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Personal Finance for Long-Term Investors

Aug 26, 2026

An "Ask Me Anything" episode including questions like:

  • Effective tax rates or marginal tax rates…which one matters?
  • I’m at my retirement number, but this stock market is too crazy…should I adjust my portfolio? 
  • What about flexible spending rules in retirement? Which are good, which aren’t, and how to use them...


Aug 12, 2026

We all know the importance of having a good financial plan in place. But…are we all talking about the same thing? What *is* a financial plan, and how do we know if ours is good or not? 

Looking for a financial planner?  → PlanWithJesse.com

Jesse explores what financial planning actually is, why it extends far beyond...


Aug 5, 2026

Gliding into retirement raises dozens of questions - some about numbers, many about feelings. And listeners like you have many questions about that transition. Today’s “Ask Me Anything” episode is dedicated to your retirement transition questions. 

Looking for a financial planner?  → PlanWithJesse.com

In this...