Podcast Episodes

Retired in Our 50s, Are We Safe?

Now that we're in our early 50s and already retired, I want to make sure we are well diversified without over complicating things.

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1 year, 7 months ago

Where Can I Improve?

What am I missing or where can I improve as I look to solidify my longterm retirement game plan?

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1 year, 7 months ago

Do We Need an Advisor?

As I chat with family and friends, I'm beginning to wonder if we should be looking to hire a financial advisor.

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Su…

1 year, 7 months ago

Estate Tax Law Changes

Today’s limits on lifetime estate and gifts tax exemption don’t expire until 2026, but there might be reasons to revisit your plan sooner than that.

H…

1 year, 7 months ago

Husband Passed, Should I Pay Off Mortgage?

My husband passed away and I got a life insurance payout of $200,000. Should I use some of it to pay off the mortgage?

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1 year, 7 months ago

Navigating Inflation

A report from the Consumer Price Index showed inflation cooled last month, faster than expected. The Federal Reserve has been waiting for inflation t…

1 year, 7 months ago

High Mortgage Payoff

I know you don't usually recommend paying off a mortgage, but with a loan at 6.99%, should I aggressively pay it down?

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1 year, 7 months ago

Can I Really Retire in My Mid-50s?

Am I being crazy to think of leaving a very well-paying career? Is there something I'm missing?

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1 year, 7 months ago

Financial Planning Through a Divorce

Now that I'm getting divorced, I'm a bit concerned if my financial future is still secure.

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1 year, 7 months ago

Financial Planning With a Higher Income

Now that I'm making a lot more money, what are the next financial steps I should be taking?

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1 year, 7 months ago