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The Personal Finance Podcast

Latest episodes

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Jan 3, 2024 • 47min

The FIRST Steps You Should Take as a New Investor With Andrew Sather and Dave Ahern

Andrew Sather and Dave Ahern discuss how to start investing for beginners, covering topics such as starting a portfolio from zero dollars, investing psychology, choosing investments based on risk assessment, types of investment accounts, holding period, and the importance of diversification based on one's life stage.
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Jan 2, 2024 • 7min

Master Your Money Goals Is Live!

Learn how to achieve your money goals through a specific system and step-by-step guidance. Discover the importance of setting goals correctly and implementing systems. Explore various financial goals that can be accomplished through the limited-time workshop.
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Jan 1, 2024 • 25min

THE 2024 Guide to Setting Money Goals (That Actually Stick!)

Discover the power of setting goals and the importance of having a system in place to achieve them. Learn about the significance of time-bound goals and weekly progress reporting. Explore the importance of setting a productive daily schedule and specific goals, including work-life balance and health. Find tips on making financial goals stick by automating savings and developing action plans. Understand the power of staying focused and building wealth through income increase and smart investments.
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12 snips
Dec 27, 2023 • 49min

How to Build a Forever Portfolio With Rob Berger

Rob Berger, expert in building forever portfolios, shares tips on asset allocation, timeless investing principles, and retirement planning considerations. They discuss the impact of fees, social security, and the role of cash in retirement. They also talk about their individual stock investments, including Apple and Berkshire, and share their favorite books.
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Dec 25, 2023 • 50min

The Pros and Cons of The 529 With Sean Mullaney

Discussion on the limitations of the 529 plan for college savings, including strategies for securing financial independence before saving in a 529 plan. Exploring the advantages of taxable accounts over 529 plans for education savings. Examining the use restrictions of the 529 plan and the importance of prioritizing retirement savings. Understanding state tax benefits and exploring third options in financial planning. Addressing fear and conservative planning in financial markets.
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8 snips
Dec 20, 2023 • 32min

The 75 Day Challenge for 2024!

In this episode, the hosts introduce the 75-day challenge for 2024, a combination of fitness and money management to develop positive financial habits. They discuss automating tasks and budgeting methods, emphasize the importance of saving money and paying yourself first, explore the stairway to wealth and tools for saving and investing, and recommend using investing apps like Acorns to round up purchases and invest spare change.
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Dec 18, 2023 • 31min

The Year End Money Checklist! (Make Sure You do This!)

The hosts discuss automating finances and cutting costs, prioritizing spending and tracking net worth, reducing tax liability and completing year-end financial tasks, estate planning and organizing documents, personal finance goals and planning for windfalls, and maintaining cybersecurity.
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5 snips
Dec 13, 2023 • 38min

The Stairway to Wealth 3.0! (The Step-by-Step Order For Your Money)

The podcast discusses the step-by-step order for allocating your money, including resources and influences on personal finance, the importance of an emergency fund, guidelines for buying a house, building a strong financial foundation, and the advantages of investing in a Roth IRA.
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14 snips
Dec 11, 2023 • 36min

33 Life Lessons From Charlie Munger (These Changed My Life!)

Charlie Munger, Warren Buffett's business partner, shares 33 life lessons including the power of seeking wisdom, helping others, and attracting the right people. The podcast also covers learning from mistakes, investing in oneself, finding work you love, and key factors for financial success.
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Dec 6, 2023 • 43min

8 Steps to Budget With Variable Income (And How to See if Your Raise Is A Pay Cut!)- Money Q&A

Learn how to budget with variable income and determine if a raise is actually a pay cut. Explore tools and methods for tracking income and expenses. Understand the importance of baseline expenses and automating savings. Discover the significance of cash position and automating financial tasks. Consider interest rates vs. investment returns and effective communication for negotiating a raise. Find out about fun exercise options like playing pickleball and zone two cardio.

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