James Millard

Financial expert and podcaster

Chicago

About James

James Millard is a financial expert and podcaster who has worked with numerous clients to help them achieve their financial goals. He is known for his expertise in investing and retirement planning. James has appeared on various media outlets to discuss personal finance and investing. He is based in Chicago.

Associated Podcasts

money money money

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Recent Appearances

835 pay off mortgage or invest with a lump sum payment from a work injury? (case study)

money money money•Sep 1, 2025•56:46•host

833 tax agent giving bad advice, CC points hacking, investing beyond DHHF + more

money money money•Aug 18, 2025•54:24•host

James Millard

About James

Associated Podcasts

money money money

Connect

Recent Appearances

835 pay off mortgage or invest with a lump sum payment from a work injury? (case study)

833 tax agent giving bad advice, CC points hacking, investing beyond DHHF + more

Key Topics

809b campfire chat (aligning money & goals, model portfolios + retirement planning)

742 renovate or sell inherited property + fair mortgage splits in relationships

741 market cycles, investment bonds, how to save money on A/C installations, growth vs dividend investing + more

729b inheritances & the intergenerational wealth transfer

712 carry forward super contributions, investment options in super, business loans + IVF costs & case study

516 pet insurance, renovate or buy bigger home, retiring in your investment property + more

404b Paige paid off $36k in debt in 17 months

how to overcome fear and take action

342 live case study: first meeting with a financial adviser

234 money & kids: after you have them (part 2)