Earn & Invest

Today we discuss with the author of The Missing Billionaires the importance of the sizing of our asset allocation. Size matters more than we give it credit for when it comes to what we invest in. In fact, you can make some lousy bets as long as you size them right. Listen in as we discuss why. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Joe Saul-Sehy, creator of Stacking Benjamins, and Rikki Racela, a neurologist and Princeton alum, as they tackle the question: Is $4 million enough to retire? They explore the disconnect between perceived wealth and financial reality, especially in medicine. The duo discusses the concept of 'fat fire' and the importance of personalized retirement strategies. They stress the need for informed financial choices and the value of finding a great advisor who prioritizes individual goals over generic advice.

Mindset may be just important as income. In this sweeping episode with Adrian Brambila and Brad Klontz we talk about the hard truths when it comes to wealth in America and what it will take to get people to change. Their new book is Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Financial Freedom.This Episode is Sponsored by:Monarch Money: Monarch is the top-rated, all-in-one personal finance app. It gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more. Plus, create custom budgets, track progress toward financial goals, and collaborate with your partner. And now listeners for this show will get an extended thirty day free trial when you go to monarchmoney.com/EARN.Fundrise: Right now, high-interest rates have crushed the real estate market. Prices are falling and properties are available at a discount, which means Fundrise believes now is the time to expand the Fundrise Flagship Fund’s billion-dollar real estate portfolio. You can add the Fundrise Flagship Fund to your portfolio in minutes by visiting Fundrise.com/EARN.LinkedIn: LinkedIn isn’t just a job board. LinkedIn helps you hire professionals you can’t find anywhere else, even those who aren't actively searching for a new job but might be open to the perfect role. In a given month, over 70% of LinkedIn users don’t visit other leading job sites. So if you’re not looking on LinkedIn, you’re looking in the wrong place.NordVPN: Grab the exclusive NordVPN deal ➼ https://nordvpn.com/earninvest and get extra subscription time. Try it risk-free now with a 30-day money-back guarantee. Thanks to NordVPN for sponsoring our show.Incogni: Use promo code EARNINVEST to get an exclusive 60% off an annual plan at incogni.com/earninvest.Climatize: Climatize offers potential investors a platform where they can choose to invest in solar energy, battery storage, and other renewable energy projects across the United States. Interested in learning more? Go to climatize.earth/earn and use our referral code EARN25 to get $25 in free credit once you complete your onboarding process.Here are a few simple ways to support the podcast that would mean the world to us. And guess what? They don’t cost a cent.Please subscribe to the podcast on Apple, or Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

What connects doctors and athletes? In this episode we talk with NFL Champion Marques Colston about how, surprisingly, both groups can actually be great business people. We discuss with Marques his path to venture capital and what makes a good startup.This Episode is Sponsored by:Monarch Money: Monarch is the top-rated, all-in-one personal finance app. It gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more. Plus, create custom budgets, track progress toward financial goals, and collaborate with your partner. And now listeners for this show will get an extended thirty day free trial when you go to monarchmoney.com/EARN.Fundrise: Right now, high-interest rates have crushed the real estate market. Prices are falling and properties are available at a discount, which means Fundrise believes now is the time to expand the Fundrise Flagship Fund’s billion-dollar real estate portfolio. You can add the Fundrise Flagship Fund to your portfolio in minutes by visiting Fundrise.com/EARN.LinkedIn: LinkedIn isn’t just a job board. LinkedIn helps you hire professionals you can’t find anywhere else, even those who aren't actively searching for a new job but might be open to the perfect role. In a given month, over 70% of LinkedIn users don’t visit other leading job sites. So if you’re not looking on LinkedIn, you’re looking in the wrong place.NordVPN: Grab the exclusive NordVPN deal ➼ https://nordvpn.com/earninvest and get extra subscription time. Try it risk-free now with a 30-day money-back guarantee. Thanks to NordVPN for sponsoring our show.Incogni: Use promo code EARNINVEST to get an exclusive 60% off an annual plan at incogni.com/earninvest.Climatize: Climatize offers potential investors a platform where they can choose to invest in solar energy, battery storage, and other renewable energy projects across the United States. Interested in learning more? Go to climatize.earth/earn and use our referral code EARN25 to get $25 in free credit once you complete your onboarding process.Here are a few simple ways to support the podcast that would mean the world to us. And guess what? They don’t cost a cent.Please subscribe to the podcast on Apple, or Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever dreamed of being an influencer? Today, we chat with accidental influencers Melissa and Stephen Woods from the popular YouTube channel Welcome to the Woods. We discuss the path to becoming an influencer and some of the hurdles one faces once reaching the destination. As always, it is not nearly as easy as it sounds.This Episode is Sponsored by:Monarch Money: Monarch is the top-rated, all-in-one personal finance app. It gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more. Plus, create custom budgets, track progress toward financial goals, and collaborate with your partner. And now listeners for this show will get an extended thirty day free trial when you go to monarchmoney.com/EARN.Fundrise: Right now, high-interest rates have crushed the real estate market. Prices are falling and properties are available at a discount, which means Fundrise believes now is the time to expand the Fundrise Flagship Fund’s billion-dollar real estate portfolio. You can add the Fundrise Flagship Fund to your portfolio in minutes by visiting Fundrise.com/EARN.LinkedIn: LinkedIn isn’t just a job board. LinkedIn helps you hire professionals you can’t find anywhere else, even those who aren't actively searching for a new job but might be open to the perfect role. In a given month, over 70% of LinkedIn users don’t visit other leading job sites. So if you’re not looking on LinkedIn, you’re looking in the wrong place.NordVPN: Grab the exclusive NordVPN deal ➼ https://nordvpn.com/earninvest and get extra subscription time. Try it risk-free now with a 30-day money-back guarantee. Thanks to NordVPN for sponsoring our show.Incogni: Use promo code EARNINVEST to get an exclusive 60% off an annual plan at incogni.com/earninvest.Climatize: Climatize offers potential investors a platform where they can choose to invest in solar energy, battery storage, and other renewable energy projects across the United States. Interested in learning more? Go to climatize.earth/earn and use our referral code EARN25 to get $25 in free credit once you complete your onboarding process.Here are a few simple ways to support the podcast that would mean the world to us. And guess what? They don’t cost a cent.Please subscribe to the podcast on Apple, or Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kelsa Dickey is a financial coach who helps bring clarity around people's finances and gives them the confidence to make important money decisions. In this episode we chat about how she became a coach, who needs financial coaching, and what it means to be a coach of coaches.This Episode is Sponsored by:Monarch Money: Monarch is the top-rated, all-in-one personal finance app. It gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more. Plus, create custom budgets, track progress toward financial goals, and collaborate with your partner. And now listeners for this show will get an extended thirty day free trial when you go to monarchmoney.com/EARN.Fundrise: Right now, high-interest rates have crushed the real estate market. Prices are falling and properties are available at a discount, which means Fundrise believes now is the time to expand the Fundrise Flagship Fund’s billion-dollar real estate portfolio. You can add the Fundrise Flagship Fund to your portfolio in minutes by visiting Fundrise.com/EARN.LinkedIn: LinkedIn isn’t just a job board. LinkedIn helps you hire professionals you can’t find anywhere else, even those who aren't actively searching for a new job but might be open to the perfect role. In a given month, over 70% of LinkedIn users don’t visit other leading job sites. So if you’re not looking on LinkedIn, you’re looking in the wrong place.NordVPN: Grab the exclusive NordVPN deal ➼ https://nordvpn.com/earninvest and get extra subscription time. Try it risk-free now with a 30-day money-back guarantee. Thanks to NordVPN for sponsoring our show.Incogni: Use promo code EARNINVEST to get an exclusive 60% off an annual plan at incogni.com/earninvest.Here are a few simple ways to support the podcast that would mean the world to us. And guess what? They don’t cost a cent.Please subscribe to the podcast on Apple, or Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

Some controversy arose surrounding Monday's guest, Sherry Peel Jackson. This quick bonus is my explanation of why I am not pulling the episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sherry Peel Jackson, a retired IRS agent and CPA, shares her insider perspective on the U.S. tax system. She reveals surprising truths about the IRS and discusses the inequities faced by small businesses versus larger corporations. Sherry emphasizes the importance of financial literacy and strategic planning for entrepreneurs. She provides practical advice on navigating IRS audits and highlights the significance of meticulous record-keeping. Additionally, she explores her transformation into an author and the fulfilling journey that comes with finding purpose.

Jason Vitug and I talk about his book Happy Money Happy Life. We tackle the controversial question: will money make you happy. Jason says both yes and no. We also delve into the dimensions of happiness and wealth and how we can strive towards them.This Episode is Sponsored by:Monarch Money: Monarch is the top-rated, all-in-one personal finance app. It gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more. Plus, create custom budgets, track progress toward financial goals, and collaborate with your partner. And now listeners for this show will get an extended thirty day free trial when you go to monarchmoney.com/EARN.Fundrise: Right now, high-interest rates have crushed the real estate market. Prices are falling and properties are available at a discount, which means Fundrise believes now is the time to expand the Fundrise Flagship Fund’s billion-dollar real estate portfolio. You can add the Fundrise Flagship Fund to your portfolio in minutes by visiting Fundrise.com/EARN.LinkedIn: LinkedIn isn’t just a job board. LinkedIn helps you hire professionals you can’t find anywhere else, even those who aren't actively searching for a new job but might be open to the perfect role. In a given month, over 70% of LinkedIn users don’t visit other leading job sites. So if you’re not looking on LinkedIn, you’re looking in the wrong place.NordVPN: Grab the exclusive NordVPN deal ➼ https://nordvpn.com/earninvest and get extra subscription time. Try it risk-free now with a 30-day money-back guarantee. Thanks to NordVPN for sponsoring our show.Incogni: Use promo code EARNINVEST to get an exclusive 60% off an annual plan at incogni.com/earninvest.Here are a few simple ways to support the podcast that would mean the world to us. And guess what? They don’t cost a cent.Please subscribe to the podcast on Apple, or Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

Is FIRE lifestyle design? We chat with Jess and Corey of the Fioneers and Anders Skagerberg from the coastfiguy.com about the evolution of financial independence. We go down the rabbit hole of the SlowFI and CoastFI movements and discuss whether they are right for everyone.This Episode is Sponsored by:Monarch Money: Monarch is the top-rated, all-in-one personal finance app. It gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more. Plus, create custom budgets, track progress toward financial goals, and collaborate with your partner. And now listeners for this show will get an extended thirty day free trial when you go to monarchmoney.com/EARN.Fundrise: Right now, high-interest rates have crushed the real estate market. Prices are falling and properties are available at a discount, which means Fundrise believes now is the time to expand the Fundrise Flagship Fund’s billion-dollar real estate portfolio. You can add the Fundrise Flagship Fund to your portfolio in minutes by visiting Fundrise.com/EARN.LinkedIn: LinkedIn isn’t just a job board. LinkedIn helps you hire professionals you can’t find anywhere else, even those who aren't actively searching for a new job but might be open to the perfect role. In a given month, over 70% of LinkedIn users don’t visit other leading job sites. So if you’re not looking on LinkedIn, you’re looking in the wrong place.NordVPN: Grab the exclusive NordVPN deal ➼ https://nordvpn.com/earninvest and get extra subscription time. Try it risk-free now with a 30-day money-back guarantee. Thanks to NordVPN for sponsoring our show.Incogni: Use promo code EARNINVEST to get an exclusive 60% off an annual plan at incogni.com/earninvest.Here are a few simple ways to support the podcast that would mean the world to us. And guess what? They don’t cost a cent.Please subscribe to the podcast on Apple, or Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices