Finance Files Podcast

From Confused to Confident: Understanding Retirement Accounts

Is your money working hard enough for your future—or just sitting there? Whit and Brit cut through the noise to demystify retirement accounts. They break down IRAs vs. 401(k)s, tax advantages, and smart fund choices with clear advice and real talk. From early missteps to what’s worked for them, they share how to start—even if you’re only investing $30 a month. Practical, relatable, and perfect for anyone ready to take control of their financial future.

Turning Retirement Visions into Investment Plans

What if your dream retirement requires $500K a year? On today’s Think Like an Investor Thursday, the crew walks through how to actually plan for that—from building a lifestyle-based retirement budget to accounting for inflation. Greg explains the numbers behind future cash flow and compounding costs, and why saving alone won’t cut it. With humor, pet sanctuary dreams, and a solid plan, Whitney and Brittany make long-term investing feel doable—one calculator at a time.
 

Retirement: A Right, a Reward, or a Relic?

Is retirement still a right of the working class—or has it become a dated dream? In this episode, Britt and Whit uncover how retirement was never meant to support long lives or large populations. From Augustus’s military pensions to Bismarck’s strategy to quell unrest, they show how political motives and short life expectancies shaped the systems we now depend on. It’s a wake-up call for modern investors to take control and craft a retirement plan built for reality, not outdated rules.

Not Your Grandma’s Retirement Plan: Modern Investing for the Modern Investor

Is retirement about quitting—or creating a life you don’t want to retire from? In this episode, Britt, Whit, and Greg explore how today’s investors are redefining retirement. It’s less about stopping work forever and more about building a life of freedom, purpose, and financial confidence. They discuss balancing long-term savings with near-term goals, why working longer can be empowering, and how to invest for options—not obligations.

Developing an Investor Mindset: Start Small, Think Big

What if the key to your next big decision is adopting an investor mindset? In this episode, Whit and Brit guide you through applying that mindset to real-life choices. Using an investor worksheet, they help you reflect on past decisions and plan future goals by evaluating resources, risks, and potential returns. Whether you're changing careers or chasing a personal dream, you'll learn how thinking like an investor can lead to smarter, more strategic moves.

From Meme Stocks to Market Predators: Who’s Who in Investing

Are you building wealth—or just following the herd? In this episode, Whit, Brit, and Greg break down financial personas: investors, traders, speculators, and predators. With real-life examples from meme stocks to shady deals, they reveal who's playing the game—and who’s playing you. Whether you're new to investing or refining your strategy, learn how to spot red flags and develop a true investor mindset.

From Bartering to Billionaires: How Investing Evolved and What Still Works

What do ancient farmers and modern tech bros have in common? In this Way Back Wednesday episode, Brit traces the roots of investing from Mesopotamian seed trading to Wall Street. Whitney and guest Greg share insights from Forbes 400 billionaires, highlighting a timeless lesson: protect your capital. This episode shows how the investor mindset has stood the test of time.

It’s Bigger Than Investing: Money, Mindsets & The Future We Want

Brit and Whitney dive into why adopting an investor mindset is key—not just for building wealth, but for staying grounded and informed in today’s economy. From inflation to financial systems, they show how being intentional with your time, money, and energy helps you make smarter choices and contribute to a more values-driven, collaborative society.

Behind the Mic: Founders’ Stories & The Investor Mindset

Ever feel like investing wasn’t built for you? So did we. In this kickoff episode of Finance Files, Whit and Brit share their journeys—from nonprofits to venture capital—and why they started this podcast: to make investing more inclusive, accessible, and real. Meet their mentor, Greg Kofford, a seasoned investor adding wisdom and wit. Get ready to learn, laugh, and think like an investor.