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It’s back again! Last year, I hosted a Last 30 Days Series for the podcast and you guys LOVED it. So I’m brining it back– who doesn’t need a refresher and structure for how to evaluate our current year and set up the new year for success.

Enjoy!

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Outlier.org is changing the way we approach education and helping you save money in the process.

Sign up for the spring semester by going to Outlier.org and choose between Calculus 1 and Psychology 101.

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Did you know you could access your retirement money early? I know! I didn’t realize this was a thing until well into my 20s. So I’m stoked for you to learn more about investing and retirement and couldn’t think of a better person to have this discussion with than today’s guest.

About Our Guest

Brandon Renfro is a fee only financial advisor and Assistant Professor of Finance at East Texas Baptist University. He has also been serving in Arkansas Army National Guard since 2009 and is an Infantry Captain in the 39th Infantry Brigade.

Brandon teaches courses on investments, economics, personal financial planning, corporate finance, international finance, and money and banking and writes really in-depth and well articulated articles on financial topics.

What You’ll Learn

• Where Brandon’s background lies and his perspective on FIRE
• Why Brandon went into financial planning
• A simple breakdown of what an IRA is and clearing up common misconceptions about them
• How to decide between a traditional IRA and a Roth IRA
• Why any IRA is better than no IRA
• How we can access IRA money legally early
• Red flags to be aware of when investing
• Addressing the rationale of investing fear
• Good resources for learning more about investing
• Why a fee-only advisor may be generally preferable

Resources

Brandon’s Website 

More info on Roth Conversion Ladder: https://www.brandonrenfro.com/creating-a-roth-conversion-ladder-to-fund-early-retirement/

Support Our Sponsor

Outlier.org is changing the way we approach education and helping you save money in the process.

Sign up for the spring semester by going to Outlier.org and choose between Calculus 1 and Psychology 101.

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Spotify | RSS | More

Talking to your parents about money can feel awkward. I always loved Dave Ramsey’s quote about once someone powder’s your butt they aren’t interested in your financial advice. But giving advice and talking with your parents are two different things.

About our guest

Cameron Huddleston is the author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. She also is an award-winning journalist with more than 17 years of experience writing about personal finance.

What You’ll Learn

• Why Cameron thinks talking about money is considered taboo
• When we need to have a financial conversation with our parents and tips to starting that conversation
• The most important things to ask your parents during this conversation
• Balancing parental involvement with other siblings and giving everyone a voice
• Prioritizing your finances and your parent’s finances
• Maintaining objectivity and good mental health while having these conversations
• Navigating retirement care with your parents

#MoneyWin

Merry– “Messed around in YNAB this weekend, realized I could easily throw $3.5k at my car loan and knock it out 3 years early (I mean I had planned to halfway into the loan in 2020 anyway, but still). So I did. I turn 30 Dec 7th, giving myself a debt free birthday!” #moneywin

Support Our Sponsor

Outlier.org is changing the way we approach education and helping you save money in the process.

Sign up for the spring semester by going to Outlier.org and choose between Calculus 1 and Psychology 101.