Podcast Episodes
Back to SearchA New House or an Addition?
As we hit our 60s, should we buy a new house altogether or put an addition on our current home?
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1 year, 6 months ago
Should I Invest Settlement Money?
With a potential house purchase on the horizon, should I keep some money from a recent settlement in cash? Or invest it?
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1 year, 6 months ago
Happy Election Day!
No calls, no questions, just some thoughts on the economy as we hit Election Day.
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Y…
1 year, 6 months ago
Should I Hold Less Cash?
I’m wondering if I’m keeping too much cash in my emergency reserve fund. Am I missing out on potential gains by not having more of it invested?
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1 year, 6 months ago
Planning Around a Forced Retirement
With a forced retirement coming for my husband in a few years, how should we thinking about our financial future?
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1 year, 6 months ago
Regrouping After a Loss
My husband recently passed away and I have a lot of big financial decisions that need to be made, so I want to make sure I'm not making any mistakes.…
1 year, 6 months ago
The Growing U.S. Economy
The government released its latest GDP number, which is a measure of the change in the economy's size. The report shows it grew at an annual rate of …
1 year, 6 months ago
Taxes on Roth Conversion
If I do a Roth conversion in December, can I wait until April the following year to pay the taxes out of my non-retirement savings account, or do I h…
1 year, 6 months ago
Tax Changes on the Horizon
I joined CBS Mornings to discuss the new IRS 2025 tax brackets. Each year, the agency makes adjustments to the tax code to account for inflation.
Have…
1 year, 6 months ago
Out of Whack Asset Allocation
Thanks to Nvidia my asset allocation is completely out of whack. Should I rebalance?
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1 year, 6 months ago