Podcast Episodes

Ask The Compound Part One

I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth …

1 year, 3 months ago

Too Much in a Single Stock?

My husband has worked for a company for over 25 years and had accumulated almost $800k in a single stock. Is it time for us to diversity?

Have a money…

1 year, 3 months ago

Does a Roth Conversion Make Sense?

My immediate concern is about the wisdom of taking distributions from my taxable retirement accounts (or making Roth conversions) when my income is s…

1 year, 3 months ago

Loan Pay Down vs Starting Brokerage

With a fixed rate home equity loan at 6.5% over the next 10 years, should we focus on paying it off or should we focus on starting a brokerage accoun…

1 year, 3 months ago

Introducing: Office Ladies 6.0

The Office co-stars and best friends, Jenna Fischer and Angela Kinsey, are doing the ultimate Office-lovers podcast for you. Each week Jenna and Ange…

1 year, 3 months ago

Can We Be Done Saving for Retirement?

My husband and I would like to stop saving in retirement and use any excess funds during the next eight years to send two kids through college and sa…

1 year, 3 months ago

Helping Mom With a Lump Sum

My mom is about to receive a nice chunk of cash, but we're not sure what to do with the money and how to allocate the funds during her retirement.

Hav…

1 year, 3 months ago

Thought I Was Okay, Now Worried

I thought I was on track for retirement, but now I'm worried and starting to panic a bit.

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1 year, 3 months ago

No Pension, Can I Still Retire?

If I want to retire in two years, and relocate, can I do it even if I don't have a big fat pension?

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1 year, 3 months ago

Stocks Surge and Another Rate Cut

The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.

Have a money question? Email us h…

1 year, 3 months ago