Podcast Episodes
Back to SearchShould I Combine Accounts?
When I retire next year, I'll have various retirement accounts, should I look to consolidate them?
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9 months 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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9 months 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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9 months 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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9 months 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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9 months 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…
9 months, 1 week 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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9 months, 1 week ago
The Wealth Ladder With Nick Maggiulli
Today we're joined by Nick Maggiulli, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, Th…
9 months, 1 week ago
Annuity Decision Headache
Should I absorb the annuity surrender charges and reinvest the money into my current investment, which is earning 9% compounded quarterly?
Have a mon…
9 months, 1 week ago
How to Invest Inheritance?
I would feel horrible losing a large portion of a recent inheritance, so I want to be careful, but I also want to maximize its earnings potential. Wh…
9 months, 1 week ago