What is the Middle Class Trap, and how can high earners avoid it on the path to financial independence? In this episode of the BiggerPockets Money podcast hosts, Mindy Jensen and Scott Trench explain why maximizing income isn't always enough and how smart tax planning can dramatically improve your after-tax wealth. They explore how strategies like Roth conve ... Show More
Jul 21
Yes, the Trump Account Belongs in your Financial Order of Operations. Here’s Where.
Trump Accounts are one of the newest tax-advantaged investment accounts for children, but where do they fit in your financial plan? In this episode of the BiggerPockets Money podcast, Jeremy Schneider of Personal Finance Club explains how Trump Accounts work, who should open one, ... Show More
36m 36s
Jul 17
The Money Guys Gave Us Advice… Here’s What We’re Changing
What did Mindy and Carl Jensen learn from The Money Guys after they reviewed their portfolio? In this recap episode, Mindy and Carl share their biggest takeaways on retirement planning, cash reserves, Roth conversions, tax strategy, and portfolio diversification. They discuss wha ... Show More
32m 22s
Mar 2024
Should I Save for a House or Start Investing?
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Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!
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6m 33s
Jun 2024
Was I Wrong To Pay Off My Home?
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Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!
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💰Need Help ... Show More
10m 17s
Dec 2024
My Husband & I Disagree On How To Invest
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Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!
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💰Need Help ... Show More
8m 44s
Jun 2024
Should I Roll My 401(k) Over to an IRA?
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Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!
Next Steps:
💰Need Help ... Show More
5m 28s
Nov 2025
How She Built $380k by 38 (Without a Six-Figure Job) | Making a Millionaire
Rachel, a single mom and tech writer from Colorado, joins us to ask the question so many of us wrestle with, "Am I doing enough? " Together, we unpack her incredible financial progress, explore smart saving vs. over-saving, and discuss the balance between future security and pres ... Show More
38m 43s