Podcast Episodes
Back to Search60 and Planning for Retirement at 67
I’m 60 years old and plan to work until 67, at which point I would like to call it quits. Am I on track to make this happen?
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7 months ago
Job Change With No 401(k)
I just changed jobs and I'm not sure what to do with my 401(k) from my previous employer as the new employer does not offer a retirement plan.
Have …
7 months ago
Federal Service Early Retirement
After 34 years of working for the government I took an early retirement offer, am I good to never work again?
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7 months, 1 week ago
529 Plans vs Trump Accounts
With the new Trump Accounts now in the mix, is a 529 plan still the best account for college expenses?
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7 months, 1 week ago
How Far Behind Am I?
After having a lot of fun in my 20s and 30s, then getting serious in my 40s, how far behind am I for retirement?
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7 months, 1 week ago
Need a Better Plan to Retire in Three Years
I’ve interviewed CFP providers but have chickened out when it came time to sign the documents and pay a fee, but retirement is closer than ever, and …
7 months, 1 week ago
Don’t Earn Much, Am I on Track?
Given that my cost of living is very low, can I retire in a few years at 59?
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7 months, 1 week ago
Any Reason Not to Buy the Annuity?
I have a one time opportunity to use my 457 pre-tax deferred compensation funds to purchase an annuity offered by Washington State to former employee…
7 months, 2 weeks ago
Two Academics Facing Unstable Time
I could really use your help, as we've been worrying ourselves sick thinking about what our options are and where we sit financially.
Have a money qu…
7 months, 2 weeks ago
Worried to Death
After being retired for a few years, I am terrified thinking about the future and can't help but worry that we'll lose everything we own.
Have a mone…
7 months, 2 weeks ago