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Already Maxed Out Your Roth IRA, 401(k), and HSA? Here’s What to Do Next
Already maxed out your Roth IRA, 401(k), and HSA? Kelley wants to know what strategies can help her invest smarter and reach Financial Independence faster—beyond the basics. We break down next steps, tax-efficient tactics, and more.
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Mastering Early Retirement with the Roth Conversion Ladder
Learn how to use the Roth conversion ladder for strategic tax optimization and early retirement. Step-by-step breakdown, tips, and real-world examples.
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Should You Hold Bonds in Taxable or Tax-Deferred Accounts?
Should you hold bonds in a taxable or tax-deferred account? Learn how asset location impacts your taxes, accessibility, and early retirement strategy—with expert insight from a certified financial planner.
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EconoMe 2024 Lifehack Wall
During the recent EconoMe 2024 conference, attendees were encouraged to write "LifeHacks" onto post-it notes and stick them to the wall. At the end of the conference, I volunteered to clean...
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The Necessity for Identity Capital
In this episode: Roth IRA conversion ladder, starting with the end in mind, investing for growth or stability, and retirement planning.
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What Is An Emergency Fund & Do You Really Need One?
In this episode, Brad challenges the traditional notion of a stagnant emergency fund sitting in a savings account and instead explores the importance of building assets and maximizing net worth.
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Can Anyone Pursue FI?
In this episode, we dive into the basics of financial independence and how you can take advantage of one of the easiest ways to boost your savings - your 401k match.
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Control What You Can Control
In this episode, we dive into the mindset, hacks, and strategies that will help you take control of your financial journey on the path to Financial Independence (FI).
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What to Know About Your 401k Match
In this episode, we dive into the basics of financial independence and how you can take advantage of one of the easiest ways to boost your savings - your 401k match.
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Debt 101: The Ultimate Guide to Debt in 2025
This Ultimate Guide to Debt will teach you everything - from the types of debt, which ones are the most toxic, to how to knock them all out.
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Make Your Kid a Millionaire: Roth IRA for Kids
We show you what it takes to use the Roth IRA's power of tax free growth combined with an investment duration starting in childhood, to secure your child's financial legacy.
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How to Make the Most of Your Amazon Prime Membership in 2025
Amazon Prime keeps getting better, and more expensive. Here's how to make sure you are getting the most from everything Amazon Prime has to offer.

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