Podcast Episodes

How Risky Can I Be With a Career Reset?

How comfortable should I be with our financial situation in order to help us determine how much time I can afford not generating income and weigh the…

1 year, 1 month ago

Invest or Pay Off Mortgage?

Knowing that money will never be an issue for us, should we pay off the mortgage or invest in the market?

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1 year, 1 month ago

Federal Worker Feeling the Heat

I am a federal employee facing uncertainty about whether my job may be eliminated in the next few months, and my husband is a researcher at a univers…

1 year, 1 month ago

Can We Self-Manage Our Money?

We are not brilliant money people, but we are starting to think it might be a good idea to get on top of the situation. Can we self-manage?

Have a mon…

1 year, 1 month ago

Here to Hold Your Hands

Investors are licking their wounds after a two-day brutal sell-off, triggered by President Trump’s tariffs. We’re here to hold your hands as we start…

1 year, 1 month ago

Can We Reach Financial Independence?

We're spending a lot but we are also saving a lot now that our income is much higher. Can we still reach our goal of financial independence?

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1 year, 1 month ago

Federal Employee Early Retirement Offer

A reduction in force is coming to my agency, but I am eligible for an early retirement offer. Should I take it?

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Su…

1 year, 1 month ago

Helping Mom Manage Her Finances

I'm helping my mom (about to turn 80) manage her finances and I want to make sure I am helping her maximize her limited resources.

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1 year, 1 month ago

Simplifying Inherited Accounts

My father passed away last year and I inherited several accounts from him and now I need to figure out what to do with them.

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1 year, 1 month ago

Variable Annuity With Death Benefit

My insurance agent recently suggested a variable annuity with a death benefit. Yay or nay?

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1 year, 1 month ago