Podcast Episodes

Can We Retire in Five Years?

We are both 52 years old and my husband is completely burned out at his corporate job. Is retirement in five years a possibility?

Have a money questi…

6 months, 3 weeks ago

Is a Market Crash Coming?

I'm worried sick that we are on the verge of a market crash. What do you think?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

6 months, 3 weeks ago

Debt Pay Off Questions

I'm 66 and have been retired for four years, but I still have some outstanding debt, how should I tackle?

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6 months, 3 weeks ago

Estate Planning for My Parents

I'm 40 years old and am navigating the complexities of figuring out my aging parents' estate plan. Am I taking the right steps?

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6 months, 4 weeks ago

Estate Planning Awareness

To recognize National Estate Planning Awareness Week, here's a snippet from our recent webinar with Juliet Kalib and Rick Kahler. Juliet is a trusts …

7 months ago

Can We Make Our Dream a Reality?

With two pensions on the horizon, would it be a bad idea to severely deplete our retirement accounts to purchase our dream vacation home?

Have a mone…

7 months ago

Should I Go for the Promotion?

I’m starting to feel burnout at work, and I’m being pushed by leadership to take on even more responsibilities for a promotion. Should I do it?

Have …

7 months ago

Can We Run Off to Travel the World?

I'm 52 years old and am burnt out after working in technology for 30 years. Can I quit/retire and do a bit of traveling?

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7 months ago

Furloughed With First Child on the Way

We're both federal employees and my wife is currently furloughed and pregnant with our first child. How do we navigate this period?

Have a money ques…

7 months ago

I’m 67, Am I Ok to Retire?

If I retire at 68 in 2026, I have forecasted a monthly Social Security and pension income that will cover expenses and offer a $1,300 cushion. Do you…

7 months, 1 week ago