Episodes

  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • E277: Dollar Cost Averaging vs. Lump Sum Investing – Which Strategy Wins?

    E277: Dollar Cost Averaging vs. Lump Sum Investing – Which Strategy Wins?
    Oct 8 2025
    When you have a significant amount of cash to invest, you face a sometimes tough decision: should you invest it all at once or spread it out over time?
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    10 mins
  • E276: How to Navigate Market Volatility Without Losing Your Cool

    E276: How to Navigate Market Volatility Without Losing Your Cool
    Oct 1 2025
    Volatility is a natural part of investing. It’s the “price of admission” that we pay in exchange for the opportunity to grow wealth over time. But when markets start swinging wildly, especially to the downside, it’s easy to let emotion take the wheel.
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    11 mins
  • E275: The Truth About the Future of Social Security

    E275: The Truth About the Future of Social Security
    Sep 24 2025
    So what is the actual state of Social Security based on the most recent data and analysis? And what does this mean for your financial future?
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    9 mins