Podcast Episodes
Back to SearchNavigating 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
High Earners, Still Do Roth?
Should we switch all of our retirement accounts to traditional from Roth to reduce income and qualify for all the tax deduction we are eligible for?
…9 months, 3 weeks ago
Is There an Alternative to Annuities?
We've started working with a financial planning firm, and part of the strategy requires the use of annuities, is this the best approach?
Have a money…
9 months, 4 weeks ago
60 and Planning for Retirement at 67
I’m 60 years old and plan to work until 67, at which point I would like to call it quits. Am I on track to make this happen?
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10 months ago
Job Change With No 401(k)
I just changed jobs and I'm not sure what to do with my 401(k) from my previous employer as the new employer does not offer a retirement plan.
Have …
10 months ago
Federal Service Early Retirement
After 34 years of working for the government I took an early retirement offer, am I good to never work again?
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10 months ago
529 Plans vs Trump Accounts
With the new Trump Accounts now in the mix, is a 529 plan still the best account for college expenses?
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10 months ago
How Far Behind Am I?
After having a lot of fun in my 20s and 30s, then getting serious in my 40s, how far behind am I for retirement?
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10 months ago
Need a Better Plan to Retire in Three Years
I’ve interviewed CFP providers but have chickened out when it came time to sign the documents and pay a fee, but retirement is closer than ever, and …
10 months, 1 week ago
Don’t Earn Much, Am I on Track?
Given that my cost of living is very low, can I retire in a few years at 59?
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10 months, 1 week ago