Money + Investing Podcast

133
Sept. 13, 2023

Mastering Cash Flow: Tracking Spending to Boost Savings and 10+ Ways to Spend Less

#133: Chris does a deep dive on tracking your spending, covering why to do it in the first place, as well as top apps/services, setting up budgets, managing recurring expenses, picking categories and more. He also shares practical tips and tricks to save money across 20+ different categories of spend (without having to make big sacrifices). Partner Deals DeleteMe: 20% off removing your personal info from the web Fabric: Affordable term life insurance for you and your family Vuori: 20% off ...
131
Aug. 30, 2023

Maximize Earnings on Cash, CD Ladders, Bank Bonuses, Bulk Buying, and Automating Returns

#131: Chris discusses the best places to earn interest on cash, including high yield savings, US Treasuries, CDs and bank bonuses. He also covers other listener questions like when to sell I-Bonds, saving money on meat, protecting your identity online, automating returns and a lot more. Partner Deals For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned ATH: Membership Bank Bonus Site Leave a review: Apple Podcasts | Spoti...
128
Aug. 9, 2023

The Psychology of Money with Morgan Housel

#128: Renowned financial columnist, Morgan Housel joins for a deep dive into the psychology of money. We discuss the mindset of winning investors, new ways to deal with risk and strategies to achieve financial independence, including tips to build up cash, the most essential financial trick that everyone needs to know and more. (This episode originally aired in June 2021, but I really enjoyed re-listening to it and thought you would too). Morgan Housel (@morganhousel) is the bestselling autho...
121
June 21, 2023

The Ultimate Home Buying Guide: Finding Deals, Picking an Agent, Tax Strategies, Negotiating Offers and More with David Greene and Rob Abasolo

#121: Real-estate pros David Greene and Rob Abasolo join Chris to help you master the entire home buying process from start to finish. They discuss essential considerations before buying a home, tax advantages, strategies for finding the right agent and ways to optimize the due diligence process. They also cover effective tactics for writing and negotiating offers, common oversights during inspections, and different financing options. David Greene (@DavidGreene24) and Rob Abasolo (@Robuilt) c...
119
June 7, 2023

Building Wealth Through Boring Businesses and Other Contrarian Ways To Live and Invest with Codie Sanchez

#119: Entrepreneur and investor, Codie Sanchez joins to discuss unconventional ways to create wealth through often-overlooked “boring” businesses like laundromats, car washes and vending machines. She also shares her expertise in the art of deal-making, financing options for buying a business, diversifying investments, and applying contrarian thought into our daily routines and relationships. Codie Sanchez (@CodieSanchez) is the founder and CEO of Contrarian Thinking, a media company and news...
117
May 24, 2023

Navigating a High Rate Market: Buying a Home, Preparing for a Recession and Where to Put Cash with Ben Carlson

#117: Author and financial advisor Ben Carlson joins Chris to share insights on the current state of the market. They discuss the impact of aggressive Fed rate hikes and the unintended consequences, including the debt ceiling and regional bank collapses. Ben also shares his expertise on where to park cash, comparing I bonds, high-yield savings, short-term Treasury ETFs. Finally they offer strategies for buying a home and lowering mortgage payments in this high-rate environment. Ben Carlson (@...
114
May 3, 2023

Money Talks: Navigating Uncomfortable Conversations with Loved Ones with Erin Lowry

#114: Personal finance expert and and author, Erin Lowry joins Chris to discuss the importance of having financial conversations with your parents, including sharing some specific scripts for initiating the discussion. They also cover financial advisors, estate planning, prenups/postnups, lending money to friends and more! Erin Lowry (@brokemillennialblog), best know for her three-part ‘Broke Millennial’ book series, is on a mission to help millennials navigate the complex world of personal f...
112
April 19, 2023

Money + Relationships: Building and Living Your Rich Life Together with Ramit Sethi

#112: Bestselling author Ramit Sethi joins Chris to discuss money and relationships. They talk about building a shared vision for a rich life, the importance of normalizing conversations about money, practical tips for managing finances together. Ramit and Chris also offer advice about how to move beyond surface-level conversations to ask more meaningful questions, highlight the importance of identifying red and green flags in your relationship, and share best practices to help you achieve finan...
106
March 15, 2023

Mailbag #7: Listener Tips, SVB Collapse, Treasury Bills, Bank Bonuses, Top Deals and More

#106: Host Chris Hutchins shares top tips from listeners, thoughts on the SVB collapse, some great deals to take advantage of now ways to invest in treasury bills, ways to get deals on concert/theatre tickets, how he's investing and a lot more. This episode is packed with so many great tips, tricks and deals! Partner Deals (Advertiser Disclosure) Vuori: 20% off the most comfortable performance apparel I've ever worn DeleteMe: 20% off removing your personal info from the web Shopify: $1/...
104
March 1, 2023

Optimizing Your Insurance Policies (Auto, Home/Renters, Umbrella, Life, Disability, Pet, and Travel)

#104: In this episode, Chris covers all things insurance. He explains the process he went through to reduce the cost of his insurance policies as much as possible while still maintaining adequate coverage from a reputable carrier. He discusses auto, home, renters, umbrella, personal articles, life, disability, pet, and travel insurance. Chris also talks about the policies he has been concentrating on lately, and shares resources to help listeners save money. Partner Deals For all the deals...
92
Dec. 14, 2022

Year End Checklist for Your Money, Taxes, Points and Miles

#92: Chris shares his list of the top year end optimizations to consider for your taxes, money, points and miles. That includes tax-loss harvesting, charitable deductions, retirement contributions and FSA/HSAs. It'll also cover taking advantage of all your annual credit card credits and perks. Partner Deals (Advertiser Disclosure) For all the deals, discounts and promo codes from our partners, go to our Partner Deals Selected Links From The Episode Taxes/Investing Gelt: Tax plann...
91
Dec. 7, 2022

Die With Zero: Net Fulfillment Over Net Worth with Bill Perkins

#91: Hedge fund manager and author, Bill Perkins, joins Chris to talk about what it actually means to die with zero. They discuss why you should focus on net fulfillment in each stage of life, what types of experiences to prioritize, banking memory dividends, questions to ask yourself in order to make the best choices about spending your money, solving for maximum fulfillment, and so much more. Bill Perkins (@billperkins) is a successful hedge fund manager and energy trader whose mission is t...
87
Nov. 16, 2022

How High Net Worth Individuals Invest and a Deep Dive on Alternative Assets with Tad Fallows

#87: Tad Fallows, co-Founder of Long Angle, joins Chris to discuss the misconceptions of how high net worth investors spend and manage their money, whether they hire wealth managers and tax accountants, and how they might invest differently than conventional financial advice. They also do a deep dive on alternative assets and share their favorite house-buying tactics. Tad Fallows (@LongAngleHNW) is co-founder of Long Angle, a private online community of highly successful young entrepreneurs a...
80
Sept. 28, 2022

Real Estate: Investing, Rentals, Taxes, House Tactics and More with Brandon Turner

#80: Real estate investor and author, Brandon Turner, joins Chris to discuss investing in real estate. They discuss who should invest, how people can get started, real estate tax strategies, house tips and tricks, the four wealth generators of real estate and much more. Brandon Turner (@BeardyBrandon) is a podcaster, author and real estate investor with a portfolio of >7,000 properties. Having hosted the BiggerPockets podcast with over 100 million downloads, Brandon is widely recognized as on...
78
Sept. 16, 2022

Action List: Everything You Can Do To Protect Your Identity, Accounts, Credit and Family.

#78: In this episode, Chris breaks down the specific actions you can take to protect yourself and your family online. That includes protecting your devices, credit, financial accounts, logins and more. Additionally he covers finding and removing all your personal data from the web. It also includes a brief conversation with Rob Shavell (@robshavell) from DeleteMe about why it's so hard to find and remove your personal info from the internet. Partner Deals For all the deals, discounts and p...
75
Aug. 31, 2022

Building Wealth, Engineering a Layoff and Living Life on Your Own Terms with Sam Dogen

#75: Financial Samurai and bestselling author, Sam Dogen, joins Chris to discuss ways to maximize wealth-building and live life on your own terms. They cover Sam’s 70/30 rule for decision making, how Sam engineered his own layoff and the principles you can use to do it yourself, how real estate can be a significant source of passive income, and why we should all consider having our own online real estate, small business, or side hustle. Sam Dogen (@financialsamura) engineered his own layoff a...
74
Aug. 24, 2022

A Hospice Doctor’s Advice on Making the Most of Your Finances, Relationships and Time with Jordan Grumet

#74: Hospice doctor and author Jordan Grumet, joins Chris to discuss making the most of your finances, relationships, and time. They talk about some of the biggest regrets people have at the end of their life, the money mind meld, how to broach difficult conversations with family members in a non-confrontational way, and why time perception work might be more useful than productivity tricks. Jordan Grumet, MD (@jordangrumet) is an associate medical director at Journeycare Hospice. He is also ...
65
July 13, 2022

Where to Put Cash, Saving Money on Gas, Latest Deals and More Listener Q&A

#65: Host Chris Hutchins tackles questions about the current market, where to put cash, investing strategies, backdoor Roth IRAs, net worth tracking, financial planning and saving money on gas. Chris also shares some listener tips to save money and the top deals he’s seen lately. Partner Deals For all the deals, discounts and promo codes from our partners, go to our Partner Deals Resources Mentioned Investing Chris's Newsletter: All About Investing Part 1 Wealthfront: $5,000 managed fr...
64
July 6, 2022

Inflation and All Things Money with Jacob Goldstein

#64: Podcasting legend Jacob Goldstein joins Chris to discuss what's going on with inflation and what you can do about it. They also delve into everything money – how it originated, what its future might look like, how crypto fits in and some of Jacob’s favorite money tips. Jacob Goldstein is a journalist, writer, and podcast host. He’s written for the Wall Street Journal, co-hosted NPR’s “Planet Money” for a decade, authored “Money: The True Story of a Made-Up Thing” and recently launched a ...
62
June 22, 2022

Protect Your Family, Mitigate Taxes and Preserve Your Wealth with Patrick and Mani

#62: Estate Planning experts Patrick Hicks from Trust & Will and Mani Mahadevan from Valur join me to discuss all the fundamentals of estate planning and what you need to do to protect yourself and your family. We also dig deeper into advanced tactics commonly used by high net worth families to mitigate taxes, grow their savings and preserve their wealth for the future. Patrick Hicks, J.D. LL.M. is Head of Legal with Trust & Will, serving as their General Counsel overseeing all attorney-relat...
59
June 1, 2022

Save Money, Build Wealth and Just Keep Buying with Nick Maggiulli

#59: Data scientist and author Nick Maggiulli joins Chris to talk about the most important principles for saving money and building wealth. They also cover investing in a market decline, evaluating risk, reasons to not max out your 401(k), why he likes income-producing assets, and becoming comfortable spending your money. Nick also shares his biggest college admission trick and "maybe the greatest decision” of his life. Nick Maggiulli (@dollarsanddata) is the Chief Operating Officer at Rithol...
50
March 30, 2022

The Power (and Tax Savings) of Charitable Giving with Adam Nash

#50: Entrepreneur and investor Adam Nash joins Chris to discuss the biggest misconceptions of philanthropy, the hurdles of giving, tax benefits for charitable donations, real estate investing, why Daffy was created, everything you need to know about Donor-Advised Funds, and more. Adam Nash (@AdamNash) is the CEO and co-founder of Daffy, a not-for-profit community built around a new modern way to give. Adam is a seasoned executive, investor and advisor. He sits on the board of the investing co...
48
March 16, 2022

Using an Investing Checklist to Improve your Portfolio with Brian Feroldi

#48: Investing expert Brian Feroldi joins Chris to discuss the current market, Brian’s counterintuitive investing philosophy, making an investor checklist, evaluating risk, investor policy statements, understanding market capitalization, creating an exit strategy, asymmetric bets and more. Brian Feroldi (@BrianFeroldi) is a financial educator, YouTuber, and author of Why Does The Stock Market Go Up?: Everything You Should Have Been Taught About Investing in School, But Weren’t, who has also w...
42
Feb. 9, 2022

Beating Inflation, Alternative Assets, and Simplifying Your Finances with Ben Carlson

#42: Author and financial advisor Ben Carlson joins Chris to share investing, saving, and giving tips and tricks. They discuss what you can do instead of picking stocks, the differences between how institutions invest and how individuals invest, how to assess if you need a financial advisor, short-term and long-term approaches to beating inflation, and why you should automate your giving. Ben Carlson (@awealthofcs) is a financial advisor and Director of Institutional Asset Management at Ritho...