#407: Ionnie wants to vet her tax professional as diligently as she assesses her financial advisor – how should she go about doing that?
Anonymous needs a career change, and she needs help figuring out how to approach the decision making process when choosing and preparing for her next field of employment
MM prefers the simple path to wealth and investing in ... Show More
Jun 27
Hope Isn't a Feeling. It’s a Skill. - with Dr. Julia Garcia
727: Not sure what your next money move should be? Start with the free FiiRE Playbook 👉 https://affordanything.com/fiire Dr. Julia Garcia is a psychologist, behavioral researcher, and author of The Five Habits of Hope — and she's spent years studying why smart, hardworking peopl ... Show More
1h 20m
Jun 19
What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig
#725: Most people assume their financial advisor is legally required to put their interests first. That's not always true. Andrea Baumann Lustig, a wealth advisor with 30 years of experience, joins us to walk through the blind spots she sees most often in legacy planning -- the d ... Show More
1h 29m
Aug 2025
She’s 64, Broke, and Wants to Day Trade - Here's What I'd Tell Her (Money Q&A)
In this episode of the Personal Finance Podcast, we are going to answer questions on this Money Q&A about she’s 64, broke, and wants to day trade - Here's What I'd Tell Her. Today we are going to answer these questions: Should my 67-year-old mom take a $100K lump sum pension or $ ... Show More
44m 25s
Aug 2025
How Much Should You Really Have in Savings? And What To Do If Your Financial Advice Feels Wrong
So… what is the magic number you should have when it comes to savings? Is it a neat percentage, a chunky dollar figure, or three months of bills sitting pretty in your account? This week we’re spilling the tea on how to work out your number, so you can stop guessing and start sav ... Show More
33m 39s
Jan 2025
Ask an Adviser: Pay off mortgage or invest, biggest super mistakes, when to see an adviser - Glen Hare
<p>Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia's best financial advisers. </p><br><p>Today we're joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he ... Show More
48m 46s