BONUS call 016

This week on the BONUS call we’re talking to Chris from Florida who recently inherited 30k from his grandmother.

Ep. 022 – Option B with Adam Grant

By now you may have seen or heard an interview with Facebook Chief Operating Officer Sheryl Sandberg discussing her recently released new book, Option B: Facing Adversity, Building Resilience, and Finding Joy.

BONUS call 015

This week on the BONUS call we’re going to the Pacific Northwest where we found Chris from Spokane, Washington.

BONUS call 014

Nowadays it’s a common occurrence to change jobs every few years, if not every few months. That means at some point you’re going to have at least one, likely more, retirement accounts from past jobs.

BONUS call 013

Today on the BONUS call we’re chatting with Doug in Miami who initially called to ask about an old 401(k) plan and what he should do with it. As you’ll hear, the call quickly turned into Doug, 35 years old, wanting to retire at 50.

BONUS call 012

On the BONUS call this week we talked to John from Houston who had some questions about reducing his tax liability once retirement rolls around