Best Financial podcasts we could find (Updated November 2018)
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
 
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
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ChooseFI
Weekly+
 
Jonathan & Brad explore the world of Financial Independence. They discuss reducing expenses, crushing debt, building passive income streams through online businesses and real estate. How to pay off debt, Crush your grocery bill and travel the world for free. Every episode is packed with content and actionable tips and no topic is too big or small as long as it speeds up the process of reaching financial independence. If Mr Money Mustache, Tim Ferriss & Pat Flynn came together to make a podca ...
 
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Financial Samurai
Weekly
 
Slicing Through Money's Mysteries
 
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Financial Residency
Monthly+
 
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
 
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XY Adviser
Weekly
 
XY Adviser - Driving the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
 
Welcome to House of FI! We are glad you're here. Wendy and Timika help other families on the road to financial independence. If you dream of retiring early but are unsure how to do that AND raise your family, you are in the right place. Our guests will share their journey to financial independence, early retirement and debt freedom. Our guest experts will share valuable information that will help you get to your financial goals sooner. Come on in!
 
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Pacific Exchanges
Monthly
 
Pacific Exchanges is a new podcast from the Federal Reserve Bank of San Francisco. The show features interviews with experts from the world of economics and finance to explore developing trends in the Asia-Pacific. The views expressed are not necessarily those of the Federal Reserve Bank of San Francisco or of the Federal Reserve System.
 
Welcome to Informed Choice Radio, the personal finance podcast all about achieving your financial goals in life. New episodes are published every Monday and Friday, featuring expert interviews and practical tips for making the most of your money. Your host for Informed Choice Radio is Martin Bamford; a Chartered Financial Planner, Accredited Later Life Adviser and personal finance author. Contact Martin at martin@icfp.co.uk with any comments or questions, or get in touch on Twitter @martinba ...
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies.The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of man ...
 
Townstone Financial Inc. Presents Home Mortgage Lending 101 and Advanced Home Lending. Hosted by Barry Sturner, owner of Townstone Financial- Barry and his team ofexpert loan officers give their perspective and insight on home mortgage lending to better inform home buyers and home owners. They cover home mortgage refinances, purchases, FHA, VA and reverse mortgage loans. Illinois Residential Mortgage Licensee #6629. NMLS #136639
 
Welcome to the London on FIRE Podcast - all about Financial Independence! We’re Matt and Kellan. We love to discuss Financial Independence with various folks around the world who are passionate about their financial freedom.
 
Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA
 
Welcome to the the Financial Detox® podcast—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Labrum Wealth Management. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, ...
 
My name is Jeremy and I teach and talk about Stock market investing, entrepreneurship, and personal finance. By age 25 I had $200,000 in my brokerage account all while working at a convenience store named Quiktrip. I started a real estate marketing company at the end of 2015 which grew into my first successful business. I started the “Financial Education” YouTube channel in 2016 and have grown that to over 90,000 Subscribers and millions upon millions of views. In April 2017 I launched a bes ...
 
Investment Advice offered through Northwest Quadrant Wealth Management, a registered investment advisor. www.financialfocusradio.com
 
You've probably asked yourself the question before. I wonder what financial opportunities I may be missing? Busy lives take over and years pass without taking advantage. Whether it’s retirement, tax savings, investing, estate, or 401(k) decisions, Certified Financial Planners Chad Smith and Mike Eklund clue you in to the opportunities many people miss in their financial journey. By day, they are fiduciary fee-only financial advisors who pull stories from experiences and questions asked in re ...
 
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WiseMoney
Monthly+
 
Welcome to WiseMoney on TruthFM! Our mission is to provide you with uplifting, transformational & diverse content inspired by the Holy Spirit to empower you to live your best life in Christ daily. Michael Ching is the founder of Nardene Financial. He has 25+ years of experience in finance and he's a Dave Ramsey Smartvestor Pro. He enjoys helping people discover financial freedom God’s way. Catch WiseMoney live on TruthFM Thursdays 7am, noon or 6pm PST Download our free TruthFM app & tune in ...
 
Joel and Matt are best friends who love craft beer and talking about money! Joel has spent the past decade working in the money media space while Matt has taken the entrepreneurial route and started a small photography business. They both have growing families and a small portfolio of investment properties in Atlanta. They both love finding interesting ways to cut costs and save for the future – and, of course, they enjoy drinking delicious beer along the way. While finding creative ways to ...
 
Weekly financial and retirement planning guidance from Kansas City's David Dickens of KC Financial Advisors
 
Grady Wirth, CFP® acts as your guide to a smarter financial life. Learn to navigate the complex world of finance and understand how to build a foundation for success with your personal finances. Investing, taxes, estate planning, insurance, debt management, budgeting, all things financial planning. Grady will cover it all. SEND QUESTIONS TO: NetWirthPodcast@hefren.com DISCLAIMERS: This podcast is for educational purposes only. Anything said should not be construed as advice. If you would lik ...
 
Welcome to the BrotherFI Financial Independence Podcast. This podcast is dedicated to helping you achieve financial independence and overcome your money problems. Matt is an engineer who understands there’s not just one way that leads to financial freedom and that’s what he’s here to explore. From saving for retirement to graduating college debt free to paying down debt to starting your own business he covers all topics related to personal finance and optimal living. Each week we bring you a ...
 
This is your Financial Coach Tea528 bringing you news and information on Alternative Financial Services and more..... stay tuned for some exciting information www.evolvedcapitalsolutions.com Become a supporter of this podcast:https://anchor.fm/financial-coach-tea528-on-life-settlements/support
 
Financial Freedom Tribe is where online entrepreneurs learn how to grow their businesses. You want to learn what SEO can do for your ecommerce business? You want to learn how email marketing can help increase your bottom line?You want to learn about affiliate marketing? You want to learn how to be productive if you work from home?If you answered yes to any of those questions, then you should listen in on what we talk about in this new and fresh podcast!
 
Helping small business owners, entrepreneurs and startups CEOs with financial strategies to secure, protect and grow their business.
 
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Financial Grimoire
Daily+
 
 
Discover what drives individuals to financial success. Tune in to hear from industry experts that know how to better manage your finances. Understand industry trends, problems, and, opportunities on the My Financial Podcast.
 
With the average American household debt rising, it's now important for people to take charge of their finances. The problem is most people don't have great role models and are clueless about where to start. The Financially Well Off Podcast aims to inspire ambitious people to take charge of their finances to reach financial happiness. You and Chris will discover the different tactics and mindset it takes to build a secure financial future.
 
How jimmy turned his financial situation into a success
 
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Financial Peace
Daily+
 
On the Financial Peace podcast we will discuss ways to make extra money, avoid debt and accept peaceful routines related to finances to reduce stress and worry.
 
Time To Get Smart
 
This is Laurent Dionisio, a Filipino Financial Coach where I share financial and invest tips on how to grow your wealth.
 
We share the best digital marketing techniques for Financial Planners.
 
Faith and Finances provides Christ-focused financial teaching and approaches each financial topic with the premise, "What does the Bible say about that?"
 
Money is unlimited. Time is not. Become financially independent as fast as possible. On the Financial Freedom podcast we interview remarkable people and share strategies for mastering money and living a meaningful life. Topics include personal finance, investing, side hustling, real estate, entrepreneurship, early retirement, and more. Financial Freedom is hosted by Grant Sabatier, author of Financial Freedom and creator of Millennial Money. Grant reached financial independence and "retired" ...
 
Join Sound Financial Group President and CEO Paul Adams every week, as he helps you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only question ...
 
Stuff the headlines. Business news and affairs through the critical lens of a provocative financial mentor.
 
The Fifteen Minute Financial Advisor is a place where you can find answers to your personal finance questions, with descriptions of the topic or question, why it's an important consideration and action steps you can take to address your concerns. Have a topic you want covered? Email: Topic@15minutefa.com.
 
You might be a genius at managing other people’s money, but personal finance is quite another kettle of fish. Ringgit & Sense puts a clear mirror in front of you so you understand personal risk profiles, realistic investment horizons, retirement planning and the all-important education loan and health insurance plan, and the explosion of myriad personal finance products.
 
Heather Wagenhals Unlock Your Wealth Radio helps people learn how to manage their money better saving time and reducing stress, creating a debt-free life to choose wealth and happiness with Heather's proven strategies. Tune in to one of Heather's shows and learn what thousands of other listeners have about releasing limiting beliefs and choosing the future they desire for themselves and their families NOW!
 
A show about how to thrive in the New Economy. It's All About What's Next!
 
The latest money news from Independent Financial Advisers Zen Financial Ltd, covering up to date issues relating to pensions, investments, mortgages and other related areas.
 
Dee Lee is a Certified Financial Planner who received a diploma in Financial Planning from Boston University and her MBA from Simmons College. She dissolved her successful financial planning practice for individuals so that she could devote all of her energies to educating the financial consumer.
 
Interviews and content that helps you building an income stream and find your purpose after reaching Financial Independence. The podcast helps you to work and invest wisely and live a meaninful live on your own terms.
 
Falcon Wealth Advisors are a wealth management practice that upholds a fiduciary relationship with our clients; we offer financial planning services and investment solutions.Disclaimer:Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
 
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FT Money Show
Weekly
 
The Financial Times Money Show brings you engaging insight into personal finance. Claer Barrett, her team and leading industry commentators dissect the week’s news and discuss how it will affect you and your pocket. Produced by Lucy Warwick-Ching.
 
Hosted in the Nova Cafe by Paul Mahoney, Managing Director at Nova Financial Group, Proper Wealth explores all aspects of wealth creation with a specific focus on Property Investment. Paul speaks with various industry experts on a wide range of topics to give listeners unique insight into the current state of the market and how it might affect them.
 
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show series
 
Connections I love being able to find a connection with the story of every person that we have on our podcast. This week though, I felt a special connection to our graceful guest, Jackie Cummings Koski. Her story of being a single mother, the details she shared about the awakening that took place after her divorce and the absolute success path ...…
 
In this episode of the ​Sound Financial Bites podcast, Paul Adams and Cory Shepherd discuss how seeing the big picture of the financial industry can strengthen your resolve to persevere through short-term fluctuations and set you on the path to definite financial independence. Their conversation shares the not-so-secret motivations of financial ...…
 
The majority of American adults have a credit score, but many don't know how it's calculated, what factors affect their score, and who controls the data. In this week's episode, we cover some facts and some common misconceptions about credit scores. Questions? Tweet me @15MinuteFA
 
It’s the last episode of the Townstone Financial Show for 2018! Watch On Facebook Zach Schwartz of Townstone Financial is joined by Randy Barcella Host of Real Estate Revealed for the final episode of the Townstone Financial Show of 2018 before we join forces to bring you the most exciting partnership since peanut butter met jelly. Frank “Campo ...…
 
A very interesting episode brought to you today with Erik from the USA! We chat about the differences between reaching FI in the US versus in Europe, his house-hacking strategies and entrepreneurship on both sides of the ocean. What we talk about: The FIRE movement in the US vs in Europe Entrepreneurship is easier in the US House hacking The pr ...…
 
Physician burnout? Dr. Jeff Smith says it’s a good thing. Here, he talks about the overwhelm of the doctor’s day-to-day routines that contribute to a depersonalization of their work, but finds it to be an opportunity to shift course. He admits to experiencing burnout daily where he is forced to reassess and proactively change the situations con ...…
 
At Labrum Wealth Management, we talk to many potential advisors about joining our firm, and there’s one question that really helps us determine if they might be a good fit: Do they care passionately about what their clients are ultimately paying - and what their net returns are? Today, trader Andrew Grant joins the podcast to talk about how to ...…
 
As the holidays near, visions of new tax savings dance in our heads. But knowing how to spot them is what really matters. With all the new tax law changes, Will Holt joins us again to guide you through seven tax opportunities you can take advantage of before year-end. Some of these tips can save you thousands of dollars, so listen in to see how ...…
 
In this episode, I talk about saving for college. And ways to do this outside of simply putting money in an old-fashioned bank account earning 1-2% interest over 18 years.We review 529 plans, ESA plans, UGMAs and UTMAs. Also, there's bonus content for Georgia residents on saving for college!For more information about the Georgia 529 plan visit: ...…
 
Blogger and podcaster Tamika Downes reveals how she went from $94K of debt to owning a six-figure income-earning side hustle while continuing her job as a school nurse and raising three children. Timika’s early financial experiences came through immigrant parents, from Barbados, hustling and saving. Having a side hustle was common place in Timi ...…
 
Most people believe that saving money is the only answer to financial success. What often never gets mentioned is that you can buy nice things while reaching your financial goals. Learn how prioritizing your needs can lead you to a happier life while being more financially successful, along with other proven financial strategies.…
 
My guest today, Tony Bradshaw, realised he was in a financial mess when he tax return as an engineer just out of college. $39,000 gross. $16,000 of debt. Where had all the money gone? That moment was the catalyst that helped him make the millionaire choice, his choice to become a millionaire by age 40. Now after 16 years working in the financia ...…
 
We’ve heard disturbing news recently: one of our main competitors is telling their Loan Officers to place people in FHA loans with the promise of a refinance 6 months later. Not only is this unethical, it may be illegal loan churning! Watch On Facebook Why the housing market is slumping despite a booming economy? Barry and Zach were live with t ...…
 
It's Friday! That means live Q&A: Healthcare Sharing Ministries and Their Maximum Limits Health Savings Accounts and HCSMs What To Do With An Inheritance When You're in Debt Enjoy! Joshua
 
Today’s episode of The Money Guy Show is inspired by a listener question. This listener wrote in to the show and asked us what advice we wish we knew as a teenager, because she is a youth group leader working closely with young adults. And what a great question this is! So, we’re shifting today’s episode to speak directly to our teenage listene ...…
 
In this episode we discuss:-Charitable Giving- Donor Advised Funds-Capital Gains-Tax Loss Harvesting-And Much More!
 
As we prepare to gather with friends and family in observation of America's holiday, Thanksgiving, there are several ways in which we can show gratitude for Christ to the world around us. In This Episode, We Look At: Giving thanks. We can audibly thank God for His goodness, and anything and everything He has done for you—while in public. Look f ...…
 
Brad and Jonathan talk about their experiences with W2 jobs and building side hustles, Jose shares his own side hustle tip, and Alan and Tallis wrap up the 4-part Side Hustle Coaching Series. Brad and Jonathan are jumping into planned spontaneity. Do your actions align with your values? Brad recounts how the accounting firm he worked for right ...…
 
We're told a lot about money, investing and personal finance. There are plenty of strongly held beliefs out there. But there are also lots of money myths that need to be challenged. These occur when we create a financial rule of thumb that doesn't apply equally as well to everyone. In this episode, I'm running through 5 money myths that aren't ...…
 
In this episode of the podcast we tackle these two questions: Is it legal to engage in asset protection planning? Is it moral to engage in asset protection planning? Short answer? Yes and yes. If that's enough for you, just skip listening to this episode. But if you'd like a bit more texture to the discussion, enjoy the podcast for a discussion ...…
 
Claer Barrett and guests discuss the phenomenal success of the Money Diaries - an online website that has enabled women around the world to anonymously share their financial spending secrets. Plus we hear from a former banker turned entrepreneur who has set up a company to help women take control of their money.…
 
One thing we know about the XY Community is they love hearing from other Financial Advisors and listening to what they’ve been up to, and one very interesting Advisor who is well worth hearing from is the ‘grandad’ of XY Adviser – Dean Holmes (LinkedIn:/mrdeanholmes/). Dean is the Co-Founder and Wealth Advisor at Absolute Wealth Advisors (www.a ...…
 
Just had the pleasure of attending Jason Hartman's Profits in Paradise and his mastermind Venture Alliance.Besides being great fun there was much to be learned there. When I look at all the investment experts who've been on the show, Jason stands out from the crowd. With safe stable returns and a proven system for wealth accumulation, that's wh ...…
 
David Scranton joined us today. He's got some trepidation towards the economy. Signs of a slowdown appear to be abundant. But does this mean the stock market will decline? David thinks it probably will, but when is the question. Is the smart money heading for the exits? Usually these things happen when no one is expecting it. And let's not talk ...…
 
Hoi hoi! Today we have an awesome guest from the Netherlands! Mr Cheesy reached FI this year in April, so we discuss how he did this in Holland, what he really does all day and what saving €€ is really all about. Full Shownotes: http://bit.ly/fieurope019 What we talk about: Mr Cheesy’s intro to FI What he does all day The Cheesy Index and the D ...…
 
The Scars of the Great Recession Many of those that graduated into the Great Recession of 2008 have been forever scarred, financially speaking. Many of us experienced the pain of that era, but in case you avoided it, take a moment to consider what it must have felt like. Think about the fear, anxiety and uneasiness that would come from facing a ...…
 
Aaron is fed up with high tax states, especially when they have bad weather too. So his intention is to flee the People's Republic of Al Franken, otherwise known as Minnesota. He advises all young people to give up any attachment they may have to their native city or state and seek greener financial pastures elsewhere. There's plenty of low tax ...…
 
I love the topic of asset protection planning. It's super interesting to me. But my observation is, like most topics, people involved in the business talk about what they can sell. The lawyers talk about corporations and trusts because they sell them. The insurance agents talk about life insurance and annuities because they sell them. Since I d ...…
 
In this episode of the ​Sound Financial Bites ​podcast, Paul Adam’s sits down with co-host Cory Shepherd to continue the conversation on the importance of assets in achieving a work-optional lifestyle. Paul and Cory share a concise overview of season 4 for new listeners, talk about acquiring fun assets that still bolster wealth, and provide con ...…
 
Danielle joined us to discuss peak interest rates and the impending economic slow down. This might not be the beginning of the long awaited recession, but it certainly means that we're getting closer. The problem is that you never know you're in a recession until you look back a couple of years. Then it's very easy to see, but it's too late to ...…
 
DISCLOSURES: There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Bonds ...…
 
Jeff writes, "Three Internet security experts have accused state-owned telecom giant China Telecom of diverting internal U.S. Internet traffic through China. The purpose, apparently, was corporate espionage." According to Doug Madory, an expert on Internet traffic at Silicon Valley software maker Oracle, China Telecom’s network sent out false s ...…
 
Our go to person for all things medical, Dr. Elaina George believes that Obamacare is now officially permanent, thanks to the democrat takeover of the House. They're looking for single payer panacea which clearly doesn't exist. It's now more important than ever for you to become an empowered patient and opt-out of the system. It's later than yo ...…
 
Kayse Kress, newest add to my fee-only financial planning firm, Physician Wealth Services, and I have a convo made for work BFFs. We review physician blogger Dr. Breathe Easy’s 12 Toddler Steps to Financial Freedom, a reference to Dave Ramsey’s 7 Baby Steps. We go through all 12 incl. paying off credit card debt, having an emergency fund, and r ...…
 
Since 1995, Mark Campbell has been trying to get Egypt to rationalize its mining royalty system. Now it looks like his efforts are about to pay off. Rather than the old 50-50 model, which couldn't work for miners, Egypt will be shifting to a much more advantageous tax system that should be a boon to gold miners like our sponsorAton Resources. T ...…
 
To honor our Veterans, I interviewed Jeff at USAA. USAA is a proud sponsor and supporter of the military and their families, so the timing is perfect. We talk about what a Financial Readiness Score is and how it’s calculated, so members can review their finances at a glance. I talk about how I find this product to be similar to a robo-planner. ...…
 
There's wildfires in California, disputed elections all over the map, and panic all over the place; will it lead to a Wall Street Meltdown? It's often said that stocks climb on a wall of worry. If that's the case then the market should be booming now. There's enough worries to go around all over. More and more people keep moving to geographical ...…
 
Kyle Olson has just directed a funny but tragic movie, Dummycrats. In it, Diamond and Silk travel to Maxine Water's poverty stricken district and to her out of district mansion. She's always voted one of the top corrupt members of congress, but the system keeps her in place. Then they travel up to San Francisco to check out the state of upcomin ...…
 
There are some people who think that only people with high incomes can achieve financial independence before the age of 65. They’ll go on and on about how it’s not fair that other people are able to escape the rat race early, while they’ve got to grind on because they’re earning less than six figures a year. News flash! Nothing good comes easy! ...…
 
This episode came from a FB Live I did recently. I break down what I call worthless debt, or debt that is used to buy something that typically goes down in value. And, non-worthless debt, or debt that is used to buy something that typically goes up in value. The episode points out a few questions you should ask yourself when you're considering ...…
 
Healthcare is not exactly the easiest thing to figure out. Here I go over updates to the BrotherFI family health coverage...sneak preview: HSAs still rock!Make sure you click below and follow the show notes so you don't miss anything. Don't forget to subscribe, rate and review!For show notes, you can head over to brotherfi.com/26. Reach out to ...…
 
Nick Loper, founder of Side Hustle Nation, talks about the benefits of developing a side hustle, and methods to actually develop a good side hustle idea. You can only cut so much from your expenses; a side hustle helps you expand your earning potential. Nick thinks working just a 9-5 job is risky – what happens if you get fired? Nick advocates ...…
 
My guest on the podcast today is a psychiatrist who has discovered most of his patients have one thing in common; anxiety about money. This manifests itself as fears and doubts about their financial future and day-to-day financial needs. Mark Tobak, MD, is a general adult psychiatrist in private practice. He is the former chief of inpatient ger ...…
 
We have a special show for you this week with a very special guest: Dr. Sarah Stanley Fallaw, Ph.D. Dr. Fallaw is the founder and President of DataPoints LLC, a company that provides scientifically validated, automated behavioral finance tools to the financial services industry. DataPoints created the industry's first biodata-based, predictive ...…
 
On this episode Ashley discusses how to avoid the noise of daily life to focus on values, addresses changes to retirement contributions, and looks at possibilities for the future.
 
With the midterm elections, we’ve returned to a time of market volatility. That means that there’s even more toxic financial advice out there than usual, and a lot of smart individuals are making not-so-smart decisions. Volatility and stress knock out your habits. Even if you’ve been disciplined and strategic for years, many people throw all of ...…
 
We are not asking "Why are you living?" rather, "What purpose drives you?" In This Episode, We Look At: Behind every purpose (or goal) there is a value. So, for those driven to live for the moment, the value behind that drive may be pleasure. Those who seek one accomplishment after another may have respect, recognition, or honor as their value. ...…
 
Brad and Jonathan explain how simply knowing the rules can save you thousands on taxes and college financing, Brad talks through the IRA Conversion Ladder and Capital Gains Harvesting, and a few updates from the community. The financial independence movement is growing, and seeing a lot more press coverage. Messaging matters: The Wall Street Jo ...…
 
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