Over deze podcast
This educational personal finance show combines money lessons, timely topics, personal stories, and community wisdom to help listeners and viewers master their finances to enjoy a stress free life of financial freedom.
Afleveringen
De nieuwste 20 van 72 afleveringen
- Estate Planning Essentials: Wills, Trusts, Beneficiaries, and Making Life Easier for Executors | Episode 071 · 34 min · Aflevering 71From his home studio in Longmont, Colorado, Mark Trautman discusses estate planning as friends are settling loved ones’ estates. He notes research suggesting only about 25%–47%…
- Is Coast FI Right for You? With Roxanne Duckels @FinanceRox | Episode 070 · 49 min · Aflevering 70Mark welcomes his first in-person guest at his “home studio,” Roxanne Duckels aka “Finance Rox” to discuss Coast FI after recent mainstream coverage. Roxanne defines Coast FI as…
- CampFI Midwest 2026: How In-Person Community Fuels Financial Independence and Life Changes | Episode 069 · 38 min · Aflevering 69Mark Trautman of Mark’s Money Mind and Jordan Grumet (Doc G) of Earn & Invest record a live collaboration at CampFI Midwest 2026, focusing on how in-person gatherings counter…
- Understanding TIPS: How Treasury Inflation-Protected Securities Work and When to Use Them | Episode 068 · 28 min · Aflevering 68Host Mark Trautman returns to Mark’s Money Mind after a trip to Norway and explains Treasury Inflation-Protected Securities (TIPS) and how they differ from standard Treasury…
- New Rules for Federal Student Loans | Episode 067 · 21 min · Aflevering 67In this Fourth of July weekend episode, Mark highlights federal student-loan changes tied to the One Big Beautiful Bill Act (OB3) which go into effect as of July 1, 2026. He…
- The New Child IRAs (“Trump Accounts”): How They Work, Limits, and Why They Could Jumpstart Compounding | Episode 066 · 34 min · Aflevering 66Mark opens with highlights from two Royal Caribbean Alaska cruises, including the FinTalks cruise with over 90 Financial Independence community members, and a second solo cruise…
- Spring Cleaning Your Finances | Episode 065 · 28 min · Aflevering 65Mark returns after a brief hiatus, sharing recent retirement travels to the Netherlands and Belgium, and a trip to the Las Vegas Sphere. He then outlines a “spring cleaning”…
- Travel Card Rewards and EconoMe Conference | Episode 064 · 37 min · Aflevering 64Episode Summary Mark recaps his experience at the EconoMe Conference in Cincinnati and does a deep dive into travel credit card rewards and point redemptions, inspired by a…
- Taxes, Travel, and Market Turbulence | Episode 063 · 43 min · Aflevering 63In this episode, Mark shares updates from a CampFI trip to New York City and discusses tax filing season after doing a year-end Roth conversion. He explains the benefits of…
- Financial Accounts Simplified, Streamlined and Organized | Episode 062 · 28 min · Aflevering 62In this episode Mark explains how he would streamline and organize financial accounts if starting from scratch, especially to simplify finances for himself and loved ones. He…
- Navigating the New Credit Card Rewards Landscape | Episode 061 · 56 min · Aflevering 61In this episode, Mark discusses his recent hiatus from the podcast during a Caribbean trip and shares insights on maximizing credit card rewards. He provides a detailed…
- Financial Literacy Miniseries - Part 6 | Episode 060 · 26 min · Aflevering 60Understanding Income Taxes & Key Financial Lessons on a Simple Index Card In the concluding episode of the six-part Financial Literacy Miniseries, the focus is on income taxes…
- Financial Literacy Miniseries - Part 5 | Episode 059 · 36 min · Aflevering 59Protecting Yourself from Financial Loss: Insurance, Identity Theft, and Fraud Prevention In part five of the financial literacy miniseries, Mark delves into strategies for…
- Financial Literacy Miniseries - Part 4 | Episode 058 · 33 min · Aflevering 58The Power of Compounding and Understanding Credit Reports and Credit Scores In this episode, host Mark Trautman explores the topics of compounding, credit reports and credit…
- Financial Literacy Miniseries - Part 3 | Episode 057 · 27 min · Aflevering 57Understanding Liabilities and Calculating Net Worth In this episode, Mark continues the financial literacy miniseries by focusing on liabilities and how to calculate net worth…
- Financial Literacy Miniseries - Part 2 | Episode 056 · 28 min · Aflevering 56Understanding Your Net Worth Statement: Assets Unveiled In this episode Mark guides listeners through the asset side of the net worth statement. Building on the last episode's…
- Financial Literacy Miniseries - Part 1 | Episode 055 · 28 min · Aflevering 55Kickstarting Financial Literacy: Tracking Income and Expenses In this episode Mark introduces a special miniseries aimed at the high school seniors of Crested Butte Community…
- Affordable Care Act Subsidy Changes for 2026 | Episode 054 · 28 min · Aflevering 54In this episode Mark delves into the intricacies of ACA subsidies and the significant changes expected in 2026, including the return of the subsidy cliff and increases in…
- Fourth Quarter Income and Tax Planning | Episode 053 · 43 min · Aflevering 53In this episode Mark shares his personal approach to fourth quarter income and tax planning. He explains the benefit of using a one-page financial plan and discusses strategies…
- In Memory of My Niece Emily: Lessons of a FI-Minded Life of Fulfillment | Episode 052 · 20 min · Aflevering 52In this heartfelt episode, Mark dedicates this show to his late niece Emily, sharing valuable lessons from her life and how they align with the principles of Financial…
