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Results (22)
6 November, 2023
The Retirement Planning Roadmap: 401(k)s, Real Estate, Bonds & More

If you haven’t started your retirement planning yet, you’re not out of luck. Whether you’re in your twenties, thirties, forties, fifties, or sixties, there’s still time to get enough into your accounts so you can walk...

18 September, 2023
The 9-Step “Stairway to Wealth” That ANYONE Can Use to Become Rich

This “financial order of operations” could be your ticket to financial freedom. If most Americans followed these steps, they would find themselves debt-free, with full retirement accounts, passive income, and “wealth-...

20 November, 2023
What You Need to Do NOW to Pay Fewer Taxes in 2024

If you want to pay fewer taxes or outright avoid taxes in 2024, you’re in the right place. We’re about to give you all the last-chance tax tips and loopholes you can use NOW to pay WAY less in taxes in 2024. All of th...

9 February, 2024
Finance Friday: When to STOP Investing and Start Saving Cash Instead

Do you have a cash flow problem? You’re not alone! Dan invests in real estate, has a great W2 job, and maxes out his investment accounts. He wants to hit financial independence by forty, but his lack of cash is making...

7 March, 2025
Are You Headed for FIRE or the Middle-Class Trap? (Finance Friday)

If there’s an issue that keeps aspiring early retirees up at night, it’s the dreaded middle-class trap. At just 28 years old, this financially savvy couple is already looking for ways to avoid this issue. Whether you’...

11 April, 2025
How to FIRE in Your 40s on a Teacher’s Salary (or Average Income) (Finance Friday)

Is it possible to reach FIRE by 45, even on a teacher’s salary or an average income? Today’s guest is proving that, yes, you can retire early, regardless of your paycheck. It may be a little harder than it is for high...

18 February, 2025
CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes

2024 may be long gone, but it’s NOT too late to lower your taxes for the previous year. If you have real estate or retirement accounts, you already hold the key to minimizing your taxable income and owing less to Uncl...

29 November, 2024
Finance Friday: Middle-Class Trap on Steroids ($3.8M but CAN'T Retire!)

There’s a “middle-class trap” that can keep anyone from FIRE—yes, even high-income earners. Today’s guest has a sizable nest egg that should allow her to retire early, but there are a few roadblocks in her way!

At ...

20 December, 2024
Broke at 50? How to Retire On-Time (Or Early!)

Are you worried you won’t be able to retire at sixty-five? Feeling financially limited in your fifties and need a retirement plan so you can finally stop working? Well, we made this episode just for you. Today, we’re ...

1 September, 2023
FIRE by 50: How to Have FUN on Your Journey Toward Early Retirement

The FIRE community is notorious for chasing early retirement at all costs. Many search for creative ways to earn more money and spend less of it, only to end up hating the journey. If you’ve ever felt burnt out or dis...