Podcast Episodes
Back to SearchWife Questioning Asset Allocation
Our current asset allocation is 65% equities, 7% bonds, 28% cash/CDs, etc. My wife is concerned that we are taking on too much risk given our ages. I…
5 months, 4 weeks ago
Should I Refinance to Fixed Rate?
I have a 10 year ARM and I'm wondering if I should refinance or ride it out a bit longer and hope that rates continue to come down?
Have a money ques…
6 months ago
Major Move Before Retirement
I made a big move in 2023 and am considering doing it again and I need your input because I don't want to blow up our retirement plans.
Have a money …
6 months ago
A Simple, Tax-Smart Account for Charitable Giving
With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to …
6 months ago
Buckets in Retirement
With hopes of calling it quits in just a few years, when should I pull money from my different "buckets" once I get into retirement?
Have a money que…
6 months ago
How to Manage Inherited Money
With a large inheritance sitting in cash, should I leave it as is and take the peace of mind it provides, or invest it?
Have a money question? Email …
6 months ago
Help for Mom and Me
I find myself at a fork in the road, and I'm hoping you can help me choose the right financial path.
Have a money question? Email us …
6 months, 1 week ago
Pension and Renovation Decisions
Is it foolish if I spend $300k on a renovation project during retirement?
Have a money question? Email us …
6 months, 1 week ago
Retirement and College Expenses
Retirement and college expenses are on a collision course, how should we handle both?
Have a money question? Email us …
6 months, 1 week ago
Red Flag Warning
Should we run screaming from a potential financial planner or am I overreacting?
Have a money question? Email us …
6 months, 1 week ago