Earn & Invest

Jordan Grumet (Doc G)
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4 snips
Aug 8, 2024 • 1h 4min

549, How to Diffuse Your Ticking Tax Time Bomb w/ Ed Slott

Ed Slott, an IRA expert and author, dives into the critical issue of tax planning for retirement savings. He warns about the 'ticking tax time bomb' that could undermine your financial future. Slott offers innovative strategies like Roth conversions and emphasizes the need for proactive planning. He outlines a five-step tax strategy to safeguard retirement accounts and discusses the significance of beneficiary designations. His insights are essential for both young savers and those nearing retirement, aiming to empower listeners to navigate the complex tax landscape.
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Aug 5, 2024 • 53min

548. The Crushing Cost of Conservative Retirement Planning w/ Jesse Cramer

Join Jesse Cramer, an expert in conservative retirement planning, as he explores the dangers of excessive caution in financial strategies. They discuss how being too conservative can push retirement age significantly later, and the misconceptions surrounding Social Security. Cramer challenges traditional views on investment returns, emphasizing the need for flexibility and adjustment. The conversation also highlights the risks of inflation and the importance of a balanced approach to secure a fulfilling retirement.
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Aug 1, 2024 • 54min

547. How to Afford Everything With the Ten Spending Commandments w/ Darla Bishop

Darla Bishop, an author and public health expert, shares her insights on financial management through her book, "How To Afford Everything." She introduces her Ten Commandments of Spending, emphasizing the importance of mindful spending and prioritizing value over price. The discussion explores generational differences in financial literacy, highlights the significance of having a purpose in life, and underlines the connection between financial health and overall well-being. Listeners gain practical strategies for aligning spending with personal values.
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Jul 29, 2024 • 47min

546. How to Survive an Election Year w/ Disha Spath

Disha Spath, a fiscal expert focused on the financial implications of elections, dives into how upcoming presidential campaigns might affect personal finance. She discusses the emotional impact of political events on market fluctuations and stresses the importance of maintaining a long-term investment perspective. Listeners gain insights into managing finances during political uncertainty, including the potential of cryptocurrency as a protective asset. Disha also highlights the influence of election policies on young borrowers and the importance of informed voting.
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Jul 25, 2024 • 53min

545. Community Episode: Cardone Thinks 401ks are a Scam, Do You?

Financial experts Joe Saul-Sehy and Catie Lawrence discuss Grant Cardone's criticism of 401ks, debating traditional retirement accounts vs. real estate investments. They explore tax strategies, income maximization, and the importance of financial gurus in shaping one's financial journey.
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4 snips
Jul 22, 2024 • 56min

544. What We Can Learn From Broke Gen Xers w/ Kerry Hannon

Financial journalist Kerry Hannon discusses the financial struggles of Gen Xers, focusing on retirement savings disparities, strategies for saving, and working in retirement. She explores the impact of job fluidity, ageism in the workplace, and pursuing purpose-driven careers for financial security.
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Jul 18, 2024 • 54min

543. Finding Purpose Through Philanthropy and AI w/ Milos Miracic

Milos Maricic is a philanthropy expert who uses artificial intelligence in his philanthropy consultancy, the Altruist League. In this episode we talk about what he learned about purpose working on philanthropy. We also discuss how philanthropy and humanitarianism has changed over the last few decades. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 15, 2024 • 45min

542. Lessons From a White Hat Hacker w/ Garrett Gee

Garrett Gee was pulled out of high school to go work for a governmental agency to crack cybersecurity systems. Today, we discuss his book, The Hacker Mindset, and how we can bring a better understanding of systems into winning at every day life. Listen as he describes how we can all get ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 11, 2024 • 56min

541. The Art of Wealth w/ David Drebin

We chat with David Drebin who is a photographer and artist who has sold his prints for as much as $100,000. We discuss how to make a living as an artist, building a brand, and how you support yourself in the beginning. Do you have what it takes to build wealth with your craft? Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 8, 2024 • 52min

540. How to Build Capacity w/ Robert Glazer

Robert Glazer is the founder and chairman of the global marketing agency, Acceleration partners. He is a serial entrepreneur and author with a passion for helping individuals and organizations. In this episode we talk about the important skill of capacity building and how it makes us better in the workplace as well as in life. Learn more about your ad choices. Visit megaphone.fm/adchoices

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