Thinking Beyond "The Money" (plus Gen Z is rockin'!)

Thinking Beyond "The Money" (plus Gen Z is ro...

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How to Build a Financial Plan That Holds Up When Life Doesn't SB1818

Your financial plan is only as good as what happens to it under pressure. A market drop. A job loss. An inflation spike that turns "fine" into "wait, what?" Most portfolios are quietly optimized for the good times, and that's exactly why they crack when things get uncomfortable. ...  Show more

What to Build After You Hit "The Retirement Number" (SB1817)

What if reaching financial independence was the easy part? Amy Minkley spent years optimizing toward her number — then hit it and discovered something nobody's spreadsheet prepares you for: freedom without purpose feels surprisingly empty. She joins Joe and OG to talk about what ...  Show more

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