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148 - Annuity vs Lump Sum - Which Pension Option Should I Select?
Scott and James discuss which pension option they should select, annuity or lump sum?
Listener Question
Hey guys! Thank you so much for the amazing p…
4 years, 1 month ago
147 - How to Best Track Investment Returns
Scott and James discuss how to best track investment returns.
Listener Question
Does it make sense to track my investments in my 401K and Roth IRA pu…
4 years, 1 month ago
146 - How to Forecast and Save for College Expenses
Scott and James discuss how to forecast and save for college.
Listener Question
My wife and I are 33 and have two children, ages 1 and 3. We'd like …
4 years, 2 months ago
145 - Should I Ever Borrow Money to Invest?
Scott and James discuss if you should borrow money to invest.
Listener Question
Currently have a 401k company match up to 7%. They also allow us t…4 years, 2 months ago
144 - Pros & Cons of Different Savings Accounts
Scott and James discuss the pros & cons of different savings accounts.
Listener Question
I'm hoping you could walk through the pros and cons of diffe…
4 years, 2 months ago
143 - How Much Do I Need to Retire?
Scott and James discuss how much you need to retire.
Listener Question
I'm 55 years old and currently employed with $1.1 million in 401k, $150,000.00…
4 years, 2 months ago
142 - What Are the Tradeoffs Between Real Estate and Stock Market Investing?
Scott and James discuss the tradeoffs between investing in real estate and the stock market.
Listener Question
My wife and I just purchased our first…
4 years, 3 months ago
141 - How to Rebalance When Tax Implications Are Involved
Scott and James discuss how to rebalance when tax implications are involved.
Listener Question
I'm 30 years old and have close to 1/2 million in taxa…
4 years, 3 months ago
140 - What Should I Do When I Receive a Large Windfall?
Scott and James discuss what to do when you receive a large windfall.
Listener Question
Can you provide (hypothetical) advice on how to handle a fina…
4 years, 3 months ago
139 - What's the Best Way to Become a Financial Planner?
Scott and James discuss the best way to become a financial planner.
Listener Question
I was wondering if you could talk about the career path of a fi…
4 years, 3 months ago