Podcast Episodes
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Retirement Milestones
A recently released survey shows a drop in retirement confidence. Mark and I discuss what it takes to turn this around.
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1 year, 4 months ago
I’m 47, Can I Quit My Job?
I'm very burnt out and contemplating leaving my current employer, where I've been for almost 25 years. Will it blow up my financial future?
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1 year, 4 months ago
Trump vs the Federal Reserve
Stocks fell last week following President Trump's criticism of Fed chair Jerome Powell. This comes after Powell warned tariffs could hurt the U.S. ec…
1 year, 4 months ago
Introducing: What We Spend
Imagine if you could ask someone anything you wanted about their finances. On What We Spend, people from across the country and across the financial …
1 year, 4 months ago
Do I Need Permanent Life Insurance?
I have a universal life policy that was sold to me when I was 25. I'm wondering if I should stay the course with this policy as part of my retirement…
1 year, 4 months ago
Are Home Renovations Worth It?
With spring selling season approaching, homeowners are eager to remodel. On this episode we discuss which renovations can actually boost your home's …
1 year, 4 months ago
Last-Minute Tax Tips
Most Americans have until April 15 to file their tax returns or request an extension to file and pay any taxes owed. With less than a week left befor…
1 year, 4 months ago
Recapping a Wild Week on Wall Street
After a WILD week on Wall Street, it's time to answer some of the most common questions we've been receiving.
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1 year, 4 months ago
Are We Doing Enough in Our Mid 40s?
We're in our mid 40s and want to make sure we are doing everything we can to prepare for retirement while living our life to the fullest.
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1 year, 5 months ago
Keep Calm and Carry On
Whew, what a week! Here's our latest reminder, especially for all you newbie investors, to keep calm and carry on!
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1 year, 5 months ago