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Financial Planning

Why I Stopped Pursuing FIRE and Early Retirement for a Happier Life Today – with Lisa Harrison

The FIRE movement (Financial Independence, Retire Early), has become a wildly popular concept over the last decade, but it’s also become wildly controversial. Today, Andy talks with Lisa Harrison, the writer and podcast host behind…

December 30, 2019

Why Investors Need a Fiduciary Financial Advisor – with Brent Weiss from Facet Wealth

For our Fintech Spotlight segment this month, we are featuring our sponsor, Facet Wealth. They make working with a Certified Financial Planner professional simple and convenient.  I’ve invited a founding member and the Chief Evangelist…

November 6, 2019

How Paying Off Our Mortgage Got Us Closer to Financial Independence – with Julien and Kiersten Saunders

On our Mortgage Freedom Series today, we’re going to interview a couple that paid off their mortgage in less than 3 years and is now one step closer to financial independence because of it. Julien…

September 17, 2019

Having “The Money Talk” with your Parents as they Get Older – with Cameron Huddleston

As our parents get older, their money problems can sometimes become our problems if we don’t plan ahead. And if we’re raising our children at the same time, there’s a reason they’re calling us the…

August 26, 2019

14 Money Goals to Accomplish Before You Turn 40

Our question of the month comes in from Anonymous from Cleveland: Hi Andy, I just finished reading an article of yours about paying off your mortgage early. Congratulations on that. I have a 30-year mortgage…

April 1, 2019

It’s Time To Become a Financial Grownup – with Bobbi Rebell

There comes a time in our lives when we’re ready to take control of our finances. Perhaps we’re sick and tired of our mountain of student loans or our pitiful savings account. Maybe we’re finally…

August 13, 2018
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