Podcast Episodes
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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…
11 months, 2 weeks 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…
11 months, 3 weeks 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…
1 year 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…
1 year 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…
1 year ago
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…
1 year 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…
1 year 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month ago