Podcast Episodes

Full Show 11/19/22

How are interest rates pointing to a recession next year? The IRS has new laws for 2023 about taxes and retirement contributions. How much do you hav…

3 years, 4 months ago

Is there such a thing as too much income in retirement?

We work hard to create as much retirement income as possible, but with that comes a tax bill. Can you find a balance?

See omnystudio.com/listener for …

3 years, 4 months ago

Full Show 11/12/22

What does it mean to have a defensive strategy? Have we found the bottom? Don’t be fooled by a bear market rally. Why do people use the swings of the…

3 years, 5 months ago

Full Show 10/29/22: How long before we are out of this recession? How much cash on the side is too much? Target Date Funds: Do they work? If Bonds aren’t working, what’s next?

Is there a better way than trying to time the recession and this market? With interest rates going up, is there a better place for your cash? There …

3 years, 5 months ago

Interview with Country Music Star Jason Aldean

With the Country Music Awards coming up, Charisse took a trip to Nashville and was able to sit down with Jason Aldean.

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3 years, 5 months ago

How sequence of return risk can derail your retirement

When you are taking money from accounts that are dropping in value, it can alter your future retirement outcome. How do you control what you can’t co…

3 years, 5 months ago

New inflation number. Retiring in a down market. Vanguards 10-year forecast. Ask Charisse: The IRA to Roth conversion. Retirement lessons from McDonalds.

Adjusting your portfolio if inflation stays high. Taking money out of an account that is dropping. Can you retire successfully on 3 to 5% growth? Wh…

3 years, 5 months ago

Interest rates are going up everywhere, why not at the bank?

Credit card and mortgage rates are up, but the rates on bank CDs remain dismal. Can you survive in retirement on 2% growth?

See omnystudio.com/listene…

3 years, 5 months ago

Rates that are better than the bank. How much cash should you have on the side? New risky choices in your 401(k). Ask Charisse: Variable annuities?

Rates at the bank are getting better, but is it enough? At what point do your cash holdings work against you? Is Bitcoin a good idea in your 401(k)? …

3 years, 5 months ago

Ask Charisse: Should I change to a Medicare Advantage Plan?

The Medicare window opens in October where you can decide to keep your current plan or switch to something different. When is the right time to switc…

3 years, 6 months ago