12 episodes

Personal Finance Unfiltered is a weekly podcast where our goal is to educate and enlighten to the personal finance world. We'll point out the bullshittery and help you navigate around it. Eric Gaddy retired from the financial advising world after a 24 year career at the age of 48. He is the author of the book "Retire Early What are you waiting for?"

Personal FInance Unfiltered Podcast Eric Gaddy

    • Investing

Personal Finance Unfiltered is a weekly podcast where our goal is to educate and enlighten to the personal finance world. We'll point out the bullshittery and help you navigate around it. Eric Gaddy retired from the financial advising world after a 24 year career at the age of 48. He is the author of the book "Retire Early What are you waiting for?"

    The Lack of Transparency in the Investment World

    The Lack of Transparency in the Investment World

    #012 Let's discuss the lack of transparency in the investment world and some ideas on how to fix it.

    We'll also discuss the 4% withdrawal rule and how you need to be flexible when using it.

    Hit subscribe to join our personal finance unfiltered family so you can receive notifications on all future episodes.
    www.personalfinanceunfiltered.com

    • 31 min
    Horror stories from a 26-year Financial Advisor

    Horror stories from a 26-year Financial Advisor

    #011 Over my 26 year career, I've encountered a lot of "characters" in my time.  Some were other advisors who mistreated their clients and others were clients who were a horror show.  I'll be discussing several in today's podcast.

    Also, I'll discuss 5 things that can blow up your retirement plan.

    Hit subscribe to join our personal finance unfiltered family so you can receive notifications on all future episodes.
    www.personalfinanceunfiltered.com

    • 35 min
    The Expat Edition: Interview with a couple in their 40's who moved from Virginia to Mexico

    The Expat Edition: Interview with a couple in their 40's who moved from Virginia to Mexico

    #010 Meet Guillermo and Dianne who moved from Northern Virginia to Guadalajara Mexico.  They're a couple in their mid-40's who sold everything and relocated to Guadalajara which serves as their home base as they travel the world.

    We'll also dive into International Living's list of the Ten Best Places to Retire in 2020.

    Hit subscribe to join our personal finance unfiltered family so you can receive notifications on all future episodes.
    www.personalfinanceunfiltered.com

    • 38 min
    • video
    Permanent Life Insurance discussion with Seth Nannini (WTC 9/11 Survivor)

    Permanent Life Insurance discussion with Seth Nannini (WTC 9/11 Survivor)

    #009 I discuss the pro's and con's of permanent life insurance with Seth Nannini who has been a financial advisor for over 19 years. Seth also shares his incredible story of being in the WTC on 9/11.

    Also, Is there something to buying gold or is it a bunch of BS.  We'll talk about it.
    Hit subscribe to join our personal finance unfiltered family so you can receive notifications on all future episodes.

    www.personalfinanceunfiltered.com

    • 41 min
    Accessing your Retirement Accounts prior to 59 1/2

    Accessing your Retirement Accounts prior to 59 1/2

    #008 What are the best ways to access your retirement accounts prior to 59 1/2?  Also, there is a lot of talk about a future recession.  We'll discuss what a recession is and what normally triggers one.

    Hit subscribe to join our personal finance unfiltered family so you can receive notifications on all future episodes.

    www.personalfinanceunfiltered.com

    • 33 min
    Best States to Retire

    Best States to Retire

    #007 What are the best states to retire in.  Some of these might surprise you.  
    Also, divorce and retirement.  Two words that really do not go well together.

    Hit subscribe to join our personal finance unfiltered family so you can receive notifications on all future episodes.

    www.personalfinanceunfiltered.com

    • 27 min

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