Wealth Planning Episodes

What bubble? Should we invest elsewhere, or just keep buying?

Running out of money isn't the most pressing concern.

How to get the most joy for your dollar.

Why your long-term plan will fail, and how to fix it.

Figuring out what to buy in your 401(k)? Start here.

Today's episode is a deep dive into a concept that most of us have probably never stopped to ponder: How much money would I need to never worry about money again? If the answer is, "There's no amount of money …

Today, we're talking about three questions we should be asking ourselves in preparation for a new year. Annual planning (both financial and otherwise) is super powerful for achieving the things we want. Our three questions:Where will I be one year …

I was excited to talk to Sarah, the CEO of Betterment, about some of the tough questions I've wanted to ask someone for a long time:COMPETITION: What makes Betterment better than, say, Wealthfront?HUMAN EXPERTS: How much human involvement goes on …

All right, maybe the episode title should be, "What high earners should already be doing regardless of whether or not it goes away."I'd argue that the Backdoor Roth IRA is actually the sub-optimal path forward if you've got W2 wages …

Today, we're riffing on a few things: How I discovered financial independence, what my life was like then, the progress I've made, and how my goals have shifted since then.Ultimately, we're taking a more thoughtful look at the way we …