Retirement

The Best Retirement Calculators 2022 | Can You Retire Early?

You’re looking for the best retirement calculator to help you plan your retirement with confidence, right? Luckily, we’ve spent hours looking into the best ones available today and we’re back to share what we found. Some calculators are old and janky web 1.0 projects. Some are simply loss leaders for a brand to sell you something. We’ll help cut through the mess and show you the best retirement calculators available today. We ran … [Read more...]

What You Can Expect from a Financial Planner [Plus How Much They Cost]

The world of investing and financial planning can be confusing. If you've heard about certified financial advisors, you may be wondering exactly what do they do and whether or not you need one. Even as a CPA myself, I've found this world a bit confusing. But I spoke with some friends who are advisors, did my own research with an advisor session, and I'm here to share what I learned with you. A financial planner can do anything … [Read more...]

Betterment vs. Vanguard: Both are Great, but Which is Best?

Betterment and Vanguard have each positioned themselves as leaders in the passive investing movement. I’ve used both of these companies for years now and can wholeheartedly recommend both. I currently have more invested with Vanguard than Betterment. But which one is a better fit for your money? Betterment is a robo-advisor offering an automated service that builds customized portfolios to match your risk tolerance. This company … [Read more...]

Finally, a Robo-Advisor to Help You Manage Your 401K [Blooom Review]

  PT's note: When I started my first big career job (nine months with KPMG out of Shreveport, LA) I never invested with the 401K! I didn't even get the match! It wasn't until I was 23 (at my second major employer) that I pulled the trigger and started investing and getting the employer match through the 401K! Agh! To think of all of the lost compound interest and free money. When you started your first job, were you offered a … [Read more...]

050: Using Your Values and Goals to Reach Financial Independence with Matt Miner

Matt Miner is a coach, author, and speaker who works with folks to get the most out of their money by understanding his clients’ values and goals, and then helping them do what it takes to gain control of their income and increase their savings rate. Check out his work at DesignIndependence.com. Matt holds a Bachelor of Science in Finance from Arizona State University in Tempe Ariz. and an MBA from Duke University in Durham, N.C. On weekdays, he leads the sales … [Read more...]

048: Retiring Early to Travel the World with Jeremy from GoCurryCracker

After retiring in their 30s, Jeremy & Winnie spent the last 4 years traveling the world. Their son joined them 2 years ago, and visited 16 countries in his first 16 months. Jeremy says, "who knows what the future holds, but most likely more travel and adventure." They share it all over at GoCurryCracker.com - visit their site to see why the funky name. Listen in as we find out how and why Jeremy chose to retire early and what he does with his free time now. So … [Read more...]

044: Building a Wealthy Mindset with The Money Guy Brian Preston

With over two decades of experience in personal financial planning and taxes, Brian Preston is driven to help others optimize their lives so they can focus on the things in life that truly matter to them. Brian’s firm emphasizes having the heart of an educator, and this desire to create educated clients led to the award-winning podcast, The Money Guy Show. When not helping clients reach success with simple, smart strategies, Brian loves spending time with his wife, … [Read more...]

037: Radical Personal Finance with Joshua Sheats

Joshua Sheats is the creator of the Radical Personal Finance podcast. He’s the world’s leading authority on integrating lifestyle goals and money goals without conflict. He teaches normal people how to seamlessly connect the science of financial planning with the joy of goal achievement. Joshua is dedicated to helping normal people achieve financial freedom by merging the creative (and crazy) ideas from the world of personal finance with the academic integrity of … [Read more...]

033: Stop Worrying About Money with J. David Stein from Money for the Rest of Us

David Stein produces and hosts the top-10 iTunes ranked investing podcast Money For the Rest of Us where he teaches over 25,000 listeners per episode about money, how it works, how to invest it, and how to live without worrying about it. So let’s dig in. Let’s meet today’s Master of Money…. Listen to This Episode with David Listen to it on iTunes. I hope you enjoyed that. A big thank you to David for giving us the gold today. Share on Twitter Stop … [Read more...]

032: Live Well Today and Tomorrow with Roger Whitney, the Retirement Answer Man

Roger Whitney is the Retirement Answer Man, and he believes you can create a great life that balances living well today AND living well tomorrow by having the right little conversations about money. Over the last 24 years, he has worked directly with clients on this journey and shares the wisdom he's learned on his weekly podcast, The Retirement Answer Man, and his blog at rogerwhitney.com. This is a great interview with Roger. He’s really living out this "living … [Read more...]

028: How American Families Are Mastering Their Money in a World of Uncertainty with Rachel Schneider

Have you ever wondered what either helps or hinders Americans from becoming masters of their money? That’s what we are talking about today, with my guest Rachel Schneider. Today’s show is very different than what we’re used to. We’re taking a macro look at your average American and trying to understand how they can become (and what’s maybe preventing them from becoming) Masters of Money. My guest today is Rachel Schneider is the co-author of The Financial … [Read more...]

027: Retiring in Your 30s with Startup Founder Michael of Financially Alert

Michael retired early in his mid-thirties after successfully starting and running an I.T. services company. He is currently a stay-at-home Dad, blogger, & investor. His mission to help others find financial freedom so they can pursue their passion freely. He blogs at www.financiallyalert.com. I’ve met Michael in person, at FinCon, but the main reason I wanted to have him on the show is that of he publicly shares his net worth...now over $1.8 million! In this … [Read more...]

10 Small Joys of Early Retirement

Editor's note: This article is by ESI from ESI Money, a blog about achieving financial independence through earning, saving, and investing (ESI). It’s written by an early 50’s retiree who achieved financial independence, shares what’s worked for him, and details how others can implement those successes in their lives. ESI offers a free book titled Three Steps to Financial Independence. We all are aware of the big benefits of … [Read more...]

025: Earning, Saving, and Investing Your Way to Financial Independence with Mr ESI of ESI Money

John writes as "Mr. ESI" on ESI Money, a blog about achieving financial independence through earning, saving, and investing (ESI). He's an early 50’s retiree who achieved financial independence, shares what’s worked for him, and details how others can implement those successes in their lives. I’m excited to share Mr ESI’s story with you because it’s a little different from what you’re used to hearing. A lot of my guests end up being entrepreneurs and achieving … [Read more...]

023: Setting Specific Actionable Financial Goals with Deacon Hayes of Well Kept Wallet

Deacon Hayes is a Personal Finance Expert who is best known for paying off $52,000 in debt in 18 months. He has been featured in the US News & World Report, MSN Money, Yahoo Finance and more. Deacon is a friend, fantastic blogger at WellKeptWallet.com, and podcaster and also the global head of FinCon Local which is a loosely organized collection of local FinCon chapters. Yes, there may be a local FinCon group in your city. In this episode, Deacon shares his … [Read more...]

019: Taking Calculated Financial Risks with Financial Rock Star Scott Alan Turner

Scott Alan Turner is the host of the Financial Rock Star show. He is a self-proclaimed money moron turned early retiree who now spends his time teaching money management to help you get out of debt, save more money, and retire early. Scott is a good friend, amazing burger chef, FinCon speaker, fellow Texan, and amazing podcaster. In this episode, Scott shares how to tell what type of financial advisor you should use, the one thing his boss told him to do that was … [Read more...]

018: Automate Your Savings with the TODAY Show’s Jean Chatzky

Jean Chatzky is an award-winning financial journalist, author, motivational speaker, and host of the Her Money podcast. Jean is the TODAY Show’s financial expert and has appeared on Oprah, Live with Regis and Kelly, and The View, among others. Jean blogs at jeanchatzky.com. I’ve had the honor of having Jean keynote FinCon, podcast live from the stage there, and she’s always so gracious with her time. In this episode, Jean shares the different savings and … [Read more...]

014: Mastering Money to Gain Control Over Your Life with Rob Berger of DoughRoller.net

Enjoying these show notes from the Masters of Money podcast? Be sure to subscribe to the show in iTunes and you'll get notified when each new episode is ready! Who is Rob Berger? In this episode, we’ll get to hear from Rob Berger. Rob Berger is the founder of the personal finance website Dough Roller and one of my favorite podcasts under the same name. He’s been rolling dough across the interwebs just a bit longer than I have…a little over 10 years now. It’s been … [Read more...]