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Make smart choices about your money, time and productivity

Jul 29, 2019

#206: We live in a society that values career specialization.

You’re not a “doctor” -- you’re a pediatrician, an anesthesiologist, an oncologist.

You’re not a “lawyer” -- you practice family law, or bankruptcy, or criminal law.

You’re not an “engineer” -- you’re an electrical engineer...


Jul 22, 2019

#205: Is it ever a good idea to use your 401(k) as an emergency fund?

What's the best way to break up with your financial advisor so that you can move all of your funds to Vanguard?

Should you put all of your Roth IRA money into index funds, or is there a better option for your money?

A listener has a job offer working...


Jul 15, 2019

#204: You make decisions on a daily basis about your career, family, friendships, health and investments; these choices shape your life.

But how much have you thought about how to think?

There are common threads and collective wisdom across disciplines. These common threads create mental models, which are frameworks for...


Jul 8, 2019

#203: Many people in their 50’s or 60’s warn us about catastrophic or ‘black swan’ events. But what’s the likelihood that this will actually happen?

How can you use the 4 percent withdrawal rule for early retirement planning, given that your portfolio will be split among accounts with different tax treatments?...


Jul 5, 2019

#202: In 2006, Matt Kepnes worked at a hospital in Boston, and he felt miserable. He dreaded fighting traffic, spending his days under his offices’ fluorescent lighting, drinking stale coffee.

He decided to take one year off -- a “gap year” -- thinking that after his sabbatical, he’d resume another 40 years of...