BiggerPockets Money Podcast

BiggerPockets

Intermediate to advanced personal finance strategies for people serious about the FIRE (financial independence retire early) movement—not just dreaming about it. Tune in on Tuesdays and Fridays for new BiggerPockets Money episodes with your hosts, Mindy Jensen and Scott Trench! Or visit BiggerPocketsMoney.com with additional resources.

  1. APR 3

    Can He Retire in 10 Years? (We Ran the Numbers)

    Is a $2M net worth enough to retire in 10 years? In this Finance Friday episode, Mindy and Scott break down a real “messy middle” case study—Karl, a high-saving household navigating early retirement planning, rising expenses, healthcare costs, and market uncertainty after doing everything right.  You’ll learn how to evaluate your FI timeline using the 4% rule, safe withdrawal strategies, portfolio diversification, and tax-efficient investing across 401(k)s, Roth IRAs, and brokerage accounts. They also cover sequence of returns risk, Roth conversion strategies, and how to balance active income with long-term wealth building. If you’re wondering whether you’re truly on track for early retirement—or how to turn your net worth into lasting financial freedom—this episode gives you the frameworks and numbers to find out. To go beyond the podcast: Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/resources Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney  Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Resources from this episode: KFF Health Insurance Calculator: https://www.kff.org/interactive/subsidy-calculator/ Rising Healthcare Costs in Early Retirement Article: https://biggerpocketsmoney.com/why-healthcare-costs-rise-sharply-with-age-in-early-retirement-and-why-early-retirees-need-a-bigger-buffer-than-the-4-rule/ Personal Financial Statement: biggerpocketsmoney.com/resources  We believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices

    58 min
  2. MAR 20

    Why the Last 3 Years Before Early Retirement Matter Most

    If you’re within three years of early retirement, your success depends on more than just your net worth. In this episode of the BiggerPockets Money Podcast, hosts Mindy Jensen and Scott Trench sit down with Fritz Gilbert to break down the most overlooked part of financial independence: the mental, emotional, and social transition into retirement. Learn why the final years before FIRE are critical, and how failing to prepare beyond finances can lead to loss of identity, lack of purpose, and unexpected dissatisfaction. You’ll discover Fritz’s powerful framework for navigating the four phases of retirement, how to replace work-driven identity with purpose and community, and why curiosity, experimentation, and health span planning are essential for long-term fulfillment. Whether you’re approaching financial independence or already planning your early retirement lifestyle, this episode gives you a practical roadmap to build a meaningful, flexible, and deeply satisfying life after work. To go beyond the podcast: Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney  Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Connect with Fritz Gilbert Website: https://www.theretirementmanifesto.com/blog/ We believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices

    1h 2m
4.5
out of 5
2,985 Ratings

About

Intermediate to advanced personal finance strategies for people serious about the FIRE (financial independence retire early) movement—not just dreaming about it. Tune in on Tuesdays and Fridays for new BiggerPockets Money episodes with your hosts, Mindy Jensen and Scott Trench! Or visit BiggerPocketsMoney.com with additional resources.

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