Money touches every aspect of your life – and we all have different experiences and perspectives on personal finances. How do you manage conflicting opinions, desires, and values when it comes to managing money together? Today, we’re talking about how to manage money as a couple. We’ll not just provide some big-picture tactics but also…
How Much to Save in 2023
Here’s our 4-step framework to help you hone in on a savings rate that’s right for you. If you ask 10 different people how much to save per year to set yourself up for a secure financial future, you will probably get at least 15 different answers. Talk about confusing! And even if you go…
The Best Short-Term Investments: What to Know, and What to Avoid
It’s your money, and you need it now! In this episode, we discuss the best short-term investments when you want to earn a return from your cash – without exposing it to a risk of loss. But first, let’s make sure you understand the context we’re working within. That will help you understand the “why”…
The Only Constant in Personal Finance (and in Life)
The only constant variable that you can truly rely on is change. Your circumstances will change. Your finances will change. YOU will change. How can you build a financial plan that withstands so much variability and uncertainty? This is what makes financial planning so hard. An actual plan that you put down on paper is…
Lessons from Tech Industry Failures: How to Avoid Implosions in Your Own Personal Finances
When should you be most wary of making a costly mistake? It’s not when things feel difficult or when you’re in the middle of solving a big problem. It’s when things are going great and you’re experiencing big success. Massive layoffs at Facebook and Amazon. Stumbles at Google and Lyft. A shaky year in the…
How to Pay Less Taxes: 5 Strategies to Reduce Your Tax Burden
“…In this world, nothing is certain except death and taxes,” wrote Benjamin Franklin when updating his friend, French scientist Jean-Baptiste Le Roy, on the latest political developments in the States. And while we can’t do anything to change your mortality, we CAN offer you some tax breaks in this episode. Want to pay less in…
Money Is Not a Math Problem: How Using Numbers Alone Leads to Irresponsible Planning
“It’s irresponsible to use math alone to build a financial plan,” says the Certified Financial Planner with a bachelor’s degree in finance and accounting from the number-one entrepreneurship college in the country. Wait, what? It might sound a bit odd coming from the finance pros, but it’s true. Eric did say using math alone is…
7 Steps to a Foolproof Financial Plan
A foolproof financial plan is one that you can stick to, that you can execute, consistently over time – even through challenging times or unexpected setbacks. This is what to keep in mind if you want to build your own. People are (remarkably) bad at understanding how probabilities work in real life. We often fail…
How to Use Your 401(k) to Retire Early
Because of the rules and requirements around 401(k)s, most people don’t think of this retirement plan as a useful tool when they’re on a mission to retire early. But failing to optimize your plan could mean missing a huge opportunity to grow wealth and achieve an early retirement goal. Most advice with 401ks starts and…
Financial Planning To-Dos for Expecting Parents
Having a baby or adding more children to the family is a big decision – and there are some major financial implications to this life milestone. Consider taking care of these financial planning to-dos for expecting parents. We stepped away from the podcast for about a year. Why? Because we had a baby! Our daughter…
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