Dec 6, 2024
I recently spoke with Steve Chen, founder of Boldin (formerly NewRetirement), about common concerns retirees face. Boldin stands out as the most comprehensive DIY financial planning software I’ve encountered. It goes beyond analyzing stocks and bonds, incorporating other investments to optimize your net worth. Boldin...
Nov 15, 2024
I had the pleasure of speaking with Bill Bengen, creator of the "4% Rule" for retirement planning. Bill has been a reader of Financial Samurai for many years and has always been courteous in the comments section when I write about safe withdrawal rates. So, I figured it was time we had a chat to clear up...
Nov 7, 2024
Donald Trump will be the 47th President of the United States, this time with JD Vance as his Vice President. Let’s explore how this new Trump presidency might impact your finances.
We’ll look at how Trump’s policies could affect stocks, real estate, bonds, venture capital, and even our careers. Overall, Trump's...
Oct 25, 2024
Investing in alternative assets has become an increasingly popular way to diversify beyond traditional stocks and bonds. Wine and whiskey, in particular, are gaining traction due to their potential for strong returns, resilience during economic downturns, and rising demand.
In this episode, I speak to Anthony Zhang, CEO...
Oct 10, 2024
If you have children, you likely want to provide them with the best education possible, which may include helping them get into a top college. Along the way, you may come across college consulting services and wonder how beneficial they really are.
In today's episode, I speak with Alice Chen, Founder of BrightStory...