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There’s a strange YouTube genre called “What’s in My Bag?” where people pull out chapstick like it’s a state secret. This epi ... Show More
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
Nov 3
The Real Financial Order of Operations - Part 1 of 2
This week we’re tearing apart one of personal finance’s most overused frameworks: the “financial order of operations.”
You’ve heard a version of it before—pay this, save that, sacrifice now, maybe retire someday. The problem? Most of those systems were built by people who either ... Show More
31m 8s
Sep 5
Episode 783: #BizTipFriday Edition: How I Manage My Money & Investments in 2025
Why does tracking business revenue feel like a game, but managing your personal investments feels like a chore? On this week's BizTipFriday episode, I share the new money habit that has totally changed the game for me, and I'll show you how to do the same. You'll learn how I turn ... Show More
24m 18s
Nov 2024
What Percentage of Net Worth Should be in Stocks, Old 401(k), Books for Buying Businesses and More! - Money Q&A
In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about what percentage of your net worth should be in stocks, what to do with an old 401k, books for buying businesses and so much more. Today we are going to answer these questions! Question 1: Should ... Show More
29m 39s
Aug 6
She’s 64, Broke, and Wants to Day Trade - Here's What I'd Tell Her (Money Q&A)
In this episode of the Personal Finance Podcast, we are going to answer questions on this Money Q&A about she’s 64, broke, and wants to day trade - Here's What I'd Tell Her. Today we are going to answer these questions: Should my 67-year-old mom take a $100K lump sum pension or $ ... Show More
44m 25s