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The Personal Finance Podcast

Latest episodes

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Jun 24, 2024 • 36min

10 Tips to Optimize Taxes When You Retire Early

Learn about tax optimization during early retirement with tips on the importance of a CPA, differences between taxable and tax-advantaged accounts, withdrawal strategies, managing retirement accounts, and maximizing tax efficiency with strategies like tax loss harvesting and Roth IRA conversions.
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Jun 19, 2024 • 30min

Should You Make EXTRA Payments Towards Your Mortgage? Money Q&A

Explore the benefits of making extra mortgage payments, prioritize experiences over material possessions, discuss retirement calculations and cash reserves, maximize Roth IRA contributions, and protect against social security scams in this episode.
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Jun 17, 2024 • 30min

How to Retire At 55 (The Step By Step Plan!)

Learn about how to retire by the age 55, including strategies for estimating healthcare costs, utilizing HSA benefits, and planning for long-term care and leisure activities in retirement. Explore the importance of budgeting for travel and hobbies in retirement to ensure a fulfilling post-career life. Dive into the step-by-step plan for budgeting and preparing for travel goals in retirement, including tips on discussing ideas, considering costs, income sources, and planning for taxes.
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Jun 12, 2024 • 32min

How to Negotiate Your New Job Offer to Get The Most Money and Benefits!

Learn how to negotiate your job offer effectively to maximize earnings, tips for career development, importance of collaboration in negotiations, strategies for maximizing salary and benefits, and valuable insights for success in various work environments.
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Jun 10, 2024 • 30min

The BEST AI Stocks to Invest In (Money Q&A)

Discover the best AI stocks to invest in, ways to secure your children's investment money, and how to break up with your financial advisor. Learn about real estate investments with Fundrise and get insights on managing trust funds and tax considerations.
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Jun 5, 2024 • 32min

The Million Dollar Money Decisions You Should Focus On (PFP VAULT)

Learn about the 1 million dollar money decisions to focus on, asset allocation for wealth building, strategic investing in index funds, salary negotiation impact on earnings, understanding student loan interest rates and transportation costs.
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Jun 3, 2024 • 32min

How Do I Set-Up My Finances As A New Couple?! - Money Q&A

The podcast discusses setting up finances as a newlywed couple, optimizing Roth IRA investments, and the need for an LLC with rental properties. It also covers financial considerations for engaged couples, including merging finances, setting goals, and discussing financial matters openly for success.
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May 29, 2024 • 40min

Cut These Expenses to Reach Millionaire Status (By Age!)

Learn how to prioritize income growth over cutting expenses to reach millionaire status, explore reducing alcohol consumption for financial impact, get tips on minimizing expenses for financial goals, and make strategic financial decisions for building wealth. Assess insurance policies efficiently for financial efficiency and make informed choices for a secure financial future.
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May 27, 2024 • 39min

The Best Accounts for Kids, Social Security in Retirement, and How to Block Spam Texts - Money Q&A

Discover the best accounts for kids, whether to factor in Social Security for retirement, and techniques to block spam texts in this informative podcast. Learn about investing for teens and tackling retirement planning mistakes. Explore the importance of Social Security in financial independence and strategies to protect against spam texts and robocalls.
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May 22, 2024 • 1h 12min

How to Start Your Millionaire Mission Wth Brian Preston

Financial expert Brian Preston discusses millionaire mission, leveraging free money for wealth building, navigating high-interest debt, strategic investments, financial communication with spouse, luxury car ownership woes, and finding purpose in wealth management.

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