Money + Investing Episodes
April 17, 2024
Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle
#168: Former portfolio manager Chris Doyle joins to discuss strategic ways to build and manage your investment portfolio. They do a deep dive on diversification, tax-award allocation, capacity and tolerance for risk, tax-los…
March 23, 2024
My New Routine, Timeshare Pitches, and All the Hacks Plans for 2024
#163: Chris shares a new daily habit he's adopted and his experience with a timeshare pitch during a recent trip to Mexico. He also shares some results from the All the Hacks survey and some plans for the podcast in 2024. Pa…
March 13, 2024
Buying, Selling, Leasing and Trading In Cars with Car Dealership Guy
#161: Yossi Levi ( Car Dealership Guy ) shares how to get the best deal when buying or selling your car in the today's market. His insights on interest rates, dealerships, and online services will help you navigate buying ne…
Dec. 13, 2023
How to Save on Taxes with Ankur Nagpal
#147: Chris and Ankur Nagpal (co-founder of Carry) discuss strategies to save money on taxes. They explore offsetting W2 income, limiting capital gains, some unique investments that help optimize your taxes and more! They al…
Nov. 21, 2023
2023 Holiday Gift Guide (Bonus Episode)
#143: In this bonus episode, I'll share 50+ of my favorite products, gifts, past purchases and more. Hopefully some of them might make good ideas for gifts this holiday season. Hope you enjoy! For all the products, links, de…
Nov. 8, 2023
The Spectrum of Financial Independence and Tools to Track Your Progress with Brad Barrett
#141: Financial independence expert Brad Barrett and Chris deep dives into the FI/RE movement. They cover various forms of FI/RE, share effective strategies for investments and retirement planning, and discuss tools to track…
Nov. 1, 2023
Navigating Open Enrollment: Choosing the Best Health Insurance and Other Benefits in 2024
#140: A deep dive into health insurance and other benefits you’ll need to make decisions about during your upcoming open enrollment. We’ll cover health plans in depth, but also dental, vision, HSAs, FSAs, employer life insur…
Sept. 27, 2023
Save Money and Time with a Smarter and More Energy Efficient Home with Matt Ferrell
#135: Tech enthusiast, Matt Ferrell discusses making your home smarter and more energy-efficient, ultimately saving you money and time in the process. They explore home improvements modifications, energy monitoring systems, …
Sept. 13, 2023
Mastering Cash Flow: Tracking Spending to Boost Savings and 10+ Hacks to Spend Less
#133: Chris does a deep dive on tracking your spending, covering why to do it in the first place, as well as top apps/services, setting up budgets, managing recurring expenses, picking categories and more. He also shares pra…
Aug. 30, 2023
Maximize Earnings on Cash, CD Ladders, Bank Bonuses, Bulk Buying, and Automating Returns
#131: Chris discusses the best places to earn interest on cash, including high yield savings, US Treasuries, CDs and bank bonuses. He also covers other listener questions/hacks, like when to sell I-Bonds, saving money on mea…
Aug. 9, 2023
The Psychology of Money
#128: Renowned financial columnist, Morgan Housel joins for a deep dive into the psychology of money. We discuss the mindset of winning investors, new ways to deal with risk and strategies to achieve financial independence, …
June 21, 2023
The Ultimate Home Buying Guide: Finding Deals, Picking an Agent, Tax Strategies, Negotiating Offers and More
#121: Real-estate pros David Greene and Rob Abasolo join Chris to help you master the entire home buying process from start to finish. They discuss essential considerations before buying a home, tax advantages, strategies fo…
June 7, 2023
Building Wealth Through Boring Businesses and Other Contrarian Ways To Live and Invest
#119: Entrepreneur and investor, Codie Sanchez joins to discuss unconventional ways to create wealth through often-overlooked “boring” businesses like laundromats, car washes and vending machines. She also shares her experti…
May 24, 2023
Navigating a High Rate Market: Buying a Home, Preparing for a Recession and Where to Put Cash
#117: Author and financial advisor Ben Carlson joins Chris to share insights on the current state of the market. They discuss the impact of aggressive Fed rate hikes and the unintended consequences, including the debt ceilin…
May 3, 2023
Money Talks: Navigating Uncomfortable Conversations with Loved Ones
#114: Personal finance expert and and author, Erin Lowry joins Chris to discuss the importance of having financial conversations with your parents, including sharing some specific scripts for initiating the discussion. They …