#419: Casey isn’t happy at her job. If she leaves before her one-year mark, she’ll lose her 401k contributions. Should she stay or find a new job?
Daan resides in a high-cost-of-living area where real estate appreciates rapidly. But there’s no cash flow. How should he evaluate real estate as an investment?
Emily already maximizes her 401k contributions. Shou ... Show More
Nov 21
What If Everything We Know About Hiring Is Wrong?, with William Vanderbloemen
#662: Most teams hire for skills. The best teams hire for wiring.
What if the reason someone accelerates your organization, or quietly derails it, has more to do with their response time, processing style, or sense of mission than their résumé?
This episode dives into the ... Show More
1h 19m
Nov 18
Q&A: She's Broke. He's Rich. And You're Asking About AI Stocks.
#661: When your income drops, debt spikes, and a rental property starts bleeding cash, it can feel like your entire financial foundation is cracking beneath you. Veronica, our first caller, is navigating all of it at once, from a near-foreclosure to a luxury car payment that’s st ... Show More
1h 20m
Nov 14
The Brutal Math of Caring for Aging Parents, with MarketWatch Columnist Beth Pinsker
#660: Caring for an aging parent can morph into a second full-time job, and even the most financially savvy adults get blindsided. Bank accounts freeze, home sales stall, and family savings disappear faster than anyone expects.
In this episode, we dig into what really happens ... Show More
1h 2m
Nov 2021
246: Finance Friday: I Want to Cash Out My 401k Early, Should I?
“Should I cash out my 401k?” That’s a question you never want to ask in an online financial independence forum. It’s been a well-known rule to never cash out retirement accounts due to withdrawal penalties, tax implications, and the possibility of throwing away your retirement pl ... Show More
1h 16m
Oct 2021
244: Finance Friday: Why a $1M Retirement Goal Isn’t Far Fetched For Late Starters
Retirement planning can be complicated when you have so many options to choose from. Do you stick with the Roth IRA, the 401k, the Roth 401k, your employee pension plan, or solely invest in stocks and real estate? With all these different types of accounts and their numerous bene ... Show More
59m 11s
Nov 2021
248: Finance Friday: I Just Got a Big Raise, What Should I Do With the Money?
Your late 20s through early 30s can be a financially troubling part of life. You aren’t making the most money you ever will, but you’re tackling big expenses. A wedding, a down payment, and trying to max out retirement accounts can put you in a financial tizzy. But, it doesn’t ha ... Show More
1h 27m
Jan 2018
511-Friday Q&A: Should I Use my 401(k) Money to Invest in Real Estate with a Self-Directed IRA, What Questions Could a Client Ask their Financial Advisor for a More Productive Relationship, Do I Risk the Wrath of the IRS by Moving From Sole Proprietor to
It's Friday! That means Q&A time. Today we cover: Should I Use my 401(k) Money to Invest in Real Estate with a Self-Directed IRA What Questions Could a Client Ask their Financial Advisor for a More Productive Relationship Do I Risk the Wrath of the IRS by Moving From Sole Proprie ... Show More
1h 9m
Jan 2024
136. Investing, Saving, and Spending: Ask Tori Anything
Have you ever wondered what to do with your 401k when you leave a job? Or how to pay off debt and save while on a low income? Well, pull up a chair and get ready to take some notes, because today we’re back with another Ask Tori Anything episode! In this Q&A session, Tori answers ... Show More
53m 37s