#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
Feb 4
Deep Dive on Bilt Rewards and New Bilt 2.0 Cards
#264: Learn how the Bilt ecosystem works, from earning Bilt Rewards to the new cards, transfer partners, perks, and where the real value is. Whether you’re new or already earning, this is a practical guide to using Bilt strategically and avoiding common mistakes. Link to Full Sho ... Show More
1h 15m
Jan 28
How to Earn Millions of Points and More Listener Q&A
#263: Chris breaks down exactly how he’s earned millions of points and miles, and why simplicity matters more than optimization. He covers signup bonuses, spending strategies, credit score impacts, business cards, cash-back alternatives, and how to decide when a card (or perk) is ... Show More
1h 4m
Jan 21
Points & Miles in 2026: What's New, What's Dying & What's Next with Brian M
#262: Learn how to navigate major changes in points and miles while maximizing travel rewards in 2026. Chris and Brian M cover Bilt 2.0, the Mesa card shutdown, how to evaluate annual fees, find award availability, and what’s likely (and unlikely) to change this year. Link to Ful ... Show More
1h 17m
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 4s
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
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
10m 30s
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