035R | The 4% Rule

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

#432: Have you ever worried about running out of money after you retire? Do you keep checking your net worth to make sure you have enough? Does this always feel a little … unsatisfying? This episode discusses why. Today's guest, Michael Lynch, is a certified financial planner and ...  Show more

Retirement strategies range from simple index fund investing all the way to full-on real estate development deals. What works for some investors won’t work for others. What’s most important to you is knowing what will or won’t work for your lifestyle. Some workers can easily do a ...  Show more

Terrified of running out of money in retirement? Countless people share the same fear. With so much recent discourse surrounding inflation and a looming recession, you may have a tighter grip on your money than usual. Today’s guest is here to help cool some of your concerns. In t ...  Show more

#399: Bella is SO CLOSE to reaching F.I.R.E and is worried about her withdrawal rate if the stock market drops. If the stock market does drop, can she withdraw as much as she had originally planned? Sam has been investing for several decades and thinks that he should stay investe ...  Show more