a type of fruit tree, or its fruit
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Today’s episode is a long-awaited return visit from Jeremy Schneider of Personal Finance Club. Five years ago, Jeremy joined us fresh off selling his tech company for over $5 million, already retired at 36, and just starting to build what would become one of the most trusted personal finance Instagram accounts online. Today, he has 700k followers, has grown his net worth to roughly $7 million, almost entirely from index fund growth, and has launched a brand new company called Nectarine. Nectarine is a marketplace of flat-fee financial advisors with no commissions, no assets under management fees, just transparent pricing listed directly on the site. Jeremy explains how it works, who it’s actually for (and who probably doesn’t need it), and why he’s been building the whole thing in public. You’ll also hear Why the most important piece of the “how to get rich” pie chart isn’t what you invest in What the Dunning-Kruger curve looks like for the average investor Why the best investors might just be the ones who forget they have an account And much more! As always, if you found this episode helpful, let us know and/or leave a review. If you know someone who would enjoy it, sharing is caring! Links From the Episode Hello Nectarine: https://thefishow.com/nectarine Personal Finance Club: https://personalfinanceclub.com Personal Finance Club IG: https://www.instagram.com/personalfinanceclub Dunning Kruger post: https://www.instagram.com/p/DOHIX5jksco/ Nectarine transparency post: https://www.instagram.com/p/DTLVrppD7RS/?img_index=1 How to get rich post: https://www.instagram.com/p/DT8BvNLEgRc/?img_index=1 Stock market history post: https://www.instagram.com/p/DW35p0liMte/ YouTube Interview https://www.youtube.com/watch?v=dEN8KlUtG28 Join the Community We'd love to hear your comments and questions about this week's episode. Here are some of the best ways to stay in touch and get involved in The FI Show community! Grab the Ultimate FI Spreadsheet Join our Facebook Group Leave us a voicemail Send an email to contact [at] TheFIshow [dot] com If you like what you hear, please subscribe and leave a rating/review! >> You can do that by clicking here
What if the real danger in retirement isn't running out of money, but spending so cautiously that you accidentally work too long, live too small, and die with a portfolio that never got a chance to do its job? In part two with Aubrey Williams, we go deeper into the "fog of FI" (that weird, anxious place where the spreadsheet says you're free, but your nervous system absolutely does not believe it). This episode covers: Why the 4% rule can make FI people overwork and underspend How future income streams like Social Security can move your FI date forward Why flexible spending is more realistic than flat, inflation-adjusted withdrawals How risk-based guardrails help you know when to cut or increase spending Why many FI people need more help increasing spending than reducing it How personal inflation can differ from CPI and affect retirement planning Why historical analysis may be more useful than Monte Carlo for some FI decisions How small amounts of income in retirement can meaningfully reduce portfolio pressure Why engineers and analytical types often need better data to trust they're "done" How Bill is using these ideas to finally get clearer about leaving work sooner . S U P P O R T T H E S H O W
At least they have winning record against the Dodgers. The boys react to the Dodgers series McDonald! Houserdeeznutz! Offense! Ray? Roupp? No offense? Then they pretend that they can figure out how to fix hte 2026 Giants on the fly. Does the roster need to be fixed or does it need to be used better? Yes. Definitely yes.On the cocktail side of things, today Ben is drinking an Outfield while Matthew is drinking Nectarine Mint Gimlet. Recipes below.Outfield Camaraderie1 1/2 oz congac/brandy1/2 oz apricot liqueur3/4 oz lemon juice1/2 oz simple syrupCombine all ingredients in shaker with ice shake until chilled. Strain into a chilled coupe glass and garnish with a dried lemon wheel or dried apricot. Nectarine-Mint Gimlet2 oz London dry gin1 oz Lime juice3/4 oz Nectarine simple syrup (make regular simple syrup with a nectarine added, strain after removing from heat)5-6 large mint leavesCombine all ingredients in a shaker with ice and shake until chilled. Double strain into a chilled coupe glass. Garnish with lime wheel#doitforwilson
Baleine sous Gravillon - Nomen (l'origine des noms du Vivant)
Voici un nouvel épisode de la série Prunus !Issus de la famille des Rosacées (dans laquelle l'on retrouve entre autres les Roses, tout simplement), les arbres "Prunus" regroupent des espèces incontournables aujourd'hui en France, auxquels nous consacrerons une partie de la saison 5 : le Prunier donc, mais aussi le Cerisier, le Pêcher, l'Abricotier, et enfin l'Amandier. Des arbres à l'histoire millénaire et qui ont tous connu un succès mondial après des siècles de domestication et de culture sur leur terre d'origine : la Chine.On continue avec le Pêcher, un "Perse" (Prunus persica) dont la culture a réalité émergé il y a plusieurs milliers d'années dans l'Empire du Milieu. Son nom d'inspiration iranienne vient du fait que c'est Alexandre le Grand qui l'aurait rapporté en Europe lors de ses conquêtes du Moyen-Orient. Tout comme les autres Prunus, le pêcher donne de succulents fruits (les "pêches"), aussi bien sublimées par la gastronomie (qui n'a jamais mangé une "Pêche Melba", ce dessert inventé au XIXème siècle consistant en des moitiés de pêche pochées autour d'une généreuse boule de glace vanille et recouverte de coulis, d'amandes et de chantilly ?) qu'honorées par les récits religieux comme de la pop-culture (ce qui est notamment mis en scène dans le célébrissime dessin animé Kung-fu Panda, inspiré de croyances taoïstes)._______
What if the biggest shift in your FI journey isn't hitting the number—but finally realizing you need a life plan, a tax plan, and maybe even a fiduciary teammate to help you spend it? Bill steps into the guest chair with Morningstar's Christine Benz for a thoughtful, surprisingly candid conversation about going from financially illiterate "rich doctor syndrome" to fully conscious wealth stewardship. He walks through the entire arc. But this episode goes deeper than a standard "how I retired" story. This episode covers: ➡️ Bill's path from paycheck-to-paycheck physician to financially independent late starter ➡️ How childhood money scripts and "rich doctor syndrome" shaped his early financial mistakes ➡️ Why the Great Financial Crisis and burnout became a wake-up call ➡️ What changed when Bill moved from financial consumer to conscious wealth steward ➡️ Why accumulation can be DIY—but decumulation often gets more complex ➡️ How Bill searched for a fiduciary, flat-fee, life-planning-oriented advisor ➡️ Why risk parity appealed to him for retirement and sequence-of-returns protection ➡️ The role of a modern advisor as behavioral buffer, tax strategist, and cognitive-risk safeguard ➡️ Why FI gave Bill leverage to redesign work instead of just quit cold turkey ➡️ How Bill is thinking about legacy, living giving, and helping the next generation now, not just later . === SUPPORT THE SHOW ===
What happens when the two co-hosts stop being polite, start being honest, and publicly debate the money moves they still don't agree on? We throw open the doors on four of our favorite friction points: Simple index-fund investing versus "modest complexity" Whether high school personal finance classes are actually helping What to make of the new 530A Trump accounts Taking Social Security at 62 versus waiting The fun here is that neither of us is playing a character. Jackie comes in swinging for simplicity, practical execution, and "please stop overcomplicating this for normal people," while Bill makes the case for curiosity, customization, and not sleepwalking through important financial choices. Along the way, we swap real stories about helping kids with 401(k)s, seeing bad default investments in the wild, what personal finance education gets wrong, and why Social Security advice may be more nuanced than the "always wait until 70" crowd admits. It's a reminder that thoughtful disagreement can sharpen your own plan faster than blindly copying someone else's. . === SUPPORT THE SHOW ===
What if the real reason family wealth disappears by the third generation has almost nothing to do with investing, and everything to do with what parents fail to teach at home? We sit down with Dr. Julia Myers, founder of Generational Wisdom, for a conversation that goes way past trusts, spreadsheets, and "someday" estate plans. Julia shares the medical crisis that abruptly ended her pharmacy career, the mindset shift that followed, and why she now believes legacy is not what you leave to your kids, but what you leave IN them. Together we unpack the three silent killers of generational wealth: no skills, no goals, no expectations, and explore what it looks like to raise kids who understand money and values, before the world teaches them. If you've ever wondered how to build wealth without accidentally raising entitlement, or how to recover from your own money story before passing it on, this episode is a gold mine. This episode covers Why 70–90% of family wealth disappears by the third generation Julia's shift from pharmacist to generational wisdom coach after a life-changing health crisis The three biggest reasons generational wealth gets lost Why "wealth without wisdom is wasted" How to build a family constitution around values, not just money The difference between leaving wealth to your kids versus leaving legacy in them How to talk to kids about money, giving, enough, and expectations Why late starters can still change their family's financial story Practical ways to make values visible in daily family life . === SUPPORT THE SHOW ===
APRIL IS FINANCIAL LITERACY MONTH! What do you get when two late starters hand the mic to two twenty-somethings and let the money questions fly? In this unusually fun follow-up to the University of Tennessee classroom visit, we bring Dr. Karen DeLong and two of her students, Emilie and Britton, onto the podcast to tackle the real questions young adults ask when money stops being theoretical and starts getting personal. Emilie – Majoring in Finance and International Business with a minor in Agricultural Business and will be pursuing a career in Wealth Management. Britton – Interning with Wells Fargo in their Investment Banking - Commercial Real Estate division and will be pursuing a career in that post grad. . This episode covers The real money questions college students are asking before graduation Why Roth IRAs are such a powerful early-start tool How to think about saving for retirement versus nearer-term goals What happens to your 401(k) when you switch jobs Why savings rate matters more than most young adults realize The balance between being responsible and being too frugal How parents, professors, and mentors shape money mindset Why financial literacy needs to be practical, not just theoretical What late starters can teach young adults before they make the same mistakes . === SUPPORT THE SHOW ===
APRIL IS FINANCIAL LITERACY MONTH! What happens when you hand a room full of almost-graduates a microphone, a few $2 bills, and permission to ask the money questions most adults still avoid? In this special on-the-road episode, we take you inside the financial literacy presentation at the University of Tennessee to share a few highlights of our recent talk. It's energetic, imperfect, and deeply encouraging. Financial literacy doesn't have to be stiff or scary. Sometimes it just looks like showing up, telling the truth about your mistakes, and helping the next person get a much earlier start than you did. This episode covers: ➡️ Highlights from Bill and Jackie's live financial literacy presentation at UT Knoxville ➡️ Why young adults need practical money education before entering the workforce ➡️ The difference between being rich and being wealthy ➡️ Why savings rate matters so much for financial independence ➡️ How to think about 401(k)s, employer match, vesting, and job changes ➡️ Why index funds and simple investing often beat picking individual stocks ➡️ Jackie's $2 bill story and how tiny saving habits can shape a lifetime ➡️ Bill's "rich doctor syndrome" story and the danger of lifestyle inflation ➡️ How listeners can adapt this presentation for their own school, church, or community . === SUPPORT THE SHOW ===
APRIL IS FINANCIAL LITERACY MONTH! What if one passionate professor, one classroom, and a few brave money questions could change hundreds of financial lives before graduation? We head to Knoxville for a special Financial Literacy Month episode with Dr. Karen DeLong, the University of Tennessee professor quietly doing the work most schools still don't: making sure students leave campus with more than a degree. Karen shares how three advanced degrees somehow included zero personal-finance education and how that gap pushed her to build an annual money session for her students. Bill and Jackie reflect on what it was like to teach these soon-to-be graduates and how any late starter can become a powerful financial literacy advocate in their own little corner of the world. This episode covers: ➡️ Why Dr. Karen DeLong started bringing personal finance into her classroom ➡️ How someone can earn multiple degrees and still never take a money class ➡️ Why college students are hungry for practical money conversations ➡️ The kinds of personal finance questions students are asking before graduation ➡️ How Bill and Jackie prepare for live financial literacy teaching sessions ➡️ Why financial literacy fits into almost any curriculum, not just finance classes ➡️ How Farm Credit Mid-America helped support this student enrichment work ➡️ Why late starters can still become mentors and financial literacy advocates ➡️ A preview of the student follow-up episode answering unanswered questions . === SUPPORT THE SHOW ===
The mornings might be getting cooler but Olivia Galletly, also known as The Hungry Cook, has a recipe that keeps that summer feeling lingering a little longer. Click HERE for the recipe.
In this episode, I sit down with Anthony Rojas to break down how he built lasting wealth from scratch, going from homelessness and debt to a nearly $870,000 net worth by age 39. We talk smart investing, intentional spending, and how to use tax-advantaged accounts to your advantage, even if you're just getting started or buried in student loans. Anthony walks us through the three tax buckets, why diversification matters, and how aligning your money with your values creates long-term flexibility. We also dig into mindset, resilience, and the real-life decisions that shaped his journey. We also have some fun with a money quiz featuring my son, Calvin, to test financial knowledge and keep things light while reinforcing the lessons. If you want practical strategies and motivation to own your financial future, this episode is for you. Chapters
To kick off an exciting new season of the podcast, Slice Founder, Amy chats with Jeremy Schneider (Personal Finance Club, Nectarine). Jeremy shares how he bought his first home in California without a mortgage after not being approved for one. Join them as they chat property investment, home buying processes, and other types of investment. Jeremy breaks down the real risks of leverage, the pitfalls of flipping homes, and how media distort the quick wealth narrative in real estate.
Teach and Retire Rich - The podcast for teachers, professors and financial professionals
Jeremy Schneider, a founder of Nectarine, an innovative advice-only service that provides access to a fiduciary advisor on an hourly basis, explains what a "deadbox" is and why you might want one. Nectarine Personal Finance Club IG Account Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Snag The Dead Box Template: https://www.themoneynerds.com/deadbox Save 20% off with code “MONEYNERDS” Today's guest is Jeremy Schneider. He's the founder of Personal Finance Club and Nectarine (a platform that pairs you with a fiduciary financial advisor for a flat-fee with no ongoing commitment required). Last time Jeremy was on the pod we talked about his journey to building a $5 million net worth– this time we're taking a different direction. In this episode we dig into a sensitive, but important topic of how to organize and collect information for estate planning in one easy-to-find place. We dive into: Where the idea of “dead boxes” came from Exactly how Jeremy organizes this info Writing an “I'm dead” email to your estate executor Protecting your financial information General tips for what to include in your own box I know this is a heavy topic for so many people, but hopefully you're inspired to make your own and give your loved ones the gift of being able to focus on grieving instead of tackling the mountainous task of trying to figure out what the eff is going on with your finances. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Teach and Retire Rich - The podcast for teachers, professors and financial professionals
We catch up with Jeremy Schneider, a founder of Nectarine, an innovative advice-only service that provides access to a fiduciary advisor on an hourly basis. He updates us on the growth and the new services being offered. Nectarine March 2024 Pod with Jeremy Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).
Jeremy Schneider is an entrepreneur, software developer, and personal finance educator passionate about making investing simple and accessible. In 2004, he founded RentLinx, bootstrapped it without outside funding, and profitably grew the company until its acquisition by AppFolio in 2015. That success allowed Jeremy to reach financial independence and retire at the age of 36. After exiting, he founded Personal Finance Club, where he teaches millions how to build wealth through disciplined saving and long-term investing, and co-founded Nectarine, a marketplace dedicated to fixing the financial advice industry by aligning incentives. Jeremy's mission is to help others achieve financial freedom by providing clear, unbiased education. When he's not teaching personal finance, he enjoys beach volleyball, traveling, and spending time outdoors. During the show we discussed: A flat fee financial advice solution explained Reasons to buy an index fund Understanding target date index funds and why you want one The smartest way to prioritize money between debt, saving, investing, and buying a home Essential steps to start investing confidently Why index funds and ETFs are the easiest way to build wealth How to stay motivated to save and invest despite instant-gratification temptations The simplest way to avoid falling for bad financial advice How learning personal finance early can change your financial future Resources: https://personalfinanceclub.com/ https://hellonectarine.com/
The Sun and the Star, ch. 35 to 40 People have been saying it couldn't be done, but we did it: we did a podcast wrong. Come back next week for The Sun and the Star, ch. 41 to 46! Check out our Patreon! (https://www.patreon.com/unwisegirls) Follow the show (https://twitter.com/unwisegirls) Join our Discord! (https://discord.gg/XnhhwzKQ8d) Hosted by Jacqueline (https://twitter.com/swampduchess) and Jane (https://twitter.com/janeyshivers). Edited by Jacqueline. Cover art by Vera (https://twitter.com/Innsmouth_Inn). Intro/outro: "Super Mariocean" by spacepony (https://ocremix.org/remix/OCR01147) This podcast is powered by Pinecast.
Gabriel Rutledge is a seasoned vet, he's been doing stand-up for over 26 years. Like he says in the interview he's been doing stand up for so long he got to open for Mitch Hedberg! Just last year he released his special Nectarine. He's been touring the country and he's coming to Florida! Before his big Ponte Vedra show he was nice enough to stop by the show! Doc, Gabe and Mike talk about growing his hair out at 40, being in a punk band, growing up around Nirvana, starting comedy after he was married, starting comedy with a family, making fun of his son into college, the changing landscape of comedy, doing crowdwork, releasing specials and so much more! Meanwhile on the rest of the show Mike and Doc worry about billionaires and plan to raise a pet Kodkod. Listen Now! Introduction: 0:00:21 Birthday Suit 1: 15:40 Ripped from the Headlines: 19:33 Shoutouts: 29:48 Gabriel Rutledge Interview: 35:43 Mike C Top 3: 1:35:55 Birthday Suit 2: 1:53:23 Birthday Suit 3: 1:56:12
Brian Feroldi discusses the current state of the stock market, providing insights on market valuations, personal investment strategies, and the impact of artificial intelligence on stock analysis. The conversation highlights the importance of sustainability in stock market growth, potential investment pitfalls, and the benefits of leveraging AI tools for detailed analyses. Key Topics & Timestamps Introduction to the State of the Stock Market (00:01:01) Overview of stock market performance in 2025, with S&P 500 recording over 15% growth year-to-date. Current Market Valuation Insights (00:02:04) Discussion on historical performance indicators and high valuation levels. "Sustained double-digit growth in the stock market isn't feasible long-term." (00:02:15) Brian Feroldi's Personal Investment Strategy (00:05:00) Brian shares his strategy of maintaining a 30% cash position during high valuations and investing 70% in the market. Importance of personal financial situations when making investment choices. Impact of AI on Stock Analysis (00:24:19) Insights on how AI can enhance stock analysis when provided with clear directives. "As long as you're giving AI clear directions, it can provide incredible analysis." (00:26:10) Audience Questions and Answers (00:30:00) Discussion on individual stocks vs. index funds and thoughts on tax implications. Benefits of Fee-Only Financial Advisors (00:53:24) Advocating for fee-only hourly consultations for transparent financial advice versus traditional AUM models. Conclusions and Future Predictions (01:03:05) Summary of Brian's thoughts on market sustainability and advice for investor strategies moving forward. Actionable Takeaways Maintain a cash reserve during high market valuations to ensure better investment opportunities. (00:06:32) Utilize AI tools for deeper stock analysis, focusing only on credible data sources. (00:26:10) Regularly consult fee-only financial advisors for actionable insights without ongoing asset management fees. (00:53:24) Key Quotes Brian Feroldi: "Investment strategies should reflect personal financial situations." (00:05:00) Brian Feroldi: "Dollar-cost averaging into total stock market index funds is just so rock solid." (00:21:27) Related Resources Notebook LLM (00:25:05) Finviz Stock Screener (00:40:09) Nectarine (00:53:24) OpenPath Financial (00:54:32) Abundo Wealth (00:54:32) Discussion Questions How has the recent performance of the S&P 500 influenced your investment strategy? (00:02:04) What role do you think AI will play in future investment decisions? (00:26:10) How do you approach high market valuations as an investor? (00:06:32)
Darrow Kirkpatrick retired from a 29-year career in civil and software engineering in April 2011 at the age of 50 and started the blog 'Can I Retire Yet' that same year. The Blog was one of the first in the FIRE (Financial Independence, Retire Early) space and focuses on the personal finance needs of anyone who is thinking about retirement or early retirement. He joins us for a deeply human masterclass on retiring, drawing down without drama, and pursuing hard goals the slow, sane way. In this episode, Darrow shares with us: The origins of his blog 'Can I Retire Yet?' How a nervous breakdown derailed his career His six-year, section-by-section completion of the Colorado Trail on forearm crutches The inspiration behind his new book 'Two Sticks One Path'
In this crossover episode, Jackie joins the 'Wicked Pissah Podcast', brought to you by the Financial Planning Association (FPA) of New England. She trades in the Sunday sweatshirt for her CFP® blazer but still stays true to openly sharing her fascinating money story and spreading financial literacy. They discuss: The story behind her $2-bill savings habit The divorce-day gut punch that pushed her from $20k to FI Why she is so passionate about the 'Catching Up to FI' platform and late starters How she demystifies FIRE for financial professionals How she tackled the big skeptic questions about retiring early
A podcast, only 3 months after our last one. We talk a bit briefly about a few matches from the past three months, including wins, yes WINS over Seattle, the Leagues Cup, um, debacle, and Open Cup. Then afterwards we dive into the ins/outs of the Transfer Window, noting that this was a particularly great window for the Loons, even though they left it late. After that we briefly break down the run-ins for the Top 3 in the Western Conference, which, spoiler alert, includes the Loons Finally, brief recaps of our beloved lower division teams, MPLS City SC and Aurora FC.
J.C. and Bev Webber's late-starter journey is proof that resilience + innovation can outrun even a Great Financial Crisis. J.C. gives us his real numbers and how he sprinted from a net worth of ~$120k (age 51) to $1.5M (age 57)—only to see it crash to ~$864k in early 2009. But that didn't derail their plans because he and his wife Bev still retired early and hit the road in their RV. You could say they reached FIRE (Financial Independence, Retire Early) before it was hot! In this episode they walk us through all the twists and turns, giving us the excruciating details that you rarely hear about, including: J.C.'s brother-in-law bailing him out of credit-card debt by loaning him money J.C.'s military service and using the GI Bill hack college Ditching dead-end jobs for higher paying tech careers and eventually retiring from Apple Weathering multiple divorces and proving that it doesn't have to ruin your finances The unshakeable confidence in their human capital Plans to live out their later years in Mexico === VOTE FOR US: PLUTUS AWARDS === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski. ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more. ✅ VOTE If you've gotten value from our content and think we are worthy of recognition, please support by casting your votes here > >> https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes. ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October. ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them. Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women Other categories Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)
We ❤️ Case Studies! Nurse practitioner and mom of three, Lisa, opens up and shares what's in her wallet, and her heart. In this episode we dive into her fascinating late-starter story and financials. She was also this year's brave Case Study at the EconoMe conference and revealed all her numbers in front of a live audience to get crowd-sourced feedback in real time. What transpired afterwards was powerful- she quit her day job and handed in her clinical badge to enjoy a sabbatical she had been longing for! With a little help from some Boldin financial modeling and a Nectarine hourly planner, she made the leap and takes us through exactly how she did it. === VOTE FOR US: PLUTUS AWARDS === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski. ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more. ✅ VOTE If you've gotten value from our content and think we are worthy of recognition, please support by casting your votes here > >> https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes. ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October. ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them. Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women Other categories Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)
Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us: Why every late-starter's to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix How low fees—not “sexy” alts—make numbers grow His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement) How simplicity wins
You asked and we answered! In this episode we tackle listener questions with more than just a one-sentence response… we go deeper and give you answers with our thoughtful insights, ideas and considerations important to late starters. These are the questions we cover on today's show: ✅ Bill's costly mistake with whole-life insurance; what should you do instead? ✅ How does the $19,000 annual gift tax exclusion work? ✅ Do I have too much in cash as I'm approaching retirement? ✅ I'm new to investing and pay someone to manage my 401(k). I also want to start a Roth IRA, is now a good time? ✅ What if you're low income and can barely save, how do you move the needle? ✅ What is the middle class trap?
On this mid-week episode we join the upbeat creators of 'Rebel Finance School', Alan and Katie Donegan, for a turbo-charged pep rally aimed at every late-starter who's ever whispered "it's too late for me." We kicked off the Donegans' free 10-week course that's helping thousands around the world on their journey to FI.
Jillian Johnsrud—mini-retirement evangelist, mother of five, and author of 'Retire Often'—returns to show us why pressing pause can be the ultimate career accelerator. In this episode she explains the three hallmarks of a bona-fide mini retirement and the three ways to snag one: 1️⃣ Negotiate a sabbatical 2️⃣ Slot it between jobs 3️⃣ Pounce when life throws an unexpected layoff or family crisis
On this mid-week episode, we're switching it up again. This time Bill joins the 'Finance for Physicians' podcast with host Daniel Wrenne, CFP®. In this vulnerable interview, Bill owns up to every late-starter mistake—credit-card splurges, 'free' advisors, and lifestyle creep after a twin-sized home upgrade. Then he slings real-world antidotes: pause-plan-pivot, backward budgeting, downsizing the McMansion, and letting Social Security's ‘inflation-proof annuity' finish the job. Bill's best advice is that physicians should treat money like they treat medicine—learn the language, follow the protocol, and stop ignoring the labs. Now a Financially Independent Physician, we're giving Bill a new name: the (FI)sician!
In this episode we are joined by Cary Carbonaro, an award-winning author, and Certified Financial Planner™ with over 25 years of experience. Her specialty is empowering women to discover their unique path to financial independence. One thing we love the most about Cary is how radically transparent she is with her clients. Just call her the "Queen of Transparency" because she shares her tax return, investment portfolio and other parts of her financial life with them. In our conversation with her we discuss: The Great Wealth Transfer that she talks about in her latest book, 'Women and Wealth.' The unique needs of women and the psychology driving their financial decisions. The played out “widows and divorcees” stereotypes of women. Her analogy of comparing different shoes to asset classes. What women really want from financial professionals (hint: it's not just beating the market).
This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. ‘Catching Up to FI' co-host and author of ‘F.I.R.E for Dummies', Jackie Cummings Koski, CFP®, AFC®, continues through an easy to follow checklist of tax considerations in retirement. She demo-drives 72(t) and RMD calculators, live-shops the ACA site to score premium tax credits, and shows how Medicare surcharges work. Topics for the series include: Age-band tax checklist (pre-55, 55-65, 65-75, 75+) Separating "macro" worry (markets, policy) from micro action (what you control) Early withdrawal strategies (Rule of 55/50, 72(t) / Equal Payments, HSAs, Affordable Care Act/Tax Credits, Brokerage Accounts, ect) Tax Minimizing tips during normal retirement (Social Security, Medicare Surcharge, Increased Standard Deduction, Balancing account types) Later in life considerations (RMDs, Qualified Charitable Distribution, Inheritances, ect) This is the second part of a two-part series and part 1 aired last Wednesday. This session references visuals from a presentation that is better viewed on youtube or you can follow along using this slide deck. Disclaimer for this session: The intent of this session is open discussion about money topics that makes us all a little smarter. The content is for general education and information purposes only, and is not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
Mention financial independence and one of the first names that come up is JL Collins, author of the bestselling book 'The Simple Path to Wealth'. In fact, he is affectionately known as the Godfather of FI. One million copies and 10 years after its original publication, JL back with a shiny new, revised and expanded edition... and it just hit the New York Times Bestseller list!!! We know you've heard and seen JL all over the place because he is a BIG deal. But we uncovered some intriguing facts about his life and career that isn't often talked about (we're just curious like that). Here are five things you probably didn't know about JL Collins that we discuss in this episode: Before he ever started writing about financial independence, he worked in the magazine publishing industry. He was a job-hopper throughout his career to make more money and took lots of sabbaticals because he liked working, just not all the time. He started writing his blog to teach is daughter (Jessica) about investing, problem was… she wasn't listening when she was a kid. His daughter (Jessica) is now in her thirties and turns out, she has gained a deep understanding of his teachings (way more than he originally thought). She's now firmly on the path to FI and just left her corporate job. His daughter Jessica was part of his team in updating the new version of ‘The Simple to Wealth' and getting to work so closely with her was the most gratifying part for him as a dad.
Tax talk without the snooze-fest! This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. ‘Catching Up to FI' co-host and author of ‘F.I.R.E for Dummies' Jackie Cummings Koski, CFP®, AFC®, turns this insightful discussion into a masterclass on trimming Uncle Sam's tab at every phase of retirement. Jackie rewinds to her own FIRE (Financial Independence, Retire Early) journey: the divorce-day "401(k) gap" that lit her savings rocket, supersizing her HSA past $200,000, and hitting FI at 49 with a 40% savings rate. Expect plain-English breakdowns, plenty of ‘there are no dumb questions' crowd chat, and Jackie's trademark mix of CFP level and girlfriend realness. Topics for the series include: Age-band tax checklist (pre-55, 55-65, 65-75, 75+) Separating "macro" worry (markets, policy) from micro action (what you control) Early withdrawal strategies (Rule of 55/50, 72(t) / Equal Payments, HSAs, Affordable Care Act/Tax Credits, Brokerage Accounts, ect) Tax Minimizing tips during normal retirement (Social Security, Medicare Surcharge, Increased Standard Deduction, Balancing account types) Later in life considerations (RMDs, Qualified Charitable Distribution, Inheritances, ect) This is part one of a two-part series and the second part will be aired next Wednesday (6/18/25). This session references visuals from a presentation that is better viewed on youtube or you can follow along using this slide deck. Disclaimer for this session: The intent of this session is open discussion about money topics that makes us all a little smarter. The content is for general education and information purposes only, and is not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss: What stock market history tells us about the shaky situation we're in today What tariffs really have to do with the stock market and economy The 'rebalance' rule Mid-term election tailwinds Where the federal reserve fits into all of this
In this episode we are joined by Julien and Kiersten Saunders, co-creators of rich & REGULAR and authors of 'Cashing Out: Win the Wealth Game by Walking Away'. What started as a blog in 2017 has grown into a multimedia powerhouse, all centered around their mission… to inspire better conversations about money. Hear why Julien walked out of corporate life before he had 'FU money,' and how Kiersten's Valentine's Day resignation collided with the pandemic. They also talk to us about: Their 15-year 'Cashing Out' career sprint The power of 'Money on the Table' (think Anthony Bourdain meets FIRE) The joy of raising an eight-year-old who calls 78-year-olds his besties A reminder that aiming for the heart—rather than the wallet—can turn any late start into a blockbuster finale
Childhood crushes can bloom into full-blown FI fairy tales, and Paul and Amanda Mollenkopf are living proof. They join us to tell their story and showcase the world premiere of Paul's first book, ‘Once Upon a FI.' What started out as letters to his daughter grew into a delightful collection of short stories inspired by timeless classics and fables. The book is a refreshing approach to spreading the message of financial independence to even the youngest readers. The clever analogies using classic tales inspire valuable generational conversations around money and include: The Tortoise and the Hare: A Race to Financial Independence The Odd Duckling: Finding the Like-Minded Jack and the Beanstalk: Magic Cards that Sprout Growing Debt The Boy Who Cried Wealth: A Lesson in Stealth Wealth The Three Little Pigs: Getting a Straw, Sticks or Bricks Mortgage Chicken Little: The Market is Falling A Spending Carol: The Spirits of Spending Past, Present and Future Oh, The Places You'll Go: The Things that You'll Do, with FI Community standing by You
Aussie paramedic-turned-life-coach Tasch Rogers joins us to unpack the head-on crash that shattered her body, her finances—and ultimately her limiting beliefs. After a 30-year career as a first responder, she had to leave it all behind and start over. She became intimately familiar with the effects of trauma and PTSD, having personally navigated through her own healing journey. Now as a life coach with expertise in holistic modalities and various other disciplines, she helps others using a warm, compassionate, and non-judgmental approach. ***Trigger Warning: This episode includes discussions of mental health issues such as PTSD and suicide. These topics may be difficult for some listeners. If you need support, please consider reaching out to a trusted friend, professional, or crisis resource. Take care of yourself and listen at your own pace.
Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast to spread the message that it's never too late to start. In this episode he shares: The messy, shame-to-FI journey that inspired Catching Up to FI His three-step "Pause-Plan-Pivot" playbook His trademark mix of candor, nerdy humor, and high-five optimism
In this episode, Bill & Jackie joined Doc G (Jordan Grumet) on the 'Earn & Invest Podcast' to talk about what it feels like to be a late starter in these uncertain times. Questions about a recession are looming and it's scary, especially for those just waking up and trying to catch up. They discuss the ups and downs and how late starters can still stay on track.
Amy Minkley is the founder of FI Freedom Retreats, a passion project that was born out of her love and gratitude for the F.I.R.E. (Financial Independence, Retire Early) movement and community. In this episode, she shares her journey to achieving financial independence (FI) while living in Bali, Indonesia. Amy gives us a glimpse into her lavish yet affordable lifestyle, spending only $30k a year. She details her frugal upbringing, early teaching career in Japan, and subsequent well-paid international teaching positions that allowed her to save aggressively. The episode also highlights Amy's contributions to the local Balinese community through the FI Freedom Retreats, aimed at educating and bringing together the FI community in Asia.
We're excited to introduce you to our newest 'Catching Up to FI' team member, Patrick McDonnal. In this episode, you'll get to hear some of his money story and how he'll be helping with the show. Patrick discusses his career transition from engineering to financial planning and openly shares how the early financial education he got from his grandfather helped shape his journey. We're also celebrating with Patrick because he just sat for the very challenging, CFP Exam in March and got a preliminary 'Pass'. He is now well on his way to earning his Certified Financial Planner credential.
New Zealand is pretty far from everything, so competing on price for commodity bittering hops was never a great strategy for the country's small number of hops growers. Things were pretty grim in the early 2000s, when fifth-generation farmer Brent McGlashen joined his dad working on the family farm, Mac Hops (https://www.machops.co.nz), just outside the town of Motueka on the north end of South island. But then something mysterious and wonderful happened: Craft beer took off, and creative brewers exploring new flavors and possibilities found ways to use New Zealand's uniquely expressive hops to make beers that no one had tasted before. In this episode, McGlashen tells the family's story—which mirrors the bigger story of hops in New Zealand, going from struggle to global spotlight. He also talks about their move to the next chapter: gaining a deeper understanding of the science behind how flavors develop in the hops, and the factors that influence those flavors. Through the hour, he touches on: breeding hops with a difference in order to stand out learning what brewers want through the selection process the impact of soil type on expression and even cone shape in hops such as Nelson Sauvin planting different hop varieties in different soil blocks to support their unique growth patterns why West Coast–style IPA brewers gravitate toward Nelson grown in sandy, stony soil, while hazy IPA brewers consistently select those grown in heavier clay soils how pick timing affects flavor and aroma impact the range of characters in popular varieties such as Nelson Sauvin, Motueka, Nectarine, Superdelic, Riwaka, Wakatu, and Rakau how New Zealand hops affect the shelf life of hop-forward beers And more. This episode is brought to you by: G&D Chillers (https://gdchillers.com): G&D Chillers Elite 290 Micro-series line utilizes a natural refrigerant, features a more compact design with variable speed fans, and offers near-zero global warming potential. The future of sustainable refrigeration is here! Learn more about G&D's Elite 290 line and visit GDCHILLERS.COM. Berkeley Yeast (https://berkeleyyeast.com). Berkeley Yeast bioengineers ordinary strains and make them extraordinary—enhancing the flavors you want and eliminating the ones you don't. Visit berkeleyyeast.com to learn more and start brewing with science on your side. Old Orchard (https://www.oldorchard.com/brewer): Custom blend development is available through our innovative R&D lab. Our bulk division supplies a wide range of beverage segments, making it the one-stop shop for flavoring beer and beyond. More information and free samples are waiting at oldorchard.com/brewer. Indie Hops (https://indiehops.com) Taste the modern flavors of Indie Hops at CBC, this year in Indianapolis. Join Indie in Indy for 14 incredible collab beers. Check out the full CBC beer lineup at www.indiehops.com and plan to stop by their booth #3122. Steel Chill Cups (https://SteelChillCups.com) Steel Chill-Cups are the perfect promotional tool! Crafted from 100% recyclable steel and proudly made in the USA. Discover how Steel Chill-Cups can “Put your brand on every pour”—visit SteelChillCups.com today! Isuzu Trucks (https://www.isuzucv.com) Whether you are looking for a self-distribution solution or one to deliver supplies, there is an Isuzu truck that will fit your needs. Go to isuzucv.com (https://www.isuzucv.com) to check out their impressive lineup or visit an Isuzu dealer today to find out why now, more than ever, Isuzu trucks are the trucks you trust for the work you do! Arryved (https://www.arryved.com) From taproom to distribution, Arryved gives breweries the tools to streamline operations and boost profits—all in one powerful platform. Want to see the latest innovations in action? Visit Arryved at CBC 2025, Booth 1865, where they'll be pouring beers and showing off the future of brewery tech. Probrew (https://www.probrew.com) If you're at this year's CBC 2025 in Indianapolis, there's one place you must check out—ProBrew at Booth 2801! See ProBrew's solutions in action, chat with our experts, and enjoy a perfectly poured beverage—on us. So don't miss it—ProBrew, Booth 2801. ProBrew, Brew YOUR Beer. Ss Brewtech (https://SsBrewtech.com) Upgrade your fermentation game with Unitank 2.0 from Ss Brewtech. Available from 7-gallon up to 1-barrel sizes, Unitank 2.0 will be right at home in your homebrew set up or producing pilot batches at your commercial brewery. Visit Ss Brewtech.com to learn more!
Today, we're sitting down again with Jeremy Schneider, and it feels just like catching up with an old friend who's here to clear up the confusion around financial advisors. Jeremy, who's behind both Personal Finance Club and the new venture, Nectarine, shares personal stories and why finding genuine, unbiased financial advice can be tricky. If you've ever felt unsure about who to trust with your financial questions, this episode will feel like a breath of fresh air, giving you the confidence to seek advice that truly has your best interest at heart.What You'll Learn:The real differences between fee-based and commission-based financial advice—and why it matters to you.Stories from Jeremy and Allison that reveal the tricky situations you might encounter with commission-driven advisors.How to spot and steer clear of financial advice that doesn't have your best interests in mind.An introduction to Nectarine, where you can find financial advisors who work on a flat fee or hourly basis—meaning they're working for you, not for a commission.Practical tips for vetting financial advisors and feeling secure in your choices.Links and Resources:Check out Nectarine to connect with trustworthy financial advisors.*Learn more about investing at Personal Finance Club.Listen to Jeremy's first visit to the Inspired Budget Podcast*I will be compensated by Nectarine if you use my affiliate link, which creates an incentive and conflict of interest. I am not a current client or employee of Nectarine.You Might Like: Get the BRAND NEW FREE Goodbye Debt Tracker! Grab my FREE Budgeting Cheat Sheet. Get the Budget My Paycheck Spreadsheet. Follow Allison on Instagram! @inspiredbudget Check out Inspired Budget's blog. Take my FREE class on How to Budget to Build Wealth!
In this episode: career coaching, work-life balance, financial independence, mindfulness practices, personal growth with Susie AdeEpisode SummaryIn this episode of the Mindful Fire podcast, Adam welcomes back Susie Ade. They discuss Susie's journey since her last appearance, her transition from corporate life to coaching, and the importance of aligning work with personal values & fulfillment. Susie shares insights on the power of mindfulness, significance of Financial Independence in making career decisions, and her vision for the future. Guest BioSusie is a career coach who specializes in helping professional millennials define their goals & navigate their career paths. With a decade of experience at Google, she transitioned into coaching to focus on mental health & well-being in the workplace. She is passionate about empowering her clients to create fulfilling careers that align with their personal values.Resources & Books MentionedRamit Sethi: https://www.iwillteachyoutoberich.com/Dan Sullivan & Benjamin Hardy, "The Gap and the Gain": https://gapandgainbook.com/Sarah Behr, Simplify Financial Planning: https://www.simplifyfinancial.com/ Nectarine: https://hellonectarine.com/Guest Contact InformationSusie's website: https://www.susieade.com/Jobseeker course: https://www.susieade.com/jobseekerLinkedIn: https://www.linkedin.com/in/susie-ade-514a2626/Key TakeawaysTransitioning from corporate life to entrepreneurship can be facilitated by Financial Independence.Mindfulness practices can be integrated into daily life, enhancing productivity & personal fulfillment.It's essential to align career choices with personal values to achieve long-term satisfaction.Creating a supportive community & networking can lead to unexpected opportunities & referrals.Embracing a mindset of abundance can change how you approach your business & client relationships.PS: Introducing the…
For our 14th episode of LYL, we brought on Jeremy Schneider from Personal Finance Club. You all LOVED the episode so much, we're reposting it for this week's episode! This time of year is when we all tend to re-evaluate our finances—our budgets, investing strategies, debt payoff methods, the whole nine! We figured this episode would be a great refresher as you nail down your finances for 2025. Jeremy is a multi-millionaire that retired at 36 (and one of the kindest people we know). After hitting that milestone, Jeremy dedicated his career to teaching hundreds of thousands of people how to invest and build wealth in the stock market. In this episode, we discussed: What it actually means to invest Why investing is important, especially when you're young How to invest and what to invest in Do you need a financial advisor? And some of YOUR investing questions! Links we mentioned: Nectarine: https://hellonectarine.com/ PFC Course: https://www.personalfinanceclub.com/courses/ Watch the replay of our LIVE webinar with PFC: https://www.personalfinanceclub.com/girlstalkmoney/ Follow PFC on Instagram: https://www.instagram.com/personalfinanceclub/ If you enjoyed this episode, please rate and review the podcast. We appreciate your support!
In this episode of The Miko Love Podcast, Kumiko Love sits down with Jeremy Schneider, the founder of @PersonalFinanceClub, to make investing less intimidating and more accessible. Jeremy shares his inspiring journey from a struggling entrepreneur to achieving financial independence, offering straightforward strategies and lessons for anyone looking to build wealth.They cover:The essential steps to start investing and build confidence.Budgeting and living below your means to free up money for investments.How to use target date index funds and three-fund portfolios for a simple, effective investment strategy.The role of compound interest in accelerating wealth-building.Common investing mistakes to avoid, including chasing trends or market timing.Kumiko also introduces Hello Nectarine, Jeremy's new service designed to offer accessible, conflict-free financial advice, empowering listeners to take control of their finances with confidence.If you're ready to demystify investing and make smarter money moves, this episode is packed with practical tips and inspiration to help you get started.IMPACTFUL QUOTES"Live below your means, invest early and often.""Simplicity serves the individual investor."EPISODE CHAPTERS00:00 Introduction to Investing Basics 10:10 Key Principles of Wealth Building20:01 Understanding Investment Accounts30:06 Choosing Investments: Simplicity vs. Complexity39:00 The Three Fund Portfolio Explained45:11 The Power of Compound Interest48:07 Introducing Hello Nectarine: A New Financial ServiceABOUT JEREMYJeremy Schneider is a successful entrepreneur and personal finance expert! After starting an internet company in college and selling it at the age of 34 for over $5M and retiring at 36, Jeremy has dedicated his life to teaching personal finance. He founded Personal Finance Club, a community of champions of the individual investor who help further financial education and went on to found Nectarine, an advice-only financial advisor marketplace. Jeremy likes playing beach volleyball and writing bios about himself in the third person.Instagram: instagram.com/personalfinanceclub Website: personalfinanceclub.comAbout Kumiko:Kumiko Love is the creator of The Budget Mom, LLC, a national bestselling author of the book "My Money My Way," and an Accredited Financial Counselor.She is a dedicated mom of two boys, a passionate sourdough baker, and the proud owner of Pine Manor Naturals. With over 2 million followers across social media, Kumiko's expertise and approachable style have been featured in major media outlets such as Forbes, The New York Times, and Good Morning America. As the host of The Miko Love Podcast, Kumiko dives into the exploration of her own passions and a range of captivating topics, offering fresh perspectives and engaging discussions about life. She inspires millions to take control of their financial lives while embracing passionate living and life fulfillment. Thank you for being a part of our community! Contact The Miko Love Podcast Follow me on Instagram @mikolovepodcast Email me at kumiko@mikolovepodcast.com Thanks for listening & keep feeding your curiosity!
Do you still get a pension under the BRS? YES! We can't believe this myth and misinformation is still spreading around the military. Spencer and Jamie break down the three components of the military's Blended Retirement System (BRS) and address common misconceptions. They explain how the pension calculation works, discuss TSP matching benefits, and detail continuation pay options across different services. The hosts emphasize that servicemembers still receive a pension under BRS and highlight both the advantages and potential pitfalls of the system. Questions discussed: How is the pension calculated under BRS? What are the three main components of BRS? How does TSP matching work? What are the continuation pay rates across different services? Why did the DOD switch to BRS? Should you take the lump sum option? How can leaders help troops not miss continuation pay opportunities? Is the BRS lump sum retirement option a good idea? Resources mentioned: militarypay.defense.gov/blendedretirement Continuation Pay episode w/ Brandon Lovingier, The Enlisted Money Guy (Ep #128) Military Money: Pay and Pension app (free) on Apple's app store Nectarine's flat-rate financial advisors available for booking with 10% military discount using this link For a limited time, Spencer is offering one-on-one Military Money Mentor sessions! Get your personal military money and investing questions answered in a confidential coaching call. Our new TSP course is live! Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com. If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.
In this episode: simplifying your financial life, Jeremy's journey, dividend versus reinvesting, and automation. This week we are joined by Jeremy Schneider of Personal Finance Club and co-founder of Nectarine, where we will be discussing the beginnings of his personal investment journey and what that looks like now, striving for simplicity while adding value to your life, as well as discuss the ins and outs of his platform Nectarine. Part of the journey to FI is about finding hacks and ways to make your life a little easier in order to add value, sometimes by keeping it simple. Whether with your finances or in other areas of your life, it is the best option in order for you to thrive! Jeremy Schneider: Website: personalfinanceclub.com Instagram: @personalfinanceclub
Tess Barker joins Kurt and Scotty to talk about a French woman who learned to fly a helicopter then broke her husband out of prison, Canadian walking her dog finds 40 rotisserie chickens in woods and how the 1904 marathon became the weirdest sports event! Support this podcast by shopping our latest sponsor deals and promotions at this link: https://bit.ly/4a61tMk Learn more about your ad choices. Visit megaphone.fm/adchoices