Podcast Episodes
Back to SearchTrying Not to Screw It Up
After being diligent savers for many years, we want to make sure we don't do anything to screw things up.
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1 month, 1 week ago
What Should I Be Doing Differently?
As I get closer and closer to 60, should I be doing something different with my investments?
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1 month, 1 week ago
Help My Parents Plan for Retirement
I'd love a second opinion to make sure my parents are on the right track to enjoy their next life adventure.
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1 month, 2 weeks ago
Reset Dilemma Advice
With a large inheritance now part of the equation, is it time for me to make a major reset?
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1 month, 2 weeks ago
Has My Roth Conversion Ship Sailed?
During my working life all of my savings went into a tax deferred 401(k) which is now in a rollover IRA. Is it wise to consider doing some Roth conve…
1 month, 2 weeks ago
Should I Tap a CD or My Roth?
I need to come up with some money for the purchase of a new car. Should I us a CD or tap my Roth IRA?
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1 month, 2 weeks ago
Concerned About Running Out of Money
I am concerned about running out of money since I am 78 and my husband is 74. Will we be okay?
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1 month, 2 weeks ago
A Holistic Giving Solution for Donors and Advisors
It's never too early in the year to discuss charitable giving, and that's what we're doing today as we're joined by Julie Sunwoo, the President of …
1 month, 3 weeks ago
Encore Career at Age 50?
Knowing that I just turned 50, can I still make a career change to something that I am passionate about?
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1 month, 3 weeks ago
Retirement in Three Months?
My job is just so stressful, and with parents who died early, I really want to retire. Can I do it?
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1 month, 3 weeks ago