Ranked #1

005 - How Much Do I Need To Retire?
005 - How Much Do I Need To Retire?
Description HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: Start with the end in mind Know your income sources in retiremen... Read more
22 Jul 2019
•
23mins
Ranked #2

026 - What To Do With Your Year-End Bonus
026 - What To Do With Your Year-End Bonus
Pay Off Debt Save For Retirement Save For a Large Purchase Spend It! Have a plan ahead of time LET'S CONNECT! James Fa... Read more
18 Dec 2019
•
15mins
Similar Podcasts
Listen Money Matters - Free your inner financial badass. All the stuff you should know about personal finance.
Ranked #3

024 - What Are Restricted Stock Units (RSUs)?
024 - What Are Restricted Stock Units (RSUs)?
What are Restricted Stock Units (RSUs)? Stock Options vs. Restricted Stock Units (RSUs) Vesting Taxes Create a plan for ... Read more
4 Dec 2019
•
20mins
Ranked #4

013 - How Many Mutual Funds Should I Own?
013 - How Many Mutual Funds Should I Own?
Description: How many mutual funds should I own? What is a mutual fund vs ETF? Index or Active Examples Instead of # o... Read more
18 Sep 2019
•
23mins
Ranked #5

028 - 5 Steps to Financial Success in 2020
028 - 5 Steps to Financial Success in 2020
On this week's episode: Pay Yourself First Have Sufficient Liquidity Pay Off Bad Debts Own the right-sized home Invest ... Read more
1 Jan 2020
•
20mins
Ranked #6

033 - What Are the Most Important Things to Focus on in Personal Finance?
033 - What Are the Most Important Things to Focus on in Personal Finance?
On this week's episode: What can I really control in my financial life? What can't I control? What can I control? Sav... Read more
5 Feb 2020
•
18mins
Ranked #7

017 - What to Look For When Selecting a Financial Advisor
017 - What to Look For When Selecting a Financial Advisor
In this episode: Are they a fiduciary Are they a CFP® Pro What types of clients do they work with? Do they understand... Read more
16 Oct 2019
•
22mins
Ranked #8

015 - How to Get the Most of Your Employee Benefits
015 - How to Get the Most of Your Employee Benefits
In this episode: How to Get the Most of Your Employee Beneftis Medical Insurance HSA vs. No HSA Disability Insuranc... Read more
2 Oct 2019
•
21mins
Ranked #9

003 - Should I Use a SEP IRA or a Solo 401(k)?
003 - Should I Use a SEP IRA or a Solo 401(k)?
SEP IRA vs. Solo 401k HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: What is a SEP IRA How much can you contribute Acc... Read more
20 May 2019
•
24mins
Ranked #10

006 - To Roth or Not to Roth?
006 - To Roth or Not to Roth?
Description Invest in a Roth or traditional IRA What if your tax rates are the same, now and in the future What are Requ... Read more
31 Jul 2019
•
19mins
Ranked #11

012 - Should I Get a 15 or 30 Year Mortgage?
012 - Should I Get a 15 or 30 Year Mortgage?
Description: Should James get a 15 year or 30 year mortgage? Let's look at the numbers What is amortization? A great ... Read more
4 Sep 2019
•
20mins
Ranked #12

031 - Should I Leave My Financial Advisor for Vanguard?
031 - Should I Leave My Financial Advisor for Vanguard?
On this week's episode: Should I leave my financial advisor? What are your options? Balanced Mutual Fund Ex: Vangua... Read more
22 Jan 2020
•
29mins
Ranked #13

016 - Budgeting Sucks, Do This Instead
016 - Budgeting Sucks, Do This Instead
In this episode: Budgeting sucks …. Do this instead Budgeting … It’s feels so negative Instead think of align your cash... Read more
9 Oct 2019
•
20mins
Ranked #14

021 - Is a Real Estate a Good Investment?
021 - Is a Real Estate a Good Investment?
“My parents bought a home for $300k 30 years ago now it’s worth $1mm” About 4% rate of return in this example Lots many... Read more
13 Nov 2019
•
22mins
Ranked #15

035 - Should I Invest In Gold?
035 - Should I Invest In Gold?
On this week's episode: Should I Invest in Gold? A brief history of gold Commodity vs. Investment Inflation hedge? ... Read more
19 Feb 2020
•
24mins
Ranked #16

011 - Where Should You Invest After Maxing Out Retirement Accounts
011 - Where Should You Invest After Maxing Out Retirement Accounts
Description: Where should you invest after maxing out your retirement plan? Make sure you actually maxed out your reti... Read more
4 Sep 2019
•
14mins
Ranked #17

004 - What is an HSA?
004 - What is an HSA?
What is an HSA HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE: What is a Health Savings Account (HSA) Who qualifies to ... Read more
17 Jul 2019
•
21mins
Ranked #18

034 - Do I Need Disability Insurance?
034 - Do I Need Disability Insurance?
On this week's episode: Do I Need Disability Insurance? Which is more likely death or disability? What are the most co... Read more
12 Feb 2020
•
26mins
Ranked #19

010 - The Magic of Compounding Interest
010 - The Magic of Compounding Interest
Description A fun math problem that explains compounding Time = Magic - It's a long term game Do retirees need compoundi... Read more
27 Aug 2019
•
19mins
Ranked #20

020 - Year End Tax Planning You Should Know
020 - Year End Tax Planning You Should Know
Know your retirement funding deadlines: 12/31 - Last day to pay itemized deductions, establish a solo 401k, complete co... Read more
6 Nov 2019
•
22mins