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Your Money Guide on the Side

Business Education

Episodes

5 Things I Won't Do With My Money in 2026

08 Dec 2025

Contributed by Lukas

Here are a few helpful resources, from those who continue to make this show possible for and accessible to you. Visit them today to learn more! To ...

The $2 Million Portfolio Plan No Advisor Wants You to See

01 Dec 2025

Contributed by Lukas

If you’ve ever wondered how to invest $2 million—or any substantial portfolio—without losing sleep, this episode is for you. I break down a simp...

The Best (And Worst) States to Retire To - Part 2 of 2

24 Nov 2025

Contributed by Lukas

Not all “no-income-tax” states are created equal—and some of the states you’ve been avoiding might actually be financial hidden gems. In this ...

Why Retiring in Iowa Might Make You Richer Than Florida (Seriously) - Part 1 of 2

17 Nov 2025

Contributed by Lukas

Everyone will tell you to move to Florida or Texas to retire tax-free. But the truth? Taxes are more complicated than a “No State Income Tax” bill...

The Real Financial Order of Operations - Part 2 of 2

10 Nov 2025

Contributed by Lukas

This is part two of our financial order of operations series.In part one, we covered the non-negotiables—the oxygen mask, debt payoff, insurance, an...

The Real Financial Order of Operations - Part 1 of 2

03 Nov 2025

Contributed by Lukas

This week we’re tearing apart one of personal finance’s most overused frameworks: the “financial order of operations.”You’ve heard a version...

The DIY Investor's Guide to Building Your Own Index Fund (And Why It's a Terrible Idea)

27 Oct 2025

Contributed by Lukas

What if you could skip the index fund and build your own? In theory, you can. In practice…well, it’s a bit like building your own refrigerator. Yo...

4 Tax Moves That Can Save You 6 Figures - Part 2 of 2

20 Oct 2025

Contributed by Lukas

Your 50s are a tax-planning sweet spot—a decade when smart strategies can save you tens or even hundreds of thousands over the course of retirement....

4 Tax Moves That Can Save You 6 Figures - Part 1 of 2

13 Oct 2025

Contributed by Lukas

Taxes in your 50s may not be cocktail party conversation, but they can make or break your retirement plan. In this episode, I kick off a two-part seri...

10 Ways Investors Lose Money Without Knowing It

06 Oct 2025

Contributed by Lukas

Most portfolios don’t implode in one dramatic crash; they leak slowly. A percent here, a hidden fee there, and before you know it, your retirement f...

The Only Asset Allocation Guide You’ll Ever Need

29 Sep 2025

Contributed by Lukas

Your portfolio’s performance isn’t about finding the next hot stock; it’s about how you slice the pie. In this episode, I break down the real ma...

The Secret Art of Finding Work You Love and Funding the Life You Want | Chris Hutchins

22 Sep 2025

Contributed by Lukas

Guest: Chris Hutchins, host of All the HacksEpisode theme: Building wealth with meaning—how to design a career (and life) you actually want, while o...

How I Invest My Own Money in 2025

15 Sep 2025

Contributed by Lukas

Please take a moment to complete this brief survey so I can learn more about YOU and what it is YOU want from this show! I promise, it will take no lo...

Trump vs. Obama: Whose 401(k) Made You Richer?

08 Sep 2025

Contributed by Lukas

Before you hit play: I’ve put a quick listener survey together for listeners. It takes less time than finding your password for your old 401(k), and...

What If More Money Still Doesn’t Feel Like Enough?

01 Sep 2025

Contributed by Lukas

What if the biggest financial surprise in your life isn’t running out of money—but realizing that “having enough” doesn’t feel anything like...

How Do I Make My Kid Filthy Rich (Without Going Broke)?

25 Aug 2025

Contributed by Lukas

In case you missed it, check out last week's episode of Your Money Guide on the Side that answers the question How Do I Manage My Own Investment...

How Do I Manage My Own Portfolio? 7 Steps to Start

18 Aug 2025

Contributed by Lukas

In case you missed it, check out last week's episode of Your Money Guide on the Side where we answered the question: When Should I take Social Se...

When Should I Take Social Security? | Taylor Sohns

11 Aug 2025

Contributed by Lukas

In case you missed it, check out last week's episode of Your Money Guide on the Side answered the question: How do I Make ChatGPT My New Financia...

How do I Make ChatGPT My New (Free) Financial Advisor?

04 Aug 2025

Contributed by Lukas

And in case you missed it, check out last week's episode of Your Money Guide on the Side where we answered the question How Much Does a Financia...

Ep 26 - Tess Waresmith - 3 Silent Wealth Killers Hiding in Plain Sight (Or Small Print)

28 Jul 2025

Contributed by Lukas

Tess Waresmith is a financial educator, speaker, and investor known for helping people reach financial independence with simple investing. She’s the...

Ep 25 - The ONLY 6 Accounts You Will Ever Need (And How to Use Each of Them Strategically)

21 Jul 2025

Contributed by Lukas

In this solo episode, Tyler breaks down the only six financial accounts you’ll ever truly need—and more importantly, how to actually use them. Whe...

Ep 24 - Bill Perkins - How to Die With Zero (and Actually Live First)

14 Jul 2025

Contributed by Lukas

Is Future Planning Ruining Your Future?What if your financial advisor told you to spend your money now? To give away your inheritance early? To go on ...

Ep 23 - The 3 Reasons You’ll Never Beat the Market (And Why That’s Okay)

07 Jul 2025

Contributed by Lukas

Let’s be honest: you’re not going to beat the stock market. And that’s not an insult — it’s a liberation. In this episode of Your Money Guid...

Ep 22 - Wendy Li - The Secret Strategies of Billion-Dollar Portfolios

30 Jun 2025

Contributed by Lukas

Wendy Li managed billions for New York’s top institutions — here’s what she thinks individual investors can (and should) steal from the pros.Aft...

Ep 21 - How Much Can I Spend in Retirement? Why the 4% Rule Gets it Wrong

23 Jun 2025

Contributed by Lukas

What if the most common retirement rule was never meant to be a rule at all?In this episode, we unpack the origins, flaws, and overlooked nuances of t...

Ep 20 - JL Collins - The Simple Path to F-You Money (And Why You Need to Ask Your Boss for a Paid Leave Today)

16 Jun 2025

Contributed by Lukas

Today’s guest is someone whose work has quietly and profoundly shaped how a generation thinks about money. JL Collins is the author of The Simple Pa...

Ep 19 - The 10 Rules of Not Getting Screwed When Buying or Leasing a New Car

09 Jun 2025

Contributed by Lukas

Car buying has become one of the most financially dangerous consumer experiences in modern life. In today’s episode, we’re flipping the script.Whe...

Ep 18 - Mady Mills - Why Billionaires Panic, What Men Need to Hear, and the One Account that Buys Your Financial Freedom

02 Jun 2025

Contributed by Lukas

She’s been on Bloomberg. The New York Times. Yahoo Finance. But Mady’s real talent? Translating the chaos of markets and money into stories that m...

Ep 17 - How I Would Invest $1,000,000 - 3 Approaches, 3 Stories, and 1 Question to Simplify Your Life

26 May 2025

Contributed by Lukas

You've hit the million-dollar mark—now what?In this episode of Your Money Guide on the Side, we tackle the deceptively simple question: how sho...

Ep 16 - Andrew Tobias - The Only Investment Interview You Will Ever Need (And How Money CAN Buy Happiness)

19 May 2025

Contributed by Lukas

What if the only investment guide you ever needed... actually was?This week, I sit down with personal finance legend Andrew Tobias—bestselling autho...

Ep 15 - Should You Hire a Financial Advisor? (And 7 Things to Look For If You Do)

12 May 2025

Contributed by Lukas

This might be the most common money question I get, and maybe even the most important: Should I hire a financial advisor? And right behind it: If so, ...

Ep 14 - Dan Brigham - On Faith, Finance, and First Principles

05 May 2025

Contributed by Lukas

He paid off $100K in debt and isn’t trying to sell you a thing — meet Dan the Budget Man.In a financial world cluttered with gurus, grifters, and ...

Ep 13 - The Truth About Debt: How to Use It, Beat It, and Stop Feeling Bad About It

28 Apr 2025

Contributed by Lukas

Is All Debt Bad? What the Wealthy Know That Most People Don’tDebt doesn’t have to be your enemy—and in this solo episode, Tyler Gardner breaks d...

Ep 12 - Andy Schneider - The Educator’s Guide to Money, College, and Real-World Finance

21 Apr 2025

Contributed by Lukas

What happens when a former English teacher becomes a CFO—and decides to teach everyone around him how money actually works?In this episode, Tyler si...

Ep 11 - The 3-Step Framework for Solving Any Financial Problem (That's Actually Worth Solving)

14 Apr 2025

Contributed by Lukas

Have you ever said, “I’m just bad with money”?Yeah—me too. But what if the real issue isn’t your spending or saving or investing strategy......

Ep 10 - Victoria Ferguson - On Money, Meaning, and Saying No to Budgets

07 Apr 2025

Contributed by Lukas

What do you get when you combine a financial planner with the heart of a teacher and the boldness of a creator? You get Victoria Ferguson—today’s ...

Ep 9 - On Playing to Win (The Asymmetry of Opportunity)

31 Mar 2025

Contributed by Lukas

Most people spend their lives trying not to lose. The wealthy? They play to win.In this solo episode, Tyler Gardner breaks down the asymmetry of oppor...

Ep 8 - Jessica Inskip - On Leaving Wall Street, Fighting Misinformation, and Redefining Financial Education

24 Mar 2025

Contributed by Lukas

This week on Your Money Guide on the Side, I’m joined by the incredible Jessica Inskip—one of the sharpest, most grounded voices in modern investi...

Ep 7 - Killing Sacred Cows of Personal Finance, Or, Why I (Really) Don't Love Bonds

17 Mar 2025

Contributed by Lukas

Bonds have been a staple in portfolios for decades, often hailed as the “safe” investment that brings stability and protects wealth. But what if I...

Ep 6 - Mike Taormina - Cutting Through Crypto Noise, and a Case for Active Portfolio Management

10 Mar 2025

Contributed by Lukas

Back in 2003, I met Mike Taormina at the London School of Economics, never expecting we'd stay in touch—let alone spend decades debating financ...

Ep 5 - Political Nonsense, the Integrity of Markets, and Broken Clocks as Great Investors

03 Mar 2025

Contributed by Lukas

In this week's episode, we explore our common tendency to react emotionally to political elections and their perceived impact on the stock market...

Ep 4 - Patrick Wetherille - Managing Detractors, Working from Anywhere, and Optimizing our Finances and our Lives

28 Feb 2025

Contributed by Lukas

My guest this week, Patrick Wetherille, shares a little bit about his experience with optimizing life, managing empathy through start-up culture, and ...

Ep 3 - TikTok "Bans," Email Musts, and Building Resilience for the Inevitable Storm

28 Feb 2025

Contributed by Lukas

In this episode, I explore the power of diversifying communication channels, income streams, and the irony of many people knowing they should diversif...

Ep 2 - Market Crashes, Awkward Neighbors, and Overcoming Angel's Landing

28 Feb 2025

Contributed by Lukas

In this episode, I do my best to touch on the absolute musts of investing and controlling our emotions. Not only controlling our emotions, but knowing...

Ep 1 - Starting With Why

28 Feb 2025

Contributed by Lukas

I am thrilled to offer a brief glimpse into the "why" behind building out the podcast. The ability to add nuance, engage other minds, and le...