Podcast Episodes
Back to SearchIs the Fee Worth It?
I belatedly looked at my quarterly statements and saw that my quarterly advisement fees are in excess of $13k. Is the fee worth what I'm getting in return?
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Published on 8 hours ago
Can I Take a Break?
I just turned 39, and I know it sounds crazy, but I'm feeling burned out and want to know if I can take a break from work.
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Published on 1 day, 8 hours ago
Brokerage Over 401(k)?
I am in the Roth camp for sure, but is there ever a reason to choose a brokerage account over a pre-tax 401(k)?
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Published on 2 days, 8 hours ago
I’m 28, Can I Ever Buy a House?
Given the crazy housing market, will I ever be able to afford a piece of real estate?
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Published on 3 days, 8 hours ago
Do We Have Enough To Retire at My Age 59.5?
My calculations tell me we're okay, but now I'm wondering if we can retire even earlier than originally planned?
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Published on 4 days, 8 hours ago
Feeling Lost, What's the Next Step?
I hate feeling stupid and don't want to be the dope that is too lazy to take an interest in how my money is managed. What's our next step?
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Published on 1 week ago
Income Streams in Retirement
What's the best way to manage four different annuities, plus Social Security, during my retirement years?
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Published on 1 week, 1 day ago
59 and Considering Retirement
The calculators tell me I'm okay for retirement, are they correct?
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Published on 1 week, 2 days ago
In-Plan Roth Conversions
With Roth conversions permitted within my workplace retirement plan, what's the best way to handle the taxes?
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Published on 1 week, 3 days ago
Lump Sum or Monthly Payments?
With two pension choices to choose from, which one makes the most sense given our situation?
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Published on 1 week, 4 days ago