Getting Personal With Personal Finance | Lau...

Jonathan and Brad explore the infinite possibilities within the financial independence community by discussing the concept of Incremental Gains. Key Topics Discussed Introduction to Incremental Gains (00:00:00) An overview of the episode's aim to introduce innovative ideas within ...  Show more

Brad hosts Sean Mullaney and Cody Garrett to dive deep into the topic of taxable Roth conversions, including key distinctions between various Roth strategies. The discussion emphasizes the strategic nature of these conversions during retirement, common misconceptions, and the imp ...  Show more

I’m joined today by Lauren Keen Aumond. The usual host of the Adulting Is Easy podcast is celebrating her 200th episode by turning the tables and becoming the interviewee. Lauren is a personal finance content creator and real estate investor based in the Tampa Bay area. She proba ...  Show more

"I'm going to retire early, but my husband isn't. How do we approach our separate finances in early retirement?" asks a listener who's still interested in taking advantage of financial independence tax loopholes. Reminder: We are not certified financial professionals, and this is ...  Show more

In this week's episode, Marni welcomes Nancy Hurley to the Life Check Yourself studio. Nancy is a seasoned marketing executive and a client of Marni. She shares her incredible journey of transforming her life, moving from a state of work overload and self-doubt to a ...

How can long-term travel and financial independence reshape your life—and open up new possibilities for your family or personal goals? Maxwell Lee is a real estate investor, expat, and father who has built a lifestyle of financial independence and global adventure. In this episod ...  Show more