Teaching You to Fisch: Financial Literacy for the Rest of Us

This episode revisits the Personal Financial Philosophy Statement from Episode 1, gives you an opportunity to create a Financial Inventory and a Financial Action Plan, and then includes links to reso…

This episode explores the estate documents every adult needs to have, the importance of establishing designated beneficiaries, what you should do with assets you receive as an inheritance, and ways y…

This episode explores your choices for health insurance in retirement and gives you some suggestions on how to think about and evaluate them.

Slides: bit.ly/Fischpod16S

Transcript: bit.ly/Fischpod16T

Vi…

This episode explores how you will generate the income necessary to pay for your lifestyle when you are no longer working.

Slides: bit.ly/Fischpod15S

Transcript: bit.ly/Fischpod15T

Video: bit.ly/Fischpo…

This episode looks at the advantages of using a 529 College Savings Plan to save and invest for postsecondary education.

Slides: bit.ly/Fischpod14S

Transcript: bit.ly/Fischpod14T

Video: bit.ly/Fischpod1…

This episode looks at the incredible power of compound interest, but also how high fees can dramatically decrease your overall returns.

Slides: bit.ly/Fischpod13S

Transcript: bit.ly/Fischpod13T

Video: b…

This episode looks at three important investing decisions you need to make: Asset Location, Allocation and Tax Status.

Slides: bit.ly/Fischpod12S

Transcript: bit.ly/Fischpod12T

Video: bit.ly/Fischpod12V

…

Investing really isn’t that complicated, but you need to understand the vocabulary in order to understand the rest.

Slides: bit.ly/Fischpod11S

Transcript: bit.ly/Fischpod11T

Video: bit.ly/Fischpod11V

Soc…

This episode helps you understand how your taxes are calculated and gives you ideas of how to reduce your tax liability.

Slides: bit.ly/Fischpod10S

Transcript: bit.ly/Fischpod10T

Video: bit.ly/Fischpod1…

This episode examines how credit cards can be a force for good if you use them responsibly.

Slides: bit.ly/Fischpod9S

Transcript: bit.ly/Fischpod9T

Video: bit.ly/Fischpod9V

Social: karlfisch on ⁠Bluesky⁠…

This episode examines credit and debt and discusses good (allegedly) and bad (definitely) debt.

Slides: bit.ly/Fischpod8S

Transcript: bit.ly/Fischpod8T

Video: bit.ly/Fischpod8V

Social: karlfisch on ⁠Blue…

This episode continues our look at insurance, but looks at the insurance you typically get on your own (car, home, life, and long-term care insurance) instead of through your employer

Slides: bit.ly/F…

This episode takes a look at the importance of optimizing your employer benefits.

Slides: bit.ly/Fischpod6S

Transcript: bit.ly/Fischpod6T

Video: bit.ly/Fischpod6V

Social: karlfisch on ⁠Bluesky⁠ ⁠Twitter⁠…

This episode discusses one of the basic “infrastructure” decisions you need to make, where to have your checking and savings accounts, and how many people are not making the optimal choices.

Slides: b…

This episode discusses the three “big rocks” of spending in most people’s budgets: food, housing, and transportation, and helps you calculate the true cost of your car(s) and commute(s).

Slides: bit.l…

This episode discusses aligning your spending with your values and your goals and steps you through an exercise that demonstrates what seemingly small changes to your savings rate can amount to over …

This episode discusses the Basic Equation of Personal Finance and steps you through an exercise to estimate how many more years you will need to work before you achieve financial independence.

Slides:…

An introduction to this podcast series that discusses both the purpose and the philosophy behind the podcast.

Slides: bit.ly/Fischpod1S

Transcript: bit.ly/Fischpod1T

Social: karlfisch on Bluesky Twitter…