The Life and Death of The 4% Rule | Christine Benz | 077
May 26, 2024
Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. Christine shares her extensive insights into retirement planning, emphasizing the flexibility and adaptability of the 4 percent guideline over the rigid 4 percent rule. She discusses the value of variable withdrawal...
The Wealthy Custodian Part 2: From Janitor to Millionaire | Jeff York | 076
May 19, 2024
In part 2, Jeff York continues his discussion with Bill and Jackie about the financial importance of amicable divorces, the nitty gritty on his investments, and how he was able to "graduate" on his modest salary. The three also dive deep into Jeff's unique lifestyle, the necessity of personal health before and after...
Pop Up Podcast: Behind the Sensation Talking FI with the NY Times | 075
May 15, 2024
In this special pop up episode, Bill, Jackie, and special guest Amy Coroso engage in a thought-provoking discussion sparked by a controversial New York Times Magazine article about the FIRE (Financial Independence, Retire Early) movement. The three chat about the article's portrayal of diverse financial independence...
The Wealthy Custodian Part 1: A Blue Collar Guide to Financial Freedom | Jeff York | 074
May 12, 2024
Jeff York is a remarkable individual whose journey from custodian to millionaire offers a wealth of inspiration and practical advice. Jeff's story breaks down conventional barriers, showcasing the power of education, financial literacy, and personal responsibility. From his unique investment strategies and...
Sustainable FIlosophy with Mr. Money Mustache | Pete Adeney | 073
May 5, 2024
He’s here, Mr. Money Mustache! Also known as Pete Adeney, the financial independence OG shares his story with Bill and Jackie. From retiring at 30 and starting one of the most popular blogs in the community to the importance of choosing sustainability with your money. The three discuss some of Pete’s most impactful...