Podcasts about retire early

Walli Miller is a first-generation millionaire, financial coach, and early retiree who left her 9-to-5 before age 40. After a career in public service, Walli reached financial independence and now helps high-achieving, primarily first-generation women build wealth, create financial freedom, and design a life they love. Through her private coaching business, Walli empowers others to rewrite their money stories and achieve what once felt impossible. On this episode we talk about: Walli's first job in New York City through the Summer Youth Program and what it taught her about work and money Her transition from public service to financial independence, reaching millionaire status, and retiring early—all on a government salary The generational impact of money mindsets, and why credit, wealth, and financial habits are “hereditary” The “aha!” moment that changed Walli's relationship with money and launched her journey to wealth How she used tax-advantaged accounts, intentional saving, and mindset shifts to build seven figures in her stock portfolio The importance of automating savings, increasing investments gradually, and eliminating mindless spending The difference between math and mindset: why 80% of financial success is mental and emotional Her path from unpaid coaching to a thriving coaching business—helping others, especially women and people of color, break cycles and become work-optional The FIRE (Financial Independence, Retire Early) movement, and what it looks like to be “work optional” Top 3 Takeaways Financial independence is possible without a massive salary—strategic saving, investing, and automation can build real wealth. Money stories and mindsets inherited from childhood play a huge role in our financial behaviors; changing the narrative is key to breaking cycles. Achieving “work optional” status isn't about deprivation—it's about intentionality, paying your future self first, and living aligned with your values. Notable Quotes “I thought wealth was for somebody in a velvet robe, not for federal employees earning $100,000.” “I realized after years of coaching that about 15% is numbers and 85% is mindset and relationships.” “Paying your future self first—before you spend on anything else—is the most powerful habit for building freedom.” Connect with Walli Miller: Website: financiallythriving.com https://www.instagram.com/financially_thriving/?hl=en

Ready to feel more motivated about retiring early? These five research-backed stats reveal how early retirement can positively impact everything from health to relationships—and might be the nudge you need to take your financial independence plan more seriously. The benefits go well beyond just having more free time.While many people delay retirement out of fear or uncertainty, the data shows that stepping away from work earlier can lead to greater satisfaction, improved well-being, and more meaningful use of time. But getting the timing right means understanding your financial picture and knowing when enough is truly enough.Early retirement isn't about escaping work, it's about creating space for the things that matter most. If you're serious about building a life with more energy, freedom, and fulfillment, this is your sign to start planning intentionally.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Steve Selengut. Also known as The Income Coach. Here's a detailed summary of the episode:

The dream of an early retirement is a powerful motivator for many investors. But often it remains just that: a dream. So what's holding people back? Is it simply a matter of money? Or are there deeper, psychological reasons why people decide to keep working? And in today's Dumb Question of the Week: Is the state pension like a bond? --- Thanks to Raisin UK for supporting this episode. Raisin UK is a free, easy-to-use platform where you can access savings accounts from over 40 FSCS-protected banks and building societies — all in one place. What's more, for a limited time only, you can receive a £100 bonus when you register and fund your first savings account with a minimum of £10,000 using the code "SAVINGS100". For more details, please visit the link raisin.co.uk/pensioncraft ---Get in touch

In this eye-opening episode of the Jake & Gino podcast, Gino flies solo to interview Chris Miles, founder of Money Ripples, cashflow expert, and former financial advisor turned passive income evangelist. Together, they pull back the curtain on the real problems with traditional retirement planning—and how most people have been brainwashed into believing the 401(k) is their only path to freedom.Chris reveals how he escaped the rat race at just 28 years old by ditching accumulation and embracing cash flow-focused investing. He shares why the FIRE movement gets it wrong, how financial advisors are incentivized to sell—not serve—and why real estate, hard money lending, and infinite banking may offer far better alternatives.Whether you're tired of the "set it and forget it" retirement advice or you're simply looking to build wealth that works now, this episode delivers practical insights and controversial truths.Connect with Chris Miles:https://www.moneyripples.comListen to the Money Ripples Podcast wherever you get your podcasts.Topics Discussed:Why the 401(k) was never meant for the average person The myth of the 4% rule (and why it's actually 2-3%) What most millionaires still worry about in retirement How to escape the saver-scarcity mindset The problem with the FIRE movement and mutual funds Cash flow investing vs. equity-focused investing Building your financial network and foundation Why Chris prefers whole life insurance, real estate, and lending Subscribe for weekly insights on wealth, mindset, and multifamily investing from the Jake & Gino Network.Chapters:00:00:00 - Introduction  00:06:04 - Why Traditional Retirement Advice Failed Chris' Dad  00:07:28 - The Myth of the 4% Rule and FIRE Movement Critique  00:12:28 - Are You Living in Financial Fear? Emotional Ties to Money  00:18:23 - Breaking Intergenerational Money Patterns  00:25:30 - The System Is Broken. Follow the Money  00:30:55 - How to Build a Real Financial Foundation  00:37:20 - The Best Vehicles for Wealth Building in 2025  00:40:47 - Why Equity Is Great, But Cash Flow Is King  00:43:23 - Raw Land, Oil & Gas, and Other Income-Producing Vehicles  00:47:40 - Connect with Chris Miles  00:48:13 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Too many people delay retirement just to boost their Social Security benefits, often at the cost of time, energy, and joy. But at Root, we believe retirement planning should be about more than just maximizing one metric. It should be about maximizing your life.If you're working extra years simply to avoid gaps in your earnings history or to earn a slightly higher monthly benefit, it's worth rethinking the bigger picture. In many cases, the trade-off isn't worth the lost years of freedom and vitality.A more holistic strategy might involve intentionally drawing from your portfolio early—when you're healthy and active—while allowing Social Security to grow in the background. And for those pursuing tax planning strategies like Roth conversions, delaying benefits can actually create opportunities for long-term savings.The bottom line? Don't let Social Security be the sole driver of your retirement timeline. Check your earnings record, run the numbers, and build a plan that aligns with your goals, health, and lifestyle. At Root, we help clients retire with confidence, not just by the numbers, but by what matters most.- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Are you ready to retire and live a more authentic life?In this video, I'm sharing the 5 things I wish I knew before retiring, and what vanishes in retirement that no one tells you about. I talk about the unexpected aspects of life after work that many people overlook.The transition to retirement can bring about challenges you didn't see coming! Whether you're nearing retirement, on a path to financial freedom, or just curious about the changes it brings, this video will provide valuable insights and help you prepare for this significant life transition.Many are caught off guard by what quietly disappears in retirement, with today's video I'm diving into these unexpected changes. This episode focuses on the things that people often overlook, sharing insights and even some relevant statistics. If you're thinking about early retirement, or are getting close to retirement, you need to be aware of these factors.0:00 - Intro1:29 - Your career5:37 - Your routine9:12 - Your identity12:10 - Your sense of purpose13:35 - MoneyPlease join our Facebook group at www.facebook.com/groups/lifestartsatretirement

Carson and Myles break down the key steps to retiring early—how much you need to save, what tradeoffs to consider, and how to build a plan that makes work optional sooner than you think. Whether you're dreaming of freedom at 50 or just want more flexibility, this episode of Retire While You Work® is packed with practical insights.

In this episode of Mitten Money, Will and Kevin explore the FIRE movement (Financial Independence, Retire Early) and whether it's truly achievable for most people. They discuss lean FIRE, fat FIRE, and barista FIRE, reflecting on what early retirement might look like in real life.The conversation covers how retirement is changing, the importance of purpose and social connection, and how to strike a balance between saving and enjoying life. With stories from their own busy family schedules, Will and Kevin highlight the personal side of financial planning.Whether you're aiming to retire early or just want to take better control of your money, this episode offers practical insights to think about!Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.

There are many benefits of investing inside of a retirement account like a self-directed IRA. But if you want to retire early, can a self-directed IRA help you reach your goals? That's the first question I'm answering on this episode of Investing in Real Estate! This encore Q&A episode features three great listener questions on deciding if retirement accounts are right for you, how to determine if you should use your home equity to invest, and how to get into investing if you don't want to invest in the United States.

We often focus on the fear of running out of money in retirement—but what if the bigger risk is running out of health before you can enjoy it? After watching The Amazing Race, I was reminded of a client story we hear all too often: years of diligent saving, only to be sidelined by health issues just before retirement begins.At Root, we've seen clients retire with more than enough—only to realize the extra working years came at the expense of their physical well-being. One client had $3 million saved but told us she would've been happier (and healthier) retiring with $2.2 million if it meant enjoying her travel plans pain-free.That's why we encourage thinking about your money in terms of “movement speeds”:Walking dollars: short-term cash for 1–3 yearsJogging dollars: mid-term goals for 3–7 yearsSprinting dollars: long-term investments for 10+ yearsThis framework helps you balance living well today with planning wisely for tomorrow. The most consistent advice we hear from our clients? Don't just plan to retire—plan to enjoy it. Prioritize your health alongside your wealth.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Financial freedom is the dream of many professionals—but few achieve it as strategically and successfully as Dr. Christopher H. Loo, MD-PhD. In this episode, Chris shares his journey from physician to early retiree at 38, diving deep into the mindset and investment tactics that led him there.Along the way, we explore the importance of passive income, building multiple streams of income, and how real estate investing during the 2008 crash set Chris on a path to lasting wealth. He also discusses the power of digital entrepreneurship, creating a personal brand, and how index funds investing can create long-term security—even for high-income professionals like physicians.If you're searching for a roadmap to early retirement, wondering how to create time freedom without sacrificing your profession, or want to escape the rat race through smart financial decisions, this interview gives you answers and insights. Chris's experience bridges the gap between ambition and action, offering solutions that align with what freedom-seekers are looking for in today's economy.

Ready ka na ba mag-retire?

Learn how to navigate gas prices this summer, then hear how to make your money work after retiring early and moving abroad. What's going on with gas prices this summer? How can early retirees turn their savings into income abroad? Hosts Sean Pyles and Elizabeth Ayoola discuss gas price trends and smart investment options for early retirees to help you plan a smoother ride — both on the road and in your financial journey. Joined by NerdWallet's Anna Helhoski and AAA's Aixa Diaz, they begin with a discussion of 2025 gas prices, with tips and tricks on timing your fill-ups, choosing the right fuel blend, and prepping your car for summer travel. Then, Sean and Elizabeth answer a listener's question about how to turn $150,000 in savings into ongoing passive income after achieving FIRE (Financial Independence, Retire Early) and relocating to Spain. They discuss how to balance accessibility with growth through options like CD ladders, T-bills, REITs, and dividend ETFs. They also explore considerations around managing rental properties from abroad, currency risk, and the importance of working with a CPA to avoid tax pitfalls when investing internationally. Use NerdWallet's free compound interest calculator to see how your savings and investment account balances can grow with the magic of compound interest: https://www.nerdwallet.com/calculator/compound-interest-calculator  Dividend aristocrats are stocks that raise their dividends every year. Here's an overview of how to invest in them: https://www.nerdwallet.com/article/investing/top-dividend-aristocrats-list Dividend stocks can be a great choice for investors looking for passive income and portfolio stability. View NerdWallet's list of the best high-dividend stocks and learn how to invest in them: https://www.nerdwallet.com/article/investing/how-to-invest-dividend-stocks  Here's NerdWallet's list of the best ways to send money internationally: https://www.nerdwallet.com/article/banking/best-ways-to-wire-money-internationally  In their conversation, the Nerds discuss: gas prices 2025, summer gas prices, how to save money on gas, why are gas prices rising, AAA fuel cost calculator, road trip cost calculator, gas price trends, crude oil price impact on gas, how to prepare for a road trip, car maintenance for road trips, road trip emergency kit checklist, what affects gas prices, hurricane impact on gas prices, early retirement abroad, how to generate passive income after FIRE, CD ladder strategy, high-yield savings alternatives, best short-term investments, moving to Spain finances, cost of living in Spain vs USA, living off rental income abroad, managing rental property from overseas, REIT vs dividend ETF, opening brokerage account abroad, FATCA rules for expats, real estate income planning, investing while living overseas, treasury bills vs CDs, compound interest calculator, diversifying passive income, financial planning after FIRE, and retiring in your 40s. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin chats with Nish George, CEO of Fetch Fulfillment, on this episode of The New Warehouse Podcast, recorded at Supply Chain Point 2025. Nish's journey from FIRE (Financial Independence, Retire Early) fanatic to logistics disruptor is anything but typical. With a background that includes operations roles and time at Amazon, Nish brings an unconventional, systems-level mindset to the industry—one shaped as much by personal mission as professional ambition. In this conversation, he shares how deeply human experiences and a love of optimization led him to acquire a 3PL and set out to transform last-mile delivery. From AI that audits timecards via security footage to a future of "red blood cell" package delivery systems, Nish walks us through his strategic vision—and the real-world leadership lessons he's learned on the warehouse floor.Get your free ID Label sample right here. Follow us on LinkedIn and YouTube.Support the show

Jessie Dillon transformed business burnout into a journey toward FIRE and time freedom. In this REI Agent episode, learn the mindset, methods, and strategies behind her powerful story of reinvention and investing.See full article: https://www.unitedstatesrealestateinvestor.com/the-bold-fire-movement-journey-of-realization-to-true-financial-freedom-with-jessie-dillon/(00:00) - Introduction to The REI Agent Podcast(00:03) - Meet Mattias and Erica: A Holistic Duo(00:24) - Mattias Returns Solo with a Family Update(00:56) - Introducing Guest Jessie Dillon from Massachusetts(01:14) - What Is FIRE? Financial Independence, Retire Early(02:00) - Mindset Shift: What You Feed Your Brain Shapes Your Life(03:45) - Enter Jessie Dillon: From Burnout to Business Freedom(06:47) - First Rental Property and FIRE-Fueled Real Estate Ambitions(09:23) - Why Real Estate Was the Key to Jessie's Exit Plan(11:06) - Partnerships and Scaling Through Value-Add Multifamily(13:50) - Market Research: Why Jessie Targets Illinois(16:00) - Getting Over the Fear of Long-Distance Investing(18:25) - Monthly Asset Management and Communication(20:30) - Jessie's Best Christmas Gift: Hiring Property Managers(23:00) - The Emotional Roller Coaster of Managing Properties(24:30) - Building a Lifestyle That Values Freedom Over Flash(27:21) - Course on Self-Storage and Future Diversification Plans(28:29) - Real Estate Professional Status and CPA Strategy(31:20) - Why Jessie Avoids Syndication as a GP(33:25) - Syndications vs. Private Lending: Pros and Cons(36:08) - Passive Investing Lessons and Real-Life Examples(39:11) - Jessie's Golden Nuggets for New Investors(41:06) - The Power of Laser Focus in Strategy and Market(42:32) - Everyone Should House Hack (Even Non-Investors)(44:44) - Favorite Book Recommendation: The Millionaire Next Door(47:10) - FIRE Community and the Playing with FIRE Documentary(49:40) - Raising a FIRE-Minded Daughter(52:00) - Final Words and Where to Find Jessie Dillon(52:27) - Outro from Mattias and EricaContact Jessie Dillonhttps://linktr.ee/jessiedillon_For more powerful information to help you reach your holistic success, visit https://reiagent.com

The FIRE (Financial Independence, Retire Early) movement has transformed how people think about work, money, and retirement. In this comprehensive episode, Mindy and Scott break down everything you need to know about achieving financial independence and potentially retiring decades earlier than traditional retirement age. We explore the mathematics behind FIRE, different approaches to the movement, and practical strategies for dramatically increasing your savings rate. From understanding the 4% rule to optimizing your investment portfolio, this episode provides a complete roadmap for anyone interested in financial independence. Perfect for both beginners exploring the concept and those already on their FIRE journey looking to optimize their approach. What We Discuss: The 4% Rule Explained How to calculate your FIRE number  Proven strategies to save 50%+ of your income  Best investment vehicles for FIRE (401k, IRA, taxable accounts)  Common FIRE mistakes to avoid  Updated strategies for 2025 market conditions Withdrawal strategies And SO much more! Learn more about your ad choices. Visit megaphone.fm/adchoices

Retirement is a life-long dream for some, but for others it can come too soon. We will look at ways to keep busy for those required to retire early. All to discuss with Peter Cosgrove Managing Director of Futurewise.

Forget what you've been told about retirement. In this episode, Michael Blank breaks down why chasing the dream of sitting on a beach at 65 is not just outdated—it's dangerous. He unpacks the flawed math behind 401(k)s, FIRE, and single-family rentals, and lays out a smarter, faster path to freedom through multifamily syndications. If you're a high-income earner chasing control over your time, this episode will reframe how you think about “retirement” and show you how to buy your time back—on your terms.Key TakeawaysRetirement Is Not the Goal—Freedom IsTraditional retirement means doing nothing, and that's not fulfilling for most people.After a short break, high performers crave impact, purpose, and productivity.Financial freedom gives you options—to work, to rest, to choose how you live.The Math of Retirement Doesn't WorkThe 4% Rule requires you to save $3M+ for $10K/month in passive income—before inflation.With inflation, that number balloons to $7.3M to maintain your current lifestyle.Very few people are saving $2K–$15K/month for 10–30 years consistently.Why the FIRE Movement Falls ShortFIRE (Financial Independence, Retire Early) demands extreme frugality—up to 70% savings rates.It's built on sacrifice and still relies on fragile stock market assumptions.Once “retired,” most FIRE followers still live lean—without true freedom or fulfillment.Why Rentals Are Better—But Still Not EnoughEven buying one rental per year doesn't get you to $10K/month cash flow fast.50 rentals = $10K/month at $200/month per property—a huge operational burden.BRRRR and flips can help, but they're still slow, time-intensive, and hard to scale.Multifamily Syndications: The Fast Track to FreedomAcquisition fees from one deal can replace your income and give you a 12-month runway.Syndications have multiple profit centers: fees, cash flow, equity, and backend profits.With the right coaching, you can quit your job within 1–2 years—not 30.Break the “DIY” Trap: Why Coaching MattersMost people try to figure it out alone and stay stuck for years.Multifamily syndications are a team sport—scale comes from partnerships, not hustle.Without a roadmap, you'll hit a ceiling fast or never start at all.Connect with Nighthawk EquityJoin the Nighthawk Equity Investor ClubConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the...

What if work became a choice, not a requirement?The Early Retirement Podcast is here to help you navigate the path to financial independence, so you can retire when you want and live how you want. Whether you're nearing retirement or just starting to plan, this podcast delivers clear, actionable insights designed to simplify your biggest financial decisions.We focus on strategies that make a real impact—from tax planning moves that may unlock $100,000+ in lifetime savings, to investment and withdrawal strategies that align with your values and goals. It's not about chasing perfection, it's about creating a plan that gives you freedom, clarity, and peace of mind.Because at the end of the day, early retirement isn't just about leaving your job, it's about building a life you don't want to escape from.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Most career real estate investors fail because navigating a maze blindfolded, while the select few profit from all the confusion! The confused buy course after course, jump from guru to guru, collecting techniques like a kid trading baseball cards. And never really complete the puzzle of a wealth machine. This is like building a puzzle with pieces from 10 different boxes, or puzzles. Which is like being dropped in a foreign country without a map or compass. And, don't be alarmed: this industry has created this chaos on purpose! Think about it, if there was a clear path for Real Estate to follow, step-by-step you'd be financially free, right? I mean… How many courses would you need to buy? How many seminars would you need to attend? How many coaching programs would you join? Good news: the confusion is the business model. Until now! For the first time in creative real estate history, I'm going to share the obvious, and very successful ladder for climbing to wealth with no money down, no risk real estate transactions. An actual roadmap to the minor few who have traveled for mega wealth, and financial freedom.

Does Money Make Us Happy? In a world driven by wealth, we often chase financial security, early retirement, and material comfort. But what if the deeper issue isn't money itself, but our love of it?In this message from our Blueprints series on 1 Timothy, Pastor Bob confronts the powerful lure of money, examines the FIRE movement (“Financial Independence, Retire Early”), and offers a gospel-shaped perspective on true contentment. Drawing from Paul's words in 1 Timothy 6:3–10, we're invited to trade worldly cravings for eternal priorities, and discover that godliness with contentment is great gain.June 29, 2025

See my $250,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/postsCheck out these AMAZING Deals: https://amzn.to/3NGmBPTYieldMax's fund of funds ETF YMAX Universe Fund of Option Income ETFs has now been out for a year and half - how is it fared and will continue to give as juicy monthly dividends and performance going forward? Check out my favorite research tool Seeking Alpha! Premium: https://link.seekingalpha.com/3B2L85W/4G6SHH/Alpha Picks: https://www.sahg6dtr.com/3B2L85W/J8P3N/Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one

The IRS Rule That Could Save Your Early Retirement (No, Seriously)Burned out? Laid off? Can't sit through one more “All Hands” meeting where Todd from Accounting performs a spoken word about synergy? Honey, maybe it's time to retire early—even if you didn't plan to.This week on Queer Money®, we're spilling the retirement tea

When you're used to being out and doing a job and other things all the time, what happens when you have no place to go?

In this episode of More Than Commas, Cory breaks down the FIRE (Financial Independence, Retire Early) movement—its philosophy, its pitfalls, and its powerful potential to reshape your relationship with money. Learn how FIRE isn't just about quitting your job early, but about reclaiming your time, aligning your finances with your values, and designing a life you don't want to retire from. We explore key insights on how to pursue financial independence without sacrificing meaning, flexibility, or relationships. Whether you're FIRE-curious or just want more freedom, this episode offers practical, purpose-driven takeaways.   —   This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

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.    

What if financial independence was simpler than you think? In this powerful episode Craig Curelop reconnects with a prominent figure in the FIRE (Financial Independence, Retire Early) movement J.L Collins, whose best-selling book The Simple Path to Wealth has helped millions unlock freedom through frugality and investing in index funds.  This is not just a rehash—J.L. drops updates on Pathfinders, the upcoming Simple Path to Wealth 2.0, and how staying the course in a volatile market is still the winning strategy. You will walk away with timeless principles of wealth-building, practical investment tips (like using VTSAX), and motivation to pursue Financial Independence regardless of income level. Perfect for anyone in the FIRE movement, new investors, or anyone questioning the value of good debt, savings rates, and lifestyle inflation. PODCAST HIGHLIGHTS: [03:15] Book update and reflections on investing mindset [7:28] Avoiding lifestyle creep and how saving saved him [11:17] 4 percent rule and retirement income planning [16:12] How market volatility shapes disciplined investing long-term [25:27] Vanguard's VTSAX index fund remains JL's top investing pick [32:52] Staying the course when market drops test your resolve [38:03] Pushback on simplicity and myths about wealth accumulation [43:57] Financial independence is about freedom not early retirement age [47:27] Advice to young investors on maximizing savings from start [53:04] Stock market cycles and emotional control with investing [58:26] Meditation mindset helps maintain financial course in crashes  HOST Craig Curelop    

We interviewed Eddie Speed, America's most experienced note buyer and owner of Colonial Funding Group LLC. He brings over four decades of expertise and 50,000+ closed note deals to Deal-Maker Richmond. As a pioneering force in the note buying industry, Eddie specializes in helping real estate investors and property owners unlock hidden value in their seller-financed portfolios.***DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/idealINTERVIEW HIGHLIGHTS[00:00-02:22] A Journey into Note Investing[02:23-07:52] Deep Dive into Selling Notes[07:53-11:07] Challenges in the Rental Property Market[11:08-14:45] Owner Financing can be your solution[14:46-15:51]Sponsor: Franchising made easy[15:52-21:55] Is Notes investing better than REI?[21:56-23:01] Playing with both strategies[23:02-29:32] Diversify with notes[29:33-34:23] Intro to Notes investing[34:24-36:49] Investor Q&ASpecial mention: Warren Buffetthttps://noteschool.comAny questions?*** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing

10,000 people retire every day. Are you ready to buy your time back?   On this

In this week's Ask Farnoosh, we're diving into your money questions and breaking down the big headlines.First up: What the Trump-backed budget bill could mean for your wallet. Farnoosh unpacks the Congressional Budget Office's $2.4 trillion deficit projection and explains how the proposed tax cuts and spending reductions may impact interest rates, government programs, and your future taxes.Then, in the mailbag:Is the FIRE (Financial Independence, Retire Early) movement right for you? Farnoosh shares her personal take and how she's pursued financial freedom—without traditional retirement.How to create a gift-giving strategy that feels generous and sustainable, plus tips for teaching kids to be kind and money-wise.And: Adding bonds to your investment portfolio—why they matter, how to buy them, and how to hold them in your retirement account.For further reading on the Republican Budget Bill, check out NPR's coverage.

(00:00) Controversy over AP voting(17:00) Could Saquon Barkley pull a Barry Sanders and retire early?

This week, we're getting real about financial independence and why it doesn't have to mean deprivation. Jean sits down with JL Collins, the “Godfather of Financial Independence,” to talk about the relaunch of his bestselling book The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. In a world of rising prices, economic anxiety, and market volatility, does the FIRE (Financial Independence, Retire Early) movement still work? JL says yes. If you've ever wondered whether financial independence is realistic for you or how to start moving toward it (even slowly), this episode is for you. We're talking index funds, cash cushions, mindset shifts, and how to build resilience when you're inundated with questionable financial advice. Resources and Links: JL Collins' Blog The Simple Path to Wealth (2025 Edition)

How Much Do You Need To Invest To Retire Early?**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **How much do you need to invest to retire early? In this retirement video, we break down the exact retirement numbers and retirement strategy you need to achieve early retirement—whether that means retiring at 60, 55, or even 50.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

In this month's Smart Planning segment, a financial advisor discusses when it might make sense to scale back your 401(k) contributions. Is it safe to invest right now? Should you keep contributing to your retirement account when the economy feels uncertain? Hosts Sean Pyles and Elizabeth Ayoola discuss how to navigate turbulent financial times by focusing on long-term investing strategies and what you can control. They break down what's going on with recent stock market activity, why the dollar is weakening, and how investors can stay the course by understanding their risk tolerance and using tools like dollar-cost averaging. They also touch on emotional investing and offer practical ways to handle market anxiety without pulling back on your financial goals. Then, Elizabeth welcomes Ross Anderson, founder of Craftwork Capital and co-host of the Check Your Balances podcast, to answer a listener's question about whether to reduce 401(k) contributions due to fears about job security. They discuss how to evaluate whether you're holding too much cash, the trade-offs between contributing to retirement versus living for today, and how the FIRE (Financial Independence, Retire Early) movement can work even if you start later in life. They also cover the impact of retiring abroad, how international taxes can complicate your strategy, and why certain insurance products might not match your goals. Inspired to navigate your finances with an advisor? Use NerdWallet Advisors Match to find vetted professionals today at https://www.nerdwalletadvisors.com/match  Learn about dollar-cost averaging as a strategy to reduce the impact of volatility by spreading out your stock or fund purchases over time so you're not buying shares at a high point for prices: https://www.nerdwallet.com/article/investing/dollar-cost-averaging-2  In their conversation, the Nerds discuss: investing during market volatility, dollar cost averaging, stock market downturn 2025, how to manage risk tolerance, emotional investing, investment risk capacity, long-term investing strategy, FIRE movement explained, barista FIRE, how to retire abroad, retiring in Portugal, retiring in Italy, buying a home in Europe, saving for early retirement, high-yield savings account vs investing, when to reduce retirement contributions, investing vs lifestyle spending, how to handle market swings, tax rules for expats, international index funds, when to use a brokerage account, what to do in a market downturn, life insurance for retirement planning, long-term capital gains tax, when to sell stocks for retirement, CDs vs savings account, risk tolerance vs risk capacity, and when to rebalance investments. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Disclaimer: This podcast is for informational and educational purposes only. NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks or securities. Any comments posted under NerdWallet's official account videos are not reviewed or endorsed by NerdWallet or representatives of financial institutions affiliated with the reviewed products unless explicitly stated otherwise. Avoid disclosing personal or sensitive information such as bank accounts or phone numbers. NerdWallet employees do not offer personalized financial advice and will not respond to posts here.

Aussie Firebug is one of the biggest names in the Australian FIRE (Financial Independence, Retire Early) community. In today's episode of the podcast we catch up with Aussie Firebug, aka Matt, and unpack the past 10 years of his FIRE journey and what has changed along the way.Tune in to hear: Why Matt originally decided to pursue FIRE and his original goalsHow we managed to save 70% of his after-tax income Why his views on FIRE started to change The investment strategy he pursued to build a $1.5m portfolio How he thinks about FIRE now Advice he would share to anyone starting out on FIRE today Whatever your view on FIRE, this was a great conversation to hear how one ordinary Australian used investing in stocks and property to achieve financial freedom and give himself choice in his life. —------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Check out the Equity Mates TikTokKeep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3142: Jaime of KeepThrifty challenges the conventional pursuit of early retirement by unpacking the emotional and physical burnout that can come with chasing FIRE (Financial Independence, Retire Early). Rather than idolizing the hustle or rigid savings goals, Jaime encourages a return to values-driven living, where balance, intention, and fulfillment matter more than arbitrary financial milestones. Read along with the original article(s) here: https://www.keepthrifty.com/dont-get-burned-by-FIRE/ Quotes to ponder: "It was never about the money, it was about living by his values." "The more we worked, the more we made, the sooner we could retire. But as time went on, we found ourselves burning out again." "What if we didn't focus on early retirement, but on living a fulfilling life now and in the future?" Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we wrap up with Part II of my conversation with Jacob Schroeder of Kiplinger. We continue discussing the concept of "F.I.R.E." -Financial Independence, Retire Early. We talk about: -How FIRE participants can access funds prior to age 59 1/2- "Rule of 55" & "SEPP 72(t)" -What are some common characteristics of people who successfully implement a FIRE strategy?  -What if you are retired and bored? *this episode was recorded in video format, and will soon be available on our channel: YouTube   Connect with Loren: Share More & Get in Touch Podcast Page   More from Jacob Schroeder: Substack | LinkedIn Kiplinger Articles

Want to retire early or take control of your time? Brian and Bo break down the FIRE and FINE movements, covering saving strategies, withdrawal rules, and how to align your money with your purpose to live life on your terms. ⁠Jump start your journey with our FREE financial resources⁠⁠⁠ ⁠⁠⁠Reach your goals faster with our products⁠⁠⁠ ⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠ ⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠ ⁠⁠⁠Connect with us on social media for more content⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

#389 In this final episode of our three-part series with financial expert Adam Carroll, we're exploring innovative strategies for achieving financial freedom. Carroll introduces us to his groundbreaking "SHRED method," a system designed to accelerate the payoff of mortgages and high-interest debt using bank systems and home equity lines of credit (HELOC) effectively. He stresses the importance of understanding the energetics and psychology of money, alongside prudent expense management and strategic reduction of major lifetime costs like taxes and debt interest. Throughout the discussion, Carroll shares invaluable tips for wealth creation, tax minimization, and real estate investment. He emphasizes the need for disciplined spending, consistent income, and a willingness to adopt a fresh perspective on money management to succeed with the shred method. Additionally, Carroll dives into the FIRE movement (Financially Independent, Retire Early), offering guidance for individuals at different stages of their financial journey. He highlights the potential to leverage current assets and income to significantly enhance long-term financial stability and freedom. Join us as we conclude this series with a wealth of insights and practical advice for mastering your finances and building a path to lasting prosperity and freedom. (Original Air Date - 4/19/24) What we discuss with Adam: + Diving Deep into Debt, Mortgages, and the Shred Method + The Real Cost of Debt and How to Minimize It + Exploring the Shred Method: A Revolutionary Approach to Debt + Understanding the HELOC Strategy and Its Impact + Exploring Underutilized Financial Strategies + Navigating Estate Settlement and Early Retirement + The Shred Method: A Game-Changer in Debt Management + Embracing the FIRE Movement for Financial Independence + Strategies for a Comfortable Retirement + The Power of the Shred Method in Real-Life Scenarios + Final Thoughts on Financial Health and Wealth Building + Reflecting on the Journey and Future Possibilities Tune in for more with Adam in Parts 1 and 2 of this series! Links and resources from this episode: ⁠The Shred Method⁠ Use code: "MU" at checkout to save $300! Thank you, Adam! Thank you Adam for a value packed episode and for sponsoring the show! Check out ⁠Adam's Full TedX Talk⁠, and if you'd like to connect with him on Linkedin click ⁠here.⁠ For more information go to⁠⁠⁠⁠ MillionaireUniversity.com⁠⁠⁠⁠ To get access to our FREE Business Training course go to ⁠⁠⁠⁠MillionaireUniversity.com/training.⁠⁠⁠⁠ And follow us on: ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ ⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠ ⁠⁠⁠⁠Youtube⁠⁠⁠⁠ ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠. EXCLUSIVE NordVPN Deal ➼ ⁠⁠⁠⁠https://nordvpn.com/millionaire⁠⁠⁠⁠. Try it risk-free now with a 30-day money-back guarantee! Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠here⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of the Rich Habits Podcast, Robert and Austin share the step by step blueprint on how anyone can retire early.---

More Americans than ever before are retiring early due to seven key factors reshaping our approach to work and retirement planning.• COVID-19 accelerated early retirements with 2.6 million more people retiring during the pandemic than expected• Average retirement age dropped from 64 in 2019 to 62 in 2022, one of the sharpest declines in decades• The FIRE movement (Financial Independence, Retire Early) has grown by 300% in searches between 2018-2023• Strong market performance created record numbers of 401(k) millionaires• Remote work flexibility enables 40% of workers to retire 2-5 years earlier than previously planned• 68% of Americans have reprioritized work-life balance with 47% willing to accept lower income for more freedom• Health concerns prompted 25% of early retirees to leave the workforce sooner than expectedAdvisory services are offered through Root Financial, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Viewer or listener comments shared publicly are unsolicited and do not reflect the views or experience of Root Financial. We do not verify or endorse any statements made in public forums. Root Financial does not provide tax or legal advice. Tax planning topics discussed are considered in the context of broader financial planning and should not be relied upon as a substitute for professional tax or legal counsel. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. To learn more about Root or to explore working together, please visit www.rootfinancialpartners.com. If you want help with your early retirement, reach out to Root Financial Partners or consider the Early Retirement Academy to access planning tools and resources.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Fear that early retirement is out of the question because you have too much debt? It's not game over. Whether you're debt-free or still chipping away at your student loans, today's guests are proof that FIRE is never too far out of reach—even if you've got half a million dollars in debt! Welcome back to the BiggerPockets Money podcast! Amirra and Mazi Condelee's first date was an all-timer. While many consider personal finance a taboo topic, they cut right to the money talk—specifically, debt. And it was a good thing they did because they've racked up a combined $500,000 in student debt. Most would assume this spells doom for financial independence, but Amirra and Mazi knew they could pay it off by increasing their income, cutting costs, and staying disciplined. In just five years, they've snowballed out of student loan debt and toward their long-term goal—retiring in their 50s. Now that this power couple is nearly debt-free, they're focused on saving for retirement. Tune in to learn what they still need to do to reach their (high) FIRE number, why they refuse to downsize their dreams, and how they plan to spend their retirement! In This Episode We Cover How Amirra and Mazi crushed $500,000 in student loan debt in just five years Best practices for paying off debt and fast-tracking financial independence How to determine whether your FIRE number is too high (or low!) The money conversations you and your partner NEED to have How to “travel hack” your way to FREE vacations (without spending more) And So Much More! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-634 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial decisions. Next, they mediate a financial disagreement between a couple wondering if they should move long-term assets into cash. Finally, they check back in with a listener who wanted to know if he and his wife could retire early enough to truly enjoy their golden years. Find out what Scott and Pat advised—and whether he followed through. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Delanie Fischer is joined by Certified Financial Planner and Childfree Wealth Specialist, Dr. Jay Zigmont, to discuss how vital it is to rethink traditional systems around wealth, financial planning, and retirement—because they don't work for many of us. Through the lens of a child-free lifestyle, Dr. Jay shares how to ensure that our current life, and retirement plan, actually reflects our values and goals—including the most important question to ask your financial planner to avoid an enormous conflict of interest. Whether you have kids or not, this episode will forever change the way you approach the systems we live in.Plus:+ Is The "Die With Zero" Concept Actually a Better Fit For You Than Traditional Advice?+ FIRE (Financial Independence, Retire Early) vs. FILE (Financial Independence, Live Early)+ Do You Want To Opt Out of Home Ownership And Pursue Something Else?More episodes related to this topic:Creating a Life Brief and Getting "Fuzzy Clear with Bonnie Wan: https://www.selfhelplesspodcast.com/episodes/episode/251bf5df/creating-a-life-brief-and-getting-fuzzy-clear-with-bonnie-wanMaking Less And Living More with Creator of Lore and Lust Karla Nikole: https://www.selfhelplesspodcast.com/episodes/episode/24656068/making-less-and-living-more-with-creator-of-lore-and-lust-karla-nikoleDo We Want Kids? with Taylor Tomlinson, Kelsey Cook, and Delanie Fischer: https://www.selfhelplesspodcast.com/episodes/episode/3bde4f0a/do-we-want-kids-with-taylor-tomlinson-kelsey-cook-and-delanie-fischerLessons Learned From 5 Years of RV Life with Jamie Feinberg: https://www.selfhelplesspodcast.com/episodes/episode/23bebe71/lessons-learned-from-5-years-of-rv-life-with-jamie-feinbergLet's Define What Enough Means To YOU: https://www.selfhelplesspodcast.com/episodes/episode/20310cb2/lets-define-what-enough-means-to-youSupport the podcast, vote on topics, and more: https://www.patreon.com/selfhelplessYour Host, Delanie Fischer: https://www.delaniefischer.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3545: Rising from a frugal college diet of spaghetti and peanut butter sandwiches to a multimillion-dollar net worth, Mr. 1500 reflects on his journey to financial independence and the power of positive financial momentum. With multiple income streams, careful spending, and an entrepreneurial mindset, he highlights how early retirement isn't about sitting idle but about creating more wealth, both financial and experiential. The greatest luxury, he argues, isn't money, but the freedom to pursue meaningful work and a fulfilling life on your own terms. Read along with the original article(s) here: https://www.1500days.com/richer-in-retirement/ Quotes to ponder: "The greatest luxury in life is time. It's hard to truly appreciate it until you have it. Or have lost it." "Just when I need money the least, we have more of it than ever." "Not working frees me up to do what I love. It just so happens that some of the things I love to do like building things and farting around with real estate have the side-effect of making more money." Learn more about your ad choices. Visit megaphone.fm/adchoices