How do you approach the everyday thoughts you have about your financial situation? For Sam and Koz, it is diagnosis first. In today’s episode, they take some real-world thoughts that different people have about their finances and diagnose what the possible underlying issues could be. In this episode, you’ll learn: Why it is important to … Continue reading Episode 12 – Exploring Your Real-World Money Thoughts →

What exactly makes a person go “hmm” in the midst of financial planning? Sam and Koz begin today’s episode by answering a listener’s question about retirement planning, and then they move on to discuss six things that everyone should pay attention to in their financial planning. In this episode, you’ll learn: Why you should increase … Continue reading Episode 11 – Six Things That Should Make You Go “Hmm” →

The process of building a portfolio isn’t like supergluing a model together. There is actually a science to it. Today, Sam and Koz walk you through the metrics they use to build portfolios and explain what those metrics mean for you, as the investor. In this episode, you’ll learn: What the science of building a … Continue reading Episode 10 – The Science of Building a Portfolio →

According to statistics, retirement is not a life stage that many people are planning for. Today, Sam Legaspi and Koz Tsukamoto discuss how people’s everyday choices can end up taking a bite out of their retirement vision. They also answer questions from workshop attendants about budgeting, pensions, and other not-so-obvious, but critical, retirement subjects. In … Continue reading Episode 9 – 7 Facts That Can Destroy Your Retirement Vision →

How exactly are sports and money alike? Sam Legaspi and Koz Tsukamoto paint a picture of how these two are similar. More interestingly, they relate it to retirement and highlight which behaviors can destroy this stage of a person’s life. Then, they take it a step further to discuss how you can nip these behaviors … Continue reading Episode 8 – The Parallel Between Sports and Money →

Today’s episode is inspired by retirees who’ve told Sam and Koz that they would definitely make changes if they could turn the clock back 10 years. Join your hosts as they talk about your Retirement IQ. This is your chance to test your retirement intelligence and figure out what you might want to do before … Continue reading Episode 7- Test Your Retirement IQ →

After many years in the industry, your hosts have heard countless stories — good and bad — about their clients’ money habits. In this episode, Sam and Koz use these stories as inspiration to bring you the top 10 mistakes that people make with their money. These are the blunders that can make the difference … Continue reading Episode 6- The 10 Biggest Mistakes People Make With Their Money →

The magic of retirement planning is hardly magic at all. It’s a matter of learning the rules so that you can win the game and achieve financial freedom.   In this conclusion to their three-part series, Sam and Koz reveal the three final rules of financial liberty. In this episode, you’ll learn: How having a … Continue reading Episode 5- The Seven Rules of Financial Liberty: Part 3 →

Playing by the rules can be fun and, most importantly, it can lead you to financial freedom. You’ll find out to play these rules in today’s episode of The Financial Liberty Project Podcast. In the second part of The Seven Rules of Financial Liberty mini-series, Sam and Koz guide you through rules three and four, … Continue reading Episode 4- The Seven Rules of Financial Liberty: Part 2 →

How can you play a game and win, if you don’t know the rules? Sam and Koz have developed a list of seven rules that will help you gain valuable insight into your own financial paradigm. In this episode, they share the first two rules that you need to follow to begin your journey towards … Continue reading Episode 3- The Seven Rules of Financial Liberty: Part 1 →