You have $750,000 saved and desperately want to quit your soul-crushing job — but can you actually withdraw from that money right now? Brad Barrett and financial planner Rachael Camp tackle this listener question alongside Coast FI calculations, the Secure Act's 10-year inheritance bomb for non-spouse beneficiaries, and whether entrepreneurial spending count ... Show More
Aug 24
614 | Getting Personal with Personal Finance: Oz Chen
Most Americans never truly disconnect from work—even on vacation. After decades of tying your identity, daily rhythm, and sense of worth to a paycheck, stepping away feels less like freedom and more like freefall. Oz Chen spent years financially independent before he could accept ... Show More
1h 3m
Feb 2024
503: How to Keep MORE of Your Inheritance From the IRS (Avoid These Tax Mistakes!)
With solid tax planning, receiving an inheritance could provide an enormous boost on your journey to financial freedom. One misstep, on the other hand, and you could be lining Uncle Sam’s pockets. Fortunately, we’ve brought on a tax professional to help you keep as much of your n ... Show More
40m 37s
Jan 2024
1623: Ask Farnoosh (New!): Life Insurance 101, Investing While Starting a Business + BIG ANNOUNCEMENT!
**Click here to be a founding member of the So Money Members Club**Today's show: Investing advice for entrepreneurs, how to secure life insurance, socially responsible investing tips, and how to best manage a low-performing pension.Some resources mentioned on the show: Morningsta ... Show More
24m 33s