Episodi

  • E285: My Three Words for 2026 – Setting Intentions for the New Year

    E285: My Three Words for 2026 – Setting Intentions for the New Year
    Jan 14 2026
    I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.
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    9 min
  • E284: Key Financial Numbers for 2026 – What Changed and What It Means for You

    E284: Key Financial Numbers for 2026 – What Changed and What It Means for You
    Dec 3 2025
    Staying ahead of the numbers that affect your financial planning can save you money and stress. As we move into 2026, several important contribution limits, tax brackets, and thresholds have been adjusted for inflation.
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    10 min
  • E283: What is a Roth Conversion (and How Do I Use It)?

    E283: What is a Roth Conversion (and How Do I Use It)?
    Nov 26 2025
    A Roth conversion can be a powerful tool in your financial planning toolkit. But like most financial strategies, it's not right for everyone, and the timing matters considerably.
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    24 min
  • E282: How to Use the "Rule of 55" for Early Retirement

    E282: How to Use the "Rule of 55" for Early Retirement
    Nov 19 2025
    Most people believe their retirement accounts are completely off-limits until age 59½. But there are several ways to access your retirement funds earlier, including something called the Rule of 55.
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    11 min
  • E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes

    E281: How Donating Appreciated Stock to Charity Can Save You Thousands in Taxes
    Nov 12 2025
    If you're charitably inclined and have investments in a taxable brokerage account, you might be leaving significant tax savings on the table. Most people automatically reach for their checkbook or credit card when making charitable donations, but there's a more tax-efficient strategy that could save you thousands of dollars over time.
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    15 min
  • E280: Should I Use My HELOC as an Emergency Fund?

    E280: Should I Use My HELOC as an Emergency Fund?
    Nov 5 2025
    Using a HELOC as an emergency fund isn't always inherently wrong, but it's also not the straightforward optimization it might appear to be on the surface.
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    12 min
  • E279: 3 Ways to Invest in Crypto (and My Preferred Method)

    E279: 3 Ways to Invest in Crypto (and My Preferred Method)
    Oct 29 2025
    Cryptocurrency has moved from the fringes of finance to a mainstream investment option. If you're considering adding crypto to your portfolio, you have several ways to gain exposure.
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    16 min
  • E278: Debunking the Most Common Personal Finance Lies on TikTok

    E278: Debunking the Most Common Personal Finance Lies on TikTok
    Oct 15 2025
    Scroll through TikTok (or YouTube and similar platforms) for five minutes, and you'll find no shortage of confident voices promising to unlock the secrets of wealth building. Some claim you can retire by 30 with one simple trick. Others insist traditional financial advice is a scam designed to keep you poor. Let's examine some of the most popular and prevalent personal finance "tips" on social media that are actually myths or at best, misleading.
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    36 min