Podcast Episodes

The Future of Wealth Management Part Two

This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the fut…

1 year, 2 months ago

The Future of Wealth Management Part One

This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the fut…

1 year, 2 months ago

Helping Adult Children Now vs Later

Should I help my kids out now while I'm still around, or should I just let them inherit whatever is left?

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1 year, 2 months ago

Next Steps for Possible Retirement

My employment is set to end in December of 2025 and I'm not sure where to put my money while I still have a job for one more year.

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1 year, 2 months ago

Can We Upgrade Our House?

We're considering a new home purchase, but the thought of doubling our monthly mortgage while cutting our monthly discretionary savings in half, is d…

1 year, 2 months ago

In Need of a Decumulation Plan

I believe we are set up for retirement, but need fresh eyes on our plan, especially when it comes to the decumulation phase.

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1 year, 2 months ago

Can We Afford Two Homes?

We have two homes and the plan was to sell one. My wife recently started discussing trying to keep both houses, which causes me concern about our fin…

1 year, 2 months ago

In Our 40s and Planning for Retirement

What's the best way for us to plan for retirement as we head into our early 40s?

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1 year, 2 months ago

Managing Lump Sum Payout

I took a lump sum pension payout and now I'm responsible for managing the money, which has me a bit worried.

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1 year, 2 months ago

Roth Conversions and IRMAA

When I consider doing Roth conversions, how much attention should I be paying to the IRMAA numbers?

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1 year, 3 months ago