Will more money make you happier? If you've never heard the phrase 'more money, more problems,' today's episode is for you. Money CAN buy you independence, but only if you know how to use it. Nicole Lapin is a New York Times best-selling author and joins us to talk about being intentional with our money. Having loads of cash is great but it goes bye-bye quickly without concrete goals and values. She shares how to set yourself up for success to meet your financial goals.
During our headline segment, we're talking about robots taking over the world! Or, in this case, a gigantic brokerage firm swallowing a robot (I'd love to see that TikTok). We're talking robo advisors today. They've gained massive popularity in the last decade and now one, Wealthfront, is being acquired by UBS. We discuss what this might mean for robo advisors moving f. We'll also answer Jay's question about the rule of 55 with 401k distributions and Doug will share his trivia.
Enjoy!