Podcast Episodes
Back to SearchRetirement Is Days Away
With retirement just days away, as in four days, I'm trying to figure out what I should do with an annuity that I have.
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1 year, 4 months ago
Possible Retirement Scenarios
Retirement is here and I have a few different pension scenarios to consider. Is there a right or wrong answer?
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1 year, 4 months ago
Help Put My Mind at Ease
After being the workforce for 40 years, we're totally burned out and want to be done. Can we make an exit?
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1 year, 4 months ago
Your Open Enrollment Checklist
In this episode we've got some essential tips on selecting the right health insurance and benefits plan for the year ahead. The enrollment period is …
1 year, 4 months ago
Do I Really Need a Bond Fund?
Every time I look into the long-term performance of bond funds, they are so low that I just don’t get it. Am I missing something?
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1 year, 4 months ago
Various Retirement Possibilities
I have a pension which receives a COLA but I am inquiring as to my ability to retire and also ensure my spouse is taken care of if something were to …
1 year, 4 months ago
My Annuity Mess
A year ago I moved all of my money from Vanguard to a local advisor who recommended annuities and I feel like things are now such a mess. What should…
1 year, 4 months ago
Overall Strategy Help
With market highs, how would you advise a 28-year-old with a large part of their net worth in cash to invest inside a brokerage account?
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1 year, 4 months ago
State of the Housing Market Part Two
This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi, who joined us on the most r…
1 year, 4 months ago
State of the Housing Market Part One
This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi, who joined us on the most r…
1 year, 4 months ago