. Alexis earned her Master of Business Administration with a concentration in Engineering Management from Southern New Hampshire University. She is a proactive problem-solver skilled at maximizing productivity through team collaboration, superior communication, and confident decision-making.

In Leading Remote Teams: Embrace the Future of Remote Work Culture, Alexis champions the future potential of remote work, explores the advantages of a workplace paradigm shift, and delivers tactical tips for remote leaders to enable team success.

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215. How to Become a Real Estate Rockstar Live From Camp Mustache

Mon, 31 May 2021 05:00:00 -0000

“Real estate investing is a wonderful tool. But the key to financial independence or any other worthwhile financial goal has nothing to do with real estate.” So says Chad “Coach” Carson in a July 2020 blog post on Bigger Pockets, a real estate investing platform which offers content, tools, and a community of over 2,000,000 members to help people avoid mistakes; learn valuable tips; find partners, deals, and financing and make the best investing decisions possible.

Chad goes on to say:

Instead, the basics of building wealth—whether that’s with real estate, stock investing, or starting a business—has three basic steps:

1. Save money

2. Invest the money wisely and

3. Harvest your wealth so that you can live off your investments

While it’s fun to talk about investing, and occasionally you’ll see content on harvesting and living off your investments, learning How to save money (which isn’t that sexy) is the first step and the key to achieving success with real estate or any other wealth-building path that you take.

Search any financial independence forum, blog, or podcast, however, and you’ll see that Real Estate is a hot topic that garners quite a bit of attention. But should it?

This year, at Camp Mustache, a yearly retreat dedicated to the teachings of Pete Adeney aka Mr. Money Mustache I was privileged to lead a panel discussion involving a group of real estate rock stars and tease out the role it plays in their financial independence journeys.

Kavell Taylor is a commercial and residential real estate investor with a portfolio currently valued at almost $10M. She also manages commercial and medical office buildings for a New Jersey-based developer.

Santana Perez is a real estate investor in her early 30s, pivoting from a career in energy trading and corporate finance. After growing up in the foster care system and spending 21 years in poverty, Santana discovered FIRE in 2018. Since then, she has single-handedly built a $1M real estate portfolio of 10 doors while raising her son as a single parent.

And Ming Mercer began real estate investing in 2014 in her early 20s, then quit her W2 job in 2020 when her real estate income surpassed her family's expenses. With a portfolio of $2M at age 29.

I present to you the Real Estate Rockstar Panel recorded live from Camp Mustache on Sunday April 18th 2021.

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214. How to Make Six Figures on Fiverr w/ Alexandra Fasulo

Thu, 27 May 2021 05:00:00 -0000

Edelman Intelligence recently conducted a research study for Upwork, a freelance-jobs platform in Santa Clara, Calif. It surveyed 6,000 working freelancers and employees between June 15 and July 7 of 2020. And they found that among other things:

59 million U.S. workers performed freelance work in the past 12 months, an increase of 2 million people year over year.
The composition of the freelance workforce is getting younger, as 50 percent of Generation Z , 44 percent of Millennials, 30 percent of Generation X , and 26 percent of Baby Boomers freelanced at some point in the past year.
The top two occupations for new freelancers are in technology and finance/business operations.
96 percent of new freelancers say they will do more freelancing in the future.
58 percent of workers who are not freelancers and are new to remote work due to the pandemic are now considering freelancing in the future.

Although we didn’t need a pandemic and social distancing to prove the importance that freelancing plays in our current economy, 2020 has brought to light much about this often talked of mechanism for making a living. Platforms such as Fiverr and Upwork have created a thriving digital and remote freelance environment in which many are either making a full time living or at least fulfilling their side hustle needs.

The question remains….Is this the wave of the future or just a fad? And more importantly, can you really make a living doing full time freelance?

In 2015, Alexandra Fasulo (aka the freelance fairy) quit her lofty NYC public relations job after working for just 4-weeks. She had no plan, no money, and no idea what would come next. She just knew she couldn’t work for a company any more.

What she soon realized is that quitting that job was the best thing she could ever do. It thrust her into the world of freelancing on Fiverr.com, where she is a 6-figure freelance writer, and freelancing personality on podcasts, talk shows, and blogs around the world.

In this broad ranging interview, we talk about how she stumbled into freelancing, the types of jobs she has found most lucrative, and address some of the hate she has received from going public with her success.

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213. Has FIRE Evolved w/ JL Collins, Brad Barrett, and Jillian Johnsrud

Mon, 24 May 2021 05:00:00 -0000

No one knows when the financial independence retire early or FIRE movement actually started. Some say it was with the publication of Vicki Robins book Your Money Or Your Life in 1992. Others point to Jacob Lund-Fisker's blog Early retirement Extreme in 2010 or the advent of Mr. Money Mustache in 2011. Either way, mainstream media discovered the movement in 2018 and the community and philosophy have grown quite a bit in just the last three years. Or have they? Today on Earn and Invest we ask a simple question. Has the FIRE Movement evolved? Our panelists for the most part discovered financial independence in the early 2000’s and have collectively reached millions of listeners and readers.

JL Collins is widely known as the Godfather of the financial independence movement and wrote the ever popular and best selling book The simple path to wealth. He blogs at jlcollinsnh where his stock series has been credited as one of the best resources for new investors. Brad Barrett is a recovering certified public accountant as well as the calm and cool voice of arguably the most listened to fire podcast out there, ChooseFI. And Jillian Johnsrud paid off all our debt, traveled to 27 counties, lived abroad for 4 years, and took 5 mini-retirements, all while bringing up 6 kids. She is a progress coach and the host and creator of the Everyday Courage Podcast.

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212. From Working Shoulder to Shoulder With The Likes of Elon Musk to Pickpocketing Them w/ Dan Chan

Thu, 20 May 2021 05:00:00 -0000

Our guest today, Dan Chan, is an internationally renowned, award-winning magician & mind-reader. In 2016 Buzzfeed profiled Dan with an article titled “Meet Silicon Valley's Favorite Magician.” Since then, Dan has performed for many of the world's largest corporations worldwide. In November of 2020, he was featured in Business Insider as the Billionaires magician.

His client list reads like a who's who of Silicon valley including Google, Apple. Facebook, intel, and oracle. But magic wasn’t always at the forefront of Dan’s career. Before he was a full-time magician, he was a pre-IPO employee at PayPal where he crossed paths with the likes of Elon Musk and many of the soon to be founders of Silicon Valleys most promising start ups. He had only vested 13 months of his stock options when he decided to give up the remaining 3/4 to pursue performing magic full time. Since then he has performed over 5000 plus shows for many of the most recognizable companies in the world. Dan has an insatiable drive to become what he calls “legendary” which has spurred him into many money making and experiential adventures including working in Michelin rated restaurants, and, of all things, day trading.

In the first part of the interview we discuss his career trajectory, what he has learned from performing magic for high flying tech companies, and his pivot to creating in a virtual world.

The conversation continues in the after show where we unexpectedly dive into a controversial conversation of what it means to have “enough” and when he will be content with his career goals.

Don’t forget to listen to the very end.

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211. How to get a $230K MBA for Free w/ Alan Donegan and Simon Paine

Mon, 17 May 2021 05:00:00 -0000

MIT (Sloan)

$237,636

UCLA (Anderson)

$220,112

Michigan (Ross)

$193,720

UC-Berkeley (Haas)

$203,068

Dartmouth (Tuck)

$230,080

These are the 2019 estimated total costs of completing a masters of business administration at the above noted institutions. As expensive as this sounds, an MBA continues to be a reliable magnifier of salary potential. According to a 2018 survey by the Graduate Management Admission Council, 2016 and 2017 grads saw their post-MBA salaries rise by a median of $40,000. Among respondents surveyed, 82% agreed that B-school increased their earning power.

But is it worth it? While no one would argue that the next CEO of a billion dollar multinational company is well served by these two expensive years of education, the grand majority of us have much less lofty aspirations.

Maybe we want to start our own small business venture. Create a product or render a service. Free ourselves from the constraints of employment and control our own destinies. Live the great American dream. What sort of education will serve us best?

When Alan Donegan went to a traditional business support service To get help with his business idea the experience was so off putting that he almost gave up. Alan’s three-page letter of complaint landed on the desk of Simon Paine who met Alan for coffee for what was to become the beginning of a movement to democratise entrepreneurship. What Simon predicted was to be the worst meeting of the year turned out to be the best meeting of the decade as they swapped ideas, knowledge and opportunities.

Simon had been coaching grassroots start-ups in disadvantaged communities across the south-east and knew that business plans didn’t help anyone. Alan knew that the only way to know if a business idea was going to work was to sell. They decided right then and there to work together to provide a solution.

And Thus, the Rebel Business School was born

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210. How to be a Home Buying Superstar w/ Scott Trench and Mindy Jensen

Thu, 13 May 2021 05:00:00 -0000

It has been more than a year since the pandemic put the housing market briefly on pause for several months last spring. But real estate bounced back rather quickly. For more than 12 months now, low mortgage rates and the popularity of virtual work ignited by the pandemic have fueled a rapid increase in housing demand — espicially in lower-density suburbs. Despite uncertain economic times, there has been a booming residential housing market.

More existing homes were sold in 2020 than in any year since 2006. Many seasoned veterans are curious to know how long will this boom last or will it eventually come crashing down like in 2008? So far, the housing market continues to be sizzling hot resulting in higher home prices and bidding wars for newly listed residences. The Federal Reserve is playing a key role to support the economy and housing market by keeping borrowing costs low for shorter-term loans.

Amongst this chaos is the new home buyer. Less interested in the historic market and more excited to take their very first plunge into homeownership, the challenges to secure the right home, at the right price, in the right location is as daunting as ever.

Scott Trench is the CEO and President of BiggerPockets. He has dedicated his career to helping ordinary Americans build wealth in part through real estate investing. Since joining BiggerPockets in 2014, Scott has authored the bestselling wealth-building book Set for Life and joined Mindy Jensen as co-host of the BiggerPockets Money Podcast.

Mindy Jensen has been buying and selling houses for almost 20 years, both as an investor and as a real estate agent. She LOVES real estate and is most passionate about taking an outdated house and turning it into a beautiful, modern home. Mindy is the Community Manager for BiggerPockets.com, and the co-host of The BiggerPockets Money Podcast.

Scott and Mindy’s book First Time Homebuyer: The Complete Playbook to Avoiding Rookie Mistakes hit the shelves last month.

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209. Think Like a Mother w/ My Mom

Mon, 10 May 2021 05:00:00 -0000

There are 2 billion mothers in the world today of which 85.4 million of them are in the U.S.. 4.3 babies are born each second. Notably, A sizable minority of children in rich countries live with just one parent — a parent who is likely to be female, and also likely to be working.

Speak to virtually any successful human being, and they will likely credit at least some of their good fortune to their mother’s tutelage.

I was one of the sizeable minority of children who grew up with just one parent. When I was eight years old, my father died suddenly of a cerebral aneurysm leaving behind his wife and three young children.

My mother, at the time a house wife and formerly trained as a chemist, fortuitously was 6 months from graduating from a prestigious business school and quickly secured a position at a big corporate accounting firm.

By my own recollections, my childhood was lacking in nothing. Logically, I know that after my father died that times were tough. But, those early memories of my mother as a stay at home mom and then widow were quickly replaced by those of the accountant, landlord, investor, and entrepreneur that she became.

And somewhere during all the tumult and turmoil of childhood, she managed to pass on to us children a sense of security and values that continue to guide us in our journeys today as husbands, fathers, and financially successful adults.

Today I introduce you to my mother Harriet. She graduated college from the university of Michigan and eventually earned a masters degree in organic chemistry. After marrying my father, she left her PhD program to follow him to Thailand after he was drafted into the the Vietnam war and she taught highschool at the international school of Bangkock. She was a few months away from finishing her MBA at the Kellog School of Business when my father unexpectedly died. Left with three children and no immediate source of income she moved effortlessly to corporate America on the path to eventually running a business of her own. Furthermore, she became a savvy stock market investor, landlord, and successful entrepreneur.

She also taught me almost everything of value that I know.

Today I invite my mother on the show to discuss growing up with immigrant parents, her early money lessons, career, and the joys of grandparenting.

Happy Mother’s day….today on Earn & Invest

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208. How to Become an Impactful Investor w/ Eva Yazhari

Thu, 06 May 2021 05:00:00 -0000

There was a time when investing was considered the domain of money and concerns of societal good and politics often inhabited very different spaces in our mind. Sure, ESG (environmental, societal, and governance) investments have been around for decades but the choices available and the general performance was poor. They hadn’t really gained much traction until recently.

Enter 2021. The proliferation of ESG funds which have outperformed the market run by large and respectable brokerage firms has expanded greatly. The pandemic, associated recession, and social turmoil are upon us. And a new generation of millennial and gen z investors are coming of age who value not just the returns your money can make, but the good your money can do.

In this broad ranging interview Eva Yazhari and I discuss her new book, The Good Your Money Can Do: Becoming a Conscious Investor. We talk about what types of asset allocations have the most impact, ESG investing, and how to be intentional not only with your money but also with your actions.

Plus, I continue the conversation with Joe Saul-Sehy of The Stacking Benjamin’s Podcast on ESG investing with a clip from our live recording on Fireside.

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207. How to Fail Retirement at Any Age w/ Senator Ted Kaufman and Bruce Hiland

Mon, 03 May 2021 05:00:00 -0000

Welcome back, today on Earn & Invest we discuss life after retirement. Search Amazon or any best seller list and you’re likely to find a number of books regarding the financials behind leaving the workplace. In fact, Americans are retiring in their mid-sixties and can look forward to enjoying as much as a three decades outside the structured work force. Up to now, affordability has been at the forefront of the conversation.

With their new book, Retiring:Your Next Chapter is About Much More Than Money, Former senator Ted Kaufman and Business consultant Bruce Hiland draw our attention to an oft forgotten aspect about the ending of our formal careers.

Ted Kaufman is the former U.S. Senator from Delaware succeeding Senator Joseph Biden. Ted was Biden’s Chief of Staff for nineteen years and led his presidential transition planning in 2020. He taught at Duke Law School for twenty-six years.

Bruce Hiland’s career included working for global consulting firm McKinsey, more than four years as Chief Administrative Officer at Time Inc., twenty years of independent consulting, and four startups.

When Bruce and Ted both reached retirement, they realized that instead of slowing down, people are leaving their jobs feeling ready to take on the world. They’re financially independent, active, and capable.... And then, suddenly, they have nothing to do.

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206. "Adversity was my X Factor" w/ Carlos Reyes

Thu, 29 Apr 2021 05:00:00 -0000

Today on Earn and Invest we talk about the American dream. With the current social upheaval and call for not only equality but equity, there is much talk of what it takes to be successful in our country in a post pandemic world. The gap between the rich and poor is ever growing, yet there are still those who come to this country in search of the American dream. With little but the clothes on their backs and the nourishment in their bellies, they claw their way out of abject poverty and build a life of wealth and abundance. In this far ranging interview, we discuss with Carlos Reyes the trials and tribulations surrounding his journey onto American soil, How poverty became his so called “x Factor”, and how to bring up successful kids in the absence of adversity.

Carlos Reyes was smuggled twice into the US and abandoned when he was a boy to escape severe poverty and abuse. He created a door-to-door sales business at age 5 and applied the lessons he learned from surviving the streets to create 27 companies in multiple industries including medical, solar, software, education and real estate with 7 of his businesses grossing millions of dollars a year.

Today he’s on a mission to liberate and heal others from their own limited beliefs.

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205. What These Three Documentarians Can Teach You About Selling Yourself w/ Travis Shakespeare, Robyn Symon, and Adam Carroll

Mon, 26 Apr 2021 05:00:00 -0000

What can a documentarian teach you about selling yourself and the role of money in your life? Find out from Travis Shakespeare, Robyn Symon, and Adam Carroll as they discuss the making of their films and documentary making in general. Plus a community segment about taxing dividends.

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204. How to Raise Money Savvy Kids (Rewind) w/ Community Members Juan, Deleanor, and Shannah

Thu, 22 Apr 2021 05:00:00 -0000

In this rewind episode we talk with various community members about their childhood and how to bring up financially savvy kids. Should you teach your kids about financial independence? Can you help them avoid the big mistakes?

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203. You Can Avoid Burnout w/The Happy Philosopher, I Dream of FIRE, Melisa Blevins, and Bill Yount

Mon, 19 Apr 2021 05:00:00 -0000

This rewind episode is all about burnout. We discuss this difficult topic with The Happy Philosopher, I Dream of FIRE, Melissa Blevins, and Bill Yount. You can avoid burnout. You just need to know how! And surprisingly, financial independence is not the answer.

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202. Get a Debt Free Degree and Live a Debt Free Life (Doubleheader) w/ Anthony ONeal and Naseema McElroy

Thu, 15 Apr 2021 05:00:00 -0000

This is doubleheader day on Earn & Invest. First, Anthony ONeal and I discuss his book Debt Free Degree and why not to go into debt to get an education. Then, Naseema McElroy and I talk about how to live a debt free life. How and when we should pay off our loans.

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201. This Conference Will Change Your Life w/Joe Goldberg and Kristin Hoeflin

Mon, 12 Apr 2021 05:00:00 -0000

Have you ever heard of Camp Mustache? If not, you're in for a treat today. Joe Goldberg and Kristin Hoeflin are co creators of this life changing get together. We discuss the impact of Mr. Money Mustache and how he has changed our views of early retirement.

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200. Forget Cannabis, Could Psychedelics Be The Answer? w/ Lynn Marie Morski

Thu, 08 Apr 2021 05:00:00 -0000

The popularity of cannabis as both an investment and recreational drug has skyrocketed since legalization. On todays show, I talk to Lynn Marie Morski of The Plant Medicine Podcast about psychedelic drugs and their clinical uses. They may be less dangerous than you think!

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199. Is Real Estate COVID Proof w/ Rich Carey and Jennifer Beadles

Mon, 05 Apr 2021 05:00:00 -0000

How did your real estate hold up during the COVID pandemic? Did your property increase or decrease in value? Did you have trouble as a landlord? Rich Carey and Jennifer Beadles discuss how they managed their real estate holdings over the last year, and predict the long term effects of the pandemic on this tried and true asset class.

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198. Get Good With Money W/ Tiffany Aliche The Budgetnista

Thu, 01 Apr 2021 05:00:00 -0000

Tiffany Aliche, aka The Budgetnista, has written a new book about how to get good with money and be financially whole. We talk about her ten steps to get your finances in order. Plus, a short segment from my interview with Heidi Dusek of Ordinary Sherpa.

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197. Make Money More Funny w/ Paul Ollinger, Diania Merriam, and Amin Lakhani (Explicit)

Mon, 29 Mar 2021 05:00:00 -0000

Have you ever though of being a comedian? Paul Ollinger, Diania Merriam, and Amin Lakhani explore the role of comedy in their lives and why pursue such a difficult conquest. Is there any connection to finance? Plus, are you an Earner or Investor? Check out our community segment.

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196. The Key to Turning an Idea into a Business w/ Mike McDerment

Thu, 25 Mar 2021 05:00:00 -0000

Mike McDerment is the founder and creator of Freshbooks, an online accounting platform. We discuss how you go from having a good idea to building a business. He recounts what he has learned over two decades of entrepreneurship. Plus, are you an Earner or an Investor? Find out in our community segment.

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195. Freedom! When to Say Goodbye to the 9 to 5 w/ Andy and Nicole Hill and Jen Smith

Mon, 22 Mar 2021 05:00:00 -0000

How do you know when it's time to leave the 9 to 5? Andy and Nicole Hill and Jen Smith talk to us about their freelance experience as well as owning their own businesses. They explain the ups and downs as well as the very real risks of leaving more stable forms of employment. Plus, a community segment. Are you an Earner or Investor?

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194. Bouncing Back When Life Throws You a Curveball w/ Nicole Mayer

Thu, 18 Mar 2021 05:00:00 -0000

Nicole Mayer is an advisor at Second Opinion Partners. After her experiences with a major health scare as well as a divorce, she realized that financial advising has to do with a lot more than just money. She shares her story as well as her wisdom. Plus, are you an Earner or Investor? Stick around to the end to hear our community segment.

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193. Why Where You Bank Matters w/ Gigi Hyland and Mike Schenk

Mon, 15 Mar 2021 05:00:00 -0000

Today we talk credit unions with Gigi Hyland and Mike Schenk and how they are different from other traditional banking establishments. Have you considered a credit union? Why not? Plus a new segment from the community. Are you an Earner or Investor?

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192. This Dating Coach Will Change Your Financial Future w/ Amin Lakhani

Thu, 11 Mar 2021 06:00:00 -0000

I talk with Amin Lakhani, The Dating Coach on Wheels, about dating, comedy, and financial independence. We discuss the challenges he faces because of his disability and how he has overcome them.

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191. Rethinking Your Real Estate Strategy: How One Couple Cut Out The Brokers and Middlemen w/ Steven Butala and Jill Dewit

Mon, 08 Mar 2021 06:00:00 -0000

For so long, I have been enamored with the idea of buying and selling land, but didn't know how. Today we discuss land flipping with Jill Dewit and Steven Butala from Land Academy. Plus, a second segment with Adam Carroll about funding college.

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190. How to Make Money in 2021: Cannabis and Small Business w/ Codie Sanchez

Thu, 04 Mar 2021 06:00:00 -0000

We talk with Codie Sanchez the managing director of Entourage Effect Capital, a private equity firm focused specifically on investing in the legalized cannabis industry, about how to make money in 2021. Her answer may surprise you!

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189. Celebrating Women's History Month w/ Amanda Holden, Angela Rozmyn, Lauren Boland, and Ericka Young

Mon, 01 Mar 2021 06:00:00 -0000

We celebrate Women's history month with Amanda Holden, Angela Rozmyn, Lauren Boland, and Ericka Young. We dive into politics, elections, COVID, and the recession. We highlight the highs and lows of the last two years.

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188. He Funded College and Medical School With Crypto, Should You? w/ Kayee Tong

Thu, 25 Feb 2021 06:00:00 -0000

Kayee Tong has made more money with crypto than most. In fact, he used it to pay for college and medical school. Join us for a next level discussion of cryptocurrencies and not only their use but also the way people make money off them. Plus, I close with a story about my speculative run at baseball cards as a kid.

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187. Doc G Interviews His Siblings About Money and Growing Up

Mon, 22 Feb 2021 06:00:00 -0000

Doc G invites his siblings on to talk about money and growing up. Do siblings perceive their financial upbringing in the same way? We discuss frugality, careers, and financial independence. Learn some of the backstory on how Doc G came to have the financial habits he now has.

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186. He Lost $50 Million and Thrived w/ Rod Khleif

Thu, 18 Feb 2021 06:00:00 -0000

Can you imagine losing $50 million? Rod Khleif watched his world shatter in the real estate bubble of 2008. Listen to this engaging episode where he describes how someone recovers from such a failure. Plus, a clip from my episode of The New Man Podcast with Tripp Lanier.

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185. Did Valentine's Day Break The Budget w/ Lindsay Bryan-Podvin, Adam Kol, and Jen Smith

Mon, 15 Feb 2021 06:00:00 -0000

Did Valentine's day break the budget? We discuss how to be both romantic and fiscally sound with Jen Smith, Lindsay Bryan-Podvin, and Adam Kol. Plus, a second segment with Chris from Inspire to Fire about paying off debt.

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184. Rewind: Never Ignore What Drives You w/ Joe Saul-Sehy and The Problem With Price Fixing w/ Joshua Sheats

Thu, 11 Feb 2021 06:00:00 -0000

In this rewind episode we talk about what motivates us with Joe Saul-Sehy from The Stacking Benjamins Podcast and a bonus segment with Joshua Sheats about COVID and the problem with price fixing.

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183. Why it's Never Too Late To Pursue Financial Independence (Rewind) w/ ESI Money and Women Who Money

Mon, 08 Feb 2021 06:00:00 -0000

In this rewind episode we talk with John from ESI Money and Vicki and Amy from Women Who Money about pursuing financial independence later in life. Being financially secure is not just for the young, it's also for the young at heart.

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182. This Episode Will Make You Dangerous w/Tripp Lanier

Thu, 04 Feb 2021 06:00:00 -0000

Today we talk to Tripp Lanier author of This Book Will Make You Dangerous and host of The New Man Podcast. We discuss the three fears all people face that hold them back as well as the difference between process vs end goal.

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181. Just Flip It, Flip It Good w/ Carl and Mindy Jensen

Mon, 01 Feb 2021 06:00:00 -0000

Have you ever considered doing a live in flip? We get the skinny on this particular flavor of house hacking with Carl from 1500 Days to Freedom and Mindy from The Bigger Pockets Money Show.

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180. Make Your Money Conversations less Awkward w/ Erin Lowry

Thu, 28 Jan 2021 06:00:00 -0000

Money conversations don't have to be awkward. I talk with Erin Lowry about her new book, Broke Millennial Talks Money. We discuss prenups, comparing salaries, and the dreaded estate planning talk with parents. Lots of great info here and scripts for these difficult topics.

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179. Pass it On, The Key to Wealth Transference w/ Jen Smith and Lori and Roger Gervais

Mon, 25 Jan 2021 06:00:00 -0000

Lori and Roger Gervais join Jen Smith and I to talk about their new book, Pass It On, and the concept of wealth transference. What legacy are you leaving for your children? We discuss modeling, teaching, and estate planning.

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178. How To Become a You Tube Passive Income Star w/ Erika Kulberg

Thu, 21 Jan 2021 06:00:00 -0000

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177. Civil and Financial Rights: MLK Day 2021 w/ Vicki Robin, Julien and Kiersten Saunders, and Natalie Torres Haddad

Mon, 18 Jan 2021 06:00:00 -0000

For me growing up and in college, MLK day was always a time to reflect and have difficult conversations. We continue this tradition today on Earn & Invest. Vicki Robin, Natalie Torres Haddad, and Julien and Kiersten Saunders wade into politics, civil and financial rights. What could go right?

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176. Are We ready to Talk About Money? w/ Alyssa Davies from Mixed Up Money

Thu, 14 Jan 2021 06:00:00 -0000

We talk gender specific money expectations, the presidential election, and money management in general with Alyssa Davies from Mixed Up Money. Also, a short segment with Alex Felice about the storming of the capitol and our current political and economic climate.

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175. Stop Fitting In w/ The Debt Free Guys

Mon, 11 Jan 2021 06:00:00 -0000

We discuss what it feels like to not fit in with David and John from The Debt Free Guys. They talk about their journey to discuss their finances openly in the gay community. They experienced coming out of the closet twice.

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174. Should your Investments Be Socially Responsible w/ Chris Mamula

Thu, 07 Jan 2021 06:00:00 -0000

Socially responsible index funds sound great in theory. Practically, however, is a whole different question. Are they worth investing in? Worth The extra cost. Chris Mamula did the research and answers these difficult questions. Plus, Earn & Invest 2020 wrap up.

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173. Screw Resolutions, Goals for 2021 w/ community members Wendy, Dan, Dustin, and Robert

Mon, 04 Jan 2021 06:00:00 -0000

Are New Year's Resolutions worthwhile anymore? Or should we be setting goals like any other time of the year. We discuss these weighty topics with community members Dan, Dustin, Wendy, and Robert. Plus a second segment with Amin Lakhani and throwing a FI (Financial Independence) speed dating event.

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172. Adventures In Opting Out w/ Cait Flanders

Thu, 31 Dec 2020 06:00:00 -0000

We discuss Cait Flanders new book Adventures in Opting Out. This has been a long time coming conversation about how and why we choose to Opt Out of certain parts of our lives and the fallout that may ensue.

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171. The Emotional, Financial, and Physical Impact of Mommying While Muslim w/ Zaiba Hasan and Uzma Jafri

Mon, 28 Dec 2020 06:00:00 -0000

Do you remember where you were when you first heard about 9/11? We discuss the emotional, financial, and physical impact of Mommying While Muslim with podcast hosts Zaiba Hasan and Uzma Jofri. Happy Holidays!

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170. The Fun Side of the Wall: Baby Boomer Retirement in Mexico w/ Travis Scott Luther

Thu, 24 Dec 2020 06:00:00 -0000

Have you ever thought of moving to Mexico? While in graduate school, Travis Scott Luther discovered a cohort of Baby Boomer expats in Mexico and decided to study them. The result was his book, The Fun Side of the Wall. Happy Holidays! I hope you enjoy.

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169. 2020: The Good, The Bad, and The Ugly w/ Joe Saul-Sehy and Jen Smith

Mon, 21 Dec 2020 06:00:00 -0000

Joe Saul-Sehy and Jen Smith join me today for a recap of 2020. We discuss the good, the bad, and the ugly as well as speculate for what is coming in 2021. Take a listen to our end of year thoughts. Happy New Year!

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168. Know Yourself, Know Your Money w/ Rachel Cruze

Thu, 17 Dec 2020 06:00:00 -0000

We discuss with Rachel Cruze the role of mindset above tactics in personal finance and what it was like to grow up in the Ramsey household. Plus, a second segment with Ashley Barnett regarding blogging and her her platform Hit Publish.

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167. Virtual (In)Sanity w/ Marcus Garrett, Margy Feldhuhn, and Stacy B

Mon, 14 Dec 2020 06:00:00 -0000

How are you managing your virtual world as 2020 ends? We discuss with Marcus Garrett, Margy Feldhuhn, and Stacy Bahrenfuss how this year has seen incredible changes in the way we interact with the rest of the world online.

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166. Is Wealth Enough (Rewind)? Featuring Vicki Robin, Grant Sabatier, Jim Dahle, and Rock Thomas

Thu, 10 Dec 2020 06:00:00 -0000

In this rewind episode we jump head first into a conversation about the meaning of wealth, the definition of enough, and even touch on our natural resources. Featuring Vicki Robin, Grant Sabatier, Jim Dahle, and Rock Thomas.

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165. Do You Misjudge Risk (Rewind)? w/ Carl Jensen, Todd Tresidder, Big ERN, and Steve Adcock

Mon, 07 Dec 2020 06:00:00 -0000

In this rewind episode we dive deep into understanding risk. We discuss safe withdrawal rates, sequence of returns, and bear markets with Todd Tresidder, Carl Jensen, Big ERN, and Steve Adcock. Plus a new short segment about being in the arena.

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164. Year End Tax Moves That Count w/ Sean Mullaney The FI Tax Guy

Thu, 03 Dec 2020 06:00:00 -0000

It's that time of year again. What are the tax moves that count as we close out 2020 and move towards 2021. Sean Mullaney, The FI Tax Guy, gives us some tips of what to do and what not to do at the end of the year.

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163. Supercharge Your Retirement and Make Millions More w/ Paul Merriman and Richard Buck

Mon, 30 Nov 2020 06:00:00 -0000

Paul Merriman and Richard Buck come on to discuss their new book and teach how to use their12 steps to supercharge our retirements and introduce a new portfolio: two funds for life.

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162. Self Worth and How To Escape Bartending w/ Dani Fattizzi

Thu, 26 Nov 2020 06:00:00 -0000

Bartending can be lucrative and has a glamorous portrayal in our cultural. We discuss with Dani Fattizzi how lack of self worth lured her into this unhealthy world. Plus, I talk about why I am thankful this Thanksgiving.

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161. Is Keeping It Simple The Answer? w/ Joel and Matt from How To Money

Mon, 23 Nov 2020 06:00:00 -0000

Joel Larsgaard and Matt Altmix from How To Money join me to talk about how to keep it simple in your path to financial security. Plus, Dave from Accidental FIRE celebrates his three year blog anniversary.

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160. Why You Should Own a Franchise w/ Lance Graulich

Thu, 19 Nov 2020 06:00:00 -0000

Have you ever considered buying into a franchise? How does it work? How do you decide which franchise is right for you? Listen as Lance Graulich, the franchise whisperer, describes how to get involved.

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159. What You Need To Know About Alternative Investments w/ Jonathan Medved, Michael Wenner, and Lauren Cohen

Mon, 16 Nov 2020 06:00:00 -0000

What do you need to know about alternative investments? What is the difference between investment and speculation? Find out as we talk to Jonathan Medved of Ourcrowd, Michael Wenner of Masterworks, and Lauren Cohen Esq of e-Council inc.

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158. Celebrating Our Community, Special Veteran's Day Episode

Thu, 12 Nov 2020 06:00:00 -0000

This is a special Veteran's Day episode featuring our own community members: Anne, Brandon, Stephen, and Dan. We talk about why they joined the military and what Veteran's Day Feels like for them.

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157. What's Your Excuse? w/ Chris Hogan Author of Everyday Millionaires

Mon, 09 Nov 2020 10:49:00 -0000

Chris Hogan and I dive into what it takes to become a millionaire today. Is the path open to everyone? Plus I get interviewed by Jennifer Mah regarding two years of Earn & Invest.

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156. Broke Busted and Disgusted w/ Adam Carroll

Thu, 05 Nov 2020 06:00:00 -0000

Documentary filmmaker Adam Carroll and I tackle student debt and delve into why America's youth look at wealth like monopoly money. Plus a second segment where I answer and emailers question about his wife's career transition.

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155. Is Early Retirement Getting a Bad Name? w/ A Purple Life, Retire by 45, and Rachel Richards

Mon, 02 Nov 2020 06:00:00 -0000

Almost everyone I know is a staunch supporter of financial independence. But is early retirement getting a bad name? We discuss/defend the concept with A Purple Life, Retire by 45, and Money Honey Rachel.

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154. What My Dad Taught Me About Happiness and Money w/ Paul Ollinger

Thu, 29 Oct 2020 05:00:00 -0000

In this episode we discuss with Paul Ollinger the recent death of his father and what he learned from him about money and happiness. Plus at the end of the episode I discuss my podcasting/interviewing role model.

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153. How To Live In the Zone Every Day w/ Jason and Pili Yarusi

Mon, 26 Oct 2020 05:00:00 -0000

We discuss with Jason and Pili Yarusi from The Jason and Pili Project how they live in the zone every day. And they do it joyfully. Plus a bonus segment with Diania Merriam about her upcoming webinar.

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152. Confessions of a Day Trader w/ Jerremy Newsome

Thu, 22 Oct 2020 05:00:00 -0000

We discuss the controversial subject of day trading with Jerremy Newsome from reallifetrading.com. Hold on tight, his arguments make a lot more sense than you would expect. See if this episode changes your mind.

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151. The Recession is Over, Why Are We Not Celebrating? w/ Rick Ferri, Karsten Jeske, and Jen Smith

Mon, 19 Oct 2020 05:00:00 -0000

We just experienced possibly the shortest recession in recent history. We discuss with Rick Ferri, Karsten Jeske, and Jen Smith the surprising consequences. You might just be surprised by our conclusions.

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150. Should I Stay or Should I Go? w/ Grumpus Maximus

Thu, 15 Oct 2020 05:00:00 -0000

Grumpus Maximus answers one of the most difficult questions: should I stay or should I go when it comes to waiting for a pension. Plus a short segment with Vazul Hites on looking for a job post college graduation in a time of COVID.

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149. Retirement: When The Real Work Begins w/ Grant Sabatier and Millennial Revolution

Mon, 12 Oct 2020 05:00:00 -0000

We discuss with Grant Sabatier author of Financial Freedom and Bryce and Kristy from Millennial Revolution what life looks like after retirement. Plus, a second segment with Dennis from Full Time Finance about selling a house during the COVID pandemic.

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148. The Future of Financial Independence (Rewind) with JL Collins

Thu, 08 Oct 2020 05:00:00 -0000

In this rewind episode JL Collins talks legacy, recession, and the future of financial independence live from Kibanda in Wisconsin. Recorded preCOVID, his words ring true today in the midst of recession.

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147. Why Haven't You Started a Business Already (Rewind) w/ Mad FIentist, Jim Wang, and Waffles on Wednesday

Mon, 05 Oct 2020 05:00:00 -0000

This rewind episode is a discussion on whether you should start a small business on your path to financial freedom. The answer might surprise you! Featuring Brandon from The Mad Fientist, Jim Wang from WalletHacks, and Mr. and Mrs. WoW from Waffles on Wednesday

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146. When Your Job Is Just Not That Into You w/ Piggy from Bitches Get Riches (Adult Language)

Thu, 01 Oct 2020 05:00:00 -0000

What happens when your job is just not that into you? Piggy from Bitches Get Riches talks about being fired from her corporate publishing job and how it effected her sense of identity. She also shares the economic impact.

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145. How to Live Your Legacy Now w/ Rob and Reshawn Lee

Mon, 28 Sep 2020 05:00:00 -0000

Rob and Reshawn Lee from Learn Hustle Grow discuss how to build a legacy for yourself and your children. Hear how they both rose from meager financial means to successful entrepreneurs. Plus a segment with John from ESI Money about the Millionaire Money Mentors program.

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144. Winning To Wealth w/ Michael Lacy

Thu, 24 Sep 2020 05:00:00 -0000

How do we evolve in our path to wealth and financial security? Michael Lacy of Winning to Wealth shares with us his journey and how his goals and dreams have shifted.

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143. Powerful Relationships: Leveraging The Right People w/ Nii and Renee Darko

Mon, 21 Sep 2020 05:00:00 -0000

This is a powerful episode about leveraging relationships with dynamic couple Nii and Renee Darko. Plus, a short segment with Jessica from The Fioneers about the concept of Slow FI (Financial Independence).

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142. How 2020 is Different w/ Jean Chatzky

Thu, 17 Sep 2020 05:00:00 -0000

We discuss with Jean Chatzky how 2020, the pandemic, the recession, and social upheavel have affected the plight of women in the workforce and society. Plus a short segment with Tori Dunlap about going viral on TikTok.

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141. Time to Dump City Living? w/ Farnoosh Torabi, Jamila Souffrant, Bobbi Rebell, and Cathleen Hutchins

Mon, 14 Sep 2020 05:00:00 -0000

Why settle down in a high cost of living area? Farnoosh Torabi, Jamila Souffrant, Bobbi Rebell, and Cathleen Hutchins discuss the pros and cons of living in New York and Hawaii.

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140. Confessions of a FIRE Skeptic w/ Christine Benz

Thu, 10 Sep 2020 05:00:00 -0000

We discuss the FIRE (Financial Independence/Retire Early) movement with a former skeptic. Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com.

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139. How We're Surviving 2020 w/ Stephen Chen, David Blobaum, Jolene Unland, and Bill Yount

Mon, 07 Sep 2020 05:00:00 -0000

We survey our community to delineate how they are surviving 2020 with all the ups and downs we have already encountered this year. Featuring Stephen Chen, Jolene Unland, Bill Yount, and David Blobaum. Plus a short segment with Vincent Pugliese about his new venture The Youth Entrepreneur School.

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138. Programming Your Mind For Wealth w/ Life Outside The Maze

Thu, 03 Sep 2020 05:00:00 -0000

Is optimism the key? We talk to Chris from Life Outside The Maze about the benefits of positive thinking including success, health, and wealth. Plus, a short clip of my interview with Grant Sabatier of The Financial Freedom Podcast.

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137. How Winning at Sport Became Winning at Wealth featuring Lauryn Williams, Chad Carson, and Sunitha Rao

Mon, 31 Aug 2020 05:00:00 -0000

What did these winners learn from losing? Lauryn Williams, Chad Carson, and Sunitha Rao talk about how being involved in college and Olympic level athletics changed their financial trajectories.

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136. Breaking Through w/ Brent Lacey

Thu, 27 Aug 2020 05:00:00 -0000

How do we break through our limiting beliefs? Brent Lacey of The Scope Of Practice Blog and Podcast leads us through this tricky subject. Plus a short segment with John Stoj about starting a podcast.

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135. Why Your Man Is a Financial Tornado w/ Brad and Ted Klontz, and Jen Smith

Mon, 24 Aug 2020 05:00:00 -0000

If you ever wanted to know why the men in your life (or you for that matter) make the financial decisions you do, listen to Brad and Ted Klontz, and Jen Smith discuss this fascinating topic.

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134. Secrets That Will Make You a Millionaire w Clark Sheffield and Jace Mattinson

Thu, 20 Aug 2020 05:00:00 -0000

What is the secret to being part of the seven figure net worth club? Jace Mattinson and Clark Sheffield enlighten us with the lessons they have learned as hosts of the Millionaires Unveiled podcast. Plus, a short segment with Paul Thompson about the ups and downs of real estate investing during a pandemic.

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133. Money, Mental Health, and Hope w/Melanie Lockert, Wendy Mays, Diania Merriam, and Jennifer Mah

Mon, 17 Aug 2020 05:00:00 -0000

These amazing guests talk of their struggles with mental and financial health. As both content producers and consumers, Jennifer Mah, Melanie Lockert, Wendy Mays, and Diania Merriam provide us hope that we can get wrangle both our minds and money into shape.

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132.The Secret To Confidence Without Arrogance w/ Felipe Mejia

Thu, 13 Aug 2020 05:00:00 -0000

How do you master confidence without arrogance? Felipe Mejia and I tackle this important concept and delve into his success in real estate and life.

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131. Will Healthcare Costs Kill Your Early Retirement Plans? Live From Camp Mustache w/Lynn Frair, Rosemary Fotheringham, and Jackie Cummings Koski

Mon, 10 Aug 2020 05:00:00 -0000

Is healthcare the great financial independence retire early killer? We discuss this tough topic with Lynn Frair, Rosemary Fotheringham, and Jackie Cummings Koski. Plus a short segment with Dan Huffman about leaving the armed forces.

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130. Retiring Is For Losers! w/ Angela Rozmyn, Abandoned Cubicle, The Fioneers, and Lynn Marie Morski

Thu, 06 Aug 2020 05:00:00 -0000

Maybe retiring is the wrong idea. In this rewind episode we discuss with Angela Rozmyn, Abandoned Cubicle, Jessica from The Fioneers, and Lynn Marie Morski alternatives to retiring early.

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129. How Dare You Call Yourself A Money Expert! w/ Jamila Souffrant, Whitney Hansen, The Physician Philosopher, and Root of Good

Mon, 03 Aug 2020 05:00:00 -0000

In this rewind episode we discuss what it takes to be considered expert enough to become a money coach. Featuring Jamila Souffrant, Whitney Hansen, The Physician Philospher, and Root of Good.

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128. You can Destroy Student Loan Debt w/ Travis Hornsby

Thu, 30 Jul 2020 05:00:00 -0000

Travis Hornsby of The Student Loan Planner teaches how to destroy educational debt and the rippling effects of legislation related to the COVID Pandemic.

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127. Why Now Is The Time To Start Your Business w/ Vital Dollar, George Kurtyka, and Ariana Sylvester

Mon, 27 Jul 2020 05:00:00 -0000

We discuss starting a business in a time of COVID with Marc from Vital Dollar, George Kurtyka, and Ariana Sylvester. Plus, a short segment with Kiersten and Julien Saunders regarding their new show Money on the Table.

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126. How to Align Your Passion and Talent w/ Dana Corriel

Thu, 23 Jul 2020 05:00:00 -0000

How do you align your passion and talent? Dana Corriel found that being a physician no longer filled her cup. She describes how she decided to delve into social media and content creation. Plus a short segment with The Vigilante about disagreeing on the internet.

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125. Is Saving For Retirement Money Jail? w/Jen Smith, Tina Kilroy, and Sarah Holden

Mon, 20 Jul 2020 05:00:00 -0000

In this episode I chat with Sarah Holden and Tina Kilroy from the Investment Company Institute and Jen Smith from the Modern Frugality Blog about the state of retirement savings in the midst of the COVID-19 pandemic. Plus Rich Jones from Paychecks & Balances talks about his dry July.

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124. Don't Let Money Kill Your Marriage w/ Adam Kol, Jen Smith, and Lindsay Bryan-Podvin

Thu, 16 Jul 2020 05:00:00 -0000

Money issues are one of the biggest reasons couples fight and eventually get divorced. In this episode Adam Kol, Jen Smith, and Lindsay Bryan-Podvin discuss how to manage conflict. Plus, a segment with JL Collins on the anniversary of The Simple Path To Wealth.

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123. Mr. Money Mustache On COVID (and the Notorious Tweet)

Mon, 13 Jul 2020 05:00:00 -0000

In this episode we discuss with Pete Adeney a tweet of his about COVID that has sparked controversy and an outcry in the personal finance community. Also, a short segment with Jim from Route to Retire on his harrowing journey back from Panama.

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122. Why You're Retiring Too Early. There Is No Finish Line w/ Meyer Feldberg

Thu, 09 Jul 2020 05:00:00 -0000

Meyer Feldberg has achieved much in his life including becoming the dean of the business school at Columbia University for three five year terms. We discuss his life and his new book No Finish Line. Plus a bonus segment about athletics and COVID with Sunitha Rao and Lauryn Williams.

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121. Sink or Swim? How to Weather Financial Storms w/ Gwen Merz, Jessica Garbarino, and Military Dollar

Mon, 06 Jul 2020 05:00:00 -0000

How do we weather these financial storms? We have a candid talk with Gwen Merz, Jessica Garbarino, and Military Dollar about past financial mistakes and how to survive the current recession.

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120. Are You a High Earner but Not Rich Yet? Why? w/ Gideon Drucker

Thu, 02 Jul 2020 05:00:00 -0000

The H.E.N.R.Y syndrome has been used to describe young high earners who are not able to accumulate wealth. In this episode, we discuss with financial advisor Gideon Drucker his book How To Avoid H.E.N.R.Y Syndrome.

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119. Trapped In Italy: When The Nomadic Life Goes Awry w/ Our Freedom Years

Mon, 29 Jun 2020 05:00:00 -0000

Stephanie and Gillian were living their best lives travelling Europe in early retirement when the Corona pandemic hit, and they found themselves sheltering in place in one of the most dangerous regions. What happens when the nomadic life goes awry?

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118. How Postpartum Depression Taught Her About Vulnerability w/ Elizabeth Thames

Thu, 25 Jun 2020 05:00:00 -0000

Elizabeth Thames (Frugalwoods) espouses both strength and vulnerability in such fundamental ways. In this episode we discuss, among other things, her bout with postpartum depression and how she has grown over the years.

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117. Falling Out of Financial Independence w/ Full Time Finance, Rick McGinley, Chief Mom Officer, and Brett Guinto

Mon, 22 Jun 2020 05:00:00 -0000

On this episode we discuss with Full Time Finance, Chief Mom Officer, Rick McGinley, and Brett Guinto about falling out of financial independence during a recession and whether it matters.

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116. How To Fight Injustice as a non person of color w/ Tanja Hester

Thu, 18 Jun 2020 05:00:00 -0000

In this very important episode I talk to Tanja Hester (author of Work Optional: Retire Early The Non Penny Pinching Way) about how non people of color can fight injustice, racism, sexism, and bias in our society.

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115. How Not To Screw Up Your Kids w/ Doug Nordman and Carol Pittner

Mon, 15 Jun 2020 05:00:00 -0000

In this episode we have Doug Nordman and Carol Pittner on to discuss their upcoming book Raising Your Money-Savvy Kids For Next generation Financial Independence. Also, a short segment with listener Patrick about finding meaning and purpose once finances are settled.

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114. Becoming a Wealthy Gardner w/ John Soforic

Thu, 11 Jun 2020 05:00:00 -0000

Today we discuss wealth, mindset, and habit with author of The Wealthy Gardner John Soforic. Plus, a short segment with Alex Felice on his recent pictorial of the latest protests in Fayetteville North Carolina.

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113. Homeschooling Is For Weirdos (w/ Dustin Heiner and Dawn Baker)

Mon, 08 Jun 2020 05:00:00 -0000

Homeschooling is no longer just for weirdos. Indeed Dustin Heiner and Dawn Baker have found this the best way to educate their children. Plus, a special segment with Steve Adcock about reading the tea leaves and forecasting the future.

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112. Retire By 40, Back To Work By 50? w/ Joe Udo

Thu, 04 Jun 2020 05:00:00 -0000

On this rewind episode we interview Joe Udo about blogging, retiring by forty, and being the caregiver for his mother. At the very end of this episode, I say a few words about what is happening in our world right now.

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111. While Money Won't Make You Happy, Here's What Will w/Jillian Johnsrud, Anthony Ongaro, The Good Life Guys

Mon, 01 Jun 2020 05:00:00 -0000

Money nor financial independence will make you happy. On this rewind episode we discuss with Jillian Johnsrud, Anthony Ongaro, and Steve from The Good Life Guys what will. New intro and discussion.

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110. They Early Retired At The Worst Time w/Leif and Rayce Dahleen from Ohysician on FIRE

Thu, 28 May 2020 05:00:00 -0000

Leif and Rayce early retired right before the onset of a pandemic and likely global recession. It's been eight months now, How are they doing? Do they regret their choice?

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109. LatinX Finance w/ Jen Hemphill and Diego Corzo

Mon, 25 May 2020 05:00:00 -0000

What's it like financially to grow up in America Latino? We discuss with Jen Hemphill and Diego Corzo the ramifications it has had on their lives. Plus a discussion about the future of work at home.

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108. Does Simplicity Beat Minimalism? (w/ Rose Lounsbury)

Thu, 21 May 2020 05:00:00 -0000

Rose Lounsbury began here journey with minimalism but has evolved into a simplicity coach. What is the difference? Tune in to find out more. Plus a short monologue about social media and listening to opinions that don't match your own.

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107. Before Moving For Money, Consider This w/ Scott and Taylor Rieckens and Tonya Stumphauzer

Mon, 18 May 2020 05:00:00 -0000

Should you move from a high cost of living area to a low cost of living one. The decision is more complicated than you might think. Featuring Scott and Taylor Rieckens (Playing With FIRE Documentary) and Tonya Stumphauzer (Budget and the Beach).

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106. Debt, Depression, and Suicide Prevention w/ Melanie Lockert

Thu, 14 May 2020 05:00:00 -0000

There is a strong link between mental and financial health. On this episode we discuss with Melanie Lockert dealing with debt and the depression that it caused her. Plus, a short segment with Bradley Rice regarding Salesforce.

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105. Real Estate SmackDown! (w/ Zeona McIntyre, Paul Thompson, and Veena Jetti)

Mon, 11 May 2020 05:00:00 -0000

Which flavor of real estate is best? Best for you? In this smackdown episode we discuss some of the different ways people get involved in this asset class above and beyond basic landlording with Zeona McIntyre, Paul Thompson, and Veena Jetti.

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104. Which Greek God Will Make You Wealthy (w/ Harlan Landes)

Thu, 07 May 2020 05:00:00 -0000

In this episode we discuss the difference between Zeus and Plutus when it comes to wealth building with Harlan Landes. Plus, my talk taped live from the Econome Conference.

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103. The Most Important Financial Book You Haven't Discovered Yet (w/ MK Williams and Dave Mason)

Mon, 04 May 2020 05:00:00 -0000

If you haven't heard of financial independence fiction yet, than you're in for a treat. Authors MK WIlliams (Enemies of Peace) and Dave Mason (The Cash Machine) discuss this new genre of personal finance book and why it is important. Plus a short segment from Ericka Young from Tailor-Made Budgets about straightening out your finances in a time of Corona.

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102. The Traits That Make You Unstoppable (w/ Amanda Abella)

Thu, 30 Apr 2020 05:00:00 -0000

Amanda Abella helps entrepreneurs who are hell bent on success. In this episode we discuss how to pivot and succeed in this most difficult time. She is a master of the art of relentless. Plus a bonus segment with Dave from Accidental FIRE about going viral.

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101. Are YOU The Problem? w/ Matt Hall, Katie Brewer, and Joseph Hogue

Mon, 27 Apr 2020 05:00:00 -0000

Behavioral investing choices often lead to disorganized portfolios and poor returns. How do we overcome our proclivity to make bad decisions? This week we discuss this very topic with Matt Hall, Katie Brewer, and Joseph Hogue. Also a bonus segment with David Blobaum of Summit Prep on thriving during quarantine.

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100. Learning From The Contrarians In Your Life w/ Kenji Asakura and Letizia Alto and Some Thoughts on Turning 100!

Thu, 23 Apr 2020 05:00:00 -0000

The Earn & Invest Podcast turns 100! We start the show off with Kenji and Letizia from Semi-Retired MD. What can you learn from the contrarians in your life? Directly following, Doc G waxes philosophical about reaching a major podcasting milestone and says thank you.

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99. Coming Out of the Financial Closet w/ Travis Shakespeare and Modern FImily and More on Board Games w/ Brad Barrett

Mon, 20 Apr 2020 05:00:00 -0000

What does it feel like coming out of the financial closet? We ask Travis Shakespeare, Nic, and Court about the LGBTQ+ community and personal finance. Plus Brad Barrett discusses episode 93 on board games.

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98. Never Ignore What Drives You w/ Joe Saul-Sehy and The Problem With Price Fixing w/ Joshua Sheats

Thu, 16 Apr 2020 05:00:00 -0000

We talk about what motivates us with Joe Saul-Sehy and a bonus segment with Joshua Sheats about COVID and the problem with price fixing.

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97. Speak Up and Be Heard w/ Jillian Johnsrud, Nisha Mehta, and Grant Baldwin

Mon, 13 Apr 2020 05:00:00 -0000

Have you ever thought of becoming a public speaker? Jillian Johnsrud, Nisha Mehta, and Grant Baldwin chat about this lucrative opportunity to spread your message. Also a bonus segment with Dan Huffman about the ever important emergency fund.

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96. Redefining Friendship w/ Josh Overmyer and COVID & The Democratization of Social Media w/ Paul Desmond Adams

Thu, 09 Apr 2020 05:00:00 -0000

Josh Overmyer talks with us about redefining friendship and finding his place in the personal finance community. Plus a bonus segment with Paul Desmond Adams who has presenting daily COVID data in a very interesting way on Facebook.

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95. Making Less In To More w/ Rose Lounsbury, Jackie Cummings Koski, and Justin Pogue

Mon, 06 Apr 2020 05:00:00 -0000

How to not only survive but thrive on less. Rose Lounsbury, Jackie Cummings Koski, and Justin Pogue help us understand the power of less. We discuss the minimalism/materialism divide.

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94. Divorcing Corporate America w/Kiersten Saunders and Alex Felice Talks COVID Unfiltered

Thu, 02 Apr 2020 05:00:00 -0000

Kiersten Saunders of rich & REGULAR talks leaving corporate America and joining her husband in the wonderful world of self employment. In a bonus segment, Alex Felice discusses COVID and the real estate market (unfiltered).

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93. Split Episode: Board Games/COVID-19 Dispatches From The Field

Mon, 30 Mar 2020 05:00:00 -0000

This split episode is two separate conversations. The first is a discussion about board games and personal finance with William McVey, Cindy Tsai, and Seonwoo Lee. The second is an update on COVID-19 from some clinicians in the field featuring Naseema McElroy and Lynn Frair.

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92. Surpassing Your Dreams For Something Better w/ Vincent Pugliese

Thu, 26 Mar 2020 05:00:00 -0000

What's better than reaching your dreams? Achievement only takes you so far. Listen to Vincent Pugliese author of Freelance To Freedom give us a PhD level class on community. Plus a bonus segment on COVID and conferences with Diania Merriam.

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91. Coronavirus and Rebounding From Your Worst Financial Mistakes w/ Jennifer Mah, Holly Grosvenor, and Disha Spath

Mon, 23 Mar 2020 05:00:00 -0000

In this episode we briefly discuss the effects of the Corona Virus on the personal finance community before jumping into our worst financial mistakes. Join Jennifer Mah, Holly Grosvenor, and Disha Spath for this heart felt and difficult conversation. Plus a bonus segment about falling out of financial independence with Jessica Garbarino.

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90.Are We Overreacting? JL Collins Interviews Doc G on COVID-19

Sun, 22 Mar 2020 05:00:00 -0000

JL Collins author of The Simple Path To Wealth takes over the podcast and interviews Doc G about his views on COVID-19. Is it much ado about nothing? I think not.

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89. Tested By Financial, Physical, and Emotional Devastation w/ Refined By FIRE

Thu, 19 Mar 2020 05:00:00 -0000

In this episode Refined By FIRE opens up about his story of being tested financially, physically, and emotionally by life circumstances. This unbelievable story highlights the incredible strength of human character.

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88. Losing Your Financial Way and Finding It On El Camino w/Cory Fawcett, Diania Merriam, and Bianca DiValerio

Mon, 16 Mar 2020 05:00:00 -0000

Cory Fawcett, Diania Merriam, and Bianca DiValerio have all done something that most of us have not...walked the sacred pilgrimage of Santiago de Compostella. Hear how it affected their lives and their paths to financial freedom.

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87. The Keep It Simple Startup w/ Rob Phelan

Thu, 12 Mar 2020 05:00:00 -0000

The keep it simple startup. How to build a business soup to nuts with the writer of The Simple Startup, Rob Phelan. We discuss why and how to go about starting a basic business.

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86. Can A Conference Change Your Life? Discussing Financial Freedom w/Cody Berman, Grant Sabatier, and PT Money

Mon, 09 Mar 2020 05:00:00 -0000

Can a conference change your life? Grant Sabatier, Cody Berman, and PT Money sure are going to try. The Financial Freedom Conference features over 50 speakers over two days in St Louis Missouri May 1st-3rd 2020. Listen to the exciting details.

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85. Stop Being A Mindless Millionaire w/ Leisa Peterson

Thu, 05 Mar 2020 06:00:00 -0000

Leisa Peterson, author of The Mindful Millionaire, helps us traverse the maze of limiting beliefs and the scarcity mindset. We talk about how our brains get in the way of attaining true wealth.

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84. Will Moving to Canada Fix My Finances? w/Bob Lai, Tom Drake, and Chrissy

Mon, 02 Mar 2020 06:00:00 -0000

In this episode we debate the financial differences between living in Canada and the US with Canadian Blogger/podcasters Tom Drake, Bob Lai, and Chrissy. The Answer may surprise you. Also a bonus segment with Jessica Garbarino.

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83. When Financial Freedom Stops Being About Money w/ Scott Trench

Thu, 27 Feb 2020 06:00:00 -0000

We hear it said all the time: "It's not about money!" But sometimes this sounds unrealistic. Especially in the beginning, dollars and cents matter. However, as time goes on, financial freedom becomes less about your specific finances. We walk down this path with Scott Trench of Bigger Pockets and the the bestselling book Set For Life.

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82. Are All Teachers Poor? w/ The Millionaire Educator, Frogdancer Jones, and Educator FI

Mon, 24 Feb 2020 06:00:00 -0000

Are teachers poor? Can they reach financial independence. We discuss the fascinating topic of how education is not a bad path to financial independence with The Millionaire Educator, Frogdancer Jones, and Educator FI.

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81. When Financial Independence Isn't Enough, You take An Unexpected Gap Year w/ Ashleigh Evans + bonus material with The Wealth Hound

Thu, 20 Feb 2020 06:00:00 -0000

In this episode, we discuss with Ashleigh Evans her unexpected gap year, mental health issues, and how sometimes financial independence just isn't enough. Plus Jason from The Wealth Hound and The Everyday Money Show discusses a recent episode.

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80. The Problem With Lookin Out For Mom and Dad w/ Cameron Huddleston, Jen Smith, Stephen Chen, and Doug Nordman

Mon, 17 Feb 2020 06:00:00 -0000

What happens when your financial future is put in jeopardy by your parents? We discuss how to talk to parents about financial issues in the midst of aging, health care crises, and sometimes poor decision making. Featuring Cameron Huddleston, Jen Smith, Stephen Chen, and Doug Nordman.

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79. Getting Past "I Can't" w/ Alan Donegan

Thu, 13 Feb 2020 06:00:00 -0000

Alan Donegan is creator of Pop Up Business School and helps us understand how to get past "I Can't" on this one on one interview.

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78. Are Kids Holding You Back w/ The Stealthy Rich and Karen Cordaway and bonus segment with Financial Mechanic

Mon, 10 Feb 2020 06:00:00 -0000

In this episode we dive into kids and whether they are hampering our financial journey. Featuring The Stealthy Rich and Karen Cordaway. Also, bonus material with Financial Mechanic with a continuation of our ask me anything episode.

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77. Doc G Bares All w/ Justin Taylor, Financial Mechanic, and Trip Of a Lifestyle

Thu, 06 Feb 2020 06:00:00 -0000

In this, ask me anything episode, Doc G submits himself to the questions of a group of Facebook Group members including Justin Taylor of The FI Show, Financial Mechanic, and Steven and Lauren from Trip Of A Lifestyle. And Doc G asks some questions back.

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76. God and Money w/ Joshua Sheats, Emily Guy Birken, and Pastor FI, and

Mon, 03 Feb 2020 05:00:00 -0000

How does our understanding of religion and God play a role in our finances. We explore this fascinating topic with Joshua Sheats of Radical Personal Finance, Emily Guy Birken, and Pastor FI.

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75. Making Your Money More Impactful w/ Tim Huebsch

Thu, 30 Jan 2020 06:00:00 -0000

How do you create the most impact in your community? Tim Huebsch has used his financial knowledge to create meaningful change through volunteerism, angel investing, and philanthropy through endowed scholarships.

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74. Do You Dare Drawdown? w/ Amy and Tim Rutherford and Bob and Amy Haines

Mon, 27 Jan 2020 06:00:00 -0000

Do you dare drawdown? While most of us are stuck in the accumulation phase, Amy and Tim Rutherford (Go With Less) and Bob and Amy Haines are boldly going where most of us fear. Early retirement and asset decumulation. Hear their fascinating stories.

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73.5 Tragedy And The Stories We Tell Ourselves w/ Julie M

Thu, 23 Jan 2020 06:00:00 -0000

What stories do we tell ourselves about our lives to make it bearable? How do we mold the past to not only survive but succeed? In this episode we discuss with Julie M tragedy and how it has impacted her relationship to finances.

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73. Finding Your Ride or Die Community w/ Rich Jones and Marcus Garrett of Paychecks and Balances

Mon, 20 Jan 2020 06:00:00 -0000

How do you find a community in today's digital world? Marcus Garrett and Rich Jones from Paychecks and Balances join me to discuss podcasting, blogging, and community building.

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72. Is Your Next Financial Guru a Young Woman? W/ Tori Dunlap, A Purple Life, and Financial Mechanic

Mon, 13 Jan 2020 06:00:00 -0000

Episode 72 asks a provocative question... Are young women the new face of the financial independence community?

We have 3 young female bloggers who are taking the Internet by storm and displace the common stereotype that everyone interested in fi is a white, male engineer or a high income earning doctor.

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71.5 JL Collins On Not Having A Legacy

Thu, 09 Jan 2020 06:00:00 -0000

JL Collins, Godfather of the financial independence movement, opens up about KIbanda, Chautauqua, and having a legacy. This episode was recorded live from Kibanda.

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71. Is Geoarbitrage An Option? w/Route to Retire and Our Rich Journey

Mon, 06 Jan 2020 06:00:00 -0000

In Episode 71 we talk with two different couples who have retired early and moved abroad. Could geoarbitrage be a winning strategy for your early retirement plans?

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70. A Couple of Bitches Did It, Can You? w/Bitches Get Riches, Steve Stewart, and Pete Mcpherson

Mon, 30 Dec 2019 06:00:00 -0000

We discuss what's involved in starting a podcast in 2020 from several guests with varying levels of experience and expertise. Even if you don't plan on creating a blog you'll still double over laughing and thoroughly enjoy this conversation with Pete from Do You Even Blog, Kitty and Piggy from Bitches Get Riches, and Steve Stewart.

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69. Is it too late to start your path to Financial Independence? w/ ESI Money, Life Zemplified, and Women Who Money

Mon, 23 Dec 2019 07:00:00 -0000

Did you hear about Financial Independence too late? We don't think so. Our guests each talk about how they discovered this community much later in life and how you can start no matter your age. Featuring:

John from ESI Money

Amy from Life Zemplified

Vicki from Women Who Money

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68. Reinventing Yourself w/ Joe Saul Sehy, Bobbi Rebell, Julien Saunders, and Whitney Hansen

Mon, 16 Dec 2019 07:00:00 -0000

In Episode 68 we have four guest panelists who help us explore the concept of reinventing yourself.

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67. The Great Healthcare Debate w/Dollar Revolution, Lynn Frair, Boomer Benefits, and The Frugal Engineers

Mon, 09 Dec 2019 07:00:00 -0000

Today we tackle the tricky topic of healthcare and how the cost of health insurance and medical expenses may be a hindrance to your financial independence plans. We have a guest panel of experts to help us tackle the question and help you create a personalized plan.

Our guest panelists are:

Dillon from Dollar Revolution

Lynn Frair from Nurse Numbers

Danielle from Boomer Benefits

Kim from The Frugal Engineers

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66. Curate This! w/ JD Roth and Jim Wang

Mon, 02 Dec 2019 07:00:00 -0000

Featuring Jim Wang and JD Roth from Apex Money Blog. Why start a curation based website?

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65. Is Wealth Teachable? w/ Vicki Robin, Grant Sabatier, Rock Thomas, and Jim Dahle

Mon, 25 Nov 2019 07:00:00 -0000

Panel members: Vicki Robin, Grant Sabatier, Rock Thomas, and Jim Dahle.

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CampFi Southwest 2019 Live

Thu, 21 Nov 2019 07:00:00 -0000

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64. Top Line Revenue vs. Frugality w/ Amanda Abella, Brian Eufinger, and Veena Jetti

Mon, 18 Nov 2019 07:00:00 -0000

Panel Members: Amanda Abella, Veena Jetti, and Brian Eufinger.

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63. Alternatives to Early Retirement w/ The Fioneers, Angela Rozmyn, Abandoned Cubicle, and Lynn Marie Morski

Mon, 11 Nov 2019 07:00:00 -0000

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62. Do No Harm Film - Bonus Episode w/ Robyn Symon

Thu, 07 Nov 2019 07:00:00 -0000

Here's a little extra content with Robyn Symon the producer of the documentary film Do No Harm. Episode 61 is the formal episode discussing the film. This is a special episode that's sure to hit you square between the eyes.

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61. Why Physicians Commit Suicide w/ Emmy Award Winning Producer of Do No Harm Robyn Symon

Mon, 04 Nov 2019 07:00:00 -0000

An interview with the producer of the documentary film Do No Harm.

"Doctors are our healers, yet they have the highest rate of suicide among any profession. Medical students and families of physicians touched by suicide come out of the shadows to expose this silent epidemic and the truth about a sick healthcare system that not only drives our brilliant young doctors to take their own lives but puts patients' lives at risk too."

Enjoy the conversation with Robyn Symon, who is a two-time Emmy Award-winner, and an accomplished writer, producer/director, and editor. She began as a television news reporter in Texas, then joined PBS in Miami where she hosted and produced documentaries, public affairs programs and the TV series Florida! (6 seasons; Travel Channel). She wrote and produced the docu-series “Voices of Vision,” which focused on the work of non-profit organizations worldwide. She has produced hundreds of hours of TV series for major cable networks including Discovery, CNBC, HGTV and currently produces a series on the Reelz Channel.

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60. How to Get Spousal Buy In w/ Tom and Arianna Sylvester, and Tom Latuga

Mon, 28 Oct 2019 06:00:00 -0000

In episode 60 DocG and Paul David Thompson ask the all so common question "How can I get my spouse on board?"

We're joined by Tom and Ariana Sylvester from Lifestyle Builders who share their insight and help Tom Latuga who offered up his scenario as an opportunity for a use case. This episode gets right to the heart of the conundrum of how to get your spouse on board with an idea you've discovered.

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59. Has The FIRE Burned Out? w/ Mad Money Monster, Stop Ironing Shirts, Landshark, and Refined By FIRE

Mon, 21 Oct 2019 06:00:00 -0000

In Episode 59 we pose the question "Has the FIRE burned out?" to 4 guest panelists.

Our guests are:

Lisa from Mad Money Monster

@IamLandshark on twitter

Mr. Refined of Refined By FIRE

Robert from Stop Ironing Shirts

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Is House Hacking the Key to Financial Independence? w/ Diego Corzo, Chad Carson, Craig Curelop, and Jennifer Beadles

Thu, 17 Oct 2019 06:00:00 -0000

House Hacking may be a household name among real estate investors but has it caught FIRE?

In this episode, we explain what house hacking is, share several creative techniques you may not first think about when thinking about optimizing your housing costs and answer the question "Is House Hacking The KEY to financial independence?

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58. Working With Your Spouse w/ Allison and Matt Owen and Melissa and Rob Stephenson

Mon, 14 Oct 2019 06:00:00 -0000

In episode 58 we are joined by a pair of couples who have chosen to work together. We ask the question, "What is it like working with your spouse?"

Our guests are:

Rob and Melissa from Flea Market Flipper

and

Ally and Matt of Primal Noms and Own Your Future

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57. Fix My Finances Hot Seat w/ Cory Fawcett, Travis Hornsby, and Kay Hooshmand

Mon, 07 Oct 2019 11:52:00 -0000

In Episode 57 we bring two financial experts in to help Kay Hooshmand, a physician with $200,000 of student loan debt, fix her finances.

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56. ChooseFi Your Roadmap To Financial Independence w/ Brad Barrett, Jonathan Mendonsa, and Chris Mamula

Mon, 30 Sep 2019 06:00:00 -0000

In episode 56 we're joined by the authors of ChooseFI: Your Blueprint to Financial Independence. The book launches October 1st and Brad, Jonathan, and Chris give us an sneak peak to the book.

You can learn more about ChooseFI at ChooseFi.com/start and you can read Chris' blog at CanIRetireYet.Com

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55. What is Integrative Medicine and Does it Apply to You? w/Ashley Maltz

Mon, 23 Sep 2019 06:00:00 -0000

Our guest in episode 55 is Ashley Maltz who practices Integrative Medicine in Austin, TX. This episode will introduce you to functional medicine and how this might apply to your unique financial situation.

Resources

https://www.aihm.org/

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54. Drink The Kool-Aid at Campfi Midwest

Thu, 19 Sep 2019 06:00:00 -0000

DocG and Paul attended CampFi Midwest and recorded in front of a live audience and asked 4 attendees why they attended CampFi so you can get a taste of what it's like to attend.

You can learn more about CampFi at campfi.org. This podcast was born as a result of the friendship first established at CampFi. Tickets do go quickly so if you're convinced you want to attend grab you tickets quickly before they're all scooped up.

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53. Fi and Startups w/ Life Outside The Maze, MinaFi, and David Domzalski

Mon, 16 Sep 2019 06:00:00 -0000

In episode 53 we ask the question "Is running a startup a viable plan to achieve financial independence?"

Our guests are:

Adam from Minafi

Chris from Life Outside the Maze

Dave Domzalski from Run The Money

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52. What Role Does Creativity Play in Financial Independence? w/Gwen Merz, Savvy History, and Vincent Pugliese

Mon, 09 Sep 2019 06:00:00 -0000

In Episode 52 we explore the role of creativity in Financial Independence.

Our guests are:

Gwen from Fiery Millennials Michelle from Savvy History Vincent author of Freelance to Freedom

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51. EconoME - Provocative Speakers Exploring A New American Dream w/ Diania Merriam

Thu, 05 Sep 2019 06:00:00 -0000

We're joined by the Chief Economist of the EconoME conference which will explore provocative ideas exploring a new American Dream. This is an explicit episode so this may not be appropriate for all audiences.

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50. How to Raise Money Savvy Kids w/ Shanah Bell, Juan Pablo, and Delenor Wilson

Mon, 02 Sep 2019 06:00:00 -0000

How do we raise children who are financially savvy and empower them to grow into successful adults who make good money decisions? Do you give them an allowance, do you let them fail, and do you pay for college?

We explore these questions and many more with our 3 panelists to help you survive the realities of raising kids in our modern world.

Our guests are:

Shanah Bell from Adaptive Nourishment

Juan of Finance Clever

and

Delanor K Wilson Jr.

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49. What Is Effective Altruism and Why Should You Care? w/ Sebastien Aguilar

Mon, 26 Aug 2019 06:00:00 -0000

In Episode 49 we interview Sebastien Aguilar of SimpflyFi.org and discuss what effective altruism is and how we might apply this framework to our our owns lives once we reach financial independence.

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48. Should You Pursue the Fast Path to Fi? w/ Taylor Rieckens, Zeona McIntyre, Jason Fieber

Mon, 19 Aug 2019 06:00:00 -0000

In Episode 48 we ask 3 guest panelists "Is there a fast path to financial independence and should you pursue it in your life?"

Our guests are:

Zeona McIntyre who achieved financial independence using short term rentals

Jason Fieber from Mr. Free at 33

and

Taylor Rickens from Playing with Fire documentary

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47. The Nursing Path to Fi w/ Daniel Diaz, Lynn Frair, Tara Goesch, Naseema McElroy

Mon, 12 Aug 2019 06:00:00 -0000

In episode 47 we have 4 nurses as guest panelists who each share their perspective of what it's like to pursue financial independence in the medical field without a physician's salary.

Our panelists:

Tara Goesch who can be found in the Facebook Group RN to Wealthy and at her blog Midwest Miser

Naseema McElroy writes on her blog Financially Intentional

Lynn Frair can be found at her new website Nurse Numbers

Daniel Diaz from TrustedHealth.com/blog

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46. Fincon Survivor's Guide w/ John Hawrylack, Nick True, Jennifer Mah, and Emily Lowry

Mon, 05 Aug 2019 06:00:00 -0000

Episode 46 is a practical and fun conversation about what to expect from the financial convention (Fincon) for digital content creators and brands in personal finance, investing and money. Our guests are 3 Fincon new comers and the first time attendee ambassador Nick True from Mapped Out Money blog.

This is a little sneak peak of all of the fun that goes on when you get together in person with people who share your values about money!

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45. Dealing With Burnout on Your Path to FI w/ The Happy Philosopher, I Dream of FIRE, Melissa Blevins, and Bill Yount

Mon, 29 Jul 2019 06:00:00 -0000

In Episode 45 we toy with the issue of all to common problem of burnout in your personal journey to financial independence, how to manage it, and hopefully avoid it altogher.

Our guests are:

Jeff of The Happy Philosopher

Scott from I Dream of Fire

Melissa Blevins of MelissaBlevins.com

Bill Yount from Financial Literacy Project Facebook Group

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44. Married to Money w/ Mrs. Physician on FIRE, Chief Dad Officer, and Lara McElderry

Mon, 22 Jul 2019 06:00:00 -0000

In episode 44 we talk with 3 spouses who are married to high income earners. We get to hear the point of view from other side of Physician on Fire, Chief Mom Officer and Married to Doctors.

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43. What's Your Why of Fi? w/ Mindy Jensen and Paula Pant

Thu, 18 Jul 2019 06:00:00 -0000

Episode 43 was recorded in front of a live audience at CampFi Rocky Mountains in Colorado Springs, CO. Paula Pant from the Afford Anything Podcast, Mindy Jensen from BiggerPockets Money Podcast and Paul Thompson from What's UP Next all co-host the episode and give CampFi attendees a chance to answer the question "What is Your Why of Fi?"

Get your ticket to the next Camp at CampFi.org

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42. What Does Book Writing Have to do with Financial Independence? w/ David Sawyer, Andrew Wilner, Scott Rieckens, and BC Krygowski

Mon, 15 Jul 2019 06:00:00 -0000

In episode DocG and I interview 4 published authors and ask them what's the motivation behind writing a book and does it have anything to do with financial independence?

Guests are:

Scott Rickens from Playing With Fire

Dr. Andrew Wilner at DrWilner.org

David Sawyer author of Reset: How to Restart Your Life and Get FU Money and blog at Zude PR

and B.C. Krygowski

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41. Can Anyone Achieve Financial Independence? w/ Paula Pant, Jillian Johnsrud, Carl Jensen, and Millennial Revolution

Mon, 08 Jul 2019 06:00:00 -0000

In Episode 41 we have ask 4 guests who have achieved financial independence if anyone is capable of achieving the same results. The panelists each have a unique story where they came from less than ideal backgrounds yet they still were able to pull themselves out and achieve. Was is random luck or is there really a formula for financial success?

The guests are:

Paula Pant from Afford Anything

Jillian Johnsrud from Montana Money Adventures

Carl from Mr. 1500 Days

Bryce and Kristy from Millennial Revolution

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40. Retire By 40 with Joe Udo

Thu, 04 Jul 2019 06:00:00 -0000

In episode 40 we ask Joe Udo why retire by 40? He's the blogger behind Retireby40

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39. Which Investing Strategy is Best to Achieve FI? w/ Brian Feroldi, Mr. Tako, and Alex Felice

Mon, 01 Jul 2019 06:00:00 -0000

We pit 3 different investors with various investing strategies together to discuss which investment strategy is best for achieving financial independence.

Alex from Broke is a Choice

Brian Feroldi from The Motley Fool

Mr. Tako from Mr. Tako Escapes

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38. Military Path to Fi - Boon or Bane? w/ Military Dollar, Grumpus Maximus, and David Pere

Mon, 24 Jun 2019 06:00:00 -0000

Today we discuss how the military path is different than the traditional financial independence journey.

Guest for today's show are:

Dave Pere From Military to Millionaire

Military Dollar

Grumpus Maximus

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37. Should You Pursue Fat FIRE? w/ Physician on FIRE, Mrs. Fruglwoods, and Millionaires Unveiled

Mon, 17 Jun 2019 06:00:00 -0000

An often debated topic is discussed today to help you decide whether you should pursue Fat FIRE or not?

Guests who wrestle with the topic in this episode are:

Liz from The Frugalwoods

Lief from Physician on Fire

Jace and Clark Millionaires Unveiled Podcast

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36. What's the Connection Between Fi and Craft Beer? w/ Joel Larsgaard, Ted Carr, Mindy Jensen, and Mr. WOW

Mon, 10 Jun 2019 06:00:00 -0000

Episode 36 is a lighthearted conversation about the connection between those on the path to financial independence and craft beer. It seems every Fi related get together is centered around good craft beer. DocG, Paul and all 4 guests crack open a cold one and wax profoundly using flowery adjectives until the conversation devolves into crude jokes. Grab a beer and enjoy the banter!

Episode Guests are:

Mindy from the BiggerPockets Money Show

Joel from How to Money Podcast

Mr. Wow from Waffles on Wednesday

Ted from Retire Hoppy

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35. Gender Equity w/ Erin Lowry, Bonnie Koo, and Carrie Reynolds

Mon, 03 Jun 2019 06:00:00 -0000

In episode 35 we have 3 guests who discuss the concept of gender equality, the notion that women have more roles to play, and the challenge of being a professional while also being supermom.

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How To Overcome Your Biggest Struggle to Reach Fi w/ John Stoj, Brad Finn, Rachel Fazio, and Brenda Olmos

Thu, 30 May 2019 06:00:00 -0000

4 Audience Members join Paul and DocG to discuss their personal money stories, the struggles they face to reach financial independence, and share some advice to overcoming those obstacles.

Guests are:

Brenda @almostbrenda John of mysafebridge.com Bradley at thefinnmindset.com/connect Rachel who has an excellent article on FiologyText the word NEXT to 345345 to get on our notification list for bonuses, announcements, and join our Facebook Group.

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34. Does FI cause Marital Distress? w/ Andy and Nicole Hill and Countdown To FI

Mon, 27 May 2019 06:00:00 -0000

In Episode 34 we have two couples discuss the impact that personal finance and financial independence can have on a marriage. Both couples air their dirty laundry and really talk about the conversations spouses need to have to refine their path to financial independence.

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33. The Role of Connector with David Baughier of Fiology

Thu, 23 May 2019 06:00:00 -0000

In this bonus episode David Baughier from Fiology.com joins us for a conversation about this movement we call Financial Independence. He shares a little of his back story, talks about his influence on starting the What's Up Next Podcast, and all together we have a good time talking Fi shop!

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32. Humor - The Sugar That Makes Medicine Go Down w/ Bitches Get Riches, The Escape Artist, and Freddy Smidlap

Mon, 20 May 2019 06:00:00 -0000

Money can be a real bore. We highlight 4 guests who find a way to make talking money entertaining, how they do it, why it's so important and yes we have a few laughs along the way.

Our guests are:

Barney who is known as The Escape Artist,

Freddy from FreddySmidlap.com, and

Piggy and Kitty of The Bitches Get Riches.

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31. I Finally Quit! w/ Travis Hornsby, Early Retirement Dude, Kris, and FI 180

Mon, 13 May 2019 12:20:00 -0000

In Episode 31 we explore the gut wrenching question of when it is time to finally quit. The panelist share their insight on the retire early portion of the FIRE movement.

Joel from FI180.com

Early Retirement Dude

Chris Claiber

Travis Hornsby from Student Loan Planner

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Bonus: Financial Freedom Tour w/ Cody Berman and Grant Sabbattier

Thu, 09 May 2019 06:00:00 -0000

We catch up with the Grant and Cody on the Financial Freedom Tour as they road trip across North American. We join them in the VW van named Tom and deal with some technical difficulties but we make it work and are rewarding with a huge announcement from Grant and Cody on what's up next in the financial freedom movement. Tune in to hear the big announcement. You won't regret it!

Check out these guys at the following places!

https://financialfreedombook.com/tour/

https://millennialmoney.com/

https://flytofi.com/

https://thefishow.com/episodes/

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30. Is There a Legal Path to FI? w/ The Vigilante, Frank Vasquez, and Financial Panther

Mon, 06 May 2019 06:00:00 -0000

In Episode 30 we discuss the legal path to financial independence. We have 3 attorneys share their experience about becoming a lawyer, pursuing financial independence, and give advice for current or potential attorneys seeking financial independence.

Kevin from Financial Panther

The Vigilante from iVigilante

Frank Vasquez

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29. Is Passive Income a Reality? w/ Route to Retire, Millennial Boss, Nisha Mehta, and Jay Helms

Mon, 29 Apr 2019 06:00:00 -0000

In Episode 29 four guest wrestle with the definition of passive income, why it matters in our paths to financial independence, and when is enough... enough.

While the guests wrangle on the precise definition of what passive really means they all agree on the greater purpose behind why we want it.

The guests are

Jay Helms from The W2 Capitalist and Helms REI

Jim from Route to Retire

J from Millennial Boss

Nisha Mehta from NishaMehtaMD and Physician Side Gigs Facebook Page

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Audience Takeover w/ Evelyn, B.L., Kristi, and Tara

Thu, 25 Apr 2019 06:00:00 -0000

In this Episode we invite 4 audience members to takeover the panel, share their stories, and turn the microphones around on us and ask us questions.

Check out Paul's new book Escape: Money Mindset to Freedom

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28. Are We Ignoring Risk in Pursuing FIRE? w/ Big ERN, Carl Jensen, Steve Adcock, and Todd Tresidder

Mon, 22 Apr 2019 06:00:00 -0000

In episode 28 we have 4 guests who talk about how they define risk, how we might be under estimating our risk premium, and share insights on how to include risk in your plans for financial independence.

Karl from Mr. 1500 Days

Karsten from Early Retirement Now

Steve from Think Save Retire

Todd from Financial Mentor

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Bonus Episode: Finding Your Voice w/ Paul and Doc G

Thu, 18 Apr 2019 06:00:00 -0000

This episode is a lighthearted episode as a change of pace where we dig into cohost Paul David Thompson's back story and how he found his voice despite suffering from a speech impediment and crippling shyness as a child.

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Should You Pursue Non Traditional Path to Fi? w/ How To Money, Robert Farrington, and DIY 2 FI

Mon, 15 Apr 2019 06:00:00 -0000

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Social Change Bonus Content (RAW, UNCUT and EXPLICIT) w/ Millennial Revolution, Mrs. WOW, and RV Darko

Thu, 11 Apr 2019 06:00:00 -0000

This is a bonus episode that augments our previous episode on social change. After recording episode 26 the guests stayed and we just talked shop, discussed world views, the impact of traveling and a lot more. I will warn you this is explicit. This is uncut, raw, we interrupt each other and we cuss a lot. Some of the words and jokes probably aren't appropriate for children. If you don't mind mature content you'll love the natural flow of this episode.

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26. Is There a Connection between FI and Social Change? w/ Millennial Revolution, Mrs. WOW, and RV Darko

Mon, 08 Apr 2019 06:00:00 -0000

Episode 26 we cover the connection between Financial Independence and Social Change.

We have a lively panel consisting of

Renee from Keeping Up with the Darkos

Bryce and Kristy from Millennial Revolution

Mrs. WOW from Waffles on Wednesday

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25. How Could a Career Transition Impact Your Path to FI? w/ Wendy Mays, Cory Fawcett, and Bobby Hoyt

Mon, 01 Apr 2019 06:00:00 -0000

Episode 25 discusses the choice of changing careers and how that impacts your individual journey to Financial Independence. We have 3 guests who each have a unique story about making a career transition that can help shape your decision along your journey.

Bobby from Millennial Money Man

Cory from Dr. Cory S Fawcett

Wendy from House of Fi

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24. African American Community and FI w/ rich and REGULAR, Ericka Young, and Popcorn Finance

Mon, 25 Mar 2019 06:00:00 -0000

Episode 24

Four guests share their journey to financial independence coming from their place in the African American community.

Our Panelists are

Chris from popcornfinance.com

Ericka Young from taylormadebudgets.com

Julien and Kiersten from richandregular.com/

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23. Immigrant Advantage w/Paula Pant, Rocky and Geeta Lalvani, and Nii Darko

Mon, 18 Mar 2019 06:00:00 -0000

Episode 23

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22. Death of a Loved One w/ Michelle Cooper, William McVey, Russ Thornton, and Chelsea Brennan

Mon, 11 Mar 2019 05:00:00 -0000

Episode 22

We cover a heavy topic about how one copes after the death of a loved one. This is one of the most important episodes we've covered so make sure you take action based on the guest's advice.

Chelsea from SmartMoneyMamas.com

William can be found ChooseFI facebook group

Michelle and MichellePCooper.com

Russ at WealthCareForWomen.com

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21. The Back Story on DocG

Thu, 07 Mar 2019 07:00:00 -0000

In Episode 21 we unveil some surprising details about DocG's history and discover how it has shaped his personal and professional life.

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20. Why You Should Start a Business w/ The WOWS, The Mad Fientisti, and Jim Wang

Mon, 04 Mar 2019 06:00:00 -0000

A discussion on whether you should start a small business on your path to Financial Independence. The answer might surprise you!

Our guest panelists are:

Brandon from The Mad Fientist Jim Wang from WalletHacks Mr. and Mrs. WoW from Waffles on Wednesday

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19. Fitness and FI w/ James Lowry, Helene Massicotte, and Chris Mamula

Mon, 25 Feb 2019 06:00:00 -0000

We have 4 guests sharing their fitness experience and how it has influenced their lives while pursuing Financial Independence.

Guests 1. Chris Mamula 2. Helene Massicotte 3. James Lowry

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18. Financial Advisors Get Their Say w/ Ben Utley, Ryan Inman, Fred leamnson, and Michael Dinich

Mon, 18 Feb 2019 06:00:00 -0000

Should the financial independence community be more accepting of financial advisors? A panel of financial advisors defends themselves against FIRE bloggers!

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17. How Dare Physicians Pursue Fi? w/ Side Hustle Scrubs, KevinMD, Dr. McFrugal, and Crispy Doc

Mon, 11 Feb 2019 06:00:00 -0000

A panel of 4 physician bloggers share the importance of doctors controlling their spending, the toll being a physician can have on your life, and their journey's to financial independence.

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16. How does being single impact your path to FI? w/ The Mastermind Within, Guy on FIRE, and Ms. Ziyou

Mon, 04 Feb 2019 06:00:00 -0000

Eric from The Mastermind Within

MissZihou from her blog of like name

Drew from Guy on Fire

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15. Is Financial Independence Different for Women? w/ Life Zemplified, MK Williams, Timika Downes, and Deanna Broddus

Mon, 28 Jan 2019 06:00:00 -0000

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14. Should You Monetize Your Blog or Podcast? w/ Merry For Money, Pete McPherson, and Angela Rozmyn

Mon, 21 Jan 2019 06:00:00 -0000

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13. Will Financial Independence Make You Happy? w/ Jillian Johnsrud, Anthony Ongaro, and The Good Life Guys,

Mon, 14 Jan 2019 06:00:00 -0000

Three Guests from various backgrounds comment on whether Financial Independence will make you happy?

Jillian Johnsruud from Montana Money Adventures shares on an idea called disregulation. Anthony Ongaro from Break the Twitch talks about the impact of frantically checking your balances. Steven from The Good Life Guys Podcast shares how financial independence has become an obsession.

This episode is sponsored by Jillian's Money Coach School. Use the coupon code 'upnext' to get $50 off Jillian's course that teaches you how to start and run a Money Coach Business.

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12. The Why of What's Up Next w/ Doc G and Paul T

Sat, 12 Jan 2019 06:00:00 -0000

Two surprise panelist discuss the why of the what's up next podcast

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11. Is Blog Commenting Enough? w/ FIideas, Gasem, and Vagabond MD

Mon, 07 Jan 2019 06:00:00 -0000

What is the best process to engage with the Financial Independence community? Our 3 guest share their process for commenting, forum posts or guest posting. Is that enough to engage and feel apart of the community?

Guests

Susan from FIideas

Gassem can be found at MDonFIRE

Robert AKA VagabondMD can be seen guest posting all over the blogosphere and can be reached here: Vagabondmd@proton.com

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10. Should You Quit Your Job Post FI? w/ Jim Dahle, Chief Mom Officer, and Retirement Manifesto

Mon, 31 Dec 2018 06:00:00 -0000

Three guests join the roundtable to provide their opinion on what you should be thinking about when you're considering your employment, retiring early and lifestyle design.

Fritz Gilbert from The Retirement Manifesto Liz from Chief Mom Officer Jim Dahle from The White Coat Investor

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9. Is College Worth It? w/ Physician on FIRE, Wealth Well Done, and Brad Barrett

Mon, 24 Dec 2018 06:00:00 -0000

Our panel shares their college experience, whether they think college is worth it and has an interesting discussion about 529 plans and what the educational plans are for their current/future children.

Brad Barrett from ChooseFI

Lief from Physician On Fire

Billy from Wealth Well Done

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8. How Your Generation Affects Your Path to FI w/ Mrs. Groovy, Cody Berman, Grant Sabatier, and Accidental FIRE

Mon, 17 Dec 2018 06:00:00 -0000

A panel that spans 4 generations discusses how the generation you're in influences your path to Financial Independence. From Generation Z we have Cody Berman from FlytoFi.com and TheFIShow podcast From The Millennial Generation we have Grant Sabatier of Millennial Money blog and podcast and author of Financial Freedom From Generation X we have Dave from AccidentalFire.com From The Baby Boomer Generation we have Mrs. Groovy of Freedom is Groovy blog

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7. Are Meetups Worth It? w PT Money, Marla Taner, and FIRE Up The Couch

Sun, 09 Dec 2018 06:00:00 -0000

We pose the question "are meeting, get-togethers, and conferences worth it on your journey to financial independence?"

Philip Taylor (aka PT) of PTmoney.com and the founder and organizer of FinCon joins us. Marla Taner who is a self-proclaimed blog stalker and John and Sarah of the potential blog FireUpTheCouch share their experiences at community meetups and the benefits of attending.

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6. Will Divorce Devastate Your Plans for Financial Independence w/ Mad Money Monster, JD Roth, XRAYVSN, and Kristen Edens

Mon, 03 Dec 2018 06:00:00 -0000

4 Influencers in the Financial Independence movement talk about how divorce impacted their journey to financial independence. They each share how they had to start anew and rise from the ashes after divorce. A special thank you to JD Roth from Get Rich Slowly, Kristen of KristenEdens.com, Lisa from Mad Money Monster, and xray from https://xrayvsn.com for openly sharing and discussing a difficult topic.

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5. How to Raise Financially Responsible Children w/ JL Collins, Jane Collins, and Doug Nordman

Mon, 26 Nov 2018 06:00:00 -0000

Three guests share their experience raising financially responsible children. Our panelists are Doug Nordman of The Military Guide, JL Collins of jlcollinsnh and The Simple Path to Wealth, and a special treat Jane Collins is joining us for her very first podcast appearance.

We discuss parenting styles, nature vs. nurture, allowances, and a host of great stories about raising kids.

Resources:

https://the-military-guide.com/

The Military Guide to Financial Independence and Retirement

https://jlcollinsnh.com/

The Simple Path to Wealth

*Disclosure: Some of the links are affiliate links and if you go through them to make a purchase we will earn a commission.

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4. How Does Your Physical Health Impact Your Path to Financial Independence? w/Dragon Guy and Gal, and Tanja Hester

Mon, 19 Nov 2018 06:00:00 -0000

Our guests share how dealing with their health has impacted their pursuit of financial independence and how it changes the equation when deciding to retire early.

Tonya blogs at Our Next Life

The Dragons blog at The Dragons on Fire

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3. Is Being a Money Enthusiast Enough to be a Financial Coach? w/ Jamila Souffrant, The Physician Philosopher, Whitney Hansen, and Root of Good

Mon, 12 Nov 2018 06:00:00 -0000

Our guest panelists provide their opinion on whether being a money enthusiast is enough to be a financial coach. The guests delve into the psychology of being a money coach and charging for their services.

Whitney Hansen blogs at The Money Nerds and has a Podcast of the same name

Justin blogs at the Root of Good

Jamila Souffrant blogs at Journey to Launch and also has a podcast

TPP is the personality for the blog found at The Physician Philosopher

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2. Must You Have A High Income to Achieve Financial Independence w/ Peerless Money Mentor, Passive Income MD, She Picks Up Pennies, and Reaching For FI

Fri, 09 Nov 2018 06:00:00 -0000

"Must you have a high income to achieve financial independence?"

Our guests share their highest income year, how they minimize expenses, grow their income and where they choose to live.

Jerry blogs at Peerless Money Mentor

Peter blogs at Passive Income MD

Penny blogs at She Picks Up Pennies

Erin blogs at Reaching for FI

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1. Should Real Estate Be A Part of Your Path to Financial Independence w/ Gwen Merz, Coach Carson, and Miss Mazuma

Sat, 27 Oct 2018 02:30:00 -0000

"Should real estate be a part of your path to financial independence?"

Chad Carson, Bianca aka Miss Mazuma, and Gwen Merz share the joys and pains of real estate investing and what you should be thinking about if you're considering investing in real estate.

Chad has a new book Retire Early with Real Estate

Bianca can be seen at CampFi

Gwen Merz podcasts at FIRE Drill Podcast

A special thanks to Dave at Accidental Fire Blog for creating our podcast art.

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