Podcast Episodes

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Roth or Pre-Tax 401(k)?

Is it time for me to make the switch from a pre-tax 401(k) to a Roth 401(k)?

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5 months, 2 weeks ago

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Seeking Financial Flexibility

We're in our 50s and seeking greater financial flexibility as we start to plan for our retirement.

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5 months, 2 weeks ago

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Can I Retire in Just Over Two Years?

Am I on track to have a bit more flexibility, or even retire, in just over two years at the age of 62?

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5 months, 2 weeks ago

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Are the Numbers Too Good to Be True?

After playing with a bunch of retirement calculators, and seeing really positive results, are the numbers too good to be true?

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5 months, 2 weeks ago

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Keeping All the Balls in the Air

After doing my best to keep our financial house in order, is it time to enlist the help of a financial planner?

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5 months, 3 weeks ago

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Planning Around a Diagnosis

How should we be managing our finances after learning that we'll need to care for a family member?

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5 months, 3 weeks ago

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Can We Cut Back on Work?

With a toddler in the mix, can we afford to cut back at work and spend more time with our child?

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5 months, 3 weeks ago

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Is One Million Enough?

I think we have enough money but need some help convincing my wife that we're in solid shape.

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5 months, 3 weeks ago

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State of the Economy With Diane Swonk

With the year coming to a close, and with all the uncertainty given the tariffs and the recent government shutdown, Black Friday seems like a good ti…

5 months, 3 weeks ago

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The Stages of Job Loss

The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker d…

5 months, 4 weeks ago

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