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Create Your Own Luck: The 4 Levers of Wealth Creation

September 17, 2020

Scott Trench, President of BiggerPockets.com came on the podcast to talk about his book, Set For Life, and his unique and completely approachable tactics for wealth creation. Scott believes that there is no one path to FI, there are numerous paths- but that everyone can benefit from tailoring the four levers of wealth creation to …

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529 College Savings Plan: What You Need to Know

May 14, 2020

If you’re looking for an efficient account to save for you or your child’s college education, it’s hard to beat a 529 college savings plan. These plans offer unique tax advantages and they’re more flexible than other college savings tools. But while a good portion of the general public understands how retirement accounts work, the …

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Axos Bank Review: No Fees Makes Axos A Smart Choice

May 12, 2020

With so many banks out there, it can be hard to find the one that has the most benefit for you and your money. Axos Bank may not be on your radar now, but it should be. Our Axos Bank review offers a critical looking at banking with this online-only institution. Table Of Contents Is …

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CD Ladder: What It Is And How To Build One

April 28, 2020

It’s difficult to balance getting a good return on invested money with having access to that money when you need it. If you’re looking for the solution to this dilemma, a CD ladder might be the answer. When done correctly, a CD ladder can offer two benefits. First, investors can often get a better return …

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Beyond 4%: The Argument For Flexible Spending Rules In Retirement

March 24, 2020

Michael Kitces recently conducted a study of the 4% rule to see if it holds true for longer time horizons. The William Bengen study that the 4% rule is based on didn’t test the 4% withdrawal rate on retirement periods of longer than 33 years. Yet many FIRE retirees may be in retirement for 40-50 years. We need to address flexible spending …

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Podcast Shownotes

Runaway Winners and the Balanced Portfolio with Brian Feroldi | EP 350

November 07, 2021

With volatile assets like Tesla stock, Ethereum, and Bitcoin, how do you keep a level head while investing? In this week’s episode, Brad and Jonathan are joined by friend of the show Brian Feroldi to discuss managing your runaway winner investments and balancing your portfolio! Listen along as Brian shares his strategies for evaluating stocks, …

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Paper Returns Vs. Real Returns | EP 349

October 31, 2021

In this week’s episode, Brad and Jonathan discuss the importance of knowing the difference between paper returns and real returns. If an asset has a certain value in the market, it does not mean that said value will exist once an attempt to liquidate the asset is made! Later in the episode, they dip into …

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How Did You Calculate That Return? | EP 347

October 17, 2021

In this week’s episode, Brad and Jonathan discuss how critical it is to fully understand what the statistics and numeric values describing your investment returns actually represent. They do so by describing what compound annual growth rate is, explaining the logic behind the 4 percent rule, and by referencing helpful insights gained in previous episodes …

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Risk Avoidance and Deworsification | EP 344

September 26, 2021

In this week’s episode, Brad and Jonathan discuss how risk avoidance can weigh down your returns in the form of opportunity costs. While your savings may be safe, you could be missing out on opportunities for your money to work on your behalf! Join the guys as they discuss the rule of 72, inflation, and …

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Diamonds in the Rough | EP 340

August 29, 2021

In this week’s episode, Brad and Jonathan reopen the mailbag which prompts a discussion examining the true monetary value behind collectable items, and why finding that diamond in the rough could inherently be more valuable than actual diamonds! We also hear about some fantastic wins the community has experienced, plus some insight on how to …

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