Podcast Episodes
Back to SearchCan I Fully Retire in 2-3 Years?
Can I fully retire in two or three years or do you think I'll need to find a part-time job?
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4 months, 2 weeks ago
Could Operation in Venezuela Impact Gas Prices?
President Trump claims Venezuela's oil industry will make more money with the U.S. behind it. Venezuela is estimated to have 303 billion barrels of c…
4 months, 2 weeks ago
Pension Lump Sum or Annuity?
Have I saved enough to retire now, and if so, should I take a lump sum pension from my employer or the lifetime annuity?
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4 months, 2 weeks ago
The Secrets of Perfect Timing Part Two
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginnin…
4 months, 3 weeks ago
The Secrets of Perfect Timing Part One
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginnin…
4 months, 3 weeks ago
Should I Be Making Financial Tweaks?
I'm 64 and wondering if I should be making any tweaks to my financial game plan?
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4 months, 3 weeks ago
Feeling Stuck as I Approach Retirement
I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63.
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4 months, 3 weeks ago
Do I Have Enough to Slow Down?
Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down.
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4 months, 3 weeks ago
Taking Advantage of a Unique Year
Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion?
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4 months, 4 weeks ago
Happy Holidays From Jill and Mark!
Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one!
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5 months ago