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In this episode of the BiggerPockets Money Podcast, Mindy Jensen and Scott Trench explore how you can use AI to make better financial decisions and move closer to financial independence. They share practical ways to ask better questions, give AI the right context, stress test your financial plan, and even develop an investment thesis. Plus, they talk about where AI can help and why you still need to double-check its work.To go beyond the podcast:Interested in a Flat Fee Financial Planner? Go to https://biggerpocketsmoney.com/fipro/Interested in Learning More About Buying a Franchise? Check out: biggerpocketsmoney.com/franzyGet 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pocketsWe believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the BiggerPockets Money Podcast, Mindy Jensen and Evan Lawler take a closer look at Coast FIRE and what it really means to stop aggressively saving for retirement while still working toward financial independence. They talk through what could go wrong, from market downturns and rising expenses to lifestyle creep and unexpected changes in your life or career. They also discuss how much flexibility Coast FIRE can give you, how to build in a little margin, and what to think about when deciding whether Coast FIRE or traditional FIRE makes sense for you.To go beyond the podcast:Interested in a Flat Fee Financial Planner? Go to https://biggerpocketsmoney.com/fipro/Interested in Learning More About Buying a Franchise? Check out: biggerpocketsmoney.com/franzyGet 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pocketsConnect with Evan Lawler:Instagram: https://www.instagram.com/the_financialfoundation/YouTube: https://www.youtube.com/@The_FinancialFoundationWe believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the BiggerPockets Money Podcast, Mindy Jensen and Scott Trench sit down with Professor Aswath Damodaran, one of the world's leading experts on valuation and a professor of finance at NYU Stern School of Business, to unpack whether the massive excitement around AI is justified by the numbers. They explore the billions being invested in AI infrastructure, how much revenue AI companies would need to justify today's valuations, the risks of overinvestment and an AI bubble, and how investors should think about mega-cap tech stocks in an AI-driven market. Aswath also breaks down the potential impact of AI on employment and the broader economy, why storytelling can distort investment decisions, and why diversification and sound valuation principles matter more than ever.To go beyond the podcast:Interested in a Flat Fee Financial Planner? Go to https://biggerpocketsmoney.com/fipro/Interested in Learning More About Buying a Franchise? Check out: biggerpocketsmoney.com/franzyGet 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pocketsWe believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Two years ago, Alex Preziosi came to the BiggerPockets Money Podcast with one big question: should she quit her W-2 job and go all-in on real estate? Fast forward to today, and she's left behind her brutal commute, grown her real estate business, added another rental property, gotten married, and built a net worth of more than $1 million, all before 35! But here's the twist: Alex is now just $50,000 away from Coast FI and wondering if she can finally take her foot off the gas. Mindy Jensen and Scott Trench catch up with Alex to talk about quitting your job before financial independence, building wealth with real estate, Coast FI, entrepreneurship, and whether $1 million is really enough when kids and a growing family could be in the future.To go beyond the podcast:Interested in a Flat Fee Financial Planner? Go to https://biggerpocketsmoney.com/fipro/Interested in Learning More About Buying a Franchise? Check out: https://www.biggerpocketsmoney.com/franzyGet 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pocketsConnect with Alex Preziosi:Instagram: https://www.instagram.com/jerseygirlfinance/LinkedIn: https://www.linkedin.com/in/alexandrapreziosi/Alex's Previous Episodes: 395 and 589We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the BiggerPockets Money podcast, Scott Trench is joined by Alex Smereczniak of Franzy to break down how to buy a franchise, what franchises actually cost, who is best suited for franchise ownership, and how to evaluate the risks and rewards of buying a franchise business. They also explore real-world franchise success stories, passive income potential, and how franchising can fit into a broader financial independence strategy.This episode is brought to you in partnership with Franzy. BiggerPockets Money may receive compensation if you choose to work with Franzy. As always, do your own research and evaluate whether a franchise opportunity is right for your financial situation and goals.To go beyond the podcast:Interested in a Flat Fee Financial Planner? Go to https://biggerpocketsmoney.com/fipro/Interested in Learning More About Buying a Franchise? Check out: https://www.biggerpocketsmoney.com/franzyGet 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pocketsConnect with Alex Smereczniak: https://www.instagram.com/alexfromfranzy/?hl=enWe believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the BiggerPockets Money podcast, Scott Trench is joined by Alex Smereczniak of Franzy to break down how to buy a franchise, what franchises actually cost, who is best suited for franchise ownership, and how to evaluate the risks and rewards of buying a franchise business. They also explore real-world franchise success stories, passive income potential, and how franchising can fit into a broader financial independence strategy. This episode is brought to you in partnership with Franzy. BiggerPockets Money may receive compensation if you choose to work with Franzy. As always, do your own research and evaluate whether a franchise opportunity is right for your financial situation and goals. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Interested in Learning More About Buying a Franchise? Check out: biggerpocketsmoney.com/franzy Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Connect with Alex Smereczniak: https://www.instagram.com/alexfromfranzy/?hl=en We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Ashley Kehr and Tim Delaney share their very different experiences owning and operating liquor stores, from starting a business during COVID to buying an existing store and dealing with the realities of employees, cash flow, inventory, suppliers, and day-to-day management. They break down what it takes to build a profitable liquor store, how to source rare bourbon and whiskey, why standard operating procedures are critical, and the costly lessons that can come from poor financial oversight and business management. Whether you're interested in buying a small business, starting a liquor store, entrepreneurship, retail business, or building passive income, Ashley and Tim offer practical lessons on turning a small retail business into a more scalable and profitable operation. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Connect with Ashley Kehr: Social: https://www.instagram.com/wealthfromrentals/ Website: https://www.ashleykehr.com/ Real Estate Rookie: https://www.youtube.com/c/RealEstateRookie Connect with Tim Delaney: Business Buying for Financial Independence: https://open.spotify.com/show/2kBagDg0jmHwOmPJggAnGH?si=525c0e8e64dd4136 We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Ashley Kehr and Tim Delaney share their very different experiences owning and operating liquor stores, from starting a business during COVID to buying an existing store and dealing with the realities of employees, cash flow, inventory, suppliers, and day-to-day management. They break down what it takes to build a profitable liquor store, how to source rare bourbon and whiskey, why standard operating procedures are critical, and the costly lessons that can come from poor financial oversight and business management. Whether you're interested in buying a small business, starting a liquor store, entrepreneurship, retail business, or building passive income, Ashley and Tim offer practical lessons on turning a small retail business into a more scalable and profitable operation.To go beyond the podcast:Interested in a Flat Fee Financial Planner? Go to https://biggerpocketsmoney.com/fipro/Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pocketsConnect with Ashley Kehr: Social: https://www.instagram.com/wealthfromrentals/Website: https://www.ashleykehr.com/Real Estate Rookie: https://www.youtube.com/c/RealEstateRookieConnect with Tim Delaney:Business Buying for Financial Independence: https://open.spotify.com/show/2kBagDg0jmHwOmPJggAnGH?si=525c0e8e64dd4136We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the BiggerPockets Money Podcast, Nic Morales shares how his experience working for the NFL led him into real estate investing and ultimately to managing a $50 million portfolio. He reveals the challenges, financing strategies, operational demands, and hard lessons behind scaling a large real estate business. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Connect with Nic Morales: https://www.linkedin.com/in/nic-morales-24797ab5/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the BiggerPockets Money Podcast, Nic Morales shares how his experience working for the NFL led him into real estate investing and ultimately to managing a $50 million portfolio. He reveals the challenges, financing strategies, operational demands, and hard lessons behind scaling a large real estate business. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Connect with Nic Morales: https://www.linkedin.com/in/nic-morales-24797ab5/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the BiggerPockets Money Podcast, Dave shares how he and his family went from no real savings to building more than $1 million in net worth in just seven years while raising five kids on a median income. Dave explains how he used side hustles, aggressive saving, minimalism, DIY skills, and strategic investing to dramatically improve his family's finances. Dave also shares how paying off the mortgage, investing in tax-advantaged accounts, controlling major expenses, and having regular money conversations with his spouse helped transform their financial trajectory. His story offers practical lessons for anyone trying to build wealth, increase their savings rate, and create more financial freedom without needing an enormous income. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney Connect with Dave: http://www.davesguitarmusic.com/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the BiggerPockets Money Podcast, Dave shares how he and his family went from no real savings to building more than $1 million in net worth in just seven years while raising five kids on a median income. Dave explains how he used side hustles, aggressive saving, minimalism, DIY skills, and strategic investing to dramatically improve his family's finances. Dave also shares how paying off the mortgage, investing in tax-advantaged accounts, controlling major expenses, and having regular money conversations with his spouse helped transform their financial trajectory. His story offers practical lessons for anyone trying to build wealth, increase their savings rate, and create more financial freedom without needing an enormous income. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney Connect with Dave: http://www.davesguitarmusic.com/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The BiggerPockets Money Podcast, we explore how someone starting from zero at age 50 can build wealth and potentially reach a $1 million net worth by 65. We break down a realistic 15-year wealth-building strategy, including aggressive saving, living at the bottom quintile of expenses in your area, increasing income through jobs and side hustles, eliminating bad debt, and maximizing tax-advantaged retirement accounts. We also explore how real estate strategies like house hacking and live-in flips can accelerate wealth creation, along with the importance of disciplined spending, smart investing, community, and continuous learning. Starting at 50 presents unique challenges, but with a clear plan and consistent execution, financial independence can still be within reach. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney BiggerPocket Money Episodes to Listen to for Catching up Later in Life Content: 130, 152, 194, 333, 345, 446, 459, 484, 537, 538 We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of The BiggerPockets Money Podcast, we explore how someone starting from zero at age 50 can build wealth and potentially reach a $1 million net worth by 65. We break down a realistic 15-year wealth-building strategy, including aggressive saving, living at the bottom quintile of expenses in your area, increasing income through jobs and side hustles, eliminating bad debt, and maximizing tax-advantaged retirement accounts. We also explore how real estate strategies like house hacking and live-in flips can accelerate wealth creation, along with the importance of disciplined spending, smart investing, community, and continuous learning. Starting at 50 presents unique challenges, but with a clear plan and consistent execution, financial independence can still be within reach. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney BiggerPocket Money Episodes to Listen to for Catching up Later in Life Content: 130, 152, 194, 333, 345, 446, 459, 484, 537, 538 We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench are joined by special guest Carl Jensen to explore the bull and bear cases for megacap stocks, the future of AI, and what rapid technological advancement could mean for investors and the broader economy. They break down tech valuations, surging AI investment, market concentration, the potential for AI to transform the labor market, and the risks of overpaying for future growth. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney Connect with Carl: https://www.1500days.com We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench are joined by special guest Carl Jensen to explore the bull and bear cases for megacap stocks, the future of AI, and what rapid technological advancement could mean for investors and the broader economy. They break down tech valuations, surging AI investment, market concentration, the potential for AI to transform the labor market, and the risks of overpaying for future growth. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney Connect with Carl: https://www.1500days.com We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
How do you choose the right financial advisor? Mindy Jensen and Scott Trench explain what to look for when hiring a financial planner, including AUM vs. flat-fee vs. hourly compensation, CFP credentials, fiduciary status, advisor qualifications, questions to ask, and how to prepare for your first meeting. If you're considering working with a financial advisor, this episode will help you understand how advisors are compensated, identify potential conflicts of interest, prepare your financial information, and get more value from professional financial planning. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
How do you choose the right financial advisor? Mindy Jensen and Scott Trench explain what to look for when hiring a financial planner, including AUM vs. flat-fee vs. hourly compensation, CFP credentials, fiduciary status, advisor qualifications, questions to ask, and how to prepare for your first meeting. If you're considering working with a financial advisor, this episode will help you understand how advisors are compensated, identify potential conflicts of interest, prepare your financial information, and get more value from professional financial planning. To go beyond the podcast: Interested in a Flat Fee Financial Planner? Go to biggerpocketsmoney.com/fipro Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
How do Scott and Virginia Trench actually run their household, set big financial goals, and build toward financial independence together? In this episode, Scott and Virginia pull back the curtain on the systems and conversations that keep their family, finances, and future moving in the same direction. They talk about their approach to goal setting, weekly household and financial check-ins, dividing responsibilities, and making sure their money decisions support the life they actually want to live. They also dive into their investment strategy, including real estate, stocks, portfolio diversification, and how they adjust their investments as market conditions change. And of course, there's plenty to unpack when it comes to building and protecting wealth, from proactive tax planning and estate planning to the financial tools they use to keep track of everything. If you're working toward financial independence, investing for the long term, or simply trying to get more intentional about your money and your life, this episode offers a behind-the-scenes look at how Scott and Virginia make it all work. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Connect with Virginia Trench: Website: https://www.virginiatrench.com/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
How do Scott and Virginia Trench actually run their household, set big financial goals, and build toward financial independence together? In this episode, Scott and Virginia pull back the curtain on the systems and conversations that keep their family, finances, and future moving in the same direction. They talk about their approach to goal setting, weekly household and financial check-ins, dividing responsibilities, and making sure their money decisions support the life they actually want to live. They also dive into their investment strategy, including real estate, stocks, portfolio diversification, and how they adjust their investments as market conditions change. And of course, there's plenty to unpack when it comes to building and protecting wealth, from proactive tax planning and estate planning to the financial tools they use to keep track of everything. If you're working toward financial independence, investing for the long term, or simply trying to get more intentional about your money and your life, this episode offers a behind-the-scenes look at how Scott and Virginia make it all work. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Connect with Virginia Trench: Website: https://www.virginiatrench.com/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
REITs have underperformed for 25 years, but could the next decade be different? Jussi Askola joins us to look at where REITs stand today, how they are valued, and where investors may find the best opportunities. We discuss how to value REITs using NAV and FFO, why management quality matters, and which sectors look most attractive, including data centers, cell towers, multifamily, retail, and office. We also compare public and private real estate and explore what could drive REIT returns over the next 10 years. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Connect with Jussi Askola Website: https://www.leonbergcapital.com/ Buy His New Book ‘The Reit Advantage': https://www.amazon.com/dp/9916435359?lv=shuf&channelId=500&plpRedirect=mhFallback Substack: https://www.high-yield-landlord.com/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
REITs have underperformed for 25 years, but could the next decade be different? Jussi Askola joins us to look at where REITs stand today, how they are valued, and where investors may find the best opportunities. We discuss how to value REITs using NAV and FFO, why management quality matters, and which sectors look most attractive, including data centers, cell towers, multifamily, retail, and office. We also compare public and private real estate and explore what could drive REIT returns over the next 10 years. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Connect with Jussi Askola Website: https://www.leonbergcapital.com/ Buy His New Book ‘The Reit Advantage': https://www.amazon.com/dp/9916435359?lv=shuf&channelId=500&plpRedirect=mhFallback Substack: https://www.high-yield-landlord.com/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
Can a 29-year-old couple with a $1.7 million net worth become work optional by age 40? In this Finance Friday episode, we break down their financial plan after inheriting two rental properties and explore the biggest decision they face: keep investing in real estate, leverage their equity, or shift toward index funds? We analyze their rental property cash flow, portfolio allocation, tax strategies, and long-term investment plan to determine the smartest path toward financial independence. Whether you're pursuing FIRE, building wealth through rental properties, or deciding how to invest an inheritance, this episode offers practical insights for making thoughtful long-term financial decisions. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Can a 29-year-old couple with a $1.7 million net worth become work optional by age 40? In this Finance Friday episode, we break down their financial plan after inheriting two rental properties and explore the biggest decision they face: keep investing in real estate, leverage their equity, or shift toward index funds? We analyze their rental property cash flow, portfolio allocation, tax strategies, and long-term investment plan to determine the smartest path toward financial independence. Whether you're pursuing FIRE, building wealth through rental properties, or deciding how to invest an inheritance, this episode offers practical insights for making thoughtful long-term financial decisions. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the BiggerPockets Money podcast, hosts Mindy Jensen and Scott Trench react to the biggest takeaways and criticisms from Mindy's recent episode with The Money Guys. Mindy shares her perspective on the conversation, clears up misconceptions, and discusses what financial independence really means from her point of view. The discussion also explores the judgment that often exists within the financial independence community, how personal values influence investing decisions, and why there is no single path to building wealth. Whether you're pursuing FIRE, growing your investment portfolio, or refining your long term financial strategy, this episode offers practical insights to help you make confident financial decisions. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of the BiggerPockets Money podcast, hosts Mindy Jensen and Scott Trench react to the biggest takeaways and criticisms from Mindy's recent episode with The Money Guys. Mindy shares her perspective on the conversation, clears up misconceptions, and discusses what financial independence really means from her point of view. The discussion also explores the judgment that often exists within the financial independence community, how personal values influence investing decisions, and why there is no single path to building wealth. Whether you're pursuing FIRE, growing your investment portfolio, or refining your long term financial strategy, this episode offers practical insights to help you make confident financial decisions. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of BiggerPockets Money, hosts Mindy Jensen and Scott Trench sit down with Adrianna Adams, CFP at Domain Money, to discuss some of the biggest mistakes people make on the path to financial independence and early retirement. From chasing the perfect FIRE number to overlooking liquidity and tax planning, Adriana shares the lessons she's learned helping clients build wealth and confidently transition into early retirement. They dive into practical strategies for reducing taxes, managing portfolio risk, accessing retirement savings before traditional retirement age, and making smarter decisions around Roth conversions, direct indexing, mortgages, and withdrawal planning. Whether you're working toward FIRE or already financially independent, this episode is packed with actionable insights to help you build a stronger financial plan and make your money work harder throughout retirement. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Early Retirement Group, LLC (“BiggerPockets Money”), is acting as a promoter for Domain Money Advisors, LLC (“Domain”) and receives a flat fee for each client who enrolls in or purchases the promoted services. In addition to the compensation provided to Bigger Pockets Money, Scott Trench is a current client of Domain and received non-cash compensation related to his promotional activity. This compensation creates a conflict of interest because the promoter has a financial incentive to recommend the service. Clients should independently evaluate whether the service is appropriate for their needs. Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On this episode of BiggerPockets Money, hosts Mindy Jensen and Scott Trench sit down with Adrianna Adams, CFP at Domain Money, to discuss some of the biggest mistakes people make on the path to financial independence and early retirement. From chasing the perfect FIRE number to overlooking liquidity and tax planning, Adriana shares the lessons she's learned helping clients build wealth and confidently transition into early retirement. They dive into practical strategies for reducing taxes, managing portfolio risk, accessing retirement savings before traditional retirement age, and making smarter decisions around Roth conversions, direct indexing, mortgages, and withdrawal planning. Whether you're working toward FIRE or already financially independent, this episode is packed with actionable insights to help you build a stronger financial plan and make your money work harder throughout retirement. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Early Retirement Group, LLC (“BiggerPockets Money”), is acting as a promoter for Domain Money Advisors, LLC (“Domain”) and receives a flat fee for each client who enrolls in or purchases the promoted services. In addition to the compensation provided to Bigger Pockets Money, Scott Trench is a current client of Domain and received non-cash compensation related to his promotional activity. This compensation creates a conflict of interest because the promoter has a financial incentive to recommend the service. Clients should independently evaluate whether the service is appropriate for their needs. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench sit down with Cody Berman to uncover how he achieved financial independence before age 30 and built a $5 million net worth through entrepreneurship, side hustles, real estate investing, stock market investing, and multiple income streams. Cody shares the mindset, strategies, and lessons that accelerated his path to FIRE, from leveraging unfair advantages and embracing failure to building passive income. Whether you're pursuing financial independence, looking to grow your income, or searching for practical wealth-building strategies, this episode is packed with actionable advice to help you reach financial freedom faster. Connect with Cody: Website: https://codydberman.com/ Buy ‘Retire by 30': https://www.amazon.com/dp/B0GVPVB2KJ Instagram: https://www.instagram.com/codydberman To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench sit down with Cody Berman to uncover how he achieved financial independence before age 30 and built a $5 million net worth through entrepreneurship, side hustles, real estate investing, stock market investing, and multiple income streams. Cody shares the mindset, strategies, and lessons that accelerated his path to FIRE, from leveraging unfair advantages and embracing failure to building passive income. Whether you're pursuing financial independence, looking to grow your income, or searching for practical wealth-building strategies, this episode is packed with actionable advice to help you reach financial freedom faster. Connect with Cody: Website: https://codydberman.com/ Buy ‘Retire by 30': https://www.amazon.com/dp/B0GVPVB2KJ Instagram: https://www.instagram.com/codydberman To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Will and Trevor are back for another jam-packed episode of The Dore Report!The guys kick things off by discussing just how close Vanderbilt football is to returning, with fall camp finally right around the corner. They look at where things stand entering camp, including Vanderbilt's quarterback situation, before shifting over to basketball. The crew reacts to Gabe Nesmith's decision to reclassify into the 2026 class, a story they had to keep quiet until it became official, and breaks down what the talented wing's early arrival means for Mark Byington's program. They also run through Vanderbilt's representatives in NBA Summer League and celebrate future Commodore Olivia Jones helping Team USA capture gold at the FIBA U17 Women's World Cup.After briefly touching on baseball following last week's MLB Draft deep dive, it's time for another TDR Cocktail Break. Will, Trevor, George Barclay and Blake Fromang then come together to officially announce and explain the new strategic partnership between The Dore Report and West End Sports Partners. The group also dives into the latest wave of NCAA legal chaos while introducing a brand-new segment, TDRguments, with the honorable Judge Hacksquat presiding over the courtroom.Finally, the fellas close out another BEEFY episode with a loaded round of Premium Message Board Questionos. Let's have ourselves a Tuesday.SUBSCRIBE TO THE DORE REPORT TODAY FOR JUST $1 AND GET 50% OFF YOUR FIRST YEAR - https://www.on3.com/sites/the-dore-report/join/
Will and Trevor are back for a jam-packed Episode 375 of The Dore Report.The guys kick things off by talking about just how close football season is, with Vanderbilt fall camp right around the corner, before checking in on the Commodores making noise in NBA Summer League. From Tyler Nickel's outstanding start with the New York Knicks to updates on AK Okereke, Duke Miles, Devin McGlockton, and the rest of Vanderbilt's professional basketball contingent, there's plenty to discuss.After another TDR Cocktail Break, Alex Kurbegov and Colin Bryant join the show for a full-blown Baseball Bonanza. The TDR baseball brain trust recaps the entire MLB Draft, breaks down Vanderbilt's historic recruiting haul, discusses what Tim Corbin and Ty Blankmeyer accomplished, and looks ahead to what the loaded 2027 roster could become.Finally, the crew wraps things up with another hilarious round of Premium Message Board Questions to close out a BEEFY Episode 375.Let's have ourselves a Tuesday SUBSCRIBE TO THE DORE REPORT TODAY FOR JUST $1 AND GET 50% OFF YOUR FIRST YEAR - https://www.on3.com/sites/the-dore-report/join/
Will and Trevor are back for Episode 374 of The Dore Report.With fall camp now just one month away, the guys kick things off by discussing the countdown to football season, what they're watching over the next few weeks, and why the excitement around Clark Lea's program continues to build.Then it's over to the hardwood, where Mark Byington landed his biggest high school commitment yet as Vanderbilt secured four-star wing Gabe Nesmith, the program's highest-rated commitment since Darius Garland and Simi Shittu. The guys break down what makes Nesmith such a special prospect and why his commitment is another major step toward building an elite program on West End.Finally, the attention shifts to the VandyBoys, where Tim Corbin continues his aggressive transfer portal overhaul with the additions of Michigan left-hander Shane Brinham, Wake Forest catcher Matt Conte, and Western Kentucky left-hander Dominic Monaco. The guys discuss what each player brings to Nashville, how the roster is taking shape for 2027, and whether Corbin has fully embraced college baseball's new reality.Plus - another TDR Cocktail Break, and another outstanding round of Premium Message Board Questions.Let's have ourselves a Wednesday.SUBSCRIBE TO THE DORE REPORT TODAY FOR JUST $1 AND GET 50% OFF YOUR FIRST YEAR - https://www.on3.com/sites/the-dore-report/join/
This week on the Stock Market Options Trading Podcast, Eric O'Rourke breaks down the current SPX market pullback, key support levels, upcoming FOMC minutes, and why Nvidia earnings could be a major catalyst for the broader market and AI trade.Eric also shares how the recent uptrend has continued to favor SPX put credit spreads, how the Alpha Crunching 7-day strategy has been performing, and what traders should be watching heading into the summer market environment.Topics include:SPX support and resistance levelsNvidia earnings and AI stock momentumFOMC minutes and interest rate expectationsZero gamma and put wall discussionTrading SPX put credit spreads in an uptrendManaging profits and pullbacksCurrent market sentiment and positioning
In this episode of The Tillage Podcast, I'm joined by artist and creative entrepreneur Bella Boss to talk about time, creativity, and building a creative business in real life. If you've ever felt like you don't have enough time to pursue your art, this conversation offers a refreshing perspective.Together we explore:How creatives can make progress in small pockets of timeWhy busy seasons of life can actually sharpen your focusThe importance of letting go of things that no longer fit your creative businessWhy there's never a perfect time to start your creative dreamHow redefining your timeline and priorities can bring more joy to your creative lifeIf you're an artist, illustrator, or creative entrepreneur trying to balance creativity, business, and life, this episode will encourage you to start where you are and trust the season you're in.
In this episode, I'm unpacking the powerful mindset shift I learned in therapy that's changing how I view sales, growth, and identity as an entrepreneur. We're talking about the tendency to collect proof that our limiting beliefs are true and how that impacts confidence, risk-taking, and business decisions.If you've ever thought “I'm bad at selling,” “I'm behind,” or “this just isn't working,” this conversation will help you challenge those narratives and start searching for evidence in the opposite direction.This is a practical mindset episode for creative entrepreneurs ready to stop playing small and start rewriting their story.
In this episode, I'm sharing honestly about the heaviness I have been feeling for months and the choices I've been making to care for my mind and creativity.We'll talk about listening to yourself, creating margin without quitting, and protecting your most precious asset, your mind. I also share updates on changes to the podcast schedule and introduce The Tillage Patreon: The Green Room, a place where you can support the show in a new way. If you've been feeling overwhelmed, stretched thin, or like you might need to do things differently, this episode is a gentle reminder that you're allowed to honor your needs and move at a pace that supports you.
Want to reach financial independence faster? The quickest path isn't extreme frugality—it's earning more. And that starts with salary negotiation. Paula Pant from the Afford Anything podcast joins Mindy Jensen and Scott Trench to break down exactly how to negotiate your salary, whether you're asking for a raise, negotiating a job offer, or realizing you're chronically underpaid. Paula shares her personal negotiation journey, the strategies that worked (and what didn't), and the mindset shifts that helped her confidently ask for more. This Episode Covers: Paula Pant's personal salary negotiation experiences and lessons learned How to determine your true market value (beyond salary surveys) Understanding the employer's perspective in negotiations BATNA (Best Alternative to a Negotiated Agreement) and why it's your secret weapon Daily negotiation practice: building the skill in low-stakes situations Using scorecards and performance reviews to document your value Perfect timing for asking for a raise (and when NOT to ask) How to set yourself up for a promotion before you ask Negotiating strategies in tough job markets and recessions Aligning your incentives with your employer's goals Whether you're early in your career, a seasoned professional, or someone who's never negotiated before, Paula's practical advice will help you earn more and reach financial independence faster. Every successful negotiation adds years of compounding returns to your FIRE timeline. Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ Connect with Paula Pant: Website: https://affordanything.com/ Instagram: https://www.instagram.com/paulapant Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Want to reach financial independence faster? The quickest path isn't extreme frugality—it's earning more. And that starts with salary negotiation. Paula Pant from the Afford Anything podcast joins Mindy Jensen and Scott Trench to break down exactly how to negotiate your salary, whether you're asking for a raise, negotiating a job offer, or realizing you're chronically underpaid. Paula shares her personal negotiation journey, the strategies that worked (and what didn't), and the mindset shifts that helped her confidently ask for more. This Episode Covers: Paula Pant's personal salary negotiation experiences and lessons learned How to determine your true market value (beyond salary surveys) Understanding the employer's perspective in negotiations BATNA (Best Alternative to a Negotiated Agreement) and why it's your secret weapon Daily negotiation practice: building the skill in low-stakes situations Using scorecards and performance reviews to document your value Perfect timing for asking for a raise (and when NOT to ask) How to set yourself up for a promotion before you ask Negotiating strategies in tough job markets and recessions Aligning your incentives with your employer's goals Whether you're early in your career, a seasoned professional, or someone who's never negotiated before, Paula's practical advice will help you earn more and reach financial independence faster. Every successful negotiation adds years of compounding returns to your FIRE timeline. Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ Connect with Paula Pant: Website: https://affordanything.com/ Instagram: https://www.instagram.com/paulapant Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ Learn more about your ad choices. Visit megaphone.fm/adchoices
You've hit financial independence—now what? How do you actually start spending the money you've spent years accumulating? Bill Yount reached FI at 60 after a 10-year journey, and he's figured out the answer. Bill shares his complete decumulation strategy—the detailed plan he built with a flat-fee financial advisor to transition from wealth building to wealth preservation. This isn't just theory; Bill is actively living this plan and stress-testing it in real time. This Episode Covers: Bill achieving financial independence at age 60 The psychological shift from saving to spending after a decade of accumulation How to build a comprehensive drawdown plan (and why Bill hired help) Working with a flat-fee financial advisor vs. AUM advisors Portfolio rebalancing when transitioning to retirement Risk parity strategy and how it fits into retirement portfolios Stress-testing your financial plan: running scenarios to ensure you won't run out Social security timing decisions and optimization Retirement withdrawal strategies: the 4% rule and alternatives How much to actually spend in early retirement Helping your kids build wealth without jeopardizing your own retirement Financial independence for late starters: proof it's not too late after 50 Managing the emotional transition from accumulation to distribution phase Investment strategy changes in decumulation If you're approaching FI, already there and uncertain about spending, or starting your FIRE journey later in life, Bill's practical, well-planned approach shows you exactly how to transition from building wealth to confidently living off it. Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ Connect with Bill Yount: Website: https://catchinguptofi.com/ Instagram: https://www.instagram.com/catchinguptofi/ Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
You've hit financial independence—now what? How do you actually start spending the money you've spent years accumulating? Bill Yount reached FI at 60 after a 10-year journey, and he's figured out the answer. Bill shares his complete decumulation strategy—the detailed plan he built with a flat-fee financial advisor to transition from wealth building to wealth preservation. This isn't just theory; Bill is actively living this plan and stress-testing it in real time. This Episode Covers: Bill achieving financial independence at age 60 The psychological shift from saving to spending after a decade of accumulation How to build a comprehensive drawdown plan (and why Bill hired help) Working with a flat-fee financial advisor vs. AUM advisors Portfolio rebalancing when transitioning to retirement Risk parity strategy and how it fits into retirement portfolios Stress-testing your financial plan: running scenarios to ensure you won't run out Social security timing decisions and optimization Retirement withdrawal strategies: the 4% rule and alternatives How much to actually spend in early retirement Helping your kids build wealth without jeopardizing your own retirement Financial independence for late starters: proof it's not too late after 50 Managing the emotional transition from accumulation to distribution phase Investment strategy changes in decumulation If you're approaching FI, already there and uncertain about spending, or starting your FIRE journey later in life, Bill's practical, well-planned approach shows you exactly how to transition from building wealth to confidently living off it. Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ Connect with Bill Yount: Website: https://catchinguptofi.com/ Instagram: https://www.instagram.com/catchinguptofi/ Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ Learn more about your ad choices. Visit megaphone.fm/adchoices
You're in your 50s, $50,000 in debt, and retirement at 65 feels impossible. We made this episode for you. Today, Mindy and Scott spell out the exact step-by-step plan to go from $50K in debt to a million-dollar retirement—even if you're starting over in your fifties. Meet Nancy: a recently divorced stay-at-home mom reentering the workforce with significant debt and zero savings. Her story represents millions of people starting over financially in their fifties due to divorce, job loss, or never having saved for retirement. But Nancy's situation isn't hopeless—and neither is yours. This Episode Covers: Nancy's starting point: $50K in debt, no savings, reentering the workforce in her 50s The debt payoff strategy for people who are catching up to FI and how to prioritize which debts to tackle first Income optimization tactics for your 50s: negotiating salary, side hustles, and career pivots Smart expense cuts that don't feel like deprivation Which retirement accounts to prioritize when you're behind (401k, IRA, HSA strategy) Balancing debt payoff with retirement savings: when to do both simultaneously The real numbers: how much Nancy needs to save monthly to hit $1 million by 65 Investment strategy for people with a shorter timeline to retirement Why it's never too late—and the mindset shifts that make comeback possible Don't give up on retirement—let's show you how to catch up! Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
You're in your 50s, $50,000 in debt, and retirement at 65 feels impossible. We made this episode for you. Today, Mindy and Scott spell out the exact step-by-step plan to go from $50K in debt to a million-dollar retirement—even if you're starting over in your fifties. Meet Nancy: a recently divorced stay-at-home mom reentering the workforce with significant debt and zero savings. Her story represents millions of people starting over financially in their fifties due to divorce, job loss, or never having saved for retirement. But Nancy's situation isn't hopeless—and neither is yours. This Episode Covers: Nancy's starting point: $50K in debt, no savings, reentering the workforce in her 50s The debt payoff strategy for people who are catching up to FI and how to prioritize which debts to tackle first Income optimization tactics for your 50s: negotiating salary, side hustles, and career pivots Smart expense cuts that don't feel like deprivation Which retirement accounts to prioritize when you're behind (401k, IRA, HSA strategy) Balancing debt payoff with retirement savings: when to do both simultaneously The real numbers: how much Nancy needs to save monthly to hit $1 million by 65 Investment strategy for people with a shorter timeline to retirement Why it's never too late—and the mindset shifts that make comeback possible Don't give up on retirement—let's show you how to catch up! Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the BiggerPockets Money Podcast with Mindy Jensen and Scott Trench, Scott builds four different investment portfolios using real money, each account starting with $10,000 and employing different strategies. Scott invests in an index fund, a 60/40 stock-bond portfolio, a risk parity portfolio, and a unique actively managed thesis. Follow along as they discuss the rationale, mechanics, and expected outcomes of these investments. NOTE: This episode is for educational and entertainment purposes only and is NOT professional investment advice. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Experience of this investor may not be representative of other customers. Past performance does not guarantee future results, and investment values may rise or fall. At Public earn an uncapped 1% bonus when you transfer your portfolio with: www.Public.com/BPM Subscribe to the FREE 31 Day Challenge Starting on January 1st: www.biggerpocketsmoney.com/31days Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the BiggerPockets Money Podcast with Mindy Jensen and Scott Trench, Scott builds four different investment portfolios using real money, each account starting with $10,000 and employing different strategies. Scott invests in an index fund, a 60/40 stock-bond portfolio, a risk parity portfolio, and a unique actively managed thesis. Follow along as they discuss the rationale, mechanics, and expected outcomes of these investments. NOTE: This episode is for educational and entertainment purposes only and is NOT professional investment advice. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Experience of this investor may not be representative of other customers. Past performance does not guarantee future results, and investment values may rise or fall. At Public earn an uncapped 1% bonus when you transfer your portfolio with: www.Public.com/BPM Subscribe to the FREE 31 Day Challenge Starting on January 1st: www.biggerpocketsmoney.com/31days Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Episode #704 ~~~ Download the Goal Setting Document: www.biggerpocketsmoney.com/resources ~~~ Subscribe to the 31 Day Challenge: www.biggerpocketsmoney.com/31days ~~~ Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com ~~~ Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ ~~~ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ ~~~ Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ ~~~ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ ~~~ Learn how to set and achieve your 2026 goals in this episode of the BiggerPockets Money podcast with hosts Mindy Jensen and Scott Trench. In this episode, Mindy and Scott review their 2025 achievements and create actionable plans for 2026, covering everything from family milestones and fitness goals to business ventures and financial targets. You'll discover proven goal-setting techniques, strategic planning frameworks, and practical tips for turning New Year's resolutions into real results. What You'll Learn: Strategic goal-setting frameworks for personal, financial, and professional growth How to set realistic yet ambitious goals for 2026 Accountability strategies to actually achieve your resolutions Real examples of personal finance goals and wealth-building plans How to track progress and adjust goals throughout the year And SO much more! Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode #704 ~~~ Download the Goal Setting Document: www.biggerpocketsmoney.com/resources ~~~ Subscribe to the 31 Day Challenge: www.biggerpocketsmoney.com/31days ~~~ Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com ~~~ Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ ~~~ Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarchmoney.com/ ~~~ Connect with Scott and Mindy: Scott: https://www.instagram.com/scott_trench/ Mindy: https://www.instagram.com/_mindyatbp/ ~~~ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ ~~~ Learn how to set and achieve your 2026 goals in this episode of the BiggerPockets Money podcast with hosts Mindy Jensen and Scott Trench. In this episode, Mindy and Scott review their 2025 achievements and create actionable plans for 2026, covering everything from family milestones and fitness goals to business ventures and financial targets. You'll discover proven goal-setting techniques, strategic planning frameworks, and practical tips for turning New Year's resolutions into real results. What You'll Learn: Strategic goal-setting frameworks for personal, financial, and professional growth How to set realistic yet ambitious goals for 2026 Accountability strategies to actually achieve your resolutions Real examples of personal finance goals and wealth-building plans How to track progress and adjust goals throughout the year And SO much more! Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this inspiring episode, New York–based abstract artist Meg Indy shares her journey from watercolor beginnings in a college dorm to painting large-scale works that now grace homes and galleries across the city. Meg opens up about how rediscovering her childlike wonder has shaped her creative process and how you can do the same.Together, we explore the importance of reconnecting with your inner child, embracing messy creativity, and giving yourself permission to play again. If you've ever felt blocked, burnt out, or disconnected from your creative joy, this conversation will remind you that freedom lives in the process, not the perfection. What You'll Learn:✨ How your childhood passions can guide your creative path today✨ The power of an intentional “artist date” to spark new inspiration✨ Why giving yourself permission to make a mess leads to authentic art✨ How to overcome perfectionism, fear of failure, and creative paralysis✨ Practical ways to create an environment that supports deep creative flowWhether you're an artist, entrepreneur, or someone craving more joy in your work, this episode is your invitation to embrace the twists, turns, and beautiful mess of making.
Do you have big ideas but struggle to follow through? In this episode of The Tillage Podcast, we're talking about what it really takes to become the kind of person your creative dreams can depend on. Not more motivation. Not another planner. But learning how to show up for your goals the way you would show up for a boss, a deadline, or anyone else who's counting on you.We dive into why so many creatives are great at dreaming but get stuck in the doing. Why it's easier to keep promises to clients than to ourselves. And how confidence doesn't show up before action...it's built through action. You'll learn how to rebuild your track record, create goals that are actually aligned (not just “shoulds”), and start becoming someone your future self can rely on. In this episode, you'll learn:✨What it means to become a trustworthy employee in your own business✨The difference between aligned goals and “I should be doing this” goals✨How to rebuild belief in yourself through small, consistent actionsThis episode is an invitation to stop doubting whether you can and start proving that you will. Get 50% OFF Your First Year of Flodesk and lock in to the Unlimited Plan before November 28th! ☕Buy Me A Coffee and support an episode!⭐Visit www.thetillagepodcast.com for today's show notes and more.⭐Follow along on INSTAGRAM
If you've ever pushed yourself past your limits because you love what you do, this episode will feel like a deep exhale. In this episode, I sit down with Amy Frazer of Keller Design Co. to talk about the realities of overworking, burnout, and finding balance in your creative business. Amy shares her journey from corporate design roles at Old Navy and Nike to building a slower, more intentional life and business rooted in purpose not pressure.What you'll learn in this episode:✨ The hidden emotional roots of overworking and burnout✨ How to set boundaries without losing your passion✨ Why rest is not a reward but a rhythm✨ How slowing down can lead to more creative freedomThis conversation is a reminder that you can love what you do without losing yourself in it and that real success is found in balance, not burnout.
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