Podcast Episodes
Back to SearchBurned Out and Really Want to Quit
I'm 62 years old and burned out after 30 years as a nurse. I want to retire in 2026 if possible. Can I?
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1 month, 1 week ago
When Can I Downsize My Job?
I want to stop working at my current job in the next few years and move into a second act job that is less stressful and more meaningful. Is it doabl…
1 month, 1 week ago
Can Trump Cap Credit Card Rates?
President Trump says he wants to cap credit card interest rates at 10% for a year by Jan. 20. I joined CBS Mornings to break down if the president ha…
1 month, 2 weeks ago
Roth Conversions Leading to Early Retirement?
While I’m in the 22% tax bracket, should I begin making small annual Roth conversions?
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1 month, 2 weeks ago
Managing the Moving Parts
As we head into retirement it feels like we're juggling a lot of moving parts. Is there anything we're missing?
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1 month, 2 weeks ago
Do You Need a Registered Investment Advisor?
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their cli…
1 month, 2 weeks ago
Roth vs Pre-Tax 401(k) Contributions
My employer recently announced that they will finally be offering a Roth 401(k) option. My plan is to start making Roth contributions. How will this …
1 month, 2 weeks ago
Can I Fully Retire in 2-3 Years?
Can I fully retire in two or three years or do you think I'll need to find a part-time job?
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1 month, 3 weeks ago
Could Operation in Venezuela Impact Gas Prices?
President Trump claims Venezuela's oil industry will make more money with the U.S. behind it. Venezuela is estimated to have 303 billion barrels of c…
1 month, 3 weeks ago
Pension Lump Sum or Annuity?
Have I saved enough to retire now, and if so, should I take a lump sum pension from my employer or the lifetime annuity?
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1 month, 3 weeks ago