Podcast Episodes

Should Investors Create Their Own Target Date Fund?

Rather than pay more in fees, does it make sense to replicate a target date fund on your own with individual index funds?

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4 years, 10 months ago

Am I Over Saving?

Does knowing that you have an awesome pension down the road give you permission to pull back a bit on your current savings rate?

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4 years, 10 months ago

Can We Splurge on a New Basement?

With employees now spending more and more time working from home, is it a good idea to splurge on a home office?

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4 years, 10 months ago

What to Do With Extra Cash Flow?

How do you get a boat load of extra cash flow? You pay off $600,000 in student loans, that's how! Boom! That's what our latest caller did, $600k in s…

4 years, 11 months ago

Ahead of the Game, What’s Next?

32-years-old and absolutely crushing it with a boat load of money sitting in cash, what should my next move be?

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4 years, 11 months ago

Cash-Out Refinance for Remodel?

The wish list includes fencing in the yard, a second bathroom and another bedroom. Should we do a cash-out refi to pay for it?

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4 years, 11 months ago

Pay Down Mortgage or Invest?

I hate debt so I'm hell-bent on paying down the mortgage with my surplus cashflow. Am I making a mistake?

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4 years, 11 months ago

Do I Need Long-Term Care Insurance?

I'm in my 40s with a pretty good amount of money saved, should I be looking to buy long-term care insurance?

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4 years, 11 months ago

Where to Park Home Sale Proceeds?

Where should you be parking the proceeds from a recent home sale? Well, that depends, will you be looking to buy another house in the near future? 

Ha…

4 years, 11 months ago

Roth vs Traditional and Financing a Renovation

After helping your parents figure out their finances, it's time to focus on yourself. Should you be making your 401(k) contributions pre-tax or Roth?…

4 years, 11 months ago