Will Your Streaming Bill Jump? Plus, How to P...

Discover simple rules that can cut budget tracking fatigue and still show you where your money goes. How can you make a budgeting app reflect what you actually bought when one Costco or Target run covers five or 10 different categories? And how can you track those “commingled” pu ...  Show more

Find out how tariffs may change prices and how to build sinking funds while saving for retirement. What could the Supreme Court’s tariff ruling mean for the prices you pay and the next move on trade policy? How much should you set aside for sinking funds while you build an emerge ...  Show more

#243: Discover smarter strategies to grow your wealth and create financial flexibility. We dive into when it makes sense to invest beyond retirement accounts, how to access savings early through Roth conversions and 72(t) distributions, ways to reduce taxes with HSAs, tax-advanta ...  Show more

Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael Camp. Whether you are pondering upon the backdoor Roth IRA strategy or seeking clarity on managing funds without a 401k, this ep ...

In this episode of The Personal Finance Podcast, Andrew answers 15 listener questions ranging from Solo Roth 401k strategies and crushing $117,000 in student loans to whether a 19-year-old should build credit and how to pass brokerage accounts to your kids without tax headaches. ...  Show more

"I’m 31. My 401(k) lets me pick a percentage for Roth and a percentage for Pre-Tax contributions. I have $7k in a Roth IRA, and plan to max out 401(k) and Roth IRA next year! My 401(k) match is 8% Pre-Tax. How do I pick my Roth percentage?" We'll walk you through that questio ...  Show more