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Tag: Investing

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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 …
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 …
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 …

Podcast Shownotes

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 …
In this week’s two-part episode, Brad and Jonathan provide personal examples and insight on relatively safe ways to experiment with your FI investment plan! Later in the show, Sean Mullaney joins the guys to discuss revocable living trusts and how they can fit in with the, “hard to think about,” side of future tax planning! …
Big ERN (a.k.a. Karsten) from “Early Retirement Now” makes his return to the podcast in this week’s episode! With Brad and Jonathan, Big ERN gives us the lowdown on what inflation is, the role inflation plays in the world economy, and the effect inflation can have on a variety of investments! Karsten aka Big ERN …