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Artwork for Personal Finance for Long-Term Investors

Personal Finance for Long-Term Investors - The Best Interest

Jesse Cramer
Personal Finance
Financial Independence
Budgeting
Debt Management
Investing
Investment
529 Plans
Bimodal Spending
Retirement Planning
Index Fund Bubble
Stock Market
Simplicity
Minimalism
Capital Gains Taxes
Econome Conference
Financial Advising
Investing Strategies
Market Crashes
Roth IRA
Stoicism

Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex fi... more

PublishesTwice monthlyEpisodes118Founded5 years ago
Number of ListenersCategories
BusinessInvestingSelf-ImprovementEducation

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Artwork for Personal Finance for Long-Term Investors

Latest Episodes

Today, Jesse is joined by Hanna Horvath—Certified Financial Planner, managing editor at Bankrate, and author of the Your Brain on Money newsletter—for a deep dive into the psychology behind our financial decisions and why money is never just about nu... more

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Today, Jesse goes solo for a candid episode unpacking the most common mistakes and misconceptions he sees in personal finance, from the temptation to “rip off the bandaid” with Roth conversions to the behavioral traps of availability bias and flawed ... more

YouTube

Today, Jesse is joined by Kelan Kline, co-founder of The Savvy Couple, who shares his entrepreneurial journey from working as a jail deputy to building a successful online personal finance brand, emphasizing the importance of leveraging scalable inco... more

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Jesse tackles six thoughtful listener questions spanning a range of personal finance topics. He begins with a question about using Social Security and pension payments as a means to replace bonds in a retirement portfolio. Why do we own bonds, anyway... more

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Recent Guests

Hanna Horvath
Certified Financial Planner and Managing Editor at Bankrate
Bankrate
Episode: Manage *Yourself* More Than Your Portfolio | Hanna Horvath - E116
Kelan Kline
Co-founder of The Savvy Couple, an online personal finance platform
The Savvy Couple
Episode: The Risks and Rewards of Quitting Your Career | Kelan Kline - E114
Peter Lazaroff
Chief Investment Officer at PlanCorp
PlanCorp
Episode: Reset Your Portfolio Expectations, Before It's Too Late | Peter Lazaroff - E112
Don McDonald
Long-time financial radio host, author, and educator
Talking Real Money
Episode: 19 Questions to Uncover Good, Bad, and Ugly Financial Advisors | Don McDonald - E107
Bill Yount
Co-host of the podcast 'Catching Up to FI' and practicing emergency physician.
Catching Up to FI
Episode: It’s Not Too Late: Smart Money Moves After 50 | Bill Yount - E105
Christine Benz
Director of Personal Finance at Morningstar and host of The Long View Podcast
Morningstar
Episode: Life Expectancy, Caregiving Costs, & Retirement Planning | Christine Benz - E103
Chad Carson
A real estate investor, world traveler, father and husband.
Coach Carson
Episode: Do Long-Term Investors *Need* to Invest in Real Estate? | Chad “Coach” Carson - E101
Brad Barrett
Podcast host and advocate for financial independence.
Choose FI
Episode: Favorite Moments, Shoutouts, and a Name Change?! …From Our First 100 Episodes - E100
Nick Maggiulli
Author and finance professional, focuses on data-driven investing advice.
Of Dollars and Data
Episode: Favorite Moments, Shoutouts, and a Name Change?! …From Our First 100 Episodes - E100

Host

Jesse Cramer
Host and fiduciary financial advisor with a background in engineering, specializing in personal finance education and investment strategies for families.

Reviews

4.9 out of 5 stars from 180 ratings
  • Exceptional & essential personal finance podcast

    I stumbled onto Jesse’s podcast and from the very first one I listened to, I gained so much knowledge. Jesse has a fantastic , easy to listen to voice and his delivery is spot on. I love the topics, and it keeps me motivated to do better with my portfolio. Jesse’s advice is based on sound financial principles. I respect this guy. At his core in addition to whatever talents he possesses, he has the heart of a teacher. And the AMA’s are fantastic.

    Apple Podcasts
    5
    A_B_17
    United States9 days ago
  • Explaining the complex situation

    I love this podcast. Jesse explains the complex world of money in a way my kids can even understand. I highly recommend it.

    Apple Podcasts
    5
    TheJoel11
    United States11 days ago
  • Meaningful content delivered concisely

    Jesse is one of my favorite content creators in the personal finance space. His style is matter-of-fact and straightforward, and he explains complex financial concepts in easy to understand language. Jesse helps build confidence through improving financial literacy, and he focuses on data and facts, not personal opinions.

    Apple Podcasts
    5
    He1mojofilter
    United States2 months ago
  • Solid and Clear Advice

    Glad I came across this Podcast. The information is always spot-on clear and concise and helps me make better personal finance decisions. It may not be the most entertaining thing to listen all the time, but I don’t think I’ve come across a finance Podcast that so consistently delivers accurate and helpful information. Keep up the great work, I’m definitely going to keep listening!

    Apple Podcasts
    5
    Bike_Guy
    United States2 months ago
  • Great perspective on personal finance!

    I came across Jesse on the Stacking Benjamins show and thought his views were engaging enough to give his podcast a try, and I was not disappointed! Jesse has a talent for explaining things in a way that is both simple and relatable, but that also adds level of detail that just goes a little beyond what I hear from others in this space. His explanations of his thought process really add the why on top of the what. His AMA episodes are world-class, keep it up!

    Apple Podcasts
    5
    J_Cern89
    United States3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Expert guests provide valuable insights that enhance understanding.
Great resource for long-term financial planning and investment strategies.
Listeners appreciate detailed explanations without unnecessary fluff.
Informative and clear advice on complicated financial topics.
The host's straightforward style makes understanding finance accessible to all.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Manage *Yourself* More Than Your Portfolio | Hanna Horvath - E116
Q: How can one reframe their relationship with volatility?
Understanding personal goals and what your money needs to do for you helps in viewing volatility not purely negatively.
Manage *Yourself* More Than Your Portfolio | Hanna Horvath - E116
Q: What role does anxiety play in money decisions, particularly around retirement?
Money anxiety is common across all net worth levels and is tied to the uncertainties that come with major changes like retirement.
Manage *Yourself* More Than Your Portfolio | Hanna Horvath - E116
Q: Do you think people get more or less rational about money as they age and why?
Aging doesn't necessarily make people more rational; it can lead to less rational behavior, especially during life transitions like retirement.
The Risks and Rewards of Quitting Your Career | Kelan Kline - E114
Q: How can a listener right now evaluate whether it's financially smart or not for them to follow your path?
Kelan suggests discussing plans with a partner, understanding finances, and focusing on creating successful side hustles before fully committing to entrepreneurship.
The Risks and Rewards of Quitting Your Career | Kelan Kline - E114
Q: How do you think that entrepreneurship running your own business can fit into someone's long-term wealth strategy?
Kelan emphasizes the importance of creating multiple income streams and using business to cover expenses and invest for the future.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Personal Finance for Long-Term Investors

What is Personal Finance for Long-Term Investors about and what kind of topics does it cover?

Focused on simplifying personal finance for long-term investors, this podcast aims to make complex financial topics relatable and accessible. With a host who brings a background in engineering and fiduciary advising, discussions range from behavioral finance and investment strategies to retirement planning and tax efficiency. Notably, the episodes often include expert guests who share practical advice and insights, enriching the content for listeners at various stages of their financial journeys. The host's methodical approach helps demystify financial concepts, making this an ideal resource for both beginners and seasoned investors looking to enhance their financial literacy and strategy.

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How many listeners does Personal Finance for Long-Term Investors get?

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How many subscribers and views does Personal Finance for Long-Term Investors have?

To see how many followers or subscribers Personal Finance for Long-Term Investors has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Personal Finance for Long-Term Investors?

These podcasts share a similar audience with Personal Finance for Long-Term Investors:

1. Catching Up to FI
2. The Stacking Benjamins Show
3. Earn & Invest
4. ChooseFI
5. Afford Anything

How many episodes of Personal Finance for Long-Term Investors are there?

Personal Finance for Long-Term Investors launched 5 years ago and published 118 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Personal Finance for Long-Term Investors?

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What guests have appeared on Personal Finance for Long-Term Investors?

Recent guests on Personal Finance for Long-Term Investors include:

1. Hanna Horvath
2. Kelan Kline
3. Peter Lazaroff
4. Don McDonald
5. Bill Yount
6. Christine Benz
7. Chad Carson
8. Brad Barrett

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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