The Financial Samurai Podcast

Jan 29 2025 241 ep. 22 mins 415

The Financial Samurai Podcast artwork

Helping listeners achieve financial freedom sooner rather than later. Financial Samurai is America's number one personal finance blog and podcast helping you make more money, save more money, and live the life that you truly want.

Copy RSS

Subscribe on Podcast Addict

How An Open-Ended Venture Capital Fund Operates

Jan 29 2025 21 mins

In part 2 of my discussion with Ben Miller, CEO of Fundrise, and sponsor of Financial Samurai, I ask him about how an open-ended venture capital fund works. If I’m going to build a $500,000+ position in an open-ended fund to gain more exposure to private AI companies, I want to fully understand how the fund operates. Here are some of the questions I asked during our discussion:

The Bull Case For Commercial Real Estate In 2025 And Beyond

Jan 16 2025 31 mins

In this episode, I speak to Ben Miller, co-founder and CEO of Fundrise about his outlook for commercial real estate in 2025. Despite high mortgage rates, he's taken a positive view and he shares the main reasons why. Investing in stocks and bonds in your 401(k) or IRA are classic staples for retirement investing. However, I also suggest diversifying into real estate—an investmen

Why You Could Make More In Retirement Than While Working

Jan 09 2025 16 mins

One of the biggest reasons I was against contributing to a Roth IRA is my belief that most people won’t make more money in retirement than while working. As a result, they’re unlikely to pay a higher tax rate in retirement than during their working years. While most Americans earn less in retirement, you aren’t most people. You subscribe to the free Financial Samurai newslett

What To Expect In 2025 For Stocks, Real Estate, And Financial Samurai

Jan 04 2025 13 mins

Happy New Year everyone! I hope you’re enjoying the time off and doing some reflecting. I’ve returned to San Francisco after eight days of being in Oahu and am ready to relax some more! Here are some quick thoughts about what to expect in 2025 for the stock market, real estate market, and Financial Samurai. Mentioned posts: 2025 Wall Street S&P 500 Forecasts Are All Bullish �

How To Increase Your Chances Of Getting Into A Top College

Dec 16 2024 47 mins

I speak to high school principal, John Durante, about his latest book, Straight From The Admissions Office. We also talk in depth about how high school students can boost their chances of getting into a top college. John has interviewed hundreds of college admissions officers on his podcast, The College Admissions Process Podcast, and plans to interview hundreds more! If you have

Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)

Dec 06 2024 33 mins

I recently spoke with Steve Chen, founder of Boldin (formerly NewRetirement), about common concerns retirees face. Boldin stands out as the most comprehensive DIY financial planning software I’ve encountered. It goes beyond analyzing stocks and bonds, incorporating other investments to optimize your net worth. Boldin also helps address key financial goals like buying a house, sav

The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen

Nov 15 2024 46 mins

I had the pleasure of speaking with Bill Bengen, creator of the "4% Rule" for retirement planning. Bill has been a reader of Financial Samurai for many years and has always been courteous in the comments section when I write about safe withdrawal rates. So, I figured it was time we had a chat to clear up some misconceptions. For those unfamiliar, the 4% Rule, developed by Bill i

What A Trump Presidency Means For Your Investments, Net Worth, And Career

Nov 07 2024 21 mins

Donald Trump will be the 47th President of the United States, this time with JD Vance as his Vice President. Let’s explore how this new Trump presidency might impact your finances. We’ll look at how Trump’s policies could affect stocks, real estate, bonds, venture capital, and even our careers. Overall, Trump's return is generally seen as positive for investors. However, sinc

Investing In Fine Wine And Whiskey With Anthony Zhang From Vinovest

Oct 25 2024 38 mins

Investing in alternative assets has become an increasingly popular way to diversify beyond traditional stocks and bonds. Wine and whiskey, in particular, are gaining traction due to their potential for strong returns, resilience during economic downturns, and rising demand. In this episode, I speak to Anthony Zhang, CEO and Founder of Vinovest, a platform that enables individuals t

College Admission Consulting For High Schoolers With Alice Chen

Oct 10 2024 39 mins

If you have children, you likely want to provide them with the best education possible, which may include helping them get into a top college. Along the way, you may come across college consulting services and wonder how beneficial they really are. In today's episode, I speak with Alice Chen, Founder of BrightStory Admission Consulting, to find out more about the service. Alice is