PodspunPersonal Finance for Long-Term Investors
Personal Finance for Long-Term Investors

Personal Finance for Long-Term Investors

Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice

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Featured video

Is My DIY Financial Plan Working? - E148Aug 11, 2026 · 38:15Listen now →

More episodes

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Aug 4, 202644:36

So, You're Retiring? Answering Common Questions from Soon-to-Be Retirees (AMA, E147)

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Jul 21, 202646:48

What You're Missing on Your Investment Statements - E146

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Jul 7, 202653:49

The Roth Conversion Checklist (AMA, E145)

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Jun 30, 202647:47

Are You Hoarding, Hustling, or Harvesting in Retirement? | Frank Vazquez - E144

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Jun 23, 202635:18

The Three Things Money Can't Fix in Retirement (E143)

Episode Highlights

Episode Quotes

Let the math guide you.

Advice on making financial decisions regarding home ownership.

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Personal Finance

Aug 11, 202638:15

Is My DIY Financial Plan Working? - E148

Feb 10, 202651:36

Giving "Defined Duration" to Stocks | Cullen Roche - E130

Jan 27, 202641:28

Some Dumb Financial Moves (That I'm Fine With) - E128

Dec 23, 202551:11

Jesse's Ghosts of Financial Past, Present, and Future | E125

Nov 25, 202547:44

Health and Wealth - The Power of a "Bigger Yes" | Phil Pearlman - E122

Sep 2, 20251:10:29

Where Investors Go Wrong: Tax Traps, Math Mistakes, and Behavioral Biases - E115

Aug 19, 20251:04:06

The Risks and Rewards of Quitting Your Career | Kelan Kline - E114

Jul 1, 202544:09

Buffett's Blueprint - 8 Examples of Warren's Timeless Wisdom - E110

Jun 4, 20251:22:17

Go Roth Now Before It's Too Late? And Other Listener Questions | AMA #7 - E108

May 20, 202559:25

19 Questions to Uncover Good, Bad, and Ugly Financial Advisors | Don McDonald - E107

Apr 22, 202558:38

It's Not Too Late: Smart Money Moves After 50 | Bill Yount - E105

Mar 25, 202552:58

Life Expectancy, Caregiving Costs, & Retirement Planning | Christine Benz - E103

Investment Strategies

Jun 30, 202647:47

Are You Hoarding, Hustling, or Harvesting in Retirement? | Frank Vazquez - E144

Jun 9, 202642:16

Stop Eating! It's Costing You BILLIONS! (AMA #17) - E142

Mar 10, 202651:41

Good Investors Stay Seated (Especially When It's Scary) | Rubin Miller - E133

Mar 3, 202654:51

Controversial Retirement Money Topics | AMA #14 - E132

Feb 24, 202653:03

"The Devil's Advocate Buys an Annuity…" - E131

Feb 10, 202651:36

Giving "Defined Duration" to Stocks | Cullen Roche - E130

Jan 27, 202641:28

Some Dumb Financial Moves (That I'm Fine With) - E128

Jan 6, 202650:46

Is 2026 Your Year to Retire? | AMA #12 - E126

Dec 23, 202551:11

Jesse's Ghosts of Financial Past, Present, and Future | E125

Oct 7, 20251:26:40

The Only Free Lunch in Investing (Maybe) | AMA #9 - E118

Jul 22, 202554:45

Reset Your Portfolio Expectations, Before It's Too Late | Peter Lazaroff - E112

Jul 13, 20251:00:06

When Smart Financial Planning Backfires - ChooseFI Companion Episode - E111

Financial Planning

Aug 11, 202638:15

Is My DIY Financial Plan Working? - E148

Jun 9, 202642:16

Stop Eating! It's Costing You BILLIONS! (AMA #17) - E142

Jun 2, 202646:21

The 14 Retirement Risks - And How to Combat Them (Pt 2) - E141

Apr 7, 202652:49

He Retired Early - Here's What No One Warned Him About (E136)

Mar 31, 202646:47

Why Trump Accounts Fall Short (AMA, E135)

Feb 4, 202641:18

The Financial Planning Process, Step-By-Step | AMA #13 - E129

Jan 27, 202641:28

Some Dumb Financial Moves (That I'm Fine With) - E128

Jan 13, 202653:37

Longevity & Retirement | Jeremy Keil - E127

Dec 23, 202551:11

Jesse's Ghosts of Financial Past, Present, and Future | E125

Dec 2, 202538:53

Feeling Time Poor? The Journey to Owning Your Time | Andy Hill - E123

Sep 2, 20251:10:29

Where Investors Go Wrong: Tax Traps, Math Mistakes, and Behavioral Biases - E115

Aug 19, 20251:04:06

The Risks and Rewards of Quitting Your Career | Kelan Kline - E114

Retirement Planning

Aug 11, 202638:15

Is My DIY Financial Plan Working? - E148

Aug 4, 202644:36

So, You're Retiring? Answering Common Questions from Soon-to-Be Retirees (AMA, E147)

Jun 30, 202647:47

Are You Hoarding, Hustling, or Harvesting in Retirement? | Frank Vazquez - E144

Jun 9, 202642:16

Stop Eating! It's Costing You BILLIONS! (AMA #17) - E142

May 26, 202639:22

The 14 Retirement Risks - And How to Combat Them (Pt 1) - E140

May 12, 202658:50

Debate! We Discuss 10 Big Retirement Ideas

Apr 7, 202652:49

He Retired Early - Here's What No One Warned Him About (E136)

Mar 25, 202655:33

Even Financial Advisors Misunderstand Monte Carlo Retirement Analysis

Feb 24, 202653:03

"The Devil's Advocate Buys an Annuity…" - E131

Feb 4, 202641:18

The Financial Planning Process, Step-By-Step | AMA #13 - E129

Jan 13, 202653:37

Longevity & Retirement | Jeremy Keil - E127

Jan 6, 202650:46

Is 2026 Your Year to Retire? | AMA #12 - E126

Financial Independence

Sep 30, 20251:05:37

Military Money Lessons That Civilians Can't Afford to Miss | Spencer Reese - E117

Jul 13, 20251:00:06

When Smart Financial Planning Backfires - ChooseFI Companion Episode - E111

Apr 22, 202558:38

It's Not Too Late: Smart Money Moves After 50 | Bill Yount - E105

Oct 8, 202453:33

What No One Tells You About Early Retirement | Steve Adcock - E91

Mar 12, 202453:02

Don't Make Your Own Pizza?! | Jared Dillian - E76

Jan 28, 202459:31

Nuts of Financial Wisdom, with the FI Squirrel - E28

Jan 28, 202452:58

Upstate Real Estate with The FI Couple - E35

Jan 28, 202448:09

Retired at 30, with Purple - E36

Jan 28, 20241:17:46

Choosing FI, with Brad Barrett - E54

Jan 28, 202454:08

The Unspoken Strain of F.I. | Diania Merriam - E71

Jan 28, 20241:06:29

Saving Less to Live More. Should You Do the Same? | Carl Jensen aka Mr. 1500 - E63

Jan 28, 20241:04:35

When Scary Career Risks Get Remarkable Results | Doug Cunnington - E72

All Videos

Aug 11, 202638:15

Is My DIY Financial Plan Working? - E148

Aug 4, 202644:36

So, You're Retiring? Answering Common Questions from Soon-to-Be Retirees (AMA, E147)

Jul 21, 202646:48

What You're Missing on Your Investment Statements - E146

Jul 7, 202653:49

The Roth Conversion Checklist (AMA, E145)

Jun 30, 202647:47

Are You Hoarding, Hustling, or Harvesting in Retirement? | Frank Vazquez - E144

Jun 23, 202635:18

The Three Things Money Can't Fix in Retirement (E143)

Jun 9, 202642:16

Stop Eating! It's Costing You BILLIONS! (AMA #17) - E142

Jun 2, 202646:21

The 14 Retirement Risks - And How to Combat Them (Pt 2) - E141

May 26, 202639:22

The 14 Retirement Risks - And How to Combat Them (Pt 1) - E140

May 12, 202658:50

Debate! We Discuss 10 Big Retirement Ideas

May 5, 202647:36

Making Retirement As Simple as Possible, but No Simpler (AMA, E138)

Apr 21, 202644:05

Target Date Funds: More Flawed Than Advertised (E137)

Apr 7, 202652:49

He Retired Early - Here's What No One Warned Him About (E136)

Mar 31, 202646:47

Why Trump Accounts Fall Short (AMA, E135)

Mar 25, 202655:33

Even Financial Advisors Misunderstand Monte Carlo Retirement Analysis

Mar 10, 202651:41

Good Investors Stay Seated (Especially When It's Scary) | Rubin Miller - E133

Mar 3, 202654:51

Controversial Retirement Money Topics | AMA #14 - E132

Feb 24, 202653:03

"The Devil's Advocate Buys an Annuity…" - E131

Feb 10, 202651:36

Giving "Defined Duration" to Stocks | Cullen Roche - E130

Feb 4, 202641:18

The Financial Planning Process, Step-By-Step | AMA #13 - E129

Jan 27, 202641:28

Some Dumb Financial Moves (That I'm Fine With) - E128

Jan 13, 202653:37

Longevity & Retirement | Jeremy Keil - E127

Jan 6, 202650:46

Is 2026 Your Year to Retire? | AMA #12 - E126

Dec 23, 202551:11

Jesse's Ghosts of Financial Past, Present, and Future | E125

Dec 9, 202550:11

Dying With an HSA, Mystery Mortgage Math, & Should DIY Investors Hire a Planner? | AMA #11 - E124

Dec 2, 202538:53

Feeling Time Poor? The Journey to Owning Your Time | Andy Hill - E123

Nov 25, 202547:44

Health and Wealth - The Power of a "Bigger Yes" | Phil Pearlman - E122

Nov 11, 202555:31

Retire Confidently With A Proven Drawdown Framework | AMA #10 - E121

Nov 5, 202534:18

Marketing Algorithms Are Coming For Your Retirement Dollars | John Dinsmore - E120

Oct 21, 202540:22

Special Needs Children: How to Protect Their Future and Yours - E119