#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
Oct 8
Earn More Points in Multiplayer Mode with Kai
#249: 3x your points and miles with a multiplayer strategy. We break down how to earn, manage, and maximize rewards with a partner, family, or friends. Plus learn how to handle the logistics, emotions, and systems that make it all work. Kai is the founder and host of The Daily Ch ... Show More
50m 10s
Sep 24
Deep Dive on Bank of America Credit Cards (Up to 5.25% Cash Back)
#247: Chris dives into Bank of America’s credit card lineup and why he has 5 different BoA cards right now. He'll go over how the Preferred Rewards program can help you earn unlimited 3.3% back on everything. Finally, he also covers approval rules, credit limits, unique perks lik ... Show More
1h 2m
Nov 2024
Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp | 521
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 episo ... 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 Roth ... Show More
11m 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
50m 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 strategies, ... Show More
12 m
Jul 2019
Maria Bruno and Joel Dickson: 'Building a Better Retirement'
Our guests for the latest installment of "The Long View," Maria Bruno and Joel Dickson, are both veterans of investment behemoth Vanguard.
Bruno is the head of U.S. wealth planning research at Vanguard, leading a team responsible for conducting research and analysis on a wide ra ... Show More
58m 56s