Earn & Invest

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

Financial historian Stephen Foerster joins us today to discuss how stories from the past can help us become better investors today. His book, Trailblazers, Heroes, and Crooks, recounts several ways in which history can teach us how not to make important mistakes today. Can you afford to miss this episode?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

This is a live episode in collaboration with Joe Saul-Sehy of The Stacking Benjamins podcast where we interview attendees on their more pressing issues. Listen in and hear what happens when you hang out with a bunch of financial independence minded people.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

In this episode we discuss with Chris Mamula and Sandi Mccoy Kramos a Benzinga article about retiring early on a pension. a over a million of saved assets. We chat about not only the financial considerations but also the emotional and philosophical issues. Could you end up bored in retirement?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

Brian Page, founder of Modern Husbands, discusses the evolving role of men in relationships and society. He explores how manliness is shifting from traditional financial roles to include emotional support and partnership. The conversation emphasizes shared responsibilities in marriage and challenges faced in dual-income households. Page also touches on how strong female figures redefine masculinity and the importance of effective communication. This engaging dialogue highlights the significance of adaptability amid changing gender expectations.

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.