Podcast Episodes

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, ⁠⁠⁠⁠The Wealth Ladder: Proven Strategies for Every Step …

Published on 4 weeks 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 money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

Published on 4 weeks, 1 day 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. What are my options?

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Published on 4 weeks, 2 days ago

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?

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Published on 1 month 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.

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Published on 1 month 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?

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Published on 1 month 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?

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Published on 1 month 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 fun?

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Published on 1 month 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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Published on 1 month, 1 week 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 time back?

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Published on 1 month, 1 week ago