Podcast Episodes

Summer Job Spike

More than two million high school and college students are expected to work summer jobs and internships this year. I joined CBS Mornings with tips to…

1 year, 8 months ago

Can We Pull Back on Retirement Saving?

I know that our early start, good income, and disciplined saving habits have put us on a solid path, but I still have anxiety over if we are doing en…

1 year, 8 months ago

Help With Retirement Plan in My 30s

I’m in my 30s with roughly $80k in retirement accounts but also $80k in student loans from graduate school. Should I shift my focus from retirement t…

1 year, 8 months ago

Should We Pick the 401(k) or Pension?

With my wife starting a new job, should we choose the 401(k) or the pension option?

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1 year, 9 months ago

Can I Safely Retire at 62?

Given that my wife is 11 years younger, can I safely retire at the age of 62?

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1 year, 9 months ago

Retirement Income Strategies

How will you feel about your finances and generating income when it’s time to transition to retirement?

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1 year, 9 months ago

Crazy to Buy a House in Retirement?

Are we crazy to consider buying a house in retirement? If we do it, should we pay cash or take out a mortgage?

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1 year, 9 months ago

Brokerage Savings vs 401(k)

How much money people should have in taxable brokerage accounts versus inside traditional retirement accounts?

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1 year, 9 months ago

Two Annuity Options

My financial advisor is suggesting two different annuities for me. Are they appropriate given my situation?

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1 year, 9 months ago

Spending Savings in Retirement

I am retired and I'm unsure how to start withdrawing money from my various accounts.

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1 year, 9 months ago