Podcast Episodes

Maximizing Your Advisor Relationship

A financial plan isn’t just about your investments. It’s about creating a plan to pursue your goals while keeping your values, risk tolerance, and li…

1 year, 7 months ago

Index Funds or CDs?

I am on the fence about whether I should invest in index funds or in a higher interest CD.

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1 year, 7 months ago

Am I Taking the Right Financial Steps?

I have a lot going on so I have several questions, but mainly, I'd love a couple more opinions on the steps I'm taking and whether I'm on track to me…

1 year, 7 months ago

Midyear Money Checkup

I joined CBS Mornings for a midyear money checkup to discuss how to save money between now and Labor Day.

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1 year, 8 months ago

Do I Need to Go back to Work?

I retired at 55 and now I am wondering if I should go back to work for a year or two?

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1 year, 8 months ago

The Big Picture With Barry Ritholtz Part Three

This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he f…

1 year, 8 months ago

The Big Picture With Barry Ritholtz Part Two

This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he f…

1 year, 8 months ago

Tax-Smart Investing

A tax-smart portfolio begins with the right asset mix for your time horizon and your risk tolerance, with techniques designed to help enhance your af…

1 year, 8 months ago

The Big Picture With Barry Ritholtz Part One

This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he f…

1 year, 8 months ago

Do I Need to Sell My House?

I owe $275k on a house which I could sell for $950k. It's my only asset. Should I sell?

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1 year, 8 months ago