This episode revisits the Personal Financial Philosophy Statement from Episode 1, gives you an opportunity to create a Financial Inventory and a Financial Action Plan, and then includes links to resources to continue your learning.
Slides: bit.ly/Fischpod18S
Transcript: bit.ly/Fischpod18T
Video: bit.ly/Fischpod18V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode explores the estate documents every adult needs to have, the importance of establishing designated beneficiaries, what you should do with assets you receive as an inheritance, and ways you can perhaps leave part of your legacy while you are still alive.
Slides: bit.ly/Fischpod17S
Transcript: bit.ly/Fischpod17T
Video: bit.ly/Fischpod17V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode explores your choices for health insurance in retirement and gives you some suggestions on how to think about and evaluate them.
Slides: bit.ly/Fischpod16S
Transcript: bit.ly/Fischpod16T
Video: bit.ly/Fischpod16V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode explores how you will generate the income necessary to pay for your lifestyle when you are no longer working.
Slides: bit.ly/Fischpod15S
Transcript: bit.ly/Fischpod15T
Video: bit.ly/Fischpod15V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode looks at the advantages of using a 529 College Savings Plan to save and invest for postsecondary education.
Slides: bit.ly/Fischpod14S
Transcript: bit.ly/Fischpod14T
Video: bit.ly/Fischpod14V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode looks at the incredible power of compound interest, but also how high fees can dramatically decrease your overall returns.
Slides: bit.ly/Fischpod13S
Transcript: bit.ly/Fischpod13T
Video: bit.ly/Fischpod13V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode looks at three important investing decisions you need to make: Asset Location, Allocation and Tax Status.
Slides: bit.ly/Fischpod12S
Transcript: bit.ly/Fischpod12T
Video: bit.ly/Fischpod12V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
Investing really isn’t that complicated, but you need to understand the vocabulary in order to understand the rest.
Slides: bit.ly/Fischpod11S
Transcript: bit.ly/Fischpod11T
Video: bit.ly/Fischpod11V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode helps you understand how your taxes are calculated and gives you ideas of how to reduce your tax liability.
Slides: bit.ly/Fischpod10S
Transcript: bit.ly/Fischpod10T
Video: bit.ly/Fischpod10V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode examines how credit cards can be a force for good if you use them responsibly.
Slides: bit.ly/Fischpod9S
Transcript: bit.ly/Fischpod9T
Video: bit.ly/Fischpod9V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode examines credit and debt and discusses good (allegedly) and bad (definitely) debt.
Slides: bit.ly/Fischpod8S
Transcript: bit.ly/Fischpod8T
Video: bit.ly/Fischpod8V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode continues our look at insurance, but looks at the insurance you typically get on your own (car, home, life, and long-term care insurance) instead of through your employer
Slides: bit.ly/Fischpod7S
Transcript: bit.ly/Fischpod7T
Video: bit.ly/Fischpod7V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode takes a look at the importance of optimizing your employer benefits.
Slides: bit.ly/Fischpod6S
Transcript: bit.ly/Fischpod6T
Video: bit.ly/Fischpod6V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode discusses one of the basic “infrastructure” decisions you need to make, where to have your checking and savings accounts, and how many people are not making the optimal choices.
Slides: bit.ly/Fischpod5S
Transcript: bit.ly/Fischpod5T
Video: bit.ly/Fischpod5V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode discusses the three “big rocks” of spending in most people’s budgets: food, housing, and transportation, and helps you calculate the true cost of your car(s) and commute(s).
Slides: bit.ly/Fischpod4S
Transcript: bit.ly/Fischpod4T
Video: bit.ly/Fischpod4V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode discusses aligning your spending with your values and your goals and steps you through an exercise that demonstrates what seemingly small changes to your savings rate can amount to over time due to the power of compound interest.
Slides: bit.ly/Fischpod3S
Transcript: bit.ly/Fischpod3T
Video: bit.ly/Fischpod3V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
This episode discusses the Basic Equation of Personal Finance and steps you through an exercise to estimate how many more years you will need to work before you achieve financial independence.
Slides: bit.ly/Fischpod2S
Transcript: bit.ly/Fischpod2T
Video: bit.ly/Fischpod2V
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com
An introduction to this podcast series that discusses both the purpose and the philosophy behind the podcast.
Slides: bit.ly/Fischpod1S
Transcript: bit.ly/Fischpod1T
Social: karlfisch on Bluesky Twitter, Facebook, and YouTube or email me directly at karlfisch at gmail dot com