Podcast Episodes

Concerns With Potential Early Retirement

We're considering early retirement, and even though I think we're in a good position, I still have some concerns.

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1 year, 8 months ago

Can We Afford Another Home?

I think we can buy a second home, my husband isn't so sure. Who's right?

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1 year, 8 months ago

Retirement Planning With an Age Difference

Given our age difference, are we facing any potential issues with our retirement planning?

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1 year, 8 months ago

A Financial Transformation

After feeling completely lost, I finally feel like I've got a handle on my finances. Am I checking all the boxes?

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1 year, 9 months ago

Retirement Planning at 28

Now that I'm making some "real" money at the age of 28, how should I be preparing for my future retirement?

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1 year, 9 months ago

Okay to Retire in Seven Years?

Am I on track to retire in seven years at the age of 60?

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1 year, 9 months ago

Already Retired, Is Our Plan Okay?

Given that we're already retired in our mid 50s, is our long-term financial plan a solid one?

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1 year, 9 months ago

Retirement Income Taxes

Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and …

1 year, 9 months ago

Should I Be Tweaking My Investments?

With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan?

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1 year, 9 months ago

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, 9 months ago