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The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual.

About Sean Mullaney

Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc., which offers fiduciary, fee-only, and advice-only financial planning. 

Sean is the author of Solo 401(k): The Solopreneur’s Retirement Account, available from Amazon, Barnes & Noble, and other booksellers.

What You’ll Learn

⁃What a Solo 401k is and how to use one as a solopreneur
⁃How to take advantage of the flexibility of a Solo 401k
⁃How to combine Solo 401k with other retirement accounts
⁃What a SEP IRA is
⁃How often a solopreneur should be doing tax planning
⁃How to open a Solo 401k and different things to consider before opening with any given brokerage
⁃Resources you can use to calculate Solo 401k contributions
⁃How to know whether or not you need a CPA based on your situation
⁃Why you might consider filing an extension on your taxes

Resources

Sean’s Website

Solo 401(k) Book

Say hi to Whitney on IG

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Taxes can feel like such a frustrating topic. And I get it! Taxes are complicated. This episode breaks down the basics of taxes.

Enjoy!

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About Vincent Pugliese

Vincent is the founder of the Total Life Freedom Community. Living a life of freedom is of huge importance to Vincent and his wife Elizabeth. They homeschool their three boys, and believe that having control of your time, your money, and the work you do, leads to the ultimate life freedom. While teaching others to do the same, the movement of Total Life Freedom was born.

What You’ll Learn

• How working as a photographer and becoming bored with the direction of his career led Vincent to his current profession
• The 5 components of connection
• Valuing generous goals over selfish goals and making the business world less selfish
• Why your self-involved goals won’t fulfill you
• Vincent’s encounter with the mafia and what it taught him about connection
• How to cultivate and follow-up on valuable connections after you make them
  

Resources

Vincent’s Website: Totallifefreedom.com

Grab a copy of The Wealth of Connection

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About Kiersten and Julien Saunders

Kiersten and Julien are the founders of Rich and Regular. Together they paid off $200,000 and are encouraging people to reach financial independence. They are also the authors of Cashing Out: Win the Wealth Game by Walking Away.

What You’ll Learn

In this episode we talk about:

• Why Kiersten and Julien chose “Cashing Out” as their book title and how the book cover was created
• How the scarcity mindset Julien experienced during childhood affected his spending decisions later on
• Kiersten’s overly-abundant mindset about money earlier on in adulthood
• How Kiersten and Julien paid off $200,000 in debt
• Travel fatigue and learning to appreciate the simpler things in life
• Being able to taste-test lifestyles as a result of financial independence
• What “Black Excellence” is but why the concept is not a sustainable motivator
• Julien’s experience studying abroad in Japan and learning about “Karoshi”, meaning “death by overwork”
• Why Kiersten and Julien want to tackle the controversial issues that surround money

Resources

Grab a copy of Cashing Out

Say hi to Kiersten and Julien on Instagram

Say hi to Whitney on Instagram

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Sometimes, we feel embarrassed asking money questions. For the record, I don’t think we should EVER feel embarrassed about not knowing something. This episode is dedicated to helping you understand some money topics that you might be too embarrassed to ask.

Enjoy!

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About Jordan Grumet

Jordan is the author of the book Taking Stock and host of the podcast Earn and Invest. He spent years as a hospice doctor.

What You’ll Learn

In this episode we talk about:

• How working as a hospice physician with people that only have 6 months left to live as a hospice physician taught Jordan about personal finance
• Why it is so hard for us to confront the finite nature of life but why we need to
• How to conduct a life review
• The YOLO and deferred gratification spectrum
• How Jordan realized he was burnt out from his profession and how it related to his identity
• The art of subtraction
• How burnout can be managed and the psychology behind burnout
• Coast FI and Slow FI

Resources

Grab a copy of Jordan’s newest book

Listen to Earn and Invest podcast

Say hi to Jordan on Instagram

Say hi to me on Instagram

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You might have heard a lot about an investment called I Bonds. They are currently taking off because of the high yield- 9.62%! 🤯

This episode explores everything you need to know about I Bonds.

Enjoy!