Money + Investing Podcast
260
Jan. 7, 2026
Top 10 Takeaways from 2025
#260: Chris distills the most powerful lessons from over 50 episodes in 2025 into 10 actionable takeaways that changed how he thinks about money, time, health, relationships, purpose, and more. Partner Deals Gusto: Free 3-month trial of the #1 payroll software Notion: Try Notion Agent free to automate tedious tasks and streamline your work Superhuman: Free month of the fastest and best email with code ALLTHEHACKS DeleteMe: 20% off removing your personal info from the web Bilt Rewards: Earn the m...
257
Dec. 10, 2025
End of Year Checklist for Your Taxes, Points and Miles
#257: We break down essential tax and financial decisions to make before year-end. Learn how to maximize deductions, optimize charitable giving, manage investment gains and losses, and take advantage of retirement and home-improvement credits. We also run through all the credit card, points and miles deadlines to hit before 12/31. Partner Deals Vuori: 20% off the most comfortable performance apparel I've ever worn MasterClass: Learn from the world's best with 15% off Aura Frames: $35 off the bes...
254
Nov. 12, 2025
The Cost of Always Optimizing with Chris and Amy
#254: Chris and Amy share a candid look at their life together as two optimizers. They discuss everything from family finances and teaching their kids about money to managing their health, work, and travel. Partner Deals NetSuite: Free KPI checklist to upgrade your business performance Storyworth: Share your family stories in a custom book (+ $10 off) DeleteMe: 20% off removing your personal info from the web Daffy: Free $25 to give to the charity of your choice Bilt Rewards: Earn the most valua...
253
Nov. 5, 2025
10 Lessons That Challenged My Thinking on Money and Life
#253: My top 10 takeaways from a retreat for high-net-worth investors, which will cover investing, managing risk, investing in your health, building meaningful relationships, parenting with purpose, and defining success in a way that goes far beyond money. Tad Fallows is the co-founder of Long Angle , a private community for investors with more than $2.2 million in assets. He previously co-founded iLab Solutions, a global leader in cloud-based lab management software, which was acquired by Agile...
246
Sept. 17, 2025
Contrarian Takes on Money, Risk, and Retirement with Tyler Gardner
#246: Today we explore contrarian takes on budgeting, the 4% rule, retirement planning, and the risks of blindly investing in bonds. We also cover strategies for investing, spending, and rethinking how to use money with purpose. Tyler Gardner is a personal finance creator, educator, and former portfolio manager who’s built a following by challenging conventional money wisdom. He's also the host of Your Money Guide on the Side . Partner Deals Trust & Will: Get 20% off personalized, legally bindin...
243
Aug. 27, 2025
Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces
#243: Discover smarter strategies to grow your wealth and create financial flexibility. We dive into when it makes sense to invest beyond retirement accounts, how to access savings early through Roth conversions and 72(t) distributions, ways to reduce taxes with HSAs, tax-advantaged accounts, and charity, and so much more. Michael Kitces is the Head of Planning Strategy at Focus Partners Wealth , co-founder of XYPN and publisher of a continuing education blog for financial planners, Nerd’s Eye V...
237
July 16, 2025
How to Design a Rich Life at Any Income with Ramit Sethi
#237: Start living your rich life today regardless of your income. Learn how to spend without guilt, track the four key financial numbers that matter most, harness the power of decisiveness, and avoid the common traps that hold people back as their income grows. Ramit Sethi is a personal finance expert and the NYT bestselling author of I Will Teach You to Be Rich . He hosts the popular Netflix show, How to Get Rich , and the Money for Couples podcast. Partner Deals LMNT: Free 8-count sample pa...
235
July 2, 2025
Chris’ Money Allocation Framework: 10 Steps to Build Your Wealth
#235: Chris shares his personal 10-step money allocation framework to help prioritize savings, investments, and financial flexibility. He also dives into advanced strategies for tax optimization, liquidity, and real-world application through listener questions. Partner Deals Vuori: 20% off the most comfortable performance apparel I've ever worn Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Copilot Money: Free 2 months access to my favorite personal finance app with...
233
June 25, 2025
Money: What Each Generation Gets Right (& Wrong) with Ben Carlson
#233: Explore how different generations approach money and what they get right (and wrong) about saving, investing, spending, and building wealth. We dig into the psychology of money across generations and share practical lessons on homeownership, retirement, automation, points inflation, and more. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management . He runs the popular financial blog, A Wealth of Common Sense and is the author of four books on investing ...
231
June 11, 2025
Top 50 Ways to Upgrade Your Life, Money, and Travel from 200+ Episodes
#231: Chris shares his top 50 learnings and lessons from the past 230 episodes. Learn actionable strategies to level up your travel, wealth, points & miles, productivity, relationships, and so much more! Partner Deals Copilot: Free 2 months access to my favorite personal finance app with code HACKS2 NetSuite: Free KPI checklist to upgrade your business performance Facet: Personalized Financial Planning + $250 enrollment fee waived DeleteMe: 20% off removing your personal info from the web Vuori:...
230
June 4, 2025
The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life with Nick Maggiulli
#230: The Wealth Ladder is a new philosophy for thinking about money and in this episode you'll learn exactly how to handle your spending, income, investments, and more, with tailored advice for every stage. We cover strategies to boost income, spend smarter with the 0.01% rule, avoid costly financial traps, evaluate new business opportunities, and achieve financial freedom. Nick Maggiulli is a financial writer, data expert, and the COO of Ritholtz Wealth Management . He’s the creator of the pop...
222
April 9, 2025
Earning Points on Taxes, Navigating Market Volatility, Stacking Deals and More
#222: Discover how paying taxes with a credit card can unlock huge rewards—or even turn a profit. Chris also shares how he's handling the current market decline and shares practical tips for teaching kids about money, stacking card-linked offers, and using VPNs for big savings. Partner Deals ( Advertiser Disclosure ) Facet: Personalized Financial Planning + $250 enrollment fee waived Storyworth: Share your mother's stories in a custom book (+ $10 off) Vuori: 20% off the most comfortable performa...
221
April 2, 2025
Deep Dive on Credit Reports, Scores, and Their Real-World Impact
#221: The ultimate guide to credit reports and scores—how they’re calculated, what affects them, and proven ways to improve them. Specially, I'll cover how opening lots of credit cards impacts your credit. You'll also learn how to check your credit reports and scores for free, dispute errors, understand lender scoring models, protect your financial health, and more. Partner Deals Superhuman: Free month of the fastest and best email with code ALLTHEHACKS Upwork: Free job posting to find, hire, an...
218
March 12, 2025
Achieving Financial Freedom and Defining ‘Enough’ with Grant Sabatier
#218: Learn to redefine financial freedom by aligning your life with what you truly love. We dive deep into why setting limits can actually create more freedom, how to define what “enough” means for you, the role of entrepreneurship in building a fulfilling life, and more. Grant Sabatier is an entrepreneur, investor, podcaster, and bestselling author of Financial Freedom and Inner Entrepreneur . He is also the founder of Millennial Money (acquired by The Motley Fool) and Clintonville Books , a r...
212
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 Founding Partner of Aligned Incentives , a platform dedicated to helping consumers maximize their savings through strategic gift card purchases and reselling. Partner Deals Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Notion: Try Notion AI free t...
206
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 differences between the bullion and collector market, tips to avoid scams and so much more. Trey Benedict is the CEO and Co-Founder of Pure Technologies , a platform bring transparency, liquidity, and technology to the gold industry. He has extensive experience from Heritage Aucti...
203
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 much more. Brad Baldridge , founder of Baldridge College Solutions and Taming the High Cost of College , is a Certified Financial Planner® who has helped hundreds of families plan and pay for college, their retirement, and more. Partner Deals Maui Nui: 20% off the most nutrien...
200
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 deductions. We also cover common audit triggers and valuable tax planning advice for business owners. Jasmine DiLucci is a seasoned tax attorney, Certified Public Accountant, and Enrolled Agent with over a decade of experience. She specializes in tax controversy, litigation, I...
199
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 to overall happiness. We dive into the power of resilience over perfection, the importance of staying flexible in uncertain times, practical insights for raising financially responsible kids, and more. Tad Fallows is the co-founder of Long Angle , a community for high net wo...
194
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-cost index fund investing, and other effective strategies to create long-term wealth. JL Collins is the author of The Simple Path to Wealth and a popular personal finance blog , where he helps countless individuals take control of their financial futures by simplifying wealth-...
191
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 barriers in investing, and the power of simplicity and diversification to ensure long-term, fulfilling financial success. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management and the author of four books on investing and personal finance. H...
189
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, inflation protection, portfolio allocation, and even the psychological aspects of retirement planning. Karsten Jeske is the founder of Early Retirement Now , a blog where he shares his expertise in retirement planning, safe withdrawal rates, and financial independence. He has a PhD...
186
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 other goals. Brian Feroldi is an investing expert and founder of Long Term Mindset , a financial education company. He is the author of Why Does The Stock Market Go Up? and shares his financial knowledge through The Motley Fool and his popular YouTube channel. Partner Deals DRA...
184
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 ( Advertiser Disclosure ) DRAM: 20% off my favorite sparkling water with zero calories, zero sugar Copilot: Free 2 months access to my favorite personal finance app with code HACKS2 Notion: Try Notion AI free to automate tedious tasks and streamline your work DeleteMe: 20% of...
181
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, buying groups and gift cards. They also share tips to find the best freebies and discounts. In 2023, Kai earned over $36,000 and 2.4 million points turning deals into profits. He shares his churning journey every month on the his podcast . Partner Deals ( Advertiser Disclosure ) ...