#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-advantaged accounts, and charity, and so much more.
Michael Kitces is the Head of Pl ... Show More
Nov 19
2025 Holiday Gift Guide and Top Ways to Save This Season
#255: Here are 100+ holiday gift ideas across tech, kitchen, home, clothing, fitness, kids, and games. I’ll also share tools and tactics to help you find deals and spend less this holiday season.
For all the products, links, deals and more, check out the full 2025 Gift Guide h ... Show More
1h 24m
Nov 5
10 Lessons That Challenged My Thinking on Money and Life
#253: My top 10 takeaways from a retreat for high-net-worth investors, which will cover investing, managing risk, investing in your health, building meaningful relationships, parenting with purpose, and defining success in a way that goes far beyond money. Tad Fallows is the co-f ... Show More
59m 23s
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
Feb 2025
3035: [Part 1] Generating Retirement Income Before Age 59 by Darrow Kirkpatrick of Can I Retire Yet
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 3035:
Darrow Kirkpatrick explores various strategies, from leveraging taxable investment accounts to taking advantage of Ro ... Show More
10m 34s
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 39s
Aug 2024
2833: 5 Investment Strategies To Help You Save For Retirement by Sabado Domingo of Len Penzo.com
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 2833:
Preparing for retirement is crucial at any stage of your career. Sabado Domingo shares practical investment strategie ... Show More
11 m
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