Podcast Episodes
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Episode 23: Exploring Retirement Income Options: Kathy's Questions Answered
In this episode, we’re helping Kathy navigate the various income options available in retirement. From Social Security benefits to pensions, annuitie…
1 year, 1 month ago
Episode 22: Cash vs. Mortgage: Carolyn Weighs the Pros and Cons of Paying Cash for a House
In this episode, Carolyn seeks to understand the pros and cons of paying cash for a house. We’ll explore the financial implications of making an outr…
1 year, 2 months ago
Episode 21: Helping Mom with Her 401(k): Answering Mike's Questions on Retirement Planning
In this episode, we’re addressing Mike’s questions on how to guide his mom with her 401(k) planning. From understanding rollover options to managing …
1 year, 2 months ago
Episode 20: Roth Conversions Uncovered: Answering William’s Questions
In this episode, we’re diving into Roth conversions to answer William's questions about when, why, and how to make the switch. We'll discuss the bene…
1 year, 2 months ago
Episode 19: Understanding Taxes on Traditional IRAs: Jim's Questions Answered
In this episode, we’re answering Jim’s questions about the tax implications of traditional IRAs. From understanding how contributions and withdrawals…
1 year, 2 months ago
Episode 18: Is Market Timing Worth It? Answering Walt's Big Question
In this episode, we tackle a common but complex question: Can you time the market? Walt wants to know if there’s a way to predict market highs and lo…
1 year, 2 months ago
Episode 17: Rebalancing 101: Answering Marie's Questions on Keeping Your Portfolio in Shape
In this episode, we dive into one of the essential aspects of smart investing—portfolio rebalancing! Marie has some great questions about why, when, …
1 year, 3 months ago
Episode 16: Medicare Deadlines: Ron’s Question About Signing Up His Wife
In this episode, Ron wants to know the cut-off date for signing up his wife for Medicare. We dive into the key enrollment periods, including the Init…
1 year, 3 months ago
Episode 15: Roth Converting Real Estate: Bob’s IRA Filled with Vacant Land
In this episode, Bob faces a unique challenge: How can he Roth convert his IRA, which is packed with vacant land? We explore the process of convertin…
1 year, 3 months ago
Episode 14: Taking Social Security at 62: Victoria’s Investment Strategy
In this episode, Victoria faces a crucial decision: Should she take Social Security at age 62 and invest the money, or wait to file later for larger …
1 year, 3 months ago