When I started my first “big boy” job, I signed up for our 401K program. HR handed me this packet of papers and essentially said good luck. I remember sitting at my kitchen table that night trying to make sense of fund names,...

19 cents. That’s how much in interest that my bank paid me in 2022. I’m not sure if that makes me want to cry, yell, or laugh but those are none of the feelings that I want to have when it comes to calculating my annual bank ...

I hope you’ve taken the New Year as an opportunity to set priorities and state your goals. In today’s episode, we will discuss how to create systems in order to accomplish those goals. My friend, David Ward from RunnersFI.com...

I remember being so furious with my dad because I felt like I was the only 16-year-old in my friend group that paid for their own car insurance. Looking back now, I really appreciate him making me handle my financial responsi...

It was fall of 2019 and I was absolutely lost with my career. 3 months prior, I had just left a longtime employer to try something else. Here I was in this new job with a fancy title and absolutely hating it. The problem was,...

If you’re paying attention to your portfolio right now, you know the stock market has been on a nosedive, and if you’re anything like me, this market drop has you feeling discouraged. I continue doing all the right things. I ...

I feel like I always gravitate towards stories about taking a chance. Ahmad Jabbir’s story about how he went above and beyond during his job interview comes to mind.   I really enjoy them and these stories provide a much needed reminder. As I get old...

Rose Lounsbury is a simplicity coach, speaker, and author of the book, Less: Minimalism, For Real.   Rose’s minimalist journey started with being an overwhelmed mom, and I really mean overwhelmed. She is the mom of triplets.   She’d come home from wo...

You all know I’m a sucker for a good early retirement story. Jackie Cummings Koski retired at 49 years old and now spends her time creating a financially literate society.   Retiring in your 40s is impressive in itself but Jackie did this with no hea...

I feel today’s episode is a perfect follow-up to my recent conversation with Jeremy Schneider. In that episode, we discussed how to easily invest your money in order to predictively grow your wealth. Today I want to extend that conversation.    I kno...

Investing is complicated…but does it need to be?   Starting your investing journey can be super overwhelming especially in this age of information overload: stocks, crypto, FAANG, options, bonds. This brings up the obvious question: what should I inv...

For many of us, student loans are a huge financial burden throughout our 20s and well into our 30s. Student loans can be hard to keep up with because payments can be the same amount as mortgages. But unlike mortgages, I’m guessing you didn’t spend to...

Nothing kills the mood like discussing money issues but as much as we don’t want it to be a reality, money is a significant aspect of relationships. If a couple isn’t on the same page financially, you can almost guarantee a bumpy road ahead. There ar...

Joining me on today’s podcast is Nate Dukes. Nate is an author, speaker, property investor, leader at his church, and serves on the board of a non-profit for underprivileged youth. Already an impressive resume for someone in ...

In our last episode, we covered so much material about tax including terminology, the US tax system, and retirement accounts. One topic that came up but we didn’t get to discuss extensively was Health Savings Accounts or HSA.   I was going to let thi...