Jun 1

Travel Rewards 101 | Devon Gimbel from Point Me to First Class

Devon Gimbel just booked over $250,000 in travel last year using credit card points—but she's the first to tell you award travel isn't "free." It's a strategy for 10x-ing your existing travel budget by strategically matching your routine spending to the right credit cards. Since ... Show More

1h 17m

May 25

FI 101: Teaching Financial Independence to Your Community

A dead local meetup group attracted just 5 people to its first gathering at a brewery. Two years later, that same group draws 70+ attendees to structured educational sessions, with newcomers driving across multiple states to participate. The transformation reveals something most ... Show More

1h 13m

May 18

ABLE Accounts: Major Update | Brynne Conroy

Brynne Conroy joins to discuss 529A ABLE accounts and massive new changes that nearly double eligibility for these accounts for those with disabilities.

36m 4s

Oct 2021

244: Finance Friday: Why a $1M Retirement Goal Isn’t Far Fetched For Late Starters

Retirement planning can be complicated when you have so many options to choose from. Do you stick with the Roth IRA, the 401k, the Roth 401k, your employee pension plan, or solely invest in stocks and real estate? With all these different types of accounts and their numerous bene ... Show More

59m 26s

Jun 2023

“I Feel Behind on Retirement Savings. How Can I Catch Up?”

It is not easy to build up retirement savings. And if you're feeling that stress, you’re not alone. Last year, a survey found that 55% of Americans say they feel behind on saving for retirement. That's how today's listener Andy feels. Nicole gives three tips for kickstarting your ... Show More

12m 31s

Jun 2024

2208: Roth or Traditional When You Have Student Debt by Travis Hornsby of Student Loan Planner on Retirement Accounts

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 2208: Travis Hornsby offers insightful guidance on choosing between Roth and Traditional retirement accounts when managing ... Show More

12m 14s

Oct 2022

341: Money with Katie’s Middle-Class Myths and The Great Roth vs. 401K Debate

Katie Gatti Tassin from Money with Katie had her “financial awakening” earlier than most. She saw the middle-class wealth trap of working, spending, and repeating for what it really was. This cash-gobbling cycle is one that many Americans fall into, but once you see the light, it ... Show More

1h 1m

Mar 2015

165-Friday Q&A: Handling Aging Parents Finances, Roth Rollovers, Thinking More Broadly About Investing, How to Pay for Your Body to Be Frozen Until You Can Be Reanimated and How to Be Rich When That Happens!

It's Friday and on Fridays, I answer your questions. If you'd like me to answer your questions, please email them to me or call them in on the website. Question #1: Joshua, My father, who is 60 years of age, has become a vi ... Show More

1h 13m

Mar 2020

Ask Paula: I’m 24 and Won a $1 Million Settlement. How Should I Handle This Money?

#245: Joe has a 24-year-old friend who won a $1 million settlement. How can she use this money to set herself up for financial independence? Jay is 52 years old and wants to retire at 59.5. He began investing in individual stocks to achieve this goal, and has had excellent return ... Show More

1h 17m

Mar 2023

394: Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor

Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can all seem a bit complicated. Where do you invest first? What should you do with extra cash? And how do you know a financial fiduciar ... Show More

50m 13s

The Roth IRA Conversion Ladder | A Case ...