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Join Mindy Jensen and Scott Trench (from BiggerPocketsMoney.com) weekly for the BiggerPockets Money Podcast. Each week, financial experts Mindy and Scott interview unique and powerful thought leaders about how to earn more, keep more, spend smarter, and reach financial independence.
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Could hiring a financial advisor help you reach financial independence and retire early? This isn’t a popular move in the FIRE community, but it gave today’s guest peace of mind, preserved her wealth, and helped her save on taxes in retirement. Stick around to learn if it’s the right choice for you, too!
Welcome to another episode of “Life After FIRE”! Today, we’re chatting with Amy, who was dealt a set of circumstances that altered her life and retirement plans. Amy and her late husband, Phil, arrived at their FIRE number in 2020. Just as they were preparing for early retirement, Phil tragically passed, and Amy was left to not only navigate a new normal but also take control of her finances. Still reeling from the loss of her husband, Amy hired a financial advisor, which turned out to be one of the best decisions she ever made.
In this episode, Amy shares how she used money check-ins and a year of “experimental deprivation” to speed up her path to retirement. She also discusses the pros and cons of using financial advisors, the differences between the assets-under-management and fee-only models, and how to properly vet an advisor to ensure you’re getting your money’s worth!
In This Episode We Cover
Why Amy uses a financial advisor to help manage her money in retirement
Amy’s journey to financial independence, losing her husband, and retiring early
Assets under management (AUM) versus fee-only advisors (and which one to hire!)
How to reach your FIRE number sooner through “experimental deprivation”
Why you need to have regular money check-ins with your significant other
And So Much More!
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-621
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Are we headed right for a recession, or are stocks on sale? We don’t own a crystal ball, but Ricky Mulvey from The Motley Fool is capitalizing on the recent stock market swing by loading up on some of his favorite equities. Stay tuned to find out if now is an ideal time for YOU to “stock up,” too!
Welcome back to the BiggerPockets Money podcast! In light of the recent market pullback, Ricky is going to share why he thinks it’s the right time to take advantage of low stock prices. He’ll discuss some of his best bargain buys, his biggest portfolio wins and losses in recent years, and, most importantly, the four-step approach you can use to identify stocks that could be set to soar in 2025.
If you’re a regular listener, you know that Scott and Mindy are partial to stashing their money in index funds, sitting back, and watching their wealth snowball over the long haul. You might say that Ricky has a slightly larger appetite for risk, as he isn’t opposed to picking stocks, timing the market, and getting out after three to five years. Stick around to find out if his strategy works!
In This Episode We Cover
Whether now is the time to buy stocks after the recent market pullback
Ricky’s four-step approach to finding value in the stock market
Using insider buying activity to find potential investing opportunities
How to prevent “tax drag” when buying and selling off stocks
Reviewing Ricky’s biggest portfolio wins and losses (Meta, Spotify, and more!)
And So Much More!
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BiggerNews: Real Estate vs. Stocks, the Ultimate Wealth-Building Debate
(00:00) Intro
(01:09) The Recent Pullback
(08:53) Hunting for Value
(18:55) Portfolio Wins & Losses
(24:58) Holding Periods & “Tax Drag”
(30:18) Why Costco Is “Safe”
(33:05) How to Pick Stocks
(38:50) Connect with Ricky!
(40:45) Do Your Research!
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-620
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Is the 4% rule dead? Most FIRE-chasers are using this retirement rule completely wrong, and it could cost them their financial freedom. With stock prices falling and many Americans fearing another recession, now is the time to tighten up your retirement portfolio and ensure you can survive if stock prices correct or crash. If you get this wrong, you could delay your FIRE for years or have to go back to work mid-retirement.
The 4% rule is one of the most bulletproof retirement formulas. It’s simple: Build a portfolio from which you can comfortably withdraw 4% annually. Need $40,000 per year to live? Your FIRE number is $1,000,000. Need $100,000 per year? Then you’re looking at $2,500,000. This math has been checked, double-checked, and triple-checked to withstand even the greatest economic depressions. However, most people have their portfolio set up WRONG, and it could put them at significant risk.
So, how do you ENSURE you can retire (early) with the 4% rule? What hedges should you make in your portfolio so your wealth stays afloat even as the economic tide starts to turn? What are Scott and Mindy doing now to prepare for a rocky stock market? Don’t miss this one—it could cost you your FIRE!
In This Episode We Cover
The 4% rule explained and whether it still works in 2025 and during market downturns
Why your FIRE portfolio is WRONG, and it could be at massive risk right now
How to prepare for an economic downturn to ensure you stay FIREd or on the path to FIRE
What Scott is selling and buying right now to protect his wealth (will his strategy work?)
Alternatives to the 4% rule that will protect your retirement portfolio even during the greatest of depressions
And So Much More!
Links from the Show
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BiggerPockets Money 120 - Are FIRE Naysayers Bad at Math? Yes. with Michael Kitces
The Rational Investor’s Case Against Bitcoin
Dow Jones - DJIA - 100 Year Historical Chart
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(00:00) Is the 4% Rule Dead?
(04:39) You CANNOT FIRE with This
(11:42) How to Prepare for Downturns
(21:12) Assets That Are At Risk
(23:17) What Scott’s Buying/Selling
(28:29) Alternatives to 4% Rule Portfolio
(34:21) Do You Trust the 4% Rule?
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-619
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Think you’ve blown your chances of achieving FIRE? You haven’t! Just ask Nik Johnson, who spent years growing his nest egg, only to have it completely wiped out with one bad financial decision. Despite losing everything, he managed to rebuild it from ground zero and still retire early!
Welcome to another episode of “Life After FIRE”! Nik and his wife had done everything right. They practiced frugality, saved aggressively, and invested at every opportunity. But everything was turned on its head when Nik decided to empty his retirement accounts and open a car dealership. Within just one year, Nik’s company had gone belly up, and as a result, all the money he had worked so hard to save was gone. It seemed that he had missed his one shot at early retirement, but rather than giving up on that dream, he started over. If he could do it once, he could do it again!
So, Nik found a W2 job, picked up a second job to fast-track his savings, and started throwing all his money at retirement accounts and real estate investments, and now, he and his wife are recently retired! Stick around as Nik shows you how to avoid the middle-class trap, what life looks like after FIRE, and the importance of community once you retire!
In This Episode We Cover
How Nik built, lost, and rebuilt his investments and still achieved FIRE
Supercharging your investments by creating extra income streams
How not to find seed money for a risky entrepreneurial venture
The savvy financial moves Nik made to avoid the middle-class trap
What the average “day in the life” of an early retiree looks like
Why you need a strong community around you once you retire
And So Much More!
Links from the Show
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Buying at the Peak, Surviving a Crash, and STILL Being Able to Quit at 38
(00:00) Intro
(01:22) Growing His “Empire”
(08:58) Losing $150K!
(12:05) Rebuilding His Wealth
(16:48) Life After FIRE
(24:20) Nik’s Investment Portfolio
(28:34) Connect with Nik!
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-618
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You’ve worked so hard to finally achieve FIRE (financial independence, retire early); the last thing you want is your wealth to dwindle or disappear entirely. Unknown to most FIRE-chasers, four financial “horsemen” (of the personal finance apocalypse) could steal your wealth right out from under you, without you even realizing it. What are the four horsemen, and how are we protecting our FIRE portfolios from them?
To make sure you not only become wealthy but stay wealthy, we brought Whitney Elkins-Hutten, author of Money for Tomorrow, on the show to share the best ways to keep your portfolio safe from the four horsemen. Whitney scaled her portfolio from almost nothing to life-changing wealth, and she could have lost it all if she hadn’t learned how to protect it.
Mindy and Scott tag-team to show YOU how to protect your FIRE from these four horsemen, including sharing what they’re doing right now to set themselves up for a successful (and safe) financial future. Don’t let your wealth get drained before OR during FIRE; take these tips to heart ASAP!
In This Episode We Cover
The four “horsemen” that could destroy your FIRE lifestyle and disrupt your generational wealth
How Whitney went from accidental house flipper to financially-free investor
The overlooked investing “fees” that could cost you hundreds of thousands of dollars
Why you’re (probably) paying too much money for insurance (and how to start saving)
When (and when not) to pay off debt and which balances to prioritize first
And So Much More!
Links from the Show
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The Points Guy’s Travel Hacking Tips to Fly for FREE in 2025
(00:00) Intro
(06:00) "Ownership" Makes You Rich
(10:09) Aggressively Investing in Rentals
(11:52) This Could Destroy Your Wealth
(19:07) Which Debt to Pay Off
(23:14) Save Thousands on Insurance
(30:23) This Could Delay Your FIRE
(37:08) STOP Being Scared of Taxes!
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-617
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Is your FI number TOO high? Whether you are ultra-conservative with your finances or want a lavish retirement lifestyle, setting a high bar could make your financial independence journey much harder…but not impossible. Today, we’ll provide a roadmap for building massive wealth!
Welcome back to the BiggerPockets Money podcast! With a six-figure income and a six-figure net worth at just 25 years old, Austin Crofoot should have no problem reaching financial independence by age 50, right? The only issue is that his FI number of $5,000,000 is much higher than most. As you’re about to hear, he’ll need to make several “bets” over the next few years, cross his fingers, and hope that at least one of them pays off in a huge way.
Like many in the FIRE community, Austin also wants to avoid the middle-class trap. Scott and Mindy will show him how to balance his retirement accounts with a mix of cash, brokerage accounts, and real estate investments—giving him the financial flexibility to pursue entrepreneurial ventures and retire on his terms. Stick around to hear how Austin can take advantage of a rebounding housing market by taking on assumable mortgages with rock-bottom interest rates!
In This Episode We Cover
The “levers” Austin needs to pull to reach his $5,000,000 FI number
The roadmap to achieving financial independence by age 50
How Austin built a six-figure net worth by just 25 years old
Building wealth by taking on assumable mortgages with low interest rates
Why the Austin, Texas housing market is poised to bounce back in 2025
Reducing your taxable income to maximize Roth IRA contributions
And So Much More!
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-616
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The “death march to FI” isn’t for everyone. If you’re tired of climbing the corporate ladder or lacking a sense of purpose at your W2 job, it’s not too late to escape the rat race and design the life you want, just like the “Financial Tortoise,” Tae Kim, did!
In this episode of “Life After FIRE,” Tae returns to the show to discuss his move from the corporate world to a job that gives him the freedom and flexibility to travel, spend more time with his family, and actually enjoy the journey to FIRE. For years, Tae was dead set on achieving his goal of becoming a chief financial officer (CFO), but as he approached the summit, he realized just how much freedom and control he was giving up. So, he started implementing a plan to quit and pursue entrepreneurship instead!
In four years, Tae went from making $0 on YouTube to over $250,000 per year. Today, he and his wife are comfortably coast FI, traveling the world, creating personal finance content, and continuing to save for retirement where they can. Stay tuned as Tae shares how he “reinvented” himself in his late 30s and the moment he realized he had “made it” on YouTube!
In This Episode We Cover
Why Tae quit the corporate grind right before reaching his lifelong goal
Building a financial runway that allows you to pursue entrepreneurship
Crucial financial steps to take before leaving your nine-to-five job
How to start an online business that gives you financial freedom
Why it’s never too late to “reinvent” yourself and design the life YOU want
And So Much More!
Links from the Show
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How to Become a “Quiet” Millionaire and Avoid the Financial Guru Trap
(00:00) Intro
(01:08) Tae’s Money Story
(05:57) Quitting Corporate
(10:51) “Making” It on YouTube
(18:23) Expectations vs. Reality
(24:20) Current Income & Expenses
(27:58) Design the Life You Want!
(30:49) Connect with Tae!
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-615
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How do the top 1% of Americans invest their money, and how do your investments compare? We’re breaking down the data, showing what the wealthiest Americans are invested in and how to copy their 1% portfolio so you can invest like the ultra-wealthy. To be in the top 1% of Americans, you must have at least eight figures. And while that’s a Fat FIRE number, most of us don’t need tens of millions to retire early. But copying some of the tactics of the top 1% could get you there faster.
One thing slingshots average Americans to the top 1%, and even the top 0.1%, but you don’t have to bank on this huge bet to get there. Surprisingly, the top 1% invests in assets that YOU already have access to, not elite-only investment opportunities or massive business deals. They’re invested in FAR more passive assets than you’d think, so you don’t HAVE to build a real estate portfolio to get there.
What gives you the best chance of hitting the top 1% in wealth? Maybe you don’t want to go that far—how do you get to the top 10%? Scott and Mindy share a few strategies that could skyrocket your net worth into the tens of millions—if you’re willing to do the work. Plus, they reveal where to park your money once you reach the top.
In This Episode We Cover
The average net worth of the 1% and the 0.1% in America (less than you’d think)
How the 1% invest their money and why they AREN’T heavily invested in real estate
The best investment for the chance of breaking into the top 1%
The “middle-class trap” that the 1% escape, but the upper-middle-class can’t
How the top 1% invest now compared to pre-pandemic and pre-2008
And So Much More!
Links from the Show
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Email Scott: Scott@biggerpockets.com
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Fed Assets by Wealth Percentile Group in 2024
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BiggerPockets Money 325 - How to Buy Yourself a 6-Figure Income Stream w/Tim Delaney
Fed Assets by Wealth Percentile Group in 2024
(00:00) Intro
(01:12) Top 1% Net Worth
(08:49) The Top 1% Portfolio
(16:05) How Their Investments Evolve
(17:40) Cheat Code to 1% Status?
(21:12) Average American vs. 1% Investments
(29:46) Best Investment to Become 1%?
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-614
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If there’s an issue that keeps aspiring early retirees up at night, it’s the dreaded middle-class trap. At just 28 years old, this financially savvy couple is already looking for ways to avoid this issue. Whether you’re just starting your FIRE journey or approaching early retirement, we’ll show you how to do the same in today’s episode!
Welcome back to the BiggerPockets Money podcast! So far, Leah and Zach Landis are doing everything right. They earn high incomes, they spend very little, and they invest the difference. Well on their way to retiring early, they plan to quit their jobs by age 45 or sooner! But will their current asset allocation get in the way of their big goal? What kind of bridge will they need to tide them over until traditional retirement age? Will having children impact their financial freedom?
Fortunately, Leah and Zach have all kinds of options. Tune in as Scott and Mindy dive into the couple’s budget and discuss their best path forward. Along the way, we’ll debate whether they should pause their 401(k) contributions, double down on brokerage accounts, and deploy their cash savings on their “dream” home!
In This Episode We Cover
Breaking down Leah and Zach’s best path to FIRE by 45 (or sooner!)
The middle-class trap explained and how to avoid (or escape) it
The BEST ways to invest your cash and make it work harder for you
How much you should expect to pay in taxes once you reach retirement
When to stop growing your 401(k) plan (and where to invest instead)
And So Much More!
Links from the Show
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BiggerPockets Money 219 - Syndications: Everything You Need to Know BEFORE You Invest
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BiggerPockets Money 456 - The Harsh Reality Real Estate Syndications (and Investors) Face in 2024
(00:00) Intro
(01:05) Leah & Zach’s Money Journey
(08:20) Money Snapshot
(12:27) Buying the “Dream” Home
(18:33) Best Ways to Invest Cash
(26:51) Avoiding the Middle-Class Trap
(36:28) Maxing Out the 401(k) & HSA
(47:06) Don’t Get Trapped!
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-613
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The wealthy are using one unique retirement account to build their fortunes tax-free. You may have never heard of it, but knowing about it can change the course of your retirement planning, allowing you to invest in much more than stocks, index funds, and bonds in your retirement accounts.
We’re talking about making passive real estate income tax-deferred, flipping houses and sheltering the profits for when you retire, or having a rental property portfolio producing massive passive income, all with the tax benefits of your 401(k), IRA, or Roth IRA.
We’re, of course, talking about the self-directed IRA (SDIRA) and the sizable benefits that come with it.
To help, John Bowens (Certified IRA Services Professional) from Equity Trust is on the show to share the tax advantages most Americans have zero clue about. Scott starts the interview by coming in hot, throwing out his most significant objections to an SDIRA. We were even surprised by just how many benefits this single account has and how you can use it in ways most people would never assume of a retirement account.
We’re talking about how to buy rental properties IN your retirement accounts (and profit from them tax-free/deferred), whether a self-directed IRA or 401(k) makes the most sense for you, the “material participation” rule that you CANNOT afford to break, and how much this account costs to set up. This is a game-changing account for retirees who want to live a rich life, so do not skip out on it!
In This Episode We Cover
Scott’s biggest objections to the self-directed IRA (is he wrong?)
How to get tax-free/deferred passive income from real estate in your retirement accounts
The one tax that you MUST know about before investing in an SDIRA
Can you get a mortgage for a rental property in an SDIRA?
How much an SDIRA costs to set up and keep going (less than you’d think)
And So Much More!
Links from the Show
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Email Scott: Scott@biggerpockets.com
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How to Access Retirement Funds Early
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The Self-Directed IRA: What You Should Know About This Wealth-Building Tool
(00:00) Intro
(08:26) Tax-Free Real Estate Gains
(16:45) One Tax to Watch Out For
(19:59) Self-Directed 401(k)s vs. IRAs
(27:36) Making $34,000 Tax-Free!
(30:42) The "Material Participation" Risk
(35:41) Financing Rentals in an SDIRA
(39:40) SDIRA Fees and Costs
(50:05) Completely Passive Income
(51:56) Active Investing in an SDIRA
Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/money-612
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