Podcast Episodes

Early Retirement From Federal Service

I'm a federal worker and have the possibility of accepting a voluntary early retirement. Given the current chaotic environment, I'm thinking I want t…

1 year, 2 months ago

Additional Retirement Savings Advice

Given that our retirement savings are so heavily skewed on the pre-tax side, I am wondering if increasing our Roth contributions is the right move.

Ha…

1 year, 2 months ago

Can I Take On More Risk?

We both plan to work and invest until we are 70, and possibly beyond in part-time roles, so I am wondering if we can be a bit more aggressive for the…

1 year, 3 months ago

Moving From Saver to Spender

We are just about to retire and the thought of spending the money rather than saving is a difficult shift. Any advice on how to make this transition?…

1 year, 3 months ago

Navigating Retirement in France

Now that I'm living in France, I would like to review my financial situation and get some guidance on how to transition to living off my savings afte…

1 year, 3 months ago

Alternative Investing With Fundrise CEO Ben Miller

Today we're joined by Ben Miller, co-founder & CEO of Fundrise, a real estate investment platform that uses technology to make high-quality real esta…

1 year, 3 months ago

What to Do With Pension Lump Sum?

My pension won't be coming for quite a few years, but I'm trying to plan now what the best course of action should be when the time comes.

Have a mone…

1 year, 3 months ago

Is Now the Time for Fixed Index Annuities?

We found an advisor that we really like who claims to be a fiduciary, but he is suggesting we invest our "protected" money in fixed index annuities. …

1 year, 3 months ago

Can I Reduce My Savings Rate?

My longterm plan of getting out of debt and having six months of emergency savings will be completed at the end of this year. Once that happens, can …

1 year, 3 months ago

Analyzing Deferred Comp Options

My wife has a deferred comp plan that annuitizes if she stays with the company until the age of 60, otherwise all deferred comp is paid in a lump sum…

1 year, 3 months ago