Money + Investing Podcast
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...
95
Dec. 28, 2022
Top Learnings, Tactics and Credit Cards of 2022
#95: Chris shares his top 10 learnings and takeaways from the past year of the Podcast, which covers time management, personal finance, happiness, regret, negotiating, marriage, communication and more. He also recaps some of the top tricks he's learned this year and his top credit cards, based on real spending data. Partner Deals (Advertiser Disclosure) Pacaso: Free early access to listings and $2,500+ in closing credits Daffy: Free $25 to give to the charity of your choice Selected ...
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...
35
Dec. 29, 2021
Stacking Benjamins and Modern Money Management with Joe Saul-Sehy
#35: Former financial advisor turned podcast host Joe Saul-Sehy joins Chris to discuss modern money management. They talk about why you should abandon trendy investment opportunities and what you should replace them with, why your wealth can grow faster if you don’t diversify your investments, and how emergency funds can save you money. They also share plenty of tax and investing tactics. Joe Saul-Sehy (@averagejoemoney) is the creator and host of the award-winning podcast Stacking Benjamins ...
19
Sept. 8, 2021
Becoming a Better Investor with Andy Rachleff
#19: Legendary investor Andy Rachleff chats with Chris about how you should be investing your money to build your wealth. They discuss the investing mistakes so many make, when it makes sense to pick stocks and why you might not want to max out your 401k. Andy Rachleff (@arachleff) is the co-founder and CEO of Wealthfront. He also serves as a the chairman of the endowment investment committee for University of Pennsylvania and as a member of the faculty at Stanford Graduate School of Business...
16
Aug. 18, 2021
Do You Really Need a Budget with Jesse Mecham
#16: Entrepreneur and budgeting pro Jesse Mecham joins Chris to talk about why you need a budget regardless of how much you make. They also discuss about why budgeting gets a bad rap, how to make it easy, why you might be doing it wrong and some of Jesse's top family tips and tricks. Jesse Mecham is the founder and CEO of You Need A Budget (YNAB), one of the best budgeting tools in the market today. He started the company in 2004 as a side hustle and it now supports over 100,000 customers. He...
15
Aug. 11, 2021
Marriage, Kids and Money with Andy Hill
#15: Andy Hill joins Chris to discuss all the marriage, kids and money tips and tricks. They discuss combining finances, teaching your kids about money, and how to get on the same page with your spouse when it comes to money. Andy Hill (@andyhillmkm) is the founder of the award-winning podcast and blog Marriage, Kids, and Money. He and wife Nicole started out their money journey with $50K in debt and paid it off in less than a year. In the next 10 years, they paid off their mortgage and built...
14
Aug. 4, 2021
Smart House Moves to Increase Your Wealth with Andrew Kerr
#14: Real Estate Pro Andrew Kerr joins Chris to discuss house tips and tricks. They talk about six different types of house tactics you can use to start saving money, tips for buying and selling properties, and how to start thinking about real estate as a way to build your wealth. Andrew Kerr (@fibyrei) is a seasoned real estate investor and founder of Financial Independence by Real Estate Investing (FIbyREI.com). He is also the host of The House Hacking Podcast. Selected Links From The...
13
July 28, 2021
Afford Anything, Escape the 9-5, Passive Income and More with Paula Pant
#13: Afford Anything founder Paula Pant joins Chris to discuss how you can afford ANYTHING (but not everything). They also discuss how you can escape the 9-5, start making passive income, and take mini and/or semi-retirements throughout your life. Paula Pant (@affordanything) is the founder and creator of Afford Anything where she runs an award winning personal finance website, a monthly newsletter, a top rated podcast and a Real Estate Investing Course. She built her career from scratch star...
11
July 14, 2021
Making Money from Side Hustles with Nick Loper
#11: Chief Side Hustler Nick Loper joins Chris to talk all about side hustles, including some easy ways to make extra cash, bigger opportunities to replace your job, making passive income and finding profitable business ideas. Nick Loper (@nloper) is founder of Side Hustle Nation, the host of the Side Hustle Show podcast. He has quite a few side hustles under his belt, including self publishing multiple books, flipping products on eBay and starting (and selling) his online businesses. S...
10
July 7, 2021
Practical Ways to Save Money with Lisa Rowan
#10: "Money Hacks" author Lisa Rowan joins Chris to talk about lots of money tips you might not know about, including grocery store tactics, deals on prescriptions, finding and claiming your missing money and getting things repaired for free! Lisa Rowan (@lisatella) is author of Money Hacks: 275+ Ways to Decrease to Decrease Spending, Increase Savings, and Make Your Money Work for You! She's also a consumer finance writer at Forbes and the co-host of the Pop Fashion podcast. Selected Li...
9
June 30, 2021
How to Live Your Rich Life with Ramit Sethi
#9: Bestselling author Ramit Sethi joins Chris to talk about what living a rich life really means and how to start living one. They also discuss money rules that make your finances easier, the invisible scripts society has created to control our financial lives and how couples can better their tackle money issues. Ramit Sethi (@ramit) is the author of I Will Teach You To Be Rich, a New Times Bestselling book with over a million copies sold. He also publishes a newsletter and runs programs abo...