Best Max Finance Podcasts (2024)

We discuss whether it’s a good idea to obtain life and disability insurance and some factors you should consider. Additional resources: term4sale.com, policygenius.com

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23: Employee Benefits 1:04:05

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2y ago1:04:05

1:04:05

We discuss popular company-provided employee benefits and how to maximize their value.

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22: Income Taxes 59:41

2y ago59:41

59:41

We cover the basics of income tax including the difference between earned income and capital gains.

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21: Equity Compensation: Private Companies 1:09:38

2y ago1:09:38

1:09:38

We discuss equity compensation of private companies (ISO and NSO stock options), how they work, how they’re taxed, strategies for exercising and selling. To learn more about equity compensation, we recommend Consider Your Options: Get the Most from Your Equity Compensation by Kaye Thomas and https://github.com/jlevy/og-equity-compensation…

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20: Equity Compensation: Publicly Traded Companies 52:54

2+ y ago52:54

52:54

We discuss equity compensation of public-traded companies (RSUs), how it vests, how it's taxed, and selling strategies. To learn more about equity compensation, we recommend this resource: https://github.com/jlevy/og-equity-compensation

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19: Emergency fund 45:51

2+ y ago45:51

45:51

We discuss what an emergency fund is, why it’s important, how much you need and where to keep it.

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18: Paying off Debt Strategy 43:39

2+ y ago43:39

43:39

We discuss which debt to prioritize paying down and when it makes sense to leverage debt in the first place.

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17: Debt: “Good” vs “Bad” 47:57

2+ y ago47:57

47:57

We discuss the different types of debt, ther interest rates, how it accrues and how to track it.

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16: Relationship Finances: George and Justine 43:34

2+ y ago43:34

43:34

Loren interviews George and his fiancee, Justine, about how they manage their finances together including buying a house, starting a business and saving for a wedding.

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15: Relationship Finances: Loren and Anna 1:06:37

2+ y ago1:06:37

1:06:37

George interviews Loren and his wife, Anna, about how they manage their finances together and challenges they’ve faced including unemployment, obligations and different spending habits.

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14: Relationship Finances: The Basics 59:18

2+ y ago59:18

59:18

We discuss how couples can work together to maximize their finances to achieve their goals and learn that there’s no one size fits all.

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13: FIRE: Investment Contribution and Withdrawal Strategy 52:25

2+ y ago52:25

52:25

We discuss contribution and withdrawal strategies for investment accounts when pursuing early retirement.

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12: FIRE: Safe Withdrawal Rates and Goal Setting 53:53

2+ y ago53:53

53:53

We discuss how to set a goal, select a safe withdrawal rate and model scenarios using calculators.

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11: Overview of FIRE (Financial Independence, Retirement Early) 54:09

2+ y ago54:09

54:09

We discuss the basics of FIRE: What it is, What’s different, and How it works.

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10: Financial Institutions for Investments 51:44

2+ y ago51:44

51:44

We discuss what to look for when choosing a financial institution for your investments.

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9: Personal Finance and Investing Tools 55:06

2+ y ago55:06

55:06

We discuss personal finance tools to help you budget, plan for retirement and track your net worth to reach financial success.

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8: Selecting Accounts for Investment 56:31

2+ y ago56:31

56:31

We discuss the differences between brokerage, IRA, and 401k accounts and important considerations when choosing between them.

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7: Pre-Investing Milestones 56:27

3y ago56:27

56:27

We review important milestones to achieve before you begin investing. Hint: Have positive cash flow, build an emergency fund, pay off high interest debt.

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6: Passive Investing 56:26

3y ago56:26

56:26

We discuss the basics of passive investing and why we think it’s the best way to maximize your money over the long term.

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5: Investing to Achieve your Goals 1:14:16

3y ago1:14:16

1:14:16

We discuss how your goal’s timeline and flexibility should be considered when determining investments and corresponding risk level.

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4: Setting Goals and Tracking Progress 1:06:41

3y ago1:06:41

1:06:41

We discuss financial goals, their importance, how to set and track progress towards them.

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3: Living Below Your Means - What It Means and How To Do It 1:07:44

3y ago1:07:44

1:07:44

We discuss how to track spending (and income), strategies to save more and overcome common obstacles.

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2: Top 3 Recommendations to be Financially Successful 1:05:58

3y ago1:05:58

1:05:58

We define what having financial success is (hint: it’s not just having a high net worth) and our top 3 recommendations for achieving, plus a bonus tip.

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1: Meet Your Hosts and Hear Our Origin Stories 40:46

3y ago40:46

40:46

Meet your hosts, George and Loren. Hear about our background and how we developed a passion for personal finance that ultimately led to this podcast.

Podcasts Worth a Listen

Max Finance Podcasts

Podcasts Worth a Listen

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Max Finance

Max Finance

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34: Employee stock purchase plans (ESPP) 24:36

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33: Recessions 42:24

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32: 401(k) overview 1:03:39

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31: Tips for buying a house 56:15

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30: College Planning 38:43

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29: Preparing for a Child 54:37

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28: Cryptocurrency: An overview and guide to owning it 1:04:05

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27: Rebalancing and tax loss harvesting 50:17

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26: Renting vs buying a home: Our stories 1:03:01

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25: Renting vs buying a home: Overview 58:01

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24: Life and Disability Insurance 1:03:18

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23: Employee Benefits 1:04:05

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22: Income Taxes 59:41

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21: Equity Compensation: Private Companies 1:09:38

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20: Equity Compensation: Publicly Traded Companies 52:54

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19: Emergency fund 45:51

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18: Paying off Debt Strategy 43:39

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17: Debt: “Good” vs “Bad” 47:57

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16: Relationship Finances: George and Justine 43:34

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15: Relationship Finances: Loren and Anna 1:06:37

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14: Relationship Finances: The Basics 59:18

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13: FIRE: Investment Contribution and Withdrawal Strategy 52:25

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12: FIRE: Safe Withdrawal Rates and Goal Setting 53:53

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11: Overview of FIRE (Financial Independence, Retirement Early) 54:09

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10: Financial Institutions for Investments 51:44

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9: Personal Finance and Investing Tools 55:06

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8: Selecting Accounts for Investment 56:31

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7: Pre-Investing Milestones 56:27

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6: Passive Investing 56:26

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5: Investing to Achieve your Goals 1:14:16

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4: Setting Goals and Tracking Progress 1:06:41

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3: Living Below Your Means - What It Means and How To Do It 1:07:44

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2: Top 3 Recommendations to be Financially Successful 1:05:58

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1: Meet Your Hosts and Hear Our Origin Stories 40:46

Quick Reference Guide