Podcast Episodes
Back to SearchBurned Out in Tech, Can I Retire at 49?
I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility?
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5 months ago
Maximize Our Assets and Optimize Our Taxes
We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirem…
5 months ago
Am I Ready to Retire at 62?
I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen?
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5 months ago
Roth Conversion Strategy
Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions?
Ha…
5 months ago
If I Retire, Does Our Plan Work?
If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted?
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5 months, 1 week ago
Is Retirement in 2027 a Possibility?
I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances?
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5 months, 1 week ago
Too Much in Pre-Tax Retirement?
I've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last co…
5 months, 1 week ago
Can I Retire in Two Years?
I'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have eno…
5 months, 1 week ago
Restarting After a Divorce
I'm in the middle of a messy divorce, once the dust settles, how do I get my financial life back on track?
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5 months, 1 week ago
Saving in the Wrong Places
After getting burned during the financial crisis, I'm starting to worry that we're saving our money in the wrong places.
Have a money question? Emai…
5 months, 2 weeks ago