Money + Investing Podcast

Gift Card Deals and Secrets That Will Save You $5k+/yr with Logan Robinson
Jan. 29, 2025

Gift Card Deals and Secrets That Will Save You $5k+/yr with Logan Robinson

#212: Learn to save and profit from gift cards. We cover strategies for finding the best deals, mastering gift card reselling, avoiding common pitfalls, leveraging card-linked offers, and so much more. Logan Robinson is a Fou...
The Gold Market: Strategies for Investing and Reselling with Trey Benedict
Dec. 18, 2024

The Gold Market: Strategies for Investing and Reselling with Trey Benedict

#206: Discover to secrets of gold investing, reselling, profiting and more with Trey Benedict. Learn the history of the gold market, how gold is valued, where to find opportunities for investing and reselling gold, the differ...
Saving on the Cost of College with Brad Baldridge
Nov. 27, 2024

Saving on the Cost of College with Brad Baldridge

#203: Learn to save on the cost for college. Chris and college funding expert Brad Baldridge discuss common mistakes, leveraging 529 plans and tax benefits, types of financial aid, creative tactics to maximize savings, and mu...
Debunking Tax Myths, Avoiding Audits and Maximizing Savings with Jasmine DiLucci
Nov. 6, 2024

Debunking Tax Myths, Avoiding Audits and Maximizing Savings with Jasmine DiLucci

#200: Take control of your taxes and save money with unique strategies from tax expert Jasmine DiLucci. Learn how to leverage IRS transcripts, identify misleading tax advice, and differentiate between personal and business de...
10 Lessons on Wealth, Happiness, and Family
Oct. 30, 2024

10 Lessons on Wealth, Happiness, and Family

#199: Sharing my top 10 takeaways from a retreat for high-net-worth individuals hosted by Long Angle . Today, Tad Fallows and I discuss how money shapes our decisions—impacting everything from your mindset and family choices ...
50+ Ways to Earn More Points and Miles Without Spending More
Oct. 2, 2024

50+ Ways to Earn More Points and Miles Without Spending More

#195: Learn 50+ tactics to earn points and miles without spending extra money. From shopping portals and card-linked offers to strategies for earning points on groceries, flights, and even rent, discover how to optimize your ...
The Simple Path to Wealth and FU Money with JL Collins
Sept. 25, 2024

The Simple Path to Wealth and FU Money with JL Collins

#194: Build wealth and achieve financial freedom with three simple, actionable steps. Personal finance expert JL Collins discusses the concept of "FU" money, the importance of living on less than you earn, the power of low-co...
11 Lessons Every Investor Needs to Know with Ben Carlson
Sept. 4, 2024

11 Lessons Every Investor Needs to Know with Ben Carlson

#191: Grow your wealth and build a resilient portfolio by making smarter decisions with these 11 investing lessons. Financial advisor Ben Carlson and I share actionable insights on managing risk, overcoming psychological barr...
Beyond the 4% Rule: Smarter Strategies for Financial Independence with Karsten Jeske
Aug. 21, 2024

Beyond the 4% Rule: Smarter Strategies for Financial Independence with Karsten Jeske

#189: Learn to master retirement market risks and safe withdrawal rates with finance expert Karsten Jeske. We explore key strategies like the 4% rule, sequence of return risk, and delve into roles of taxes, annuities, inflati...
25 Money Rules (and When to Break Them) with Brian Feroldi
July 31, 2024

25 Money Rules (and When to Break Them) with Brian Feroldi

#186: We'll break down 25 investing and finance rules of thumb, so you can learn to make better financial decisions, whether your goal is growing your wealth, retiring early, managing your portfolio, buying a car, or many oth...
5 Tactics To Save $50k/yr (Lower Taxes, Free Travel, Waived Fees & More)
July 17, 2024

5 Tactics To Save $50k/yr (Lower Taxes, Free Travel, Waived Fees & More)

#184: Sharing five tactics I've used recently to maximize points, lower property taxes, cut credit card annual fees, get a free companion pass, and earn thousands of dollars through bank and brokerage bonuses. Partner Deals (...
Making an Easy $3k/mo from Online Deals with Kai
June 26, 2024

Making an Easy $3k/mo from Online Deals with Kai

#181: Learn the profitable side hustle of turning everyday deals into a reliable income stream. Chris and Kai explore an unconventional approach to maximize savings, leveraging brokerage bonuses, meal kits, cell phones, buyin...
Stocks vs. Real Estate: What’s the Best Investment to Build Wealth?
June 19, 2024

Stocks vs. Real Estate: What’s the Best Investment to Build Wealth?

#180: Chris hosts a debate about whether stock investing or real estate is the faster path to wealth. He's joined by experts from The Motley Fool and BiggerPockets who dive into tax advantages, cash flow potential, long-term ...
Best Bank Account Setup to Earn Interest on All Your Cash
June 5, 2024

Best Bank Account Setup to Earn Interest on All Your Cash

#177: Chris shares the best accounts to replace your checking account and maximize interest earning. He evaluates must-have banking features, compares 10+ bank accounts, assesses the pros and cons of switching accounts, offer...
Digital Wallet Security and Credit Score Myth Debunking with NerdWallet's Smart Money
May 18, 2024

Digital Wallet Security and Credit Score Myth Debunking with NerdWallet's Smart Money

#173: Today I’m sharing an episode of NerdWallet’s Smart Money Podcast, where hosts Sean and Sara address the safety and privacy concerns of digital wallets and debunk common credit score myths. They highlight the importance ...
Is Renting Actually Better Than Buying a Home with Katie Gatti Tassin
May 15, 2024

Is Renting Actually Better Than Buying a Home with Katie Gatti Tassin

#172: Today we go deep on the dilemma of renting vs. buying a home. Joined by Katie Gatti Tassin, we'll discuss current market dynamics, debunk misconceptions about homeownership, and provide insights to help you navigate thi...
Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle
April 17, 2024

Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle

#168: Former portfolio manager Chris Doyle joins to discuss strategic ways to build and manage your investment portfolio. They do a deep dive on diversification, tax-award allocation, capacity and tolerance for risk, tax-loss...
My New Routine, Timeshare Pitches, and Podcast Plans for 2024
March 23, 2024

My New Routine, Timeshare Pitches, and Podcast Plans for 2024

#163: Chris shares a new daily habit he's adopted and his experience with a timeshare pitch during a recent trip to Mexico. He also shares some results from the podcast survey and some plans for the podcast in 2024. Partner D...
Buying, Selling, Leasing and Trading In Cars with Car Dealership Guy
March 13, 2024

Buying, Selling, Leasing and Trading In Cars with Car Dealership Guy

#161: Yossi Levi ( Car Dealership Guy ) shares how to get the best deal when buying or selling your car in the today's market. His insights on interest rates, dealerships, and online services will help you navigate buying new...
How to Save on Taxes with Ankur Nagpal
Dec. 13, 2023

How to Save on Taxes with Ankur Nagpal

#147: Chris and Ankur Nagpal (co-founder of Carry) discuss strategies to save money on taxes. They explore offsetting W2 income, limiting capital gains, some unique investments that help optimize your taxes and more! They als...
2023 Holiday Gift Guide
Nov. 21, 2023

2023 Holiday Gift Guide

#143: In this episode, I'll share 50+ of my favorite products, gifts, past purchases and more. Hopefully some of them might make good ideas for gifts this holiday season. Hope you enjoy! For all the products, links, deals and...
The Spectrum of Financial Independence and Tools to Track Your Progress with Brad Barrett
Nov. 8, 2023

The Spectrum of Financial Independence and Tools to Track Your Progress with Brad Barrett

#141: Financial independence expert Brad Barrett and Chris deep dives into the FI/RE movement. They cover various forms of FI/RE, share effective strategies for investments and retirement planning, and discuss tools to track ...
Navigating Open Enrollment: Choosing the Best Health Insurance and Other Benefits in 2024
Nov. 1, 2023

Navigating Open Enrollment: Choosing the Best Health Insurance and Other Benefits in 2024

#140: A deep dive into health insurance and other benefits you’ll need to make decisions about during your upcoming open enrollment. We’ll cover health plans in depth, but also dental, vision, HSAs, FSAs, employer life insura...
Save Money and Time with a Smarter and More Energy Efficient Home with Matt Ferrell
Sept. 27, 2023

Save Money and Time with a Smarter and More Energy Efficient Home with Matt Ferrell

#135: Tech enthusiast, Matt Ferrell discusses making your home smarter and more energy-efficient, ultimately saving you money and time in the process. They explore home improvements modifications, energy monitoring systems, e...