The Personal Finance Podcast

Andrew Giancola
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6 snips
Feb 28, 2024 • 41min

How To Spend Your Money To Maximize Happiness (By Age!)

Learn how to maximize happiness by age through smart spending decisions. Explore balancing finances for joy, investing in health and relationships, and early investments. Discover the value of convenience and quality of life in your thirties, forties, and fifties. Find out how to optimize spending in your fifties for happiness and well-being.
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Feb 26, 2024 • 29min

I Have Too Many Financial Goals How do I Prioritize Them?! - Money Q&A

In this podcast, they discuss prioritizing financial goals, maximizing HSA benefits, utilizing HSAs for retirement planning, budgeting for financial goals, banking services for credit building, securely storing account information, maximizing credit scores, and investing in financial education.
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Feb 21, 2024 • 39min

6 Ways to Withdraw Money in Retirement (Can you withdraw More Than 4%?!)

Learn about different strategies for withdrawing money in retirement accounts, including the 4% rule and flexible spending. Explore the ratcheting rule for increased spending and adjusting retirement spending based on market performance. Discover the importance of aligning financial planning with lifestyle and considering self-investment.
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Feb 19, 2024 • 43min

I Sold a House for a HUGE GAIN. What NOW?- Money Q&A

The podcast covers topics like selling a house for a huge gain, investing in health care sector funds, diversified investment strategies, navigating student loans, and financial security against scams
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14 snips
Feb 14, 2024 • 37min

How to Build Wealth on a Low Income (You Can Do This!)

Learn how to build wealth on a low income through changing mindset, smart investments, and having a spending plan. Explore personal finance apps like Mint and Monarch Money, and the global commerce platform, Shopify. Increase income by acquiring special skills and utilizing sales skills to earn a raise. Automate financial tasks to consistently build wealth over time.
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Feb 12, 2024 • 31min

Should You Have The Same Stocks and Bonds Across All Accounts - Money Q&A

This podcast discusses the benefits of consistent asset allocation across different investment accounts, personal finance apps and sponsors, and the benefits and considerations of using robo advisors for automated investing. The speaker ends with commendations, a call to action, and mentions a new podcast called 'All the Hacks'.
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4 snips
Feb 7, 2024 • 47min

A Masterclass on Self-Directed IRAs with Kirk Chisholm

Kirk Chisholm provides an overview of self-directed IRAs and shares real-life success and failure stories. He emphasizes the importance of risk management. They discuss the advantages of self-directed IRAs for real estate investing and the process involved. Nuances of investing in property with a self-directed IRA are explored. The meaning of wealth and the power of selfishness are examined. They also explore creating wealth beyond money and unique investing strategies.
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7 snips
Feb 5, 2024 • 35min

Direct Indexing Vs. Index Funds: Which Is Better? -Money Q&A

This podcast compares direct indexing to index funds and ETFs, discussing the advantages and drawbacks of each. It also explores Mint's transition, introduces Monarch Money as an alternative, and discusses different funds and asset allocation in Thrift Savings Plans. The speaker emphasizes the importance of long-term investment strategy, risk tolerance, and portfolio diversification. The hosts express gratitude to listeners, discuss future content plans, and promote the 'All the Hacks' podcast.
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8 snips
Jan 31, 2024 • 46min

How to Teach Kids About Money (And Wealth) With Maya Corbic

Maya Corbick, a financial literacy expert, joins the host to discuss teaching kids about money and wealth. They emphasize the importance of starting early and teaching concepts like compound interest. They also discuss teaching teens about saving, investing, credit card management, and debt. They highlight the power of compound interest and offer fun ways to teach it. They reflect on the importance of time and investing in achieving financial stability.
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12 snips
Jan 29, 2024 • 37min

8 Steps to Running The Numbers on a Rental Property (THIS YEAR!)

Learn how to run the numbers on a rental property using a rental property calculator tool. Discover the importance of off-market deals and obtaining a real estate license. Explore criteria for investing in B or C class properties and factors like crime rates and job market. Hear about the speaker's experience buying a duplex and dealing with tenant challenges. Gather property information, determine holding time, and set the analysis period. Utilize a rental property calculator to analyze financial aspects and get recommendations on reliable calculators.

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