Earn & Invest

In this engaging conversation, comedian-turned-filmmaker Alex Anderson discusses his serious film, FOG, which explores deep themes of family estrangement. He delves into the complex emotions of fear, obligation, and guilt influencing relationships, particularly between a mother and daughter. Alex shares insights on managing toxic and narcissistic relationships and the importance of setting boundaries for personal well-being. Additionally, he reflects on the challenges of filmmaking, blending artistic expression with financial independence in a heartfelt narrative.

Christine Benz, a leading retirement researcher at Morningstar, dives into her new book, How to Retire. She discusses the critical differences between wealth accumulation and distribution, emphasizing the role of Social Security in retirement planning. The conversation highlights the evolving strategies from pensions to 401(k) plans and the necessity of personal values in creating meaningful retirement. Christine also underlines the importance of social connections, purpose, and engagement for emotional well-being in this new life phase.

Tae Kim, creator of the Financial Tortoise YouTube channel, dives into the financial missteps of high earners. He discusses the stark difference between being rich and truly wealthy, unpacking common pitfalls like impulsive spending and the dangers of financial leverage. Tae shares personal anecdotes, emphasizing the importance of education and humility in money management. He encourages listeners to rethink their financial priorities and advocates for sustainable practices over superficial wealth displays.

Kristy Shen and Bryce Leung, co-founders of Millennial Revolution and known for their expertise in early retirement, dive deep into the future of the FIRE movement in 2024. They tackle pressing issues like inflation and political unrest, exploring whether financial independence is still achievable. The couple shares innovative strategies such as geographic arbitrage and emphasizes controlling personal finances amid changing economic realities. Their insights blend practical advice with anecdotes about parenting and lifestyle design, making for an engaging discussion.

Fritz Gilbert, known for his insights at the Retirement Manifesto, dives into the effects of dopamine culture on mental health and financial well-being. He discusses how the relentless pursuit of quick pleasure, fueled by social media, can lead to anxiety and depression. The conversation emphasizes the importance of mindful consumption and deeper connections over fleeting gratification. Fritz also shares strategies to combat the negative impacts of social media, advocating for meaningful interactions and focusing on genuine fulfillment rather than material success.

Henry Neff is a corporate consultant turned teacher who is the author and illustrator of several acclaimed fantasy novels including his most recent: The Witchstone. We discuss how he became an author and the business and numbers behind a book deal. If you have ever dreamed of being an author, this episode is for you. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this engaging conversation, billionaire entrepreneur Mark Cuban shares his frugal beginnings with financial experts Kyle Collins and Joe Saul-Sehy. They delve into Cuban's early choices of cheap cars and a practical lifestyle aimed at wealth building. The trio discusses the balance between frugality and quality of life, emphasizing the importance of long-term vision. Personal anecdotes highlight the value of time over money, while reflections on parenting stress the need to teach financial literacy to kids. A journey through financial wisdom and personal growth awaits!

Mark Matson, an author and financial advisor, shares his inspiring journey from poverty to financial independence. He tackles terministic screens—those limiting beliefs that hinder growth—and emphasizes the importance of aligning financial decisions with personal values for true fulfillment. The conversation also explores the advantages of equities, critiques traditional investment strategies, and underscores the vital role of education and mentorship in overcoming negative money mindsets. Plus, hear how Matson's personal experiences shaped his views on the American Dream.

Ben Utley, a CFP and team leader at Physician Family Financial Advisors, dives deep into the hot topic of burnout. He shares his journey from the fulfilling moments in hospice care to the demands of medical school. The discussion contrasts burnout in healthcare and corporate worlds, emphasizing moral injury and the quest for autonomy. Ben offers valuable insights on reinventing purpose post-retirement and the importance of finding meaning in work. He advocates for healthier work environments to combat burnout, rather than relying solely on early retirement.

There are so many reasons to spend more money today than you did five years ago. Whether gross economic inflation vs personal lifestyle inflation, it's important to keep track of your budget. On this episode, Joel and Matt from How to Money join us as we delve into spending growth. Learn more about your ad choices. Visit megaphone.fm/adchoices