Podcast Episodes

Adjusting Portfolio for Retirement

I am nearing retirement in the next couple of months and my current challenge is adjusting my portfolio as I make this transition. 

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1 year, 7 months ago

Do I Need My Financial Advisor?

If I were to take control of our retirement portfolios is there anything I should change or be aware of?

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1 year, 7 months ago

Stressed by Approaching Retirement

Retirement is quickly approaching, and while I should feel proud and happy, I can't help but feel scared and stressed.

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1 year, 7 months ago

Economic Growth Remains Strong

I joined CBS Mornings to discuss how American consumers are helping to boost the economy. The latest numbers show economic growth doubled to an annua…

1 year, 7 months ago

Ask The Compound Part Two

This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-…

1 year, 7 months ago

Ask The Compound Part One

This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-…

1 year, 7 months ago

How Do Elections Impact the Markets?

Even in election years, the question remains, do elections have a big impact on your money?

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1 year, 7 months ago

Do I Need a Fixed Annuity?

Somebody is trying to convince me to use a large chunk of my retirement savings on an annuity. Does this make sense?

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1 year, 7 months ago

Roth 401(k) vs Traditional 401(k)

Does it make sense to start contributing to the Roth 401(k) at this point and age or should I stick with the traditional pre-tax 401(k) option?

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1 year, 7 months ago

Borrowing From 403(b)

Since interest rates are so high, should I borrow from my 403(b) for a kitchen remodel?

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1 year, 7 months ago