Podcast Episodes
Back to SearchRetirement and Leaving a Legacy
With two sizable pensions in the picture, can I retire and focus on leaving a legacy for my kids?
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2 weeks ago
Time for a Financial Reset?
By letting go of my home, it opened up an entirely new career as a realtor and interior designer. Can this be my new path?
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2 weeks, 1 day ago
I Got a Late Start, Am I Okay for Retirement?
I got a late start, and even though my financial advisor says I am doing fine, I am still concerned about my retirement and would like another opinio…
2 weeks, 2 days ago
How to Handle Home Sale Proceeds
After selling our prior house, we now have $250,000 in proceeds and want to be intentional about how we use it.
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2 weeks, 3 days ago
Can I Move Up My Retirement Age?
The plan was to retire in a few years at 67, but now I'm wondering if I can call it quits at the end of this year?
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2 weeks, 4 days ago
Is Investing a Pipe Dream?
Is there any hope for hard working, tax paying Americans who love this country but feel any investment is a pipe dream?
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3 weeks ago
Should I Pursue a Great Money Reset?
Burnout at work is bad and I think I might be ready for my “Great Money Reset” in the form of a sabbatical of some type. Can I do it?
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3 weeks, 1 day ago
Can I Retire Before Kids Are Done With College?
I'm 49 and would like to retire in seven years at 56 before my kids are finished with college. Doable?
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3 weeks, 2 days ago
Can Dad Retire Comfortably?
My dad is 68 and I've been his financial helper for the last few years. He wants to retire and I'd like to make sure I'm not missing something critic…
3 weeks, 3 days ago
Inherited IRA Opportunities?
After receiving an inheritance in the form of an IRA and a brokerage account, I would like to use this money to change my life to better align with m…
3 weeks, 4 days ago