Money + Investing Podcast
Sept. 4, 2024
11 Lessons Every Investor Needs to Know with Ben Carlson
#191: Grow your wealth and build a resilient portfolio by making smarter decisions with these 11 investing lessons. Financial advisor Ben Carlson and I share actionable insights on managing risk, overcoming psychological bar…
Aug. 21, 2024
Beyond the 4% Rule: Smarter Strategies for Financial Independence with Karsten Jeske
#189: Learn to master retirement market risks and safe withdrawal rates with finance expert Karsten Jeske. We explore key strategies like the 4% rule, sequence of return risk, and delve into roles of taxes, annuities, inflat…
July 31, 2024
25 Money Rules (and When to Break Them) with Brian Feroldi
#186: We'll break down 25 investing and finance rules of thumb, so you can learn to make better financial decisions, whether your goal is growing your wealth, retiring early, managing your portfolio, buying a car, or many ot…
July 17, 2024
5 Tactics To Save $50k/yr (Lower Taxes, Free Travel, Waived Fees & More)
#184: Sharing five tactics I've used recently to maximize points, lower property taxes, cut credit card annual fees, get a free companion pass, and earn thousands of dollars through bank and brokerage bonuses. Partner Deals …
June 26, 2024
Making an Easy $3k/mo from Online Deals with Kai
#181: Learn the profitable side hustle of turning everyday deals into a reliable income stream. Chris and Kai explore an unconventional approach to maximize savings, leveraging brokerage bonuses, meal kits, cell phones, buyi…
June 19, 2024
Stocks vs. Real Estate: What’s the Best Investment to Build Wealth?
#180: Chris hosts a debate about whether stock investing or real estate is the faster path to wealth. He's joined by experts from The Motley Fool and BiggerPockets who dive into tax advantages, cash flow potential, long-term…
June 5, 2024
Best Bank Account Setup to Earn Interest on All Your Cash
#177: Chris shares the best accounts to replace your checking account and maximize interest earning. He evaluates must-have banking features, compares 10+ bank accounts, assesses the pros and cons of switching accounts, offe…
May 18, 2024
Digital Wallet Security and Credit Score Myth Debunking with NerdWallet's Smart Money
#173: Today I’m sharing an episode of NerdWallet’s Smart Money Podcast, where hosts Sean and Sara address the safety and privacy concerns of digital wallets and debunk common credit score myths. They highlight the importance…
May 15, 2024
Is Renting Actually Better Than Buying a Home with Katie Gatti Tassin
#172: Today we go deep on the dilemma of renting vs. buying a home. Joined by Katie Gatti Tassin, we'll discuss current market dynamics, debunk misconceptions about homeownership, and provide insights to help you navigate th…
April 17, 2024
Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle
#168: Former portfolio manager Chris Doyle joins to discuss strategic ways to build and manage your investment portfolio. They do a deep dive on diversification, tax-award allocation, capacity and tolerance for risk, tax-los…
March 23, 2024
My New Routine, Timeshare Pitches, and Podcast Plans for 2024
#163: Chris shares a new daily habit he's adopted and his experience with a timeshare pitch during a recent trip to Mexico. He also shares some results from the podcast survey and some plans for the podcast in 2024. Partner …
March 13, 2024
Buying, Selling, Leasing and Trading In Cars with Car Dealership Guy
#161: Yossi Levi ( Car Dealership Guy ) shares how to get the best deal when buying or selling your car in the today's market. His insights on interest rates, dealerships, and online services will help you navigate buying ne…
Dec. 13, 2023
How to Save on Taxes with Ankur Nagpal
#147: Chris and Ankur Nagpal (co-founder of Carry) discuss strategies to save money on taxes. They explore offsetting W2 income, limiting capital gains, some unique investments that help optimize your taxes and more! They al…
Nov. 21, 2023
2023 Holiday Gift Guide
#143: In this episode, I'll share 50+ of my favorite products, gifts, past purchases and more. Hopefully some of them might make good ideas for gifts this holiday season. Hope you enjoy! For all the products, links, deals an…
Nov. 8, 2023
The Spectrum of Financial Independence and Tools to Track Your Progress with Brad Barrett
#141: Financial independence expert Brad Barrett and Chris deep dives into the FI/RE movement. They cover various forms of FI/RE, share effective strategies for investments and retirement planning, and discuss tools to track…