Preview Mode Links will not work in preview mode

Personal Finance for Long-Term Investors

Jul 22, 2026

Your monthly investment statements show what you own, how you've done, and some basic info. But there’s so much info NOT included on your statement, and that’s what we’re diving into today! 

Looking for a financial planner?  → PlanWithJesse.com

Jesse explains why your quarterly investment statement tells only a...


Jul 8, 2026

Are Roth conversions good for YOU? Why - or why not? Today's AMA episode is all about that topic. 

Looking for a financial planner?  → PlanWithJesse.com

In this Ask Me Anything episode, Jesse answers a wide range of listener questions about Roth conversions, moving beyond the basic mechanics to explore the nuanced...


Jul 1, 2026

Retirees struggle to transition from "hustling" and "hoarding" to "harvesting." It's costing them time. It's limiting their experiences and relationships. This isn't good. We need to understand why. 

Looking for a financial planner?  → PlanWithJesse.com

Jesse is joined by Frank Vasquez—retired attorney, creator of...