Podcast Episodes
Back to SearchThe Secrets of Perfect Timing Part Two
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginnin…
1 month, 3 weeks ago
The Secrets of Perfect Timing Part One
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginnin…
1 month, 3 weeks ago
Should I Be Making Financial Tweaks?
I'm 64 and wondering if I should be making any tweaks to my financial game plan?
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1 month, 4 weeks ago
Feeling Stuck as I Approach Retirement
I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63.
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1 month, 4 weeks ago
Do I Have Enough to Slow Down?
Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down.
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1 month, 4 weeks ago
Taking Advantage of a Unique Year
Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion?
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2 months ago
Happy Holidays From Jill and Mark!
Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one!
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2 months ago
Burned Out in Tech, Can I Retire at 49?
I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility?
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2 months ago
Maximize Our Assets and Optimize Our Taxes
We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirem…
2 months ago
Am I Ready to Retire at 62?
I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen?
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2 months ago