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December 23, 2019

The end of the year can be a hectic time for many. Between traveling to visit family for the holidays and trying to get everything wrapped up by year-end at work, it’s easy to let your finances take a back seat before the ball drops in Times Square. Sadly, many people don’t take the time …

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Donor-Advised Funds: Pay Fewer Taxes On Your Charitable Giving

December 11, 2019

There are a lot of differing opinions in the FI community–but one thing that everyone can usually agree on is the fact that giving to charity is something that everyone who has the means to do so, should do. People on the path to Financial Independence often want to find a way to donate to …

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How Do You Know When To Sell A Rental Property?

August 21, 2019

Investing in real estate has been a winning strategy to build wealth for generations. The use of leverage when purchasing real estate allows you to supersize the returns for even greater net worth increases. Beyond your primary residence, investing in rental properties is the next logical step. So many people tell you to buy real …

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Why Investing Conservatively Is Better

July 22, 2019

When working with clients, I have several ways to determine the correct allocation they should have to stocks and bonds. More often than not, I find that clients are over-allocated to stocks. Therefore, they are taking more risk in their portfolios than needed. Today, I want to discuss why investing more conservatively is usually better …

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How To Use A Roth IRA For College And Other Expenses

June 19, 2019

What if I told you there’s a tool available to you to help pay for your child’s education? What if I told you it’s something as simple as a Roth IRA? You’d be pretty excited, right? I know I was when I learned that using a Roth IRA for college, and other expenses, was something …

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Podcast Shownotes

The Investing Horse Race | EP 329

June 13, 2021

In this episode, Brad and Jonathan take a look at popular portfolios in the financial independence community and lay down a structure of comparison for them in a fashion similar to that of a horse race! Join us during the longitudinal study to find out which of these various investment strategies is the right fit …

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Watch the Business Not the Stock with Brian Feroldi | EP 328

June 06, 2021

In this episode, Brad and Jonathan discuss investment strategies with Brian Feroldi, a seasoned veteran of the stock market and author for The Motley Fool. Brian shares with Brad and Jonathan some insight into the current landscape of the market, why some stocks perform the way they do, and why it is important to take …

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Pump and Dump | EP 323

May 20, 2021

Watch Listen Read What You’ll Get Out Of Today’s Show Curious about cryptocurrencies? Is it investing or is it gambling? It’s a topic the community has a lot of questions on, so in this episode we create. framework for the conversation and explore the nuances. In the US, we generally want for nothing and true …

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Make Your Kid a Millionaire | EP 319

May 06, 2021

Do you want to give your children the tools they need to guarantee their path to financial independence? If you give them the right skills, becoming a millionaire can be a mathematical certainty.

Is This the Golden Age of Investing? | EP 315

April 22, 2021

In last week’s Facebook Live episode with Frank Vasquez, he pointed out that we are in the Golden Age of Investing. In this episode, we explore what that means and if we appreciate how good we have it.

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