Podcast · 199 episodes
BiggerPockets Money, page 2
by BiggerPockets · English
For those who have money… or want more of it! 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.
All episodes, page 2
Yes, the Trump Account Belongs in your Financial Order of Operations. Here’s Where.Explains “Trump accounts” (IRS 530A) for kids, where they fit in a FIRE tax-advantaged “order of operations,” and whether they’re worth using despite political controversy.21 Jul 2026 · 34 min · 17 chapters
The Money Guys Gave Us Advice… Here’s What We’re ChangingMindy and Carl Jensen recap their Money Guy Show recording with CFP/CPA CFP hosts Brian Preston and Bo Hansen, focusing on portfolio changes, cash buffer, tax planning, teaching kids about money, and…17 Jul 2026 · 29 min · 15 chapters
Should You Choose Coast FI or Go All In on FIRE?Coast FI vs traditional FIRE for early-career financial independence; how to reach Coast FI fast and what changes after hitting the milestone.15 Jul 2026 · 35 min · 16 chapters
The Money Guys Help us Escape Our 401k Tax TrapCarl and Mindy (BiggerPockets Money) say they’re trapped in “middle/achiever” tax planning: they maximized traditional 401(k)/pre-tax savings for current-year tax reduction, but now face large future…14 Jul 2026 · 1 h 25 min · 37 chapters
Is My Spending Reasonable? This Data Set Will Tell YouBudget benchmarking for financial independence using a data set that estimates real household spending by location and income quintile, comparing high-cost vs low-cost areas (not “affordability,” but…10 Jul 2026 · 33 min · 24 chapters
Why $500K Is More Important Than $1 Million (Coast FIRE)Coast FIRE and why reaching $500K by age 30 can be more motivating and flexible than aiming for $1M, using “safe withdrawal” math and conservative return assumptions.8 Jul 2026 · 35 min · 28 chapters
Should You Stay for the Military Pension? The Math Might Surprise YouWhether career military should “stay for the pension,” and how to value the pension versus private-sector opportunity cost; also how military benefits (BAH/BAS, VA disability, TRICARE options) can…7 Jul 2026 · 1 h · 23 chapters
The Best Early Retirement Withdrawal Strategy (6 Proven Frameworks)Early retirement withdrawal planning using six “frameworks” that interact and conflict—taxable/pre-tax/Roth sequencing, Affordable Care Act (ACA) subsidy MAGI cliffs, using the standard deduction and…3 Jul 2026 · 39 min · 22 chapters
Has the FIRE Number Gone from $1M to $2.5M?Whether FIRE “numbers” have risen from $1M to ~$2.5M+ due to inflation, changing lifestyles, and “regress to the mean,” and how to set a realistic target.30 Jun 2026 · 37 min · 18 chapters
Is Investing Ethical? How to Invest Without Compromising Your ValuesWhether investing is ethical, and how to invest without compromising personal values while pursuing financial independence.26 Jun 2026 · 23 min · 10 chapters
The Ultimate Guide to Healthcare Costs for FIREHow early retirees and self-employed people can estimate and plan U.S.23 Jun 2026 · 37 min · 14 chapters
Mortgage Rates Jumping from 4% to 8%: What Should This Investor Do?Heather and her husband (both mid-40s) debate how to respond to a coming mortgage refinance that will raise their rental interest rate from about 4% to 7.5–8% in 2026, while also wanting to take a…19 Jun 2026 · 56 min · 34 chapters
The Financial Independence Step Most People Forget: Estate PlanningEstate planning as a “financial independence” step people forget, including why it matters, when to start, what probate is, and how wills vs trusts and beneficiary designations affect who gets assets.16 Jun 2026 · 36 min · 18 chapters
Katie Wants to Quit Her Job. Can They Afford It?Whether it’s financially safe for Katie to stop her $200k W-2 medical sales job so she can stay home with their young son, and how long the portfolio can sustain them until Jesus retires at 50.12 Jun 2026 · 52 min · 23 chapters
What to Do When Most of Your Wealth Is in Company StockWhat to do when most wealth is tied up in concentrated company stock after liquidity events (IPO, tender offers, secondary sales), focusing on organizing equity details, building a diversification…9 Jun 2026 · 1 h 8 min · 30 chapters
Reach Financial Independence Faster: Backdoor & Mega Backdoor Roth ExplainedHow high-income earners can use backdoor Roth and mega backdoor Roth strategies to get money into Roth accounts despite Roth income limits, including step-by-step setup, contribution/conversion…5 Jun 2026 · 41 min · 22 chapters
The Fastest Path to Financial Independence Isn't What You Think | Mrs. Dow JonesHow to fast-track financial independence (FI) by increasing income, spending with intention, automating money systems, and investing primarily in index funds (with limited “upside” bets).2 Jun 2026 · 45 min · 25 chapters
10 Ways to Massively Increase Your Net Worth in One Year (Median Salary)How to “massively increase” net worth in one year by boosting savings rate and investing, especially for people early in wealth-building; net worth defined as assets minus debts.29 May 2026 · 31 min · 13 chapters
How to Build an Investment Strategy for Financial IndependenceHow to build and use an Investor Policy Statement (IPS) to create a long-term investment strategy for financial independence, using goals, philosophy, asset allocation/location, constraints, and a…26 May 2026 · 1 h 2 min · 30 chapters
6 Simple Steps to Financial IndependenceA step-by-step framework for financial independence: cut “big three” expenses (housing, transportation, food), track spending, invest using a tax-advantaged order of operations, set a written…22 May 2026 · 35 min · 16 chapters
The Biggest Portfolio Mistakes FIRE Investors MakeSix “biggest portfolio mistakes” FIRE investors make, plus how to avoid them: hoarding cash without a goal; staying in accumulation mode (e.g., 100% equities) too long; failing to optimize taxes…15 May 2026 · 30 min · 17 chapters
How Kyle Built a $4M Real Estate Portfolio Making Less Than $40KKyle’s path to financial independence (FI) in his 30s without earning over $40K/year, building a real estate portfolio from tennis coaching and frugal living.12 May 2026 · 48 min · 28 chapters
Your FIRE Number Is Probably Wrong — Here’s WhyThe BiggerPocketsMoney episode “Your FIRE Number Is Probably Wrong — Here’s Why” argues that FIRE (financial independence/retirement) calculations often fail because they use generic formulas and…8 May 2026 · 32 min · 18 chapters
Is Small Cap Value Worth It? Ben Felix Explains the Truth About AVUV & Factor InvestingExplains small-cap value investing and factor investing, focusing on whether AVUV (Avantis U.S.5 May 2026 · 52 min · 21 chapters