Episodes

Aug. 11, 2021

Life Insurance 101 w/Daphne Jones. Whole Life Vs. Term Explained. Is Life Insurance Part of YOUR Retirement Plan?

Before you listen to today's episode, check out this article in the Washington Post about a widow who lost her house because her dead husband didn't have life insurance. It's sad. Today's special guest to help us unravel the…
Aug. 5, 2021

What The Hell Is ESG Investing? Should It Be Part Of Your Retirement Plan? And A Damien Hirst NFT Update...

Let's face it: The more woke we become as a society, the more we're going to need to feel good about the environmental, social and governance policies of the companies we invest in for our retirement. Okay, maybe not all of …
July 28, 2021

Mutual Funds vs. ETFs - What Dave Ramsey Doesn't Want You To Know. Renting vs. Owning For Retirees - What's Best For YOU?

If you heard last week's retirement news episode, you might have heard that Dave Ramsey prohibits his followers from investing in ETFs. But yet they're perfectly welcome to buy mutual funds. In today's episode I'm breaking d…
July 16, 2021

Retirement News For Friday July 16, 2021: Northwestern Mutual's Planning & Progress Study, Pomp Crypto Update, COVID Mental Health Issues, Death of the Roth?

Hey there! This week we've got a quick look at the Northwestern Mutual Planning & Progress Study. Check out the full document from Northwestern Mutual here I also give you a quick update on my progress in the Anthony Pomplia…
July 11, 2021

G20 Global Tax Collusion, Retirement Ignorance Among The Intelligent, Pompliano Crypto Class

Today I'm having a quick chat about this new global corporate tax plan the G20 is working on. Here's the NY Times article: https://www.nytimes.com/2021/07/10/us/politics/global-tax-overhaul-g20.html And here's the Early Reti…
July 6, 2021

HSA Deep Dive. Health Savings Accounts Explained - Your Retirement Planning Triple-Tax-Advantaged Secret Weapon!

Everything you always wanted to know about HSAs as part of your retirement plan, but didn't know who to ask...
June 29, 2021

Inside the JP Morgan Guide to Retirement. Data They Provide Their Financial Planners To Counsel YOU.

Sounds boring, right? Well, if you're a retirement-planning nerd like me, this is kickass info!
June 23, 2021

Solo 401(k) DEEP DIVE w/Jordan Sheppard: Checkbook Control of Your Retirement Account

If your accountant hasn't told you about the solo 401(k), you need to hear this episode. This structure could help accelerate your retirement plan by giving you checkbook control and allowing you to invest in an insane varie…
June 14, 2021

Your First Real Estate Syndication: What It's Like From Beginning To End. Could This Be Part Of Your Retirement Plan?

Real estate syndications as part of your retirement plan. Truly passive income for people who want to retire with real estate. You can do this...
June 10, 2021

Tim Leffel Interview: Mexico as a $2,000/Month Geographic Plan B

Tim Leffel is the author of "A Better Life for Half the Price." He's an expert in living abroad and currently lives in Guanajuato, Mexico. Is the possibility of living abroad, either full or part-time, in your retirement …
June 7, 2021

Jail the Homeless? And a Geographic Plan B For Your Retirement Years

4 words: People respond to incentives.
May 30, 2021

Jon Dwoskin Interview. Are You an Entrepreneur? Check This Out.

Do you know Jon Dwoskin? If not, you should. He's a successful business coach and host of the THINK Business Podcast. Here's Jon's bio: https://jondwoskin.com/wp-content/uploads/2020/08/About-Jon.pdf Here's where you can fin…
May 24, 2021

What is the REAL Inflation Rate? How Will it Affect YOUR Retirement?

Many self-employed people, when doing their retirement planning, fail to take into account just how much inflation will eat into their income over time. Today I'm going to offer my take on inflation and why nobody really kno…
May 17, 2021

More DUMB Advice From Dave Ramsey and David Bach to Derail Your Retirement Planning

In this episode I will show you how paying an extra $100 a month to pay down your home mortgage could cost you around $85,000. With real numbers and everything! One of the best and easiest ways to build wealth is simply by o…
May 10, 2021

Self-Directed IRAs: What You Need To Know - With Jordan Sheppherd

The self-directed IRA is the ultimate secret weapon for entrepreneurs who want to turbo-charge their retirement plan. This episode it totally kickass.
May 5, 2021

James Altucher's TERRIBLE Advice on Renting vs. Owning a Home

Please, don't listen to James Altucher when he talks about renting versus buying. His advice is D-U-M-B DUMB!