Notable Guests
AR
Allan Roth
1x
BB
Bill Bengen
1x
BB
Bill Bernstein
1x
CB
Christine Benz
1x
DK
Dan Koski
1x
JC
Jackie Cummings
1x
JK
Jackie Cummings Koski
1x
JD
Jim Dahle
1x
ML
Michael Luskin
1x
MP
Mike Piper
1x
RF
Rick Ferri
1x
RW
Roger Whitney
1x
SG
S.C. Gutierrez
1x
Recent Episodes
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Jackie Cummings Koski shares her journey to FIRE as a single mom on an average salary.
Jackie Cummings Koski
✨
Discussed simple investing strategies and financial literacy.
✨
Bill Bengen, creator of the 4% Rule, discusses updated retirement spending research.
Bill Bengen
✨
Retirees face complexity creep, healthcare confusion, and the "one more year" trap.
✨
Panelists discussed prioritizing big financial decisions over minor asset allocation or Roth conversion strategies.
✨
Sean Mullaney discussed five retirement tax planning phases.
Sean Mullaney
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Panel debated asset allocation versus sticking to the plan.