Podcast Episodes
Back to SearchOn Track as We Approach Retirement?
As we approach retirement age, are the finances where they should be at this stage of our lives?
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Published on 2 weeks ago
Should I Ditch the Target Date Fund?
Is it a good move to ditch my target date fund and instead invest a bit more aggressively?
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Published on 2 weeks, 1 day ago
Can We Splurge a Little Bit?
How much extra money can we afford to spend on "fun" things, such as travel and hobbies?
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Published on 2 weeks, 2 days ago
Should I Combine Accounts?
When I retire next year, I'll have various retirement accounts, should I look to consolidate them?
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Published on 2 weeks, 3 days ago
Evaluating Pension Options
With different pension options to choose from, we're not sure which one to pick for my husband.
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Published on 2 weeks, 4 days ago
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?
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Published on 3 weeks 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.
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Published on 3 weeks, 1 day 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.
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Published on 3 weeks, 2 days 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 not be renewed.
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Published on 3 weeks, 3 days 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?
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Published on 3 weeks, 4 days ago