Mint Is Shutting Down--Here Are Your Options | Live Q&A

We'll begin tonight discussing Mint.com's announcement that it will shut down at the end of the year. We'll then discuss what I think are the 3 best Mint replacements: Empower: https://go.doughroller.net/empower/yt-liveqa
Simplifi: https://go.robberger.com/simplifi/yt-liveqa
Tiller: https://go.robberger.com/tiller/yt-liveqa

More Mint Alternatives: https://www.youtube.com/watch?v=Z3cjuyo-hvs
Migrate Mint Data: https://www.youtube.com/watch?v=4ONipBac_-I

And then I'll answer your questions.

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0:00 - Welcome to the Financial Freedom Show!
0:15 - Mint Is Shutting Down
9:25 - Thrift Savings Plan 2030 fund
11:47 - Small cap value funds
17:40 - FiCalc
27:12 - Diversifying as one account
32:07 - "Further Thoughts on Sea Change"
40:29 - YNAB
42:51 - Saving for emergency medical expenses
50:33 - Investing in private equity/private bond issues
51:19 - Relying on the Affordable Care Act
53:04 - "The Deficit Myth: Modern Monetary Theory and the Birth of the People's Economy"
53:52 - VWIGX
58:41 - Retirement software/Fidelity
1:01:32 - Using data in a spreadsheet
1:03:46 - Bond fund ETF's
1:10:34 - My portfolio tracking excel document
1:14:45 - MoneyDance
1:16:42 - Personal Capital
1:20:03 - Roth conversions before 2026
1:20:51 - Mark Zoril
1:22:14 - IBM 401k
1:23:37 - SWPPX, SFSNX, SFILX
1:30:10 - S&P 500 index fund
1:33:20 - Financial Freedom

*Financial tools I use:*

*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://go.robberger.com/personal-capital/yt-tools

*My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/new-retirement/yt-tools

*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://go.robberger.com/capitalize/yt-tools

*My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:*
https://go.robberger.com/tiller/yt-tools

*We save and invest our credit card rewards. Here are some of my favorite credit cards:*
https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=tools

*My Book (Retire Before Mom and Dad):*
https://amzn.to/2MsRJ9B

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.