Podcast Episodes

Episode 43: Can AI build Morgan’s retirement plan?

Morgan wants to know if she can trust AI to build her retirement plan.

In this episode, Scott & Max explore the pros and cons of using artificial inte…

9 months, 1 week ago

Episode 42: George Inherited a Roth IRA—Now What?

When George inherits a Roth IRA, he's not sure what comes next.

In this episode, Scott & Max walk through the key decisions beneficiaries must make, i…

9 months, 2 weeks ago

Episode 41: Barbara Asks: Are There Coverage Caps with Obamacare?

Barbara is wondering if her ACA (Affordable Care Act) health insurance plan has lifetime coverage limits—and it’s a smart question.

In this episode, w…

9 months, 3 weeks ago

Episode 40: Don't Let Your Roth Sit Idle—Barb Wants to Know Where to Start

Barb has a Roth IRA—but the money’s just sitting in cash, doing nothing.

In this episode, we explore what options she has to put that cash to work, fr…

9 months, 4 weeks ago

Episode 39: Frank's Dilemma: Tap the 401(k) or Keep the Mortgage?

Frank and his spouse are debating a big financial move: Should they use his spouse’s 401(k) to pay off the mortgage on their second home?

In this epis…

10 months ago

Episode 38: Jeff asks, “I’m Thinking About a Roth Conversion—Where Do I Begin?”

Jeff’s ready to do his first Roth conversion—but how does he get started without triggering a tax mess?

In this episode, we break-down the key steps f…

10 months, 1 week ago

Episode 37: Bill asks for the smart way to consolidate his investments

Bill wants to simplify his financial life by consolidating his investment portfolio—but how can he do it efficiently and without unintended tax conse…

10 months, 2 weeks ago

Episode 36: Mary asks about the financial tradeoffs of paying cash for her next house

Mary wants to know if it’s a smart move to buy her next house with cash.

In this episode, we break-down the pros and cons of paying cash versus financ…

10 months, 3 weeks ago

Episode 35: Why are Barb’s tax returns so complicated in retirement?

Episode 35

Barb expected retirement to simplify her finances—but her tax returns are more complicated than ever!

In this episode, Scott & Andriy break-down why t…

11 months ago

Episode 34: Why didn’t Judi’s advisor fight to win her back?

Episode 34

Judi left her financial advisor after 5 years—but what surprised her most was that they didn’t even try to win her back!

In this episode, Scott & Andr…

11 months, 1 week ago