Podcast Episodes

Optimizing Retirement Savings

With the goal of being financially independent in about ten years, I'm looking to maximize my retirement savings and optimize deductible business exp…

3 years, 9 months ago

What To Do With Excess Monthly Savings?

With $3,400 in excess monthly cash flow, what should we be doing with the funds? Saving for retirement? Pay off debt?

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3 years, 9 months ago

Planning for a House Upgrade

With a bigger home in our future, I'm wondering if it's better to have a larger down payment or should we look to maximize our debt payoff?

Have a mon…

3 years, 9 months ago

Anxious Stay-At-Home Mom

Because I'm a stay-at-home parent, I'm concerned that our retirement numbers aren't on track. Are we okay as a single income family?

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3 years, 9 months ago

Financial Plan Help

After racking up some debt, I'm working on wiping the slate clean and starting fresh. How should I be prioritizing the debt?

Have a money question? E…

3 years, 9 months ago

Good Time for a Roth Conversion?

After relocating last year from CA to FL, I was used to higher taxes and it seems we have over contributed this year, possibly making it a good time …

3 years, 9 months ago

Are We Behind on Retirement?

Because we were focused on paying off debt for many years, I now feel like we're behind on our retirement savings. Are we okay? 

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3 years, 9 months ago

Do I Need Disability Insurance?

My husband and I are both W-2 employees, yet I'm being pitched a disability insurance policy. Do I need it?

Have a money question? Email us, ask jill…

3 years, 9 months ago

Am I Doing the Right Things With My Money?

I've been following pretty much the same financial plan since I started working eight years ago, and I'm not sure whether the decisions that I've put…

3 years, 9 months ago

Are We on Track at 41?

My husband and I are both 41, but we were never interested in our finances or investing until recently. Are we on track? 

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3 years, 10 months ago