Today

3430: Do This With Your Vacation Time From Your Job to Make More Money by Dustin Heiner of Master Passive Income

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 3430: Dustin Heiner challenges conventional thinking about unused vacation hours, proposing a strategic way to spend rather ... Show More

8m 24s

Yesterday

3429: How to Transfer Your Brokerage Account by Jeff Rose of Good Financial Cents on Investment Relocation

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 3429: Jeff Rose breaks down the surprisingly simple process of transferring your brokerage account, even if you're leaving ... Show More

8m 54s

Jan 19

3428: Accredited Investor: The Benefits of Being One by Amanda Kruse of Women Who Money on Advanced Investing

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 3428: Amanda Kruse breaks down what it means to be an accredited investor, who qualifies, and why gaining this status can o ... Show More

10m 59s

Sep 2024

560: Dude ACTUALLY Withdraws From His 401(k) and Retires at 47

Did you know you can use your 401(k) to retire early? Yep, it’s possible. And today’s guest, Eric Cooper, is doing it atage 47! Most FIRE chasers search for how to withdraw from a 401(k) early but know that doing so will hit them with substantial penalties. The best way around th ... Show More

46m 24s

Oct 2024

Money Bootcamp: Investing for retirement

Welcome to the Santam Insure your Future money boot camp with Maya Fisher-French and Mapalo Makhu. In the last two episodes we looked at saving and investing for those goals we want to achieve during our working years. But at some point, we want to kick back and retire, or at le ... Show More

33m 13s

Aug 2025

Late Starter’s Guide to Real Estate (Start in Your 40s!)

Is it too late to invest in real estate if you’re in your 30s, 40s, or 50s? No! Today, we’re giving you the exact blueprint to retire in 10-15 years, even if you’re starting in your 50s with a median income and average savings. Got a small sum stashed for retirement and looking t ... Show More

40m 25s

Aug 2025

Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces

#243: Discover smarter strategies to grow your wealth and create financial flexibility. We dive into when it makes sense to invest beyond retirement accounts, how to access savings early through Roth conversions and 72(t) distributions, ways to reduce taxes with HSAs, tax-advanta ... Show More

59m 45s

Oct 2024

How To Retire w/ Christine Benz #887

Ok, here us out: retirement is a topic that we talk about all the time here at How To Money, but simultaneously we probably don’t talk about it nearly enough! How is that possible you might ask? Well, we are oftentimes discussing retirement through the lens of investing – spendin ... Show More

57m 32s

Nov 2024

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp | 521

<p>Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael Camp. Whether you are pondering upon the backdoor Roth IRA strategy or seeking clarity on managing funds without a 401k, this ep ... Show More

1h 7m

Jan 2025

How To Maximize Your 401(k) Strategy!

"I’m 31. My 401(k) lets me pick a percentage for Roth and a percentage for Pre-Tax contributions. I have $7k in a Roth IRA, and plan to max out 401(k) and Roth IRA next year! My 401(k) match is 8% Pre-Tax. How do I pick my Roth percentage?" We'll walk you through that questio ... Show More

30m 48s

Apr 2024

Average 401(k) Balance by Age (2024 Edition)

Are you doing better than the average American at saving in your 401(k)? We'll talk about basics of a 401(k), including new limits, employer matches, and vesting schedules, how many millionaires are created by 401(k)s, and of course the average 401(k) balance by age. Jump star ... Show More

38m 56s

May 2023

Plan for Retirement like a Grown-Up

For the very first episode of “Grown-Up Stuff: How to Adult,” we’re gonna get down to the basics of a very adult matter: retirement. Joined by CPA and Asset and Wealth Management Assurance Senior Manager Jonah Batista, Molly learns it’s never too early to start thinking and savin ... Show More

26m 11s

Jul 2024

Ep. 44 - Tricks & Tips to Maximize Your Social Security

<p>Are you wondering when to take Social Security and how to maximize your benefits? In this episode, I talk with retirement planner, Greg Kurinec, CFP®, MRFC® about strategies to get the most from your Social Security benefits.</p> <p data-pm-slice="1 1 []">Greg, explains the de ... Show More

28m 56s

3035: [Part 1] Generating Retirement Inc...