Podcast Episodes

State of the Economy With Diane Swonk

With the year coming to a close, and with all the uncertainty given the tariffs and the recent government shutdown, Black Friday seems like a good time for a heat check on where things stand in the e…

Published on 2 weeks ago

The Stages of Job Loss

The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on w…

Published on 2 weeks, 1 day ago

Wife Questioning Asset Allocation

Our current asset allocation is 65% equities, 7% bonds, 28% cash/CDs, etc. My wife is concerned that we are taking on too much risk given our ages. Is she correct?

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Published on 2 weeks, 2 days ago

Should I Refinance to Fixed Rate?

I have a 10 year ARM and I'm wondering if I should refinance or ride it out a bit longer and hope that rates continue to come down?

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Published on 2 weeks, 3 days ago

Major Move Before Retirement

I made a big move in 2023 and am considering doing it again and I need your input because I don't want to blow up our retirement plans.

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Published on 2 weeks, 4 days ago

A Simple, Tax-Smart Account for Charitable Giving

With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to do good, but the tax rules around philanthropy hav…

Published on 3 weeks ago

Buckets in Retirement

With hopes of calling it quits in just a few years, when should I pull money from my different "buckets" once I get into retirement?

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Published on 3 weeks, 1 day ago

How to Manage Inherited Money

With a large inheritance sitting in cash, should I leave it as is and take the peace of mind it provides, or invest it?

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Published on 3 weeks, 2 days ago

Help for Mom and Me

I find myself at a fork in the road, and I'm hoping you can help me choose the right financial path.

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Published on 3 weeks, 3 days ago

Pension and Renovation Decisions

Is it foolish if I spend $300k on a renovation project during retirement?

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Published on 3 weeks, 4 days ago