Podcast Episodes
Back to SearchIs Our Financial Picture Too Complex?
I'm feeling like we've got too many irons in the financial fire. Can we pull a couple out?
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4 months, 2 weeks ago
Whole Life Policy With Inheritance?
My uncle overseas passed away and left me a sizable inheritance. The advisor I’ve been working with recommended a whole life insurance policy. What d…
4 months, 2 weeks ago
Is Retirement in Five Years Possible?
My wife and I are both in our mid 50s and we're planning for retirement in about five years, can we do it?
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4 months, 3 weeks ago
Refinancing an ARM
With my adjustable rate mortgage about to reset, should I lock in now or wait a bit longer?
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4 months, 3 weeks ago
Evaluating Job Options
I am currently employed but am in the interview process for a new opportunity and would like to know how much more the potential new employer would n…
4 months, 3 weeks ago
Making Our Next Move
In the next six years I'd like to sell my business and do something else. I'm not sure what exactly, but something different.
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4 months, 3 weeks ago
Expanding What’s Possible With Money
Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm…
4 months, 3 weeks ago
Impacts of Government Shutdown
I joined CBS Mornings to break down how the government shutdown could affect the economy and your personal finances.
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5 months ago
70 and Still Working Full-Time
After only recently prioritizing my retirement, will I have enough money to last 25 years or so?
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5 months ago
You Might Also Like: What Should I Do With My Money? from Morgan Stanley
Kristin, a real estate agent, is totally stressed about money, especially when she thinks about her daughters' future. She does not like talking abou…
5 months ago