Podcast Episodes
Back to SearchDo 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
Income Streams in Retirement
What's the best way to manage four different annuities, plus Social Security, during my retirement years?
Have a money question? Email us …
5 months, 3 weeks ago
59 and Considering Retirement
The calculators tell me I'm okay for retirement, are they correct?
Have a money question? Email us …
6 months ago
In-Plan Roth Conversions
With Roth conversions permitted within my workplace retirement plan, what's the best way to handle the taxes?
Have a money question? Email us …
6 months ago
Lump Sum or Monthly Payments?
With two pension choices to choose from, which one makes the most sense given our situation?
Have a money question? Email us …
6 months ago
On Track as We Approach Retirement?
As we approach retirement age, are the finances where they should be at this stage of our lives?
Have a money question? Email us …
6 months ago
Should I Ditch the Target Date Fund?
Is it a good move to ditch my target date fund and instead invest a bit more aggressively?
Have a money question? Email us …
6 months ago
Can We Splurge a Little Bit?
How much extra money can we afford to spend on "fun" things, such as travel and hobbies?
Have a money question? Email us …
6 months ago
Should I Combine Accounts?
When I retire next year, I'll have various retirement accounts, should I look to consolidate them?
Have a money question? Email us …
6 months ago