Podcast Episodes

Can I Continue to Coast?

When it comes to finances, I generally take the path of least resistance. Do I need to take a more active role or can I continue to coast?

Have a mon…

9 months, 2 weeks ago

Am I on the Correct Path?

I would like to get some feedback on my plan and check if I am on the right path or if I should be making some tweaks along the way.

Have a money que…

9 months, 2 weeks ago

Possible Health Issues, Can I Retire?

I am 61 and my husband is 59. We've been discussing my retiring next year and he would retire two years later when he is 62. Is this doable?

Have a m…

9 months, 2 weeks ago

Can I Retire at the End of This Year?

Are we in a good spot for me to step away from my job and retire (age 58) at end of the year?

Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

9 months, 2 weeks ago

Husband Is Afraid to Spend

My husband still worries and is afraid to spend money. What can I tell him to help him see that things are fine and we can afford to have a little fu…

9 months, 2 weeks ago

Do I Need a Financial Advisor?

I have met with a third financial advisor (a fiduciary) and I'm still not convinced I need a planner. What do you think?

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9 months, 3 weeks ago

Need to Find Peace and Get Some Time Back

What I’ve earned, I’ve put towards many other expenses and am now wanting to pause and see how I am doing. Am I on track to find peace and get some t…

9 months, 3 weeks ago

55 With the Itch to Retire

I don't hate my job but I can see the end in sight and would like to know if I'm close to being able to retire and spend $10k per month.

Have a money…

9 months, 3 weeks ago

Get Out of Here and Enjoy Your Life

When I look at the numbers with a life expectancy of 90, it seems like I can finally retire with a conservative withdrawal rate. Are the numbers righ…

9 months, 3 weeks ago

Navigating Single Life in My 50s

As I navigate my single life (no children) as I enter my mid-50s, should I be considering a long-term care policy?

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9 months, 3 weeks ago