Podcast Episodes
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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, 6 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, 6 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, 6 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, 7 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, 7 months ago
Episode 13: Roth Conversion Strategy and CD Ladders: Anthony's Financial Game Plan
In this episode, Anthony is considering a Roth conversion for his IRA, but how much should he convert—and how quickly? We dive into the factors that …
1 year, 7 months ago
Episode 12: Medishare Before Medicare: Gladys' Healthcare Strategy
In this episode, Gladys brings up a key healthcare question: Can using Medishare be a smart option before she qualifies for Medicare? We explore the …
1 year, 7 months ago
Episode 11: Awnee's Dilemma - Traditional TSP or IRA, Then Roth Conversion - Whats the Best Move
In this episode, Awnee asks whether she should move her Traditional Thrift Savings Plan (TSP) into an IRA and then convert it to a Roth. We break dow…
1 year, 8 months ago
Episode 10: Should Val Convert Her 401(k)?
In this episode, Val dives into an important retirement question: Should she convert her traditional 401(k) into a Roth account? We explore the ins a…
1 year, 8 months ago
Episode 9: CDs, College Breaks, and IRAs – Connie’s Financial Questions Answered
In this episode, Connie has three important questions on her mind: Should she invest in CDs? What should she consider about her 21-year-old child tak…
1 year, 8 months ago