Podcast Episodes
Back to SearchRetirement Planning Checkup at 65
I'll soon be 65 and am looking for a retirement planning checkup as I contemplate a possible new job and/or career change for the next few years.
Hav…
5 months, 1 week ago
What to Do With School Pension?
My wife is not returning to teaching this year so we're trying to figure out what to do with the money in her pension plan.
Have a money question? Em…
5 months, 1 week ago
Is the Fed Ready to Cut Rates?
I joined "Face the Nation with Margaret Brennan" to preview the Federal Reserve's September meeting amid the Trump administration's push for the agen…
5 months, 2 weeks ago
Downshift or Double Down?
With potential big changes on the horizon, I'm looking for a gut check on where we are and if/where we could/should go next.
Have a money question? E…
5 months, 2 weeks ago
Is the Fee Worth It?
I belatedly looked at my quarterly statements and saw that my quarterly advisement fees are in excess of $13k. Is the fee worth what I'm getting in r…
5 months, 2 weeks ago
Can I Take a Break?
I just turned 39, and I know it sounds crazy, but I'm feeling burned out and want to know if I can take a break from work.
Have a money question? Ema…
5 months, 2 weeks ago
Brokerage Over 401(k)?
I am in the Roth camp for sure, but is there ever a reason to choose a brokerage account over a pre-tax 401(k)?
Have a money question? Email us …
5 months, 2 weeks ago
I’m 28, Can I Ever Buy a House?
Given the crazy housing market, will I ever be able to afford a piece of real estate?
Have a money question? Email us …
5 months, 3 weeks ago
Do We Have Enough To Retire at My Age 59.5?
My calculations tell me we're okay, but now I'm wondering if we can retire even earlier than originally planned?
Have a money question? Email us …
5 months, 3 weeks ago
Feeling Lost, What's the Next Step?
I hate feeling stupid and don't want to be the dope that is too lazy to take an interest in how my money is managed. What's our next step?
Have a mon…
5 months, 3 weeks ago