Podcast Episodes
Back to SearchPossible Health Issues, Can I Retire?
I am 61 and my husband is 59. We've been discussing my retiring next year and he would retire two years later when he is 62. Is this doable?
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6 months, 3 weeks ago
Can I Retire at the End of This Year?
Are we in a good spot for me to step away from my job and retire (age 58) at end of the year?
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6 months, 3 weeks ago
Husband Is Afraid to Spend
My husband still worries and is afraid to spend money. What can I tell him to help him see that things are fine and we can afford to have a little fu…
6 months, 3 weeks ago
Do I Need a Financial Advisor?
I have met with a third financial advisor (a fiduciary) and I'm still not convinced I need a planner. What do you think?
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6 months, 3 weeks ago
Need to Find Peace and Get Some Time Back
What I’ve earned, I’ve put towards many other expenses and am now wanting to pause and see how I am doing. Am I on track to find peace and get some t…
6 months, 3 weeks ago
55 With the Itch to Retire
I don't hate my job but I can see the end in sight and would like to know if I'm close to being able to retire and spend $10k per month.
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7 months ago
Get Out of Here and Enjoy Your Life
When I look at the numbers with a life expectancy of 90, it seems like I can finally retire with a conservative withdrawal rate. Are the numbers righ…
7 months ago
Navigating Single Life in My 50s
As I navigate my single life (no children) as I enter my mid-50s, should I be considering a long-term care policy?
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7 months ago
High Earners, Still Do Roth?
Should we switch all of our retirement accounts to traditional from Roth to reduce income and qualify for all the tax deduction we are eligible for?
…7 months ago
Is There an Alternative to Annuities?
We've started working with a financial planning firm, and part of the strategy requires the use of annuities, is this the best approach?
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7 months ago