Podcast Episodes
Back to SearchInvestment Anxiety Entering 2025
Given the unprecedented and potentially volatile environment we're entering in 2025, should I leave my money where it is? Should I pull some out of t…
1 year, 1 month ago
Roth Conversions, How Much and How Fast?
With over two million in tax-deferred accounts, and now that we're both retired, we feel now is the time for Roth conversions. How much should we do …
1 year, 1 month ago
I Have a Pension, Do I Need Bonds?
Am I correct to treat my pension like "cash" and then put 100% of my other assets in riskier holdings?
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1 year, 1 month ago
Roth IRA or Roth 401(k)?
If I max out traditional contributions to my 401(k), it will lower my AGI and I'll be eligible to make Roth IRA contributions for me and my wife. Doe…
1 year, 1 month ago
Moving Parts in Retirement
My wife and I are retired and we're trying to decide if we should start collecting Social Security and let our investments grow or should we take mon…
1 year, 1 month ago
Introducing The Severance Podcast with Ben Stiller & Adam Scott
The Severance Podcast with Ben Stiller and Adam Scott is an episode-by-episode, behind-the-scenes breakdown of the AppleTV+ workplace thriller with t…
1 year, 1 month ago
Can We Afford Our Forever Home?
My husband and I have been eyeing a new subdivision in the suburbs and have fallen in love with one of the floorpans that would give us the space we …
1 year, 1 month ago
Can We Upgrade Our House?
Will upgrading our house blowup our longterm financial plan?
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1 year, 1 month ago
55 and Thinking of Retirement
At 55 and approaching retirement, are we on the right track?
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1 year, 1 month ago
Planning for Our Financial Future
As I plan ahead for my financial future, am I doing it in the right way?
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1 year, 1 month ago