Podcast Episodes

Estate Planning for My Parents

I'm 40 years old and am navigating the complexities of figuring out my aging parents' estate plan. Am I taking the right steps?

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4 months ago

Estate Planning Awareness

To recognize National Estate Planning Awareness Week, here's a snippet from our recent webinar with Juliet Kalib and Rick Kahler. Juliet is a trusts …

4 months ago

Can We Make Our Dream a Reality?

With two pensions on the horizon, would it be a bad idea to severely deplete our retirement accounts to purchase our dream vacation home?

Have a mone…

4 months ago

Should I Go for the Promotion?

I’m starting to feel burnout at work, and I’m being pushed by leadership to take on even more responsibilities for a promotion. Should I do it?

Have …

4 months, 1 week ago

Can We Run Off to Travel the World?

I'm 52 years old and am burnt out after working in technology for 30 years. Can I quit/retire and do a bit of traveling?

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4 months, 1 week ago

Furloughed With First Child on the Way

We're both federal employees and my wife is currently furloughed and pregnant with our first child. How do we navigate this period?

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4 months, 1 week ago

I’m 67, Am I Ok to Retire?

If I retire at 68 in 2026, I have forecasted a monthly Social Security and pension income that will cover expenses and offer a $1,300 cushion. Do you…

4 months, 1 week ago

My Gut Wants to Be Free of the Mortgage

My gut wants to be free of the mortgage, but I also want to make the best financial decision. Please help! I hate being in limbo!

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4 months, 1 week ago

Squinting to See Light at the End of the Tunnel

I don't enjoy my job, so I want to be sure I'm doing everything possible to reach the day when I can call my employer and say I'm not coming in ever …

4 months, 2 weeks ago

Is It Time for Us to Get a CFP?

I’ve always done our finances, but think it might be time to hand it off to a professional, but I’m really struggling with letting go. Can you help?

4 months, 2 weeks ago