Personal Finance for Long-Term Investors

Jesse Cramer

jesse@bestinterest.blog

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Booking Overview

This is a solo-expert personal finance and investing show focused on retirement planning, tax-efficient investing, portfolio construction, and long-term wealth; it occasionally features external specialists with established expertise and their own public platforms. Suitable pitches include credentialed retirement researchers, fiduciary advisors, investment educators, and tax or estate-planning professionals with differentiated, evidence-based perspectives; booking difficulty is medium.

Metrics

Episodes: 149

Frequency: Weekly

Rating: 4.9/5.0

Estimated listeners: 1k-10k

Gender skew: Male

Location: USA

Contact Information

jesse@bestinterest.blog

For verified host and producer emails, sign up to view.

Host

Jesse Cramer - Former aerospace engineer turned fiduciary financial advisor in Rochester, New York, and creator of The Best Interest, an award-nominated personal finance blog.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Credentialed professionals or specialized experts in retirement planning, investing, portfolio construction, tax planning, or wealth management, ideally with a public platform or distinctive methodology.
Required Achievements:  
Established professional expertise in finance, law, or retirement planning, Creation of a recognized educational platform, publication, or podcast, A differentiated and evidence-based perspective on investing or retirement

Recent Guest Discussions

Frank Vasquez - Risk Parity Investing, Resilient Portfolios, Retirement Spending, Safe Withdrawal Rates, Asset Allocation, And Transitioning From Wealth Accumulation To Retirement Harvesting.

Recent Topics

Retirement, Investing, Personal Finance, Tax Planning, Wealth Management

Episodes

Here's the recent few episodes on
Personal Finance for Long-Term Investors
:

So, You're Retiring? Answering Common Questions from Soon-to-Be Retirees (AMA, E147)

August 05, 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 Ask Me Anything episode, Jesse answers listener questions about the financial and emotional challenges of preparing for retirement. He begins by discussing the transition from saver to s...

What You're Missing on Your Investment Statements - E146

July 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 fraction of your portfolio's true story, and why investors who stop at account balances and performance figures may be missing some of the most important risks, costs, and planning opp...

The Roth Conversion Checklist (AMA, E145)

July 08, 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 trade-offs that determine whether a conversion creates value or simply accelerates taxes unnecessarily. He begins by reviewing the core Roth conversion framework, explaining that th...

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