Katie Wants to Quit Her Job. Can They Afford ...

If you work at a startup or public tech company and have RSUs, stock options, founder shares, or a potential IPO on the horizon, this episode could save you thousands—or even millions—in taxes. Equity compensation can be one of the fastest paths to building wealth, but it can als ...  Show more

Want to build tax-free wealth even if your income is too high for a Roth IRA? In this episode, Mindy Jensen and Scott Trench are joined by CPA’s Amanda Han and Matt MacFarland. They break down the Backdoor Roth IRA and Mega Backdoor Roth strategies step-by-step. You'll learn how ...  Show more

When most folks hear the word “sabbatical”, their mind probably goes to a professor with a tweed jacket, who has earned tenure at a prestigious university, who is going to use that time to write a book. Or maybe your values are more Judeo-Christian based and so you think of a per ...  Show more

Michelle (33) and Matt (31) have been dating for seven years, but they’re stuck in relationship limbo, waiting to get married until Michelle deals with her financial problems. Michelle makes great income as a nurse, but she has a mountain of debt from student loans. Matt works in ...  Show more

Join us for a very laid back conversation with our better halves: Kate and Emily sit down behind the mics with us while we enjoyed a summer vacation at the beach last week. Rather than field listener questions, we had a delightful and inquisitive discussion that centered around i ...  Show more

Today’s episode offers a peek into what your favorite personal finance podcast might be like, if only it was hosted by two ladies! Jen Smith and Jill Sirianni are hosts of the Frugal Friends podcast which is all about embracing a more intentional and frugal lifestyle… but not THA ...  Show more