Podcast Episodes
Back to SearchAt What Age Would I Be Able to Retire?
I live in a very expensive city and would like to remain here in retirement. Knowing this, how much longer will I need to work?
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4 months ago
Can I Call It Quits and Live a Little?
I badly want to take a break from a well paying career, likely with no chance of going back, yet I'm concerned about healthcare until I turn 65.
Hav…
4 months ago
Can I Retire at 62 in 2027?
Can I retire at 62 in 2027, or can I even call it quits a bit earlier and be done at the end of this year?
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4 months ago
Burned Out and Really Want to Quit
I'm 62 years old and burned out after 30 years as a nurse. I want to retire in 2026 if possible. Can I?
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4 months, 1 week ago
When Can I Downsize My Job?
I want to stop working at my current job in the next few years and move into a second act job that is less stressful and more meaningful. Is it doabl…
4 months, 1 week ago
Can Trump Cap Credit Card Rates?
President Trump says he wants to cap credit card interest rates at 10% for a year by Jan. 20. I joined CBS Mornings to break down if the president ha…
4 months, 1 week ago
Roth Conversions Leading to Early Retirement?
While I’m in the 22% tax bracket, should I begin making small annual Roth conversions?
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4 months, 1 week ago
Managing the Moving Parts
As we head into retirement it feels like we're juggling a lot of moving parts. Is there anything we're missing?
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4 months, 1 week ago
Do You Need a Registered Investment Advisor?
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their cli…
4 months, 2 weeks ago
Roth vs Pre-Tax 401(k) Contributions
My employer recently announced that they will finally be offering a Roth 401(k) option. My plan is to start making Roth contributions. How will this …
4 months, 2 weeks ago