Learn about the U.S. national debt and how it impacts economics and what options to explore if your employer-offered 401k plan seems limiting.
What exactly does it mean when you read about the enormous national debt in the United States? What options do you have if you’re not happy with the 401k plan offered by your employer? Hosts Sean Pyles and Elizabeth ... Show More
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
Jul 2019
Maria Bruno and Joel Dickson: 'Building a Better Retirement'
<p>Our guests for the latest installment of "The Long View," Maria Bruno and Joel Dickson, are both veterans of investment behemoth Vanguard. </p>
<p>Bruno is the head of U.S. wealth planning research at Vanguard, leading a team responsible for conducting research and analysis on ... Show More
58m 56s
Apr 2025
Q&A: The Stock Market Sucks. Is Private Equity Any Better?
#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even though Roth IRAs come with tax-free withdrawals in retirement, Josh is worried about h ... Show More
52m 53s
Aug 27
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
Nov 10
The Real Financial Order of Operations - Part 2 of 2
This is part two of our financial order of operations series.
In part one, we covered the non-negotiables—the oxygen mask, debt payoff, insurance, and the foundation of every real financial plan. This week, we get into the gray areas. The places where conventional wisdom isn’t ju ... Show More
28m 10s
Feb 2019
Ask Paula: Should I Buy a House or Catch Up on Retirement Savings?
#177: Imagine that your job is extremely well-paying, but you don’t enjoy it.
You’d like to switch employers, even though this will probably require a paycut. But before you make the switch, you want to accomplish two goals: buy a home and catch up on retirement savings.
Should ... Show More
1h 4m