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Personal Finance for Long-Term Investors artwork

Personal Finance for Long-Term Investors

138 episodes

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He Retired Early - Here's What No One Warned Him About (E136) artwork

He Retired Early - Here's What No One Warned Him About (E136)

Personal Finance for Long-Term Investors

52:49Apr 8, 2026
Why Trump Accounts Fall Short  (AMA, E135) artwork

Why Trump Accounts Fall Short (AMA, E135)

Personal Finance for Long-Term Investors

51:26Apr 1, 2026
Even Financial Advisors Misunderstand Monte Carlo Retirement Analysis (E134) artwork

Even Financial Advisors Misunderstand Monte Carlo Retirement Analysis (E134)

Personal Finance for Long-Term Investors

55:34Mar 25, 2026
Uncomfortable Truth: Great Investing Decisions Can Look Wrong For Years (E133) artwork

Uncomfortable Truth: Great Investing Decisions Can Look Wrong For Years (E133)

Personal Finance for Long-Term Investors

51:41Mar 11, 2026
Are You in a "Goldilocks" Retirement Range? (E132, AMA) artwork

Are You in a "Goldilocks" Retirement Range? (E132, AMA)

Personal Finance for Long-Term Investors

54:51Mar 4, 2026
Less Wealth, More Certainty: Why Annuities Are Rarely Worth It (E131) artwork

Less Wealth, More Certainty: Why Annuities Are Rarely Worth It (E131)

Personal Finance for Long-Term Investors

53:03Feb 25, 2026
Don't Let a Scary Economy Cause Bad Retirement Decisions (E130) artwork

Don't Let a Scary Economy Cause Bad Retirement Decisions (E130)

Personal Finance for Long-Term Investors

51:36Feb 11, 2026
"Isn't My Portfolio the Same as My Financial Plan??"  (AMA, E129) artwork

"Isn't My Portfolio the Same as My Financial Plan??" (AMA, E129)

Personal Finance for Long-Term Investors

41:18Feb 4, 2026
11 "Bad" Financial Moves...That Are Actually Fine (E128) artwork

11 "Bad" Financial Moves...That Are Actually Fine (E128)

Personal Finance for Long-Term Investors

41:28Jan 28, 2026
"The Most Important Number" in Your Retirement?! (E127) artwork

"The Most Important Number" in Your Retirement?! (E127)

Personal Finance for Long-Term Investors

53:37Jan 14, 2026
Will You Retire in 2026?? (AMA, E126) artwork

Will You Retire in 2026?? (AMA, E126)

Personal Finance for Long-Term Investors

50:46Jan 7, 2026
My Ghosts of Financial Past, Present, and Future (E125) artwork

My Ghosts of Financial Past, Present, and Future (E125)

Personal Finance for Long-Term Investors

51:11Dec 24, 2025
The Scenario When HSA's Are a *BAD* Account (AMA, E124) artwork

The Scenario When HSA's Are a *BAD* Account (AMA, E124)

Personal Finance for Long-Term Investors

50:11Dec 10, 2025
Should "Coast FI" Be the *Real* Goal? (E123) artwork

Should "Coast FI" Be the *Real* Goal? (E123)

Personal Finance for Long-Term Investors

38:53Dec 3, 2025
Why Retirees Struggle with Health Over the Holidays (E122) artwork

Why Retirees Struggle with Health Over the Holidays (E122)

Personal Finance for Long-Term Investors

47:44Nov 26, 2025
The Optimal Retirement Withdrawal Framework, Account by Account (AMA, E121) artwork

The Optimal Retirement Withdrawal Framework, Account by Account (AMA, E121)

Personal Finance for Long-Term Investors

55:31Nov 12, 2025
A New Predator Coming For Our Retirement Dollars (E120) artwork

A New Predator Coming For Our Retirement Dollars (E120)

Personal Finance for Long-Term Investors

34:18Nov 5, 2025
Special Needs Children - Financial 101 for their Parents and Grandparents (E119) artwork

Special Needs Children - Financial 101 for their Parents and Grandparents (E119)

Personal Finance for Long-Term Investors

40:06Oct 22, 2025
"How Does a $1M Inheritance Help My Early Retirement Dream?" (AMA, E118) artwork

"How Does a $1M Inheritance Help My Early Retirement Dream?" (AMA, E118)

Personal Finance for Long-Term Investors

1:26:40Oct 8, 2025
Leaving the Workforce? Your Identity Will Shift in Uncomfortable Ways (E117) artwork

Leaving the Workforce? Your Identity Will Shift in Uncomfortable Ways (E117)

Personal Finance for Long-Term Investors

1:05:37Oct 1, 2025
Which of Your "Money Scripts" Are Helpful vs. Hurtful? (E116) artwork

Which of Your "Money Scripts" Are Helpful vs. Hurtful? (E116)

Personal Finance for Long-Term Investors

1:08:31Sep 17, 2025
Where Investors Go Wrong: Tax Traps, Math Mistakes, and Behavioral Biases (E115) artwork

Where Investors Go Wrong: Tax Traps, Math Mistakes, and Behavioral Biases (E115)

Personal Finance for Long-Term Investors

1:10:29Sep 3, 2025
The Risks of Quitting Your Career (E114) artwork

The Risks of Quitting Your Career (E114)

Personal Finance for Long-Term Investors

1:03:56Aug 20, 2025
"How Will Taxes Affect My Inheritance Planning?" (AMA, E113) artwork

"How Will Taxes Affect My Inheritance Planning?" (AMA, E113)

Personal Finance for Long-Term Investors

1:20:45Aug 6, 2025
Reset Your Portfolio Expectations, Before It's Too Late (E112) artwork

Reset Your Portfolio Expectations, Before It's Too Late (E112)

Personal Finance for Long-Term Investors

54:45Jul 23, 2025
The Risks of *Over*-Optimizing Your Retirement (E111) artwork

The Risks of *Over*-Optimizing Your Retirement (E111)

Personal Finance for Long-Term Investors

1:00:06Jul 14, 2025
8 Examples of Warren Buffett's Timeless Wisdom (E110) artwork

8 Examples of Warren Buffett's Timeless Wisdom (E110)

Personal Finance for Long-Term Investors

44:09Jul 2, 2025
6 Experts Share Their "Worst" Spending Stories (E109) artwork

6 Experts Share Their "Worst" Spending Stories (E109)

Personal Finance for Long-Term Investors

50:04Jun 18, 2025
Go Roth Now Before It's Too Late? (AMA, E108) artwork

Go Roth Now Before It's Too Late? (AMA, E108)

Personal Finance for Long-Term Investors

1:22:17Jun 4, 2025
19 Questions to Uncover Good, Bad, and Ugly Financial Advisors (E107) artwork

19 Questions to Uncover Good, Bad, and Ugly Financial Advisors (E107)

Personal Finance for Long-Term Investors

59:25May 21, 2025
The Big Disconnect: Pre-Retiree Expectations vs. Retirement Reality (E106) artwork

The Big Disconnect: Pre-Retiree Expectations vs. Retirement Reality (E106)

Personal Finance for Long-Term Investors

28:14May 7, 2025
Smart Money Moves After "Starting Late" (E105) artwork

Smart Money Moves After "Starting Late" (E105)

Personal Finance for Long-Term Investors

58:38Apr 23, 2025
Tariffs, Turbulence, and Harsh Truths (E104) artwork

Tariffs, Turbulence, and Harsh Truths (E104)

Personal Finance for Long-Term Investors

44:22Apr 14, 2025
"Tax-Free Retirement" - Smart Strategy or Overhyped Gimmick? (AMA, E104) artwork

"Tax-Free Retirement" - Smart Strategy or Overhyped Gimmick? (AMA, E104)

Personal Finance for Long-Term Investors

57:50Apr 9, 2025
Will Caregiving Costs Derail Your Plan? (E103) artwork

Will Caregiving Costs Derail Your Plan? (E103)

Personal Finance for Long-Term Investors

52:58Mar 26, 2025
U.S. National Debt: Truths, Myths, and Its Impact On You (E102) artwork

U.S. National Debt: Truths, Myths, and Its Impact On You (E102)

Personal Finance for Long-Term Investors

41:25Mar 12, 2025
Do Long-Term Investors Need Real Estate Investments? (E101) artwork

Do Long-Term Investors Need Real Estate Investments? (E101)

Personal Finance for Long-Term Investors

53:12Feb 26, 2025
Favorite Moments from the First 100 Episodes (E100) artwork

Favorite Moments from the First 100 Episodes (E100)

Personal Finance for Long-Term Investors

1:07:29Feb 12, 2025
How Do Ultra-Wealthy People "Buy, Borrow, and Die?" (AMA, E99) artwork

How Do Ultra-Wealthy People "Buy, Borrow, and Die?" (AMA, E99)

Personal Finance for Long-Term Investors

43:38Jan 29, 2025
Most People Don't Have a Good "Purpose Anchor" (E98) artwork

Most People Don't Have a Good "Purpose Anchor" (E98)

Personal Finance for Long-Term Investors

39:26Jan 15, 2025
How Great-Grandma Makes You a Worse Investor (E97) artwork

How Great-Grandma Makes You a Worse Investor (E97)

Personal Finance for Long-Term Investors

52:03Jan 1, 2025
Just Stop! On "Beating" and "Timing" the Market (E96) artwork

Just Stop! On "Beating" and "Timing" the Market (E96)

Personal Finance for Long-Term Investors

55:44Dec 18, 2024
Tax Loss Harvesting Debunked (AMA, E95) artwork

Tax Loss Harvesting Debunked (AMA, E95)

Personal Finance for Long-Term Investors

59:45Dec 4, 2024
100% Stocks for All Retirement?! (E94) artwork

100% Stocks for All Retirement?! (E94)

Personal Finance for Long-Term Investors

47:01Nov 20, 2024
Instructive and Surprising Questions to Ask Before You Retire | Joe Saul-Sehy - E93 artwork

Instructive and Surprising Questions to Ask Before You Retire | Joe Saul-Sehy - E93

Personal Finance for Long-Term Investors

1:11:18Nov 6, 2024
Why Teachers Need to Be Careful | Dan Otter - E92 artwork

Why Teachers Need to Be Careful | Dan Otter - E92

Personal Finance for Long-Term Investors

46:06Oct 23, 2024
What No One Tells You About Early Retirement | Steve Adcock - E91 artwork

What No One Tells You About Early Retirement | Steve Adcock - E91

Personal Finance for Long-Term Investors

53:33Oct 9, 2024
No Diversification = Deep Trouble?! | AMA #3 with Jesse - E90 artwork

No Diversification = Deep Trouble?! | AMA #3 with Jesse - E90

Personal Finance for Long-Term Investors

54:10Sep 25, 2024
Societal Challenges and the "Money World" Don't Always Mix | Katie Gatti Tassin - E89 artwork

Societal Challenges and the "Money World" Don't Always Mix | Katie Gatti Tassin - E89

Personal Finance for Long-Term Investors

1:12:28Sep 11, 2024
Practical Reasons Why "Retirement Success" Can Still Be Painful | Rob Berger - E88 artwork

Practical Reasons Why "Retirement Success" Can Still Be Painful | Rob Berger - E88

Personal Finance for Long-Term Investors

43:48Aug 28, 2024