In today’s Office Hours, Eric answers Matt’s question: “How do you effectively balance among saving, retirement, and expenses?” There is no rule of thumb here,
Welcome back to Don’t Retire… Graduate! We have two very special guests today, Julien and Kiersten Saunders. They are the hosts of the Rich and Regular podcast and Money on the Table video series and authors of their recently published book, “Cashing Out: Win the Wealth Game by Walking Away.”
The couple joins us to talk about how the finance game is rigged against minorities and how they built their wealth—and paid down mind-numbing debt—despite the challenges they faced. This is a powerful episode you won’t want to miss!
In today’s Office Hours, Eric answers Madeline’s question: “Should I stop contributing to my 401(k) to pay for my daughter’s college now or should I
Welcome back to Don’t Retire… Graduate! Today’s guest is as young and scrappy as her brand. Michelle Waymire founded her financial planning practice to help the LGBTQ+ community make sense of their finances in an environment that is uniquely designed for them.
Her approach to financial planning means making your money work towards building a joyful, abundant, and giving life and she is here to share more about her story and how she is changing the industry to be less male, pale, and stale.
Listen to her abundance philosophy and start changing your mindset. If not, well, bless your heart.
In today’s Office Hours, Eric answers Alicia’s question: “Can money actually buy happiness?” Over his 30-year career, Eric has seen people with more money than
Welcome back to Don’t Retire… Graduate! Today’s guest is known in the financial media space as the Frugal Gay and that frugality paid off. Tom Brickman reached financial independence through real estate investing and currently has 22 doors in Ohio and Texas.
He is here to share his experiences, advice, and mistakes he has made so you don’t have to.
In today’s Office Hours, Eric answers James’s question: “What do I do with my 401(k) when I change jobs?” There are several things to consider
Welcome back to Don’t Retire… Graduate! Today’s guest is an advocate and educator for a community that is often left out of the traditional financial journey: service industry workers.
Barbara Sloan is the author of Tipped: The Life Changing Guide to Financial Freedom for Waitresses, Bartenders, Strippers, and All Other Service Industry Professionals. She went from homeless at age 15 to six figures of debt at 20 and worked every tipped position available as she navigated the world of personal finance. She is now a business owner and a financial coach that focuses on empowering those who don’t have access to traditional employee benefits or regular paychecks.
Her story and insights are truly valuable, so listen now!
In today’s Office Hours, Eric answers Olivia’s question: “what should I do with my tax refund?” There are plenty of ways to answer this question: spend
Welcome back to Don’t Retire… Graduate! While nobody goes into a marriage thinking about divorce, it’s one of only two ways every marriage ends (the other being death, of course). Today’s guest Tracy Coenen has seen her fair share of divorce and is here to talk about a common cause for marriages to end: financial infidelity.
As a forensic accountant, Tracy is here to share red flags you can look for if you suspect your spouse or partner of hiding money, how you can do your own forensic accounting, and her experience navigating this marriage minefield.
Don’t run out and make a secret email address right away, but definitely listen to this episode!
In today’s Office Hours, Eric answers Kate’s question: “Will financial advisors become obsolete?” With the growth of FinTech and robo-advisors, the role of a financial advisor
Welcome back to Don’t Retire… Graduate! Today’s guest is Bobbi Rebell is fellow University of Pennsylvania alum and is here for a reunion to talk about topics that we’re all thinking about (at least, we money nerds are): financial wellness, student loans, stress, and how to prepare the next generation for the future.
Bobbi is the host of the Money Tips for Financial Grownups and author of her new book, Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart, and a financial wellness advocate. Listen to her share her story and then go check out her podcast (specifically, Eric’s episode of course).
In today’s Office Hours, Eric answers Morgan’s question: “What’s the difference between a fee-only and a fee-based financial advisor?” This is a great question and
Welcome back to Don’t Retire… Graduate! Today’s guest is the inspirational Laura Cathcart Robbins, host of The Only One in the Room podcast and author of the upcoming memoir Stash: My Life in Hiding.
Laura opens up about her struggle with addiction—a story she’ll share in depth in her book—and her journey out of hiding and into a career as a podcast host and writer. She is truly a remarkable person with a great message of recovery, resilience, and grace that we all could benefit from.
In today’s Office Hours, Eric answers Juan’s question: “Is it better to skip investing in the stock market and buy real estate instead?” It’s not
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