Podcast Episodes

Merry Christmas!

Merry Christmas from Jill and Mark!

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Twi…

1 year, 2 months ago

Combining Finances With My Partner

I recently moved, switched jobs (internally), and am looking for help with finances as I try to combine my financial life with my partner.

Have a mone…

1 year, 2 months ago

Looming Tax Issues?

I had assumed I would not draw from my 401(k) until I am required to take RMDs, but in listening to your show and talking to others, I’m questioning …

1 year, 2 months ago

I'm 57, Can I Retire?

I'm 57 and wondering if I have enough saved to retire sooner rather than later.

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You…

1 year, 2 months ago

Can I Retire in Three Years?

We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we …

1 year, 2 months ago

Can We Renovate Our Kitchen?

We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we …

1 year, 2 months ago

Feeling Ready to Retire, Am I?

I feel like I'm in position to retire at the end of 2025 or in early 2026. Am I on track to make this happen?

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Subs…

1 year, 2 months ago

Saving Our Son From Student Loan Hell

Our son is trapped under some hefty student loans and we would like to help him out. Can we afford to do it?

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Subsc…

1 year, 2 months ago

Worried About Having Enough Money

I've been saving for retirement for years and years, yet I'm constantly worrying about having enough money. Will I be okay?

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1 year, 2 months ago

Time to Bring Assets Under Management?

After coming into a very unexpected large inheritance, I feel that I might need assistance at this juncture, but I am unsure of what a reasonable man…

1 year, 2 months ago