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Episode 53: Linda’s question: Live fully or leave more?
Linda and her spouse want to make the most of their retirement—travel, enjoy life, and finally do the things they’ve worked hard for.
But they also wa…
6 months, 4 weeks ago
Episode 52: Michael’s question: Should I make tax moves now?
Michael’s worried about what’s coming next with taxes.
With new laws, political shifts, and constant talk about Roth conversions and trusts, it’s eas…
7 months ago
Episode 51: Karen asks How to Build Flexibility Into Your Retirement Income Plan
Karen’s been saving diligently and has built a solid nest egg—but now that retirement is approaching, she’s wondering how to balance security with fl…
7 months, 1 week ago
Episode 50: Passing Assets to Siblings—While Avoiding Courts and Lawyers
Scott has a straightforward goal: He wants to leave his assets to his siblings—but he doesn’t want them bogged down with courts, lawyers, or unnecess…
7 months, 2 weeks ago
Episode 49: When Inheritance Isn’t Equal: Greg’s Estate Planning Question
Greg has a complicated estate planning question: He wants to leave money to his grandchildren—but also cut one of his daughters out of what would nor…
7 months, 3 weeks ago
Episode 48: Mary Considers Selling Stock for Health Insurance—Is It the Right Move?
Mary is weighing a big decision: Should she sell a specific stock to pay for her health insurance until she turns 65 and qualifies for Medicare?
In th…
8 months ago
Episode 47: Dennis’s Tax Questions: Home Cost Basis, Mortgage Interest, and More…
Dennis has questions about the cost basis of a primary residence, mortgage interest deductions, and other key homeownership tax topics. In this ep…
8 months, 1 week ago
Episode 46: Should Fred cash-out his life insurance policy?
Fred’s got a big decision on his hands: Should he cash out his life insurance policy or keep it in place?
In this episode, Scott explains how life in…
8 months, 2 weeks ago
Episode 45: Roth IRA as a sinking fund? Laurie wants to know
Laurie has a unique question:
Can you use a Roth IRA as a sinking fund for short-term goals?
In this episode, Scott breaks down how Roth IRAs work, w…
8 months, 3 weeks ago
Episode 44: Can Amy max-out her 401(k) and IRA at the same time?
Amy wants to know if it’s possible—and smart—to max out both her 401(k) and her IRA in the same year.
In this episode, Scott & Max break down the cont…
9 months ago