Dr. Terri Friedline is the author of Banking on a Revolution and a professor at University of Michigan. She joins Ross and Dan to talk about underbanked and unbanked communities and structural reform that is needed in the banking system.

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The blog post Go Big, Then Stop by Nick Maggiulli inspired Ross and Dan to think about advice they would give to their younger selves.  They reflect on the early days of their careers, the power of compounding, and the risks of faking it until you make it.

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A mailbag episode, Ross and Dan read listener responses to how they'd spend lottery winnings and answer questions on net worth and 401(k) rollovers. There's a lot to unpack this week!

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We examine the math on how lottery payouts are actually made and then apply those same fundamentals to a much more likely scenario... pension planning! Check out this week's episode whether you're thinking about your pension or the Powerball.

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At the end of 2019 a major piece of tax legislation was signed into law.  The SECURE Act may have flown under the radar of many Americans as our focus quickly shifted towards a global pandemic.  On this episode Ross and Dan review some major provisions of the SECURE Act and what they might mean for you.

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How much cash is too much in your portfolio? Ross and Dan launch from a listener question into their theory about allocation bands and how you choose to treat risk in your portfolio. They also react to Malcom Gladwell's enthusiasm for self-driving cars.

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Kimberly Palmer, author of "Smart Mom, Rich Mom" and personal finance expert at NerdWallet, joins the show to talk about budgeting.  Ross and Dan have historically considered themselves "anti-budgeters", but Kimberly flips them by offering a simple and practical framework for regaining control of your spending.

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Ross and Dan ambitiously try to tackle life insurance, disability insurance, and long-term care insurance in a single episode. How to think about what you really need, and what products get sold in all the wrong ways.

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Ross and Dan answer a listener question on relocation, provide a helpful (free) resource for estimating your costs, and unpack what the bond market is currently telling us to expect in terms of inflation.

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Ross and Dan compile a list of 10 of the most powerful concepts, mantras, and lessons they have learned about investing. Whether they help with your mindset, developing good habits, or combating a dangerous bias, we hope you take something positive from this week's show.

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