In Ep. 99, Tim talks with Michele Cagan. Michele is a CPA, financial mentor, and an author of several books talking about accounting, investing, budgeting and more! This week we talk to Michele about her upcoming book “Retirement 101” and the different questions about retirement it helps readers answer. We talk about different retirement accounts, Social Security, retirement goals, retirement location and more!
In Ep. 98, Tim talks with Maureen Wright from Huber Financial. Maureen is a financial advisor and blogs on her site called The Financial Fashion Planner. They discuss Maureen’s work as an advisor, as well as her ability to fuse personal finance lessons with fashion planning on her blog. They talk about using credit cards around the holidays, what Millennials should look for in an advisor, and the financial planning lessons Maureen learned from getting her first puppy. Enjoy!
In Ep. 97, Tim talks with Chris Mamula – author of the recently released book “Choose FI: Your Blueprint to Financial Independence”. They discuss the personal journey Chris and his wife took into financial independence, how the book helps readers get started on their own journey with FI, and more! They talk about the important things to get right within FI, and some of Chris’ work blogging over at CanIRetireYet.com! Enjoy!
In Ep. 96, Tim talks with Bill Sweet – CFO of Ritholtz Wealth Management. They discuss Bill’s time in the United States Army and how he transitioned into a career in finance. Bill is currently working with organizations to help other veterans transition back to every day life and find jobs as well. They also discuss the tax changes in 2018, and what happened to some people’s tax refunds last year. They touch on the importance of asset location when building a portfolio, and much more!
In Ep. 95, Tim recaps some of the best pieces of advice from the podcast. Most interviews wrap up with Tim asking the guest to share the best piece of advice they’ve received. With the holidays right around the corner, it’s the season of giving, what better gift to give than the gift of free advice! Enjoy these wonderful nuggets of wisdom from our guests, and be sure to pass them on to anyone in need!