Podcast Episodes

Should I Move My Retirement Money?

With retirement still a ways off in the distance, is there any reason why I should be moving some of my assets?

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1 year, 9 months ago

Do We Have Enough Saved for Retirement?

Now that we're in our mid 60s, are we on track to have enough money saved as we approach retirement?

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1 year, 9 months ago

Retirement and Your Full Financial Picture

A holistic view of your full financial picture can help you identify opportunities that may reduce your overall tax burden while potentially enhancin…

1 year, 9 months ago

Financial Concerns After Divorce

After a recent divorce, and now feeling a bit concerned, I want to make sure that my financial future is still secure.

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1 year, 9 months ago

Asset Allocation With a Pension

With all the monthly expenses covered by a hefty pension, how should the rest of my portfolio be allocated?

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1 year, 9 months ago

Housing Market Breakdown

New housing data shows new and existing home sales fell in April as mortgage rates remained high. The number of homes on the market rose by 9%, but p…

1 year, 9 months ago

Romance Scams and Cybersecurity Best Practices Part Three

This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plet…

1 year, 9 months ago

Romance Scams and Cybersecurity Best Practices Part Two

This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plet…

1 year, 9 months ago

Romance Scams and Cybersecurity Best Practices Part One

This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plet…

1 year, 9 months ago

Paying for Health Care in Retirement

If you’re thinking about the rising cost of health care, you’re not alone. In fact, health care continues to be one of the largest and most significa…

1 year, 9 months ago