Episodes

  • More Bonds, James, Bonds: Rethinking Your BND Strategy (Part 2) | Frank Vasquez | Episode 230

    More Bonds, James, Bonds: Rethinking Your BND Strategy (Part 2) | Frank Vasquez | Episode 230
    Aug 9 2026
    This is Part 2 of a 2-part Episode. Be sure to catch Part 1 that aired last week (August 2nd). What if the safest-looking retirement portfolio is actually protecting you from the wrong disaster? In part two of Bill's bond marathon with Frank Vasquez, the conversation moves from Bond 101 into the question that really matters: what role should fixed income play once you stop accumulating and start living from your portfolio? Frank explains why bonds should be chosen for a specific job, why a total bond fund may be trying to do too many things at once, and why retirement planning should prepare for a bad decade. The ultimate takeaway is reassuring: bonds are complicated, but most people probably only need one or two bond funds chosen with an actual purpose. This episode covers How bond choices should change from wealth accumulation to retirement spending Why the purpose of a bond matters more than simply deciding to "own bonds" The weaknesses of total bond market funds such as BND Why retirement portfolios should prepare for a difficult first decade What Bill Bengen's research suggests about stocks, bonds, cash, and sustainable withdrawals Why TIPS disappointed Frank during both the 2008 recession and the 2022 inflation shock The limited situations where a bond or TIPS ladder may genuinely be useful Why elaborate bucket strategies often behave like ordinary 60/40 portfolios The risks of pairing a mostly stock portfolio with only two or three years of cash Frank's four principles for designing a diversified retirement portfolio === SUPPORT THE SHOW === 📩 Sign up for our newsletter 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== F.I.R.E. For Dummies Did you know that co-host Jackie Cummings Koski, CFP®, AFC® is also author of "F.I.R.E. For Dummies"? This is the perfect guide for anyone looking to move from the basics of their finances to reaching F.I.R.E. (Financial Independence, Retire Early) and enjoying the time freedom it creates. Even if you feel behind on your finances, the steps in this book will help you catch up sooner than you ever imagined. Learn from someone who actually achieved F.I.R.E. in her 40s even after getting a late start Covers everything from basics to advanced strategies in one guide Practical solutions for early retirement obstacles like health insurance and early withdrawal penalties 📕 Get Your Copy (currently 40% off on Amazon) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners RESOURCES MENTIONED ON THE SHOW Risk Parity Radio ⏰ Related Episodes Are Bonds Dead?: Fixed Income Fundamentals (Part 1) | Frank Vasquez | Episode 229 The 5 Investing Hurdles You Can't Ignore | Bill Bernstein | 201 Mr 4% is now Mr 5% | Bill Bengen | 111 📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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    51 mins
  • Are Bonds Dead?: Fixed Income Fundamentals (Part 1) | Frank Vasquez | Episode 229

    Are Bonds Dead?: Fixed Income Fundamentals (Part 1) | Frank Vasquez | Episode 229
    Aug 2 2026
    What if bonds aren't dead at all—and we've just spent the last decade misunderstanding what job they were hired to do? Bill welcomes back Frank Vasquez, the hotdog-named engineer-lawyer-DIY investor behind Risk Parity Radio, for part one of a lively fixed-income deep dive. Starting with the basics, Frank explains what a bond actually is, why owning one makes you the lender rather than the shareholder, and how bonds can provide income, stability, or diversification depending on the type and duration. They work through the very real risks hiding behind the phrase "safe investment." Along the way, they visit the Witch of Wall Street, Frank's crystal balls, and the illusion that individual bonds never lose value just because nobody checks the price every day. This is Part 1 of a 2-part Episode. Be sure to catch Part 2 next week (August 9th). This episode covers What bonds are and how they differ fundamentally from stocksThe three main roles bonds can play: income, stability, and diversificationThe differences between Treasuries, corporate bonds, municipal bonds, and TIPSWhy higher yields usually come with higher credit or default riskMaturity, par value, duration, yield to maturity, and the yield curveWhy individual bonds fluctuate in value even when investors do not see the daily priceHow interest-rate changes affect short-, intermediate-, and long-duration bondsThe major risks of bond investing, including inflation, liquidity, credit, and call riskWhy diversification depends on correlation, not simply owning investments with different namesWhat 2022 taught investors about stocks, bonds, inflation, and unusual market environments === SUPPORT THE SHOW === 📩 Sign up for our newsletter 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== F.I.R.E. For Dummies Did you know that co-host Jackie Cummings Koski, CFP®, AFC® is also author of "F.I.R.E. For Dummies"? This is the perfect guide for anyone looking to move from the basics of their finances to reaching F.I.R.E. (Financial Independence, Retire Early) and enjoying the time freedom it creates. Even if you feel behind on your finances, the steps in this book will help you catch up sooner than you ever imagined. Learn from someone who actually achieved F.I.R.E. in her 40s even after getting a late start Covers everything from basics to advanced strategies in one guide Practical solutions for early retirement obstacles like health insurance and early withdrawal penalties 📕 Get Your Copy (currently 40% off on Amazon) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners RESOURCES MENTIONED ON THE SHOW Risk Parity Radio ⏰ Related Episodes Risk & Reward: Stress Testing the Long Term Buy and Hold Strategy | Ben Carlson | 225 I Love Goooooold?! :) | Frank Vasquez | 184 📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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    1 hr and 2 mins
  • How to Retire at 40: Her Debt-Crushing Path to Financial Independence | Bernadette Joy | 228

    How to Retire at 40: Her Debt-Crushing Path to Financial Independence | Bernadette Joy | 228
    Jul 26 2026
    What if crushing your money goals has less to do with finding the perfect formula—and more to do with getting lovingly bullied into taking action today? Bill and Jackie sit down with Bernadette Joy, a first-generation Filipino American who paid off $300,000 of debt in three years, reached her first million, and eventually built a multimillion-dollar portfolio. Bernadette also explains why she believes traditional financial literacy is dead, walks through her C-R-U-S-H framework, and reveals why the final "H" evolved from hustle to healing your money wounds. This episode covers How Bernadette paid off $300,000 of debt and reached her first million The $100-a-day strategy that made an intimidating goal feel actionable Why generating more income only works when you keep and invest the difference How she resisted lifestyle creep while building a seven-figure business Why her paid-off home mattered more emotionally than optimizing every return Her argument that financial literacy should become financial fluency and freedom The five-part C-R-U-SH framework for organizing money and designing an independent life The $1-per-use rule for spending intentionally without guilt How unsubscribing, reducing drama, and creating a peace plan support financial freedom . === SUPPORT THE SHOW === 📩 Sign up for our newsletter 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== F.I.R.E. For Dummies Did you know that co-host Jackie Cummings Koski, CFP®, AFC® is also author of "F.I.R.E. For Dummies"? This is the perfect guide for anyone looking to move from the basics of their finances to reaching F.I.R.E. (Financial Independence, Retire Early) and enjoying the time freedom it creates. Even if you feel behind on your finances, the steps in this book will help you catch up sooner than you ever imagined. Learn from someone who actually achieved F.I.R.E. in her 40s even after getting a late start Covers everything from basics to advanced strategies in one guide Practical solutions for early retirement obstacles like health insurance and early withdrawal penalties 📕 Get Your Copy (currently 40% off on Amazon) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners . RESOURCES MENTIONED ON THE SHOW Crush Your Money Goals Website 📕 CRUSH Your Money Goals Bernadette Joy's free retirement checklist and newsletter 2026 Plutus Impact Summit 2026 Plutus Awarsds ⏰ Related Episodes Live Talk from the Plutus Awards: Bill's Inspiring Message to Late Starters . 📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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    1 hr and 11 mins
  • Bonus: Is Your School's 403(b) On The Naughty List? Here's What To Do About It | Dan Otter | 227

    Bonus: Is Your School's 403(b) On The Naughty List? Here's What To Do About It | Dan Otter | 227
    Jul 22 2026
    What if the smartest way to fix teacher retirement is not patching the broken 403(b) machine, but quietly building an exit ramp to something better? In this bonus conversation, Bill, Jackie, and Dan Otter keep pulling the thread on the teacher-retirement mess and land on a surprisingly practical answer: the 457(b) may be the cleaner, simpler, more flexible plan that schools should be leaning into. Dan also highlights the new audio series Learned by Being Burned, Carl Fisch's 50-state teacher-retirement books, and several states that are getting it right. They end with a reminder that fixing a broken system starts with people who care enough to push back. This episode covers: Why auto-enrollment and employer matches are still rare in most teacher 403(b) plans How multi-vendor 403(b)s make even simple plan improvements harder than they should be The difference between individual and group 403(b) contracts, and why that matters How state-run 457 plans can simplify choices and lower costs for educators The role of unions, districts, and state policy in either helping or hurting teachers Real examples of school districts and states that are getting retirement plans right How teachers can organize coworkers, use advocacy tools, and pressure districts or states to improve plans . === SUPPORT THE SHOW === 📩 Sign up for our newsletter 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== Personal Finance Club: Use code CUTOFI to get $30 OFF any investing course Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners . RESOURCES MENTIONED ON THE SHOW 403bwise 457bwiser https://457bwiser.org/ Learned by Being Burned (Special) Podcast Series) Man with the (Better Retirement) Plan (#262) 403bwise and 457bwiser Facebook Group Banned by the NTSA Request a Dan and Scott Presentation Teach And Retire Rich Meridian Wealth Management Fisch Financial (Karl Fisch) . ⏰ Related Episodes Is Your 401(k) a Mess? Do This Now (Step-by-Step Guide) | Bill & Jackie | 205 The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076 The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074 Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072 . 📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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    32 mins
  • How K-12 Teachers Can Beat the Broken 403(b) System | Dan Otter & Scott Dauenhauer | 226

    How K-12 Teachers Can Beat the Broken 403(b) System | Dan Otter & Scott Dauenhauer | 226
    Jul 19 2026
    What if the most dangerous thing in a teacher's retirement plan isn't market volatility, it's the nice guy with free sandwiches and a terrible annuity contract? Jackie and Bill are joined by Dan Otter and Scott Dauenhauer of 403bwise, the duo who have spent decades exposing how badly K-12 educators get treated in the 403(b) world. What starts as a conversation about confusing vendor lists and a messy system, quickly turns into something bigger. This episode covers Why the K-12 403(b) system is fundamentally broken for many educatorsHow Dan and Scott came together through the early 403bwise movementWhy sales reps were able to roam campuses and sell high-cost products to teachersHow 403(b)s became a multi-vendor mess while 401(k)s evolved under stronger fiduciary oversightWhy newer teacher pension tiers are weaker and make supplemental retirement saving more importantHow bad 403(b) vendors can cost teachers hundreds of thousands of dollars over a careerWhy the 457(b) is increasingly the better option for many educatorsHow state-run 457(b) plans can offer lower fees, simpler choices, and more retirement flexibilityHow teachers and school employees can advocate for better plans in their own districts . === SUPPORT THE SHOW === 📩 Sign up for our newsletter 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== Personal Finance Club: Use code CUTOFI to get $30 OFF any investing course Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners . === SUPPORT THE SHOW === 📩 Sign up for our newsletter 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== Personal Finance Club: Use code CUTOFI to get $30 OFF any investing course Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners . RESOURCES MENTIONED ON THE SHOW 403bwise 457bwiser https://457bwiser.org/ Learned by Being Burned (Special) Podcast Series) Man with the (Better Retirement) Plan (#262) 403bwise and 457bwiser Facebook Group Banned by the NTSA Request a Dan and Scott Presentation Teach And Retire Rich Meridian Wealth Management . ⏰ Related Episodes Is Your 401(k) a Mess? Do This Now (Step-by-Step Guide) | Bill & Jackie | 205 The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076 The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074 Celebrating Financial Literacy Month with Next Gen Personal Finance | Tim Ranzetta | 072 . 📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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    1 hr and 13 mins
  • Risk & Reward: Stress Testing the Long Term Buy and Hold Strategy | Ben Carlson | 225

    Risk & Reward: Stress Testing the Long Term Buy and Hold Strategy | Ben Carlson | 225
    Jul 12 2026
    What if the biggest risk in your portfolio isn't a crash, a recession, or even inflation, but the very human urge to believe that whatever just worked will work forever? Bill and Jackie sit down with Ben Carlson of A Wealth of Common Sense and Animal Spirits for a market-history masterclass that somehow manages to be equal parts calming, nerdy, and deeply practical. This one is for anyone who's ever stared at their portfolio, read one scary headline too many, and wondered whether simplicity still works. Ben's answer is basically yes—but only if you understand the risks, respect your own behavior, and build a portfolio you can actually stick with. This episode covers: Ben Carlson's "Bob" thought experiment and why even terrible market timing can still work out over the long runWhy dollar cost averaging often beats waiting for the perfect entry pointThe psychology of lump-sum investing versus spreading money out over timeWhat inflation looked like before World War II versus in the modern eraHow to think about inflation through a personal-finance lens, not just an investing lensWhy housing, transportation, income growth, and stocks are major inflation defensesWhat Japan's lost decades teach us about home-country bias and international diversificationWhy diversification matters even more in retirement because of sequence-of-returns riskHow to think about bonds, cash, duration, and risk tolerance in a more nuanced way . === SUPPORT THE SHOW === 📩 Sign up for our newsletter 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== F.I.R.E. For Dummies Did you know that co-host Jackie Cummings Koski, CFP®, AFC® is also author of "F.I.R.E. For Dummies"? This is the perfect guide for anyone looking to move from the basics of their finances to reaching F.I.R.E. (Financial Independence, Retire Early) and enjoying the time freedom it creates. Even if you feel behind on your finances, the steps in this book will help you catch up sooner than you ever imagined. Learn from someone who actually achieved F.I.R.E. in her 40s even after getting a late start Covers everything from basics to advanced strategies in one guide Practical solutions for early retirement obstacles like health insurance and early withdrawal penalties 📕 Get Your Copy (currently 40% off on Amazon) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners . RESOURCES MENTIONED ON THE SHOW A Wealth of Common Sense Animal Spirits Podcast Risk and Reward: How to handle market volatility and build long-term wealth The Compound Youtube . ⏰ Related Episodes The 5 Investing Hurdles You Can't Ignore | Bill Bernstein | 201 Hanging On In a Yo-Yo Economy | Sam Stovall | 147 How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134 "The Risk Parity Paradox" an Exercise in Simple Complexity? | Frank Vasquez | 124 . 📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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    1 hr and 11 mins
  • You Hit The Number, Now What? | Childfree Life By Design Crossover | 224

    You Hit The Number, Now What? | Childfree Life By Design Crossover | 224
    Jul 8 2026

    What if "legacy" looks completely different when there are no kids in the picture and that difference actually unlocks a freer, more intentional version of FI? In this thoughtful crossover between Childfree Life by Design and Catching Up to FI, Dr. Jay and Bill sit down for the kind of conversation most money media skips: what happens after you hit the number and realize the bigger question is no longer "Can I retire?" but "What am I retiring to?" It's philosophical, personal, a little messy in the best way, and exactly the kind of episode that reminds listeners that FI is not the finish line. It's the moment when the real design work begins.

    This episode covers:

    1. The "fog of FI" and the identity shift that can come after reaching financial independence
    2. The childfree midlife crisis and why "now what?" hits harder than many expect
    3. Legacy beyond lineage and how childfree people often redefine impact
    4. Why it is more important to know what you are retiring to than what you are retiring from
    5. The tension between purpose, freedom, and drifting after hitting major goals
    6. Health span, lifespan, and why time becomes more valuable once money pressure drops
    7. How giving, service, and creativity can become the next chapter after FI
    8. Why books, podcasts, and numbers alone cannot answer life-design questions
    9. The difference between being rich on paper and living a truly wealthy life
    10. Why underspending and over-optimizing can become their own retirement risks

    .

    === SUPPORT THE SHOW ===

    📩 Sign up for our newsletter

    🌐 Visit Catching Up to FI website

    🔗Connect with us

    ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"

    🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question

    .

    ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

    F.I.R.E. For Dummies

    Did you know that co-host Jackie Cummings Koski, CFP®, AFC® is also author of "F.I.R.E. For Dummies"? This is the perfect guide for anyone looking to move from the basics of their finances to reaching F.I.R.E. (Financial Independence, Retire Early) and enjoying the time freedom it creates. Even if you feel behind on your finances, the steps in this book will help you catch up sooner than you ever imagined.

    • Learn from someone who actually achieved F.I.R.E. in her 40s even after getting a late start
    • Covers everything from basics to advanced strategies in one guide
    • Practical solutions for early retirement obstacles like health insurance and early withdrawal penalties

    📕 Get Your Copy (currently 40% off on Amazon)

    For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners

    .

    RESOURCES MENTIONED ON THE SHOW

    Childfree Wealth https://childfreewealth.com/

    .

    ⏰ Related Episodes

    Founder of 'Catching Up to FI' Just Hit Financial Independence, Now What? | Bill Yount | 196

    .

    📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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    44 mins
  • FIlanthropy: Radical Impact Giving Without Risking Your Retirement | Rebecca Herbst | 223

    FIlanthropy: Radical Impact Giving Without Risking Your Retirement | Rebecca Herbst | 223
    Jul 5 2026
    Bill jumps into a last-minute solo conversation with Rebecca Herbst of Yield and Spread for a surprisingly energizing deep dive into generosity, guilt, and what happens after the finish line of financial independence. Rebecca shares how hitting FI at 32 did not lead to endless victory-lap bliss so much as an identity jolt: if money is a tool, then what is it actually for? This episode covers: Why Rebecca felt guilt, not just freedom, after reaching FI at 32How giving can be framed as money, time, or skills—not just writing checksWhy generosity is a habit and a muscle, especially for lifelong saversThe surprisingly small impact that a 1% giving rate can have on your FI timelineHow "effective giving" applies investing-style thinking to charitable impactThe difference between reactive emotional giving and proactive intentional givingTax-smart giving tools like appreciated securities, donor-advised funds, and QCDsWhy the FI community may be uniquely positioned to normalize bold generosityHow giving can become part of a "life portfolio," not just a side projectReferences & Resources Mentioned . === SUPPORT THE SHOW === 📩 Sign up for our newsletter 🌐 Visit Catching Up to FI website 🔗Connect with us ☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee" 🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question . ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS=== F.I.R.E. For Dummies Did you know that co-host Jackie Cummings Koski, CFP®, AFC® is also author of "F.I.R.E. For Dummies"? This is the perfect guide for anyone looking to move from the basics of their finances to reaching F.I.R.E. (Financial Independence, Retire Early) and enjoying the time freedom it creates. Even if you feel behind on your finances, the steps in this book will help you catch up sooner than you ever imagined. Learn from someone who actually achieved F.I.R.E. in her 40s even after getting a late start Covers everything from basics to advanced strategies in one guide Practical solutions for early retirement obstacles like health insurance and early withdrawal penalties 📕 Get Your Copy (currently 40% off on Amazon) For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners . RESOURCES MENTIONED ON THE SHOW Yield and Spread FI Service Corps ⏰ Related Episodes Why 90% of Families Lose Their Wealth (and How to Stop the Cycle) | Julia Myers | 209 A Donor-Advised Fund For You (Daffy): Democratizing Philanthropy for Everyone | Adam Nash | 200 Contrarian Tax Planning Tips | Cody Garrett & Sean Mullaney | 179 . 📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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    1 hr and 31 mins