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Past Episodes


Ep.72 – I Love Capitalism with Ken Langone

June 4, 2018Episodes

Every once in a while I chat with somebody who makes me realize just how cool my job really is. That’s the case this week with Ken Langone, the legendary financier, who helped take a bunch of companies public before co-founding Home...

Ep.71 – Your Money with Ron Lieber

May 24, 2018Episodes

As someone who consumes a massive amount of financial data and then tries to make it palpable to listeners, viewers and readers, I am drawn to those who have an uncanny ability to break through the clutter.  ...

Ep.70 – Investing For the World You Want

May 10, 2018Episodes

How can you incorporate your values into your investments? While many of us have principles and views about what is “right” and “wrong”, putting those principles into action within a portfolio can be difficult.  ...

Ep.69 – The Best Team Wins

May 3, 2018Episodes

If you’re working in an office environment, it’s hard to ignore the massive shift that’s taking place in the workplace. In today’s average company, up to 80% of employees’ days are now spent working in teams....

BONUS call: Student Loan Debt

April 26, 2018Bonus Calls, Episodes

Help! I'm drowning in debt thanks to high interest student loans. My mom has the money to help. Is it worth having a conversation? That's the dilemma facing Megan from North Carolina on the latest BONUS call.  ...

BONUS call: Early Retirement

April 13, 2018Bonus Calls, Episodes

The subject of early retirement is quickly becoming one of the most common questions we receive. The latest one comes from Mitch in California. Can he do it? Or will he have to bite the bullet and keep...

Ep.65 – The China Hustle

April 5, 2018Episodes

The new documentary film The China Hustle begins amid the depths of the 2008 financial crisis, when we meet protagonist Dan David and a band of Wall Street outsiders.

BONUS call: Can I Retire Early?

April 5, 2018Bonus Calls, Episodes

The idea of retiring early always sounds amazing, but there's a big time risk of calling it quits and having to dip into your nest egg too early in the game. That's the discussion we had with Lee from Germany.      ...

Ep.64 – Workplace Retirement Plans

March 29, 2018Episodes

Most of us have access to retirement plans through our jobs and Americans have more assets than ever in those plans and with the advent of financial technology (fintech), plans have become more robust....

Ep.62 – Thinking in Bets with Annie Duke

March 15, 2018Episodes

Daily life requires numerous decisions. Some easy, some difficult. And some that have to be made without knowing a lot of pertinent information. And what we think is the best decision in the moment, doesn’t necessarily yield the best...

BONUS call: Social Investing

March 15, 2018Bonus Calls, Episodes

I've been taking listener calls for nearly eight years and I think this is the first social investing question we've received. How can you make sure you're not investing in companies that you don't support, such as gun manufacturers?...

BONUS call: 401(k) vs Roth 401(k)

March 1, 2018Bonus Calls, Episodes

In what is quickly becoming one of the most common questions we get, today we're discussing the Roth 401(k) option now being offered by many employers. Should you use it if available? Have a finance related question? Go to...

BONUS call: Retirement Planning

January 31, 2018Bonus Calls, Episodes

You're maxing out your 401(k) plan. You own a rental property that generates more than 2k each month. You have 150k in cash that's just sitting in the bank. You're only 36 years old. What should you do next?...

BONUS call 049: Windfall Tax

January 25, 2018Bonus Calls, Episodes

Emili in Dallas, our BONUS call this week, is one of the lucky ones as she and her husband will soon be coming into a large chunk of money. But with that money comes a tax bill, something Emili wants to make sure she's properly...

BONUS call 048

January 17, 2018Bonus Calls, Episodes

Bitcoin was all the rage at the end of 2017 and it's showing no signs of letting up in 2018, so it's appropriate that we have our first cryptocurrency BONUS call from Steve in Georgia....

BONUS call 047

January 11, 2018Bonus Calls, Episodes

The age-old question of whether it makes sense to pay off your mortgage...it never goes away. I understand that you want to be debt free, but keep in mind that there is such a thing as good debt....

BONUS call 046

January 2, 2018Bonus Calls, Episodes

Raise your hand if you know what SIPC stands for? That's what I thought 🙂 Thanks to Jim, our first BONUS caller of 2018, you're all going to get educated a bit!  ...

BONUS call 045

December 26, 2017Bonus Calls, Episodes

Welcome to the post-Christmas edition of the BONUS call! Only in his early 50s, Jeff from Georgia already has well over a million dollars and wanted to run his longterm game plan by us. Is this a good time to try some market timing??...

BONUS call 044

December 21, 2017Bonus Calls, Episodes

If you ever take a look at the investments in your retirement plan chances are you'll see a bunch of target-date fund options. Sometimes people think they're the best option...kind of like one stop shopping. And sometimes they are. But...

BONUS call 041

November 27, 2017Bonus Calls, Episodes

Today on the BONUS call we're discussing my favorite topic of annuities with Roland who has a sneaking suspicion that his financial advisor may not be steering him in the right direction.  ...

BONUS call 039

November 9, 2017Bonus Calls, Episodes

On the latest BONUS call it's Ralph from Missouri who may win the 2017 Father of the Year Award! Being the nice guy that he is, Ralph wanted to know the pros and cons of helping his daughter pay off a student loan. So nice!...

BONUS call 038

November 9, 2017Bonus Calls, Episodes

Surprise, surprise...it's a BONUS call on a Saturday! Since we haven't had any calls on the last few episodes, we thought we'd throw you guys a bone 🙂  ...

BONUS call 037

November 1, 2017Bonus Calls, Episodes

Imagine that you have a very cheap mortgage but the rate is adjustable and not fixed. Also imagine that you have the cash flow to lock it in. Should you do it? That's the scenario on the latest BONUS call as we're chatting with Matt in...

BONUS call 036

October 26, 2017Bonus Calls, Episodes

This week on the BONUS call it's Chipper from Atlanta with the age-old question of renting vs. buying. There is no rule that says it's always better to own. For some, renting can be a better long-term option....

BONUS call 035

October 17, 2017Bonus Calls, Episodes

Does having a job with a great pension mean you should stay there no matter what? That's what Nathan from Upstate New York is trying to decide....

BONUS call 032

September 28, 2017Bonus Calls, Episodes

Samantha, who is currently in grad school at Duke University, will be entering the real world in May of 2018 and wants to know what steps she should take to immediately pay off her student loans....

BONUS call 031

September 19, 2017Bonus Calls, Episodes

This week we have our longest BONUS call yet from Chris in Minnesota. Why was it on the longer side? Because Chris had some questions about the tricky world of life insurance products....

BONUS call 030

September 18, 2017Bonus Calls, Episodes

This week on the BONUS call we're going to Bend, Oregon where we received a real estate question from Neil. Only 25 years old, Neil is wondering if it makes sense for him to buy a house....

BONUS call 027

August 22, 2017Bonus Calls, Episodes

Ari, a physician, has been accumulating assets for several years and recently realized that the bulk of his money is in stocks. Now Ari is thinking his portfolio should be more balanced but he's worried about the tax hit if he starts...

BONUS call 025

August 9, 2017Bonus Calls, Episodes

Up until now everything David has saved has been 100% invested in stocks. Now that he's in his 30s is it time to start diversifying?...

BONUS call 023

July 26, 2017Bonus Calls, Episodes

Brian and his wife have lived overseas for a while and in the process built up a nest egg of about 600k. Now back in the States they have to find a house and are wondering how to do it without blowing through all the money they've...

BONUS Call 022

July 18, 2017Bonus Calls, Episodes

Remember folks, there are certain things that need to be happening before you're ready to take the next step. This call will help walk you through the process....

BONUS call 020

July 4, 2017Bonus Calls, Episodes

This week on the BONUS call I had to pick a side. I was either going to side with our caller, Dustin from Minnesota, or his wife. Only in their 30s, these guys are in great shape. They already have a good nest egg going and are able to...

Ep. 022 – Option B with Adam Grant

June 1, 2017Episodes

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 014

May 23, 2017Bonus Calls, Episodes

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

May 16, 2017Bonus Calls, Episodes

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 008

April 4, 2017Bonus Calls, Episodes

Are you retired? Retiring soon? Perhaps are younger and wondering if you'll have enough money when the time comes? That's what the latest BONUS call with Alison from California is all about....

BONUS call 007

March 28, 2017Bonus Calls, Episodes

This week on the BONUS call we talked to Brian from Seattle who was wondering if he should still be paying for disability insurance. Insurance questions are always tricky and very specific so there's no standard answer....

Teaser Episode

December 27, 2016Episodes

Get ready for informative, entertaining, and sometimes unconventional insights on your money and life. In the teaser episode, Jill shares what the show is all about. Subscribe now—first episode launches Thursday, January 5th....