undefined

Jesse Kramer

Personal finance podcaster (Personal Finance for Long-Term Investors) and CFP-adjacent commentator who contributes financial-planning insights and client-facing experience on retirement topics.

Top 5 podcasts with Jesse Kramer

Ranked by the Snipd community
undefined
18 snips
Sep 26, 2025 • 1h 15min

Strategies and Tactics to Maximize Your 401k (and common mistakes to avoid) SB1740

Paula Pant, a personal finance writer and host of the Afford Anything podcast, shares insights on maximizing 401(k) strategies and the Roth vs. Traditional debate. Jesse Kramer, from Personal Finance for Long Term Investors, emphasizes the importance of fee analysis and smart investment approaches. Meanwhile, Lacey Langford, who hosts The MILMO Show, discusses unique military benefits like the Thrift Savings Plan. Together, they tackle common 401(k) mistakes, practical tips for capturing employer matches, and the significance of understanding fees for better retirement outcomes.
undefined
13 snips
Oct 3, 2025 • 60min

The Missing Ingredients From Many Financial Plans (SB1743)

Join experienced financial planner OG, personal finance podcaster Paula Pant, and host Jesse Kramer as they dive into the essential ingredients missing from many financial plans. They reveal the costly mistakes that turn plans into wishlists and discuss why meaningful goals often get overlooked. From breaking down long-term strategies into actionable steps to incorporating vital tax and estate planning moves, they provide insights to make your financial roadmap clear and effective—all with a dose of humor and engaging banter.
undefined
11 snips
Sep 19, 2025 • 1h 8min

What Are YOU Worried About Financially? (LIVE From FinCon 2025) SB1737

Join financial wizards Paula Pant, founder of the Afford Anything podcast, Jesse Kramer, a savvy financial planner, and Matthew Tarr, co-host of the Coast by Couples podcast, as they tackle your biggest money worries live from FinCon! They explore the pros and cons of renting versus buying in today's market, share strategies for recession-proofing your investments, and delve into the complexities of healthcare for early retirees. Expect laughs and valuable insights as they emphasize community and smart financial decisions.
undefined
10 snips
Nov 7, 2025 • 1h 11min

What Retirees Wish They'd Known 10 Years Ago (SB1758)

Join Jill Sirianni, co-host of Frugal Friends and author on values-based spending, Jesse Kramer, a personal finance podcaster and CFP-adjacent expert, and Doc G, host of Earn & Invest, as they delve into the five biggest retirement regrets people face. They discuss the pitfalls of poor investment strategies, tax blunders, and the importance of estate planning. The guests share valuable insights on enjoying your money rather than hoarding it, making this a must-listen for those planning ahead!
undefined
Mar 21, 2025 • 1h 2min

How Pros Build Motivation Into an Effective Financial Plan (SB1659)

Jesse Kramer, host of the Personal Finance for Long-Term Investors podcast, and Dana Anspach, a CFP and retirement planning expert, dive deep into the art of financial motivation. They explore why many struggle with financial planning and how goal-setting psychology influences our habits. Dana shares insights on how tracking retirement balances can drive savings, while they discuss the need for financial advisors to take on more active roles, akin to sports coaches. Plus, a fun trivia segment about junk fees adds a playful twist!

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app