Paula Pant and What It Takes to Build Wealth

10/9/26: Today we're sharing a recent chat with Paula Pant, host of the Afford Anything podcast.

Each week on her show, Paula brings in economists, investors, business leaders, authors, and researchers to dig into the five pillars of financial freedom: financial psychology, increasing income, investing, real estate, and entrepreneurship. Deep insights rooted in economics and behavioral finance.

Should We Update the House or Sell as Is?

10/8/26: We are getting ready to sell a house that has not been updated for 36 plus years. Should we update/renovate or sell as is at a discount? 

Buying a New House in Retirement

10/7/26: Can we afford to buy a more expensive home in retirement? If yes, how should be pay for it?

Planning to Retire in Another Country

10/6/26: With plans to retire overseas, what should I be thinking about as I prepare to make the move down the road?

Should We Buy a Deferred Fixed LTC Annuity?

10/5/26: Our advisor is suggesting we swap one annuity for another, one that comes with long-term care coverage. Should we do it?

Handling an Upcoming Inheritance

10/2/26: With a large inheritance coming our way in a matter of months, we're unsure of what to do with the money.

Does My Retirement Plan Work?

10/1/26: We are looking for your opinions as to whether our plan is financially stable to get us through the early retirement years.

Is There a Benefit to Switching Jobs?

9/30/26: In the right circumstances, job hopping can actually be beneficial for your career and bank account. Today we're discussing how and why.

Taxes and Why I Love Them

9/29/26: We should celebrate our ability to come together, to pool our money, and build something great. If you are successful in America, it's because pervious generations paid their taxes.

Ready to Retire or Have We Overlooked Something?

9/28/26: We are targeting an end of 2027 retirement date, and although we have reviewed everything carefully, we are unsure if we might have overlooked something and don't know it. 

Is the Management Fee for My ETFs Worth It?

9/25/26: I really don't want to manage my own money, so is the fee I'm paying my advisor worth it?

Transition Planning for Rural Folks

9/24/26: Although I'm pretty good with numbers and accounting, the tax stuff confuses me and makes it difficult to figure out what a good financial goal would be.

How to Fund an Emergency Cash Fund?

9/23/26: With my cash reserves feeling a bit low, what's the best way to replenish them?

Did I Make a Mistake With Two Annuities?

9/22/26: Did I make a mistake by purchasing two separate annuities in retirement?

Just Married, When Can We Retire?

9/21/26: We're recently married and already looking forward to retirement. When will we have enough money?

How to Pay for My Doctorate?

9/18/26: My husband and I are wondering what the best strategy is to pay for my doctorate tuition?

Key Money Habits to Teach Your Kids

9/17/26: With school back in session, we're here with some advice on how to create strong financial foundations and habits for your kids.

Disliking My Business “Partners” Uncle Gavin and Uncle Don

9/16/26: I'm 66 and still working but starting feel bummed out at the tax bills we will face due to the large pre-tax dollars we have accumulated.

Do I Need to Go Back to Work Full-Time?

9/15/26: I was recently part of a layoff and now I'm wondering if I need to go back to work full-time or will a part-time gig be enough?

Being Advised to Buy Long-Term Care Insurance

9/14/26: Our financial advisor is advising us to buy long-term care insurance but we're wondering if we'd be better off investing the money instead?