Should You Buy an Annuity? A Real $80,000 Case Study
“Joe, I want to first talk about the elephant in the room.” Before we get into any retirement math today, I need to talk about something personal: the disaster…
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Is Quitting Your Job Worth It?
“So to me, this is not a money management question.” That’s what I told a listener partway into this episode — right after she told me she’s 42, makes…
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#734: Q&A: Her Brother Owns 3 Houses — Is That Why We Have a ‘Housing Shortage’?
Is there really a housing shortage — or do we just have a lot of wealthy people buying up all the good stuff? That’s the question kicking off this…
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Why You’re Not Just Trapped by a Job
Jack Raines liked his boss on Hinge. It wasn’t reciprocal. A few months later, three beers deep at a bar, he told her he was quitting — then found…
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Pay Off Your Mortgage or Retire Early? A Real $1.4M Case Study
“Joe, if you had to choose between retiring as soon as possible or paying off a mortgage, what would you go for?” I ask Joe that right at the…
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How the New 530A Works
Why did I just buy my first bond ever, after years of being 100% invested in stocks? It comes down to a single number: 5.2%. That’s the highest 30-year…
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Why Gen Z Is Gambling Instead of Saving
The stock market is near record highs. Unemployment is low. So why does it feel like young people have never been more pessimistic about money? Beth Kobliner has been…
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Is Spending $60K a Mistake?
“Joe, how much did you spend on your wedding?” That’s how this episode kicks off, and it sets up the theme running through everything else. Joe and I help…
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My Almost Free Mint Mobile Service Play 4 Years Later
This post may contain affiliate links – Advertiser Disclosure. As an Amazon Associate, we earn from qualifying purchases. All information about American Express cards has been collected independently by…
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Blind Spots In Your Portfolio That Hurt Your Legacy
When it comes to our money, the things we feel most certain about are often the exact blind spots that quietly derail our long-term plans. We hold onto financial…
