Podcast Episodes

Afraid to Spend in Retirement

I'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying.

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1 year, 6 months ago

Can We Retire Comfortably at 70?

I think we should have enough money to retire (not work at all) even if we live to 90, but I need a second opinion.

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1 year, 6 months ago

Decrease Retirement Contributions for Downpayment?

Does it make sense to decrease our retirement contributions to save more cash for a potential house purchase downpayment?

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1 year, 6 months ago

Health Care in Retirement Part Two

How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to fact…

1 year, 6 months ago

Health Care in Retirement Part One

How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to fact…

1 year, 6 months ago

The Importance of Estate Planning

Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignm…

1 year, 6 months ago

The Uncertainties of Retirement

Millions of American seniors over age 65 are still working because their retirement savings are inadequate. I joined the CBS Evening News to examine …

1 year, 6 months ago

Real Estate Transaction Dilemma

My sister and I are thinking about investing a triple net lease property. There would be good earnings and no work involved on our end. Do you think …

1 year, 6 months ago

Should I Stay or Should I Go?

I feel like it may be time to roll my IRA somewhere else with less fees. Should I do it?

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1 year, 6 months ago

Retirement Ready or Not?

I am 72 years old, still working, and planning to retire at the end of March 2025. Can I do it?

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1 year, 6 months ago