Podcast Episodes

Can I Scale Back and Live a Bit More?

Am I in a good position to scale back at work and pursue my next endeavor and live a bit more?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

6 months, 1 week ago

Retirement After 25 Years, What’s Next?

I know I’ve saved (what for me) seems like a ton of money but I'm not sure how to transition to not having a steady paycheck.

Have a money question? …

6 months, 1 week ago

Trying to Figure Out Our Next Steps

We think we are on track with our savings and want to figure out how and when we decide to sell our house and move somewhere else.

Have a money quest…

6 months, 1 week ago

At an Inflection Point, Seeking Guidance

While my job is good, lamentably, the relationship with my boss is not. My position is due for renewal later this year and I'm fairly certain it will…

6 months, 1 week ago

My Planner Is Suggesting I Buy an Annuity

A financial planner is suggesting I purchase an annuity as a "private pension." Is this product necessary in my situation?

Have a money question? Ema…

6 months, 1 week ago

The Wealth Ladder With Nick Maggiulli

Today we're joined by ⁠⁠⁠Nick Maggiulli⁠⁠⁠, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, ⁠⁠⁠⁠Th…

6 months, 2 weeks ago

Annuity Decision Headache

Should I absorb the annuity surrender charges and reinvest the money into my current investment, which is earning 9% compounded quarterly?

Have a mon…

6 months, 2 weeks ago

How to Invest Inheritance?

I would feel horrible losing a large portion of a recent inheritance, so I want to be careful, but I also want to maximize its earnings potential. Wh…

6 months, 2 weeks ago

Can I Continue to Coast?

When it comes to finances, I generally take the path of least resistance. Do I need to take a more active role or can I continue to coast?

Have a mon…

6 months, 2 weeks ago

Am I on the Correct Path?

I would like to get some feedback on my plan and check if I am on the right path or if I should be making some tweaks along the way.

Have a money que…

6 months, 2 weeks ago