Podcast Episodes

Not Trying to Time the Market, But...

It feels good to have avoided the recent market correction, but this only has value if I correctly time my re-entry. When do I pull the trigger and j…

11 months ago

Funding a Real Estate Opportunity

Can you help me determine the best option to purchase a piece of real estate without experiencing the biggest tax hits and also without having a mort…

11 months, 1 week ago

The Administration and a Market Crash

Do you think it's possible that the new administration wants to take us into a recession on purpose?

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11 months, 1 week ago

Allocating Cash Surplus

With 12-15 years left until retirement, I want to be strategic about where to put our monthly surplus which is usually around $3,000.

Have a money que…

11 months, 1 week ago

State of the Economy with Diane Swonk

With the first quarter just about in the books, I felt it was a good time for a heat check on where things stand, so I turned to Diane Swonk, the Chi…

11 months, 1 week ago

On the Verge of Retirement

I'm on the verge of retirement and looking for some guidance before I pull the plug.

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11 months, 1 week ago

Retirement Spending Check-Up

We have a lot of money saved but it seems like we're spending a lot and we're starting to feel a bit concerned.

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Su…

11 months, 2 weeks ago

Feels Like We're Playing Catch Up

My wife and I feel like we’re doing okay but we started saving for retirement and investing a bit late and are playing catch-up. Is there something e…

11 months, 2 weeks ago

Should I Diversify My Financial Institutions?

My wife and I, both in our mid-sixties, currently have over 90% of our financial assets in a variety of accounts held at the same institution. Do you…

11 months, 2 weeks ago

Ed Slott and the Five-Year Rule

Here's a snippet from our recent webinar with the one and only Ed Slott. This is just five minutes, there's another 55 minutes of Ed behind the paywa…

11 months, 2 weeks ago