In this episode of The Personal Finance Podcast, Andrew answers 15 listener questions ranging from Solo Roth 401k strategies and crushing $117,000 in student loans to whether a 19-year-old should build credit and how to pass brokerage accounts to your kids without tax headaches. He covers retirement account drawdowns, traditional versus Roth decisions based ... Show More
Feb 25
Is a $100K Income Still Enough in 2026?
Join the community built to help you master your money, stay accountable, and reach financial freedom. 👉 Try Master Money Academy free for 7 days today! In this episode of The Personal Finance Podcast, Andrew reveals why $100K isn't what it used to be—breaking down why people fe ... Show More
53m 53s
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
Nov 2025
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
Jul 2025
The ONLY 6 Accounts You Will Ever Need
And in case you missed it, check out last week's episode of Your Money Guide on the Side where Bill Perkins and I answered the question, How Do I Die With Zero?
In this solo episode, Tyler breaks down the only six financial accounts you’ll ever truly need—and more importantly, h ... Show More
33m 30s
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 2025
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
Aug 2016
Ep #41 - How to Use Your IRA to Invest in Multi-Family Real Estate - Scott Maurer, director of business development for Advanta IRA
<p>Welcome to Your Lifetime Cash Flow Podcast Real Estate Tip</p> <p>How to Use Your IRA to Invest in Multi-Family Real Estate. Scott Maurer, director of business development for Advanta IRA </p> <p>Here' some of what you will learn in the episode.</p> <ul> <li>Those of you who a ... Show More
20m 56s
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
Mar 2025
Is my super performing? How much do I need to retire? Your superannuation questions answered
Superannuation, we all (should!) have it, but are you making the most of it? However you're thinking about super- optimizing for retirement, considering a self-managed super fund (SMSF), or wondering about concessional contributions- this episode breaks it down. We fire through 6 ... Show More
16m 30s