Podcast Episodes

On Track for Retirement at 55?

We're currently in our 40s, but I am trying to figure out if my wife and I are on track to be able to retire at 55?

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1 year, 1 month ago

Spouse Worried About My Retirement

I would like to retire in June, however, my spouse is very concerned about finances and lacks confidence in the numbers.

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1 year, 1 month ago

Are We Saving Enough?

I want to know if you think we are saving enough right now or do I need to be putting more away even though I will have substantial pension income?

Ha…

1 year, 1 month ago

Cash Out My Vested Pension?

I have a vested pension from a previous career path that I can cash out now, or I can take the monthly payment once I reach retirement age. Which is …

1 year, 1 month ago

Where to Stash Home Sale Proceeds?

I have one-million-dollars in proceeds from my condo sale and I’m renting for now. If I find a good deal, I could buy a new home or should we keep re…

1 year, 1 month ago

How Much to Spend on New House?

A new house is definitely part of the plan, but just how much to spend is still up in the air.

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1 year, 1 month ago

Managing Massive Dividend Income

My dividend income is now more than the salary I made during my working years. How can I manage the tax situation?

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1 year, 1 month ago

Can I Pause Retirement Contributions?

Am I okay to skip maxing out my workplace retirement contributions this year and use the same amount to rebuild my cash savings instead?

Have a money …

1 year, 1 month ago

My Parents DO Need My Support!

I just found out my parents have about 2-3 years of funds before they will run out of money. Their backup plan is me, and I'm trying to figure out ho…

1 year, 1 month ago

Should I Buy Into the Family Farm?

We have the opportunity to buy into our family farm. Currently it is owned by my father/uncle/aunt and my uncle wants to sell his share. Should I buy…

1 year, 1 month ago