Podcast Episodes
Back to SearchHow Am I Set up for Retirement?
I’m 61, my wife is 58, and we would like to retire in about four years. I assume we are close to the numbers needed but am wondering if we need to ma…
1 year, 9 months ago
How to Allocate Inheritance
My uncle died and left me two life insurance policies. I have mostly left the money alone but I'm wondering if I should reallocate?
Have a money quest…
1 year, 9 months ago
Stock Market Milestone
For the first time ever, the Dow Jones average rose about 40,000, providing new optimism about the economy. I joined CBS Mornings to discuss.
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1 year, 9 months ago
Contemplating Retirement
I'm contemplating retirement at the age of 60. Can I do it?
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In…
1 year, 9 months ago
Are My Numbers Correct?
After taking a retirement buyout a few months back, I want to make sure my calculations are correct.
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1 year, 9 months ago
Estate Planning Peace of Mind
Having a proper estate plan in place will give you the peace of mind that comes with "getting your affairs in order" before there is a crisis.
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1 year, 9 months ago
Is Inflation Relief on the Horizon?
New inflation data is out, and the numbers could influence what happens to interest rates. I joined CBS Mornings to discuss.
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1 year, 9 months ago
Maximizing Our Lower Tax Bracket
In 2023 we were in the 34% tax bracket but we should be in the 24% tax bracket for 2024 and we would like to make the most of this lower tax bracket …
1 year, 9 months ago
Financial Steps Before Marriage
I’ll be getting married to a non-US citizen and I'm wondering how in the world do we even begin tackling an equitable prenuptial agreement?
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1 year, 9 months ago
Are We on the Right Track?
I’m 45 and my wife is 49, and with $800k in my 401(k), I'm looking to see if we're on the right track and what we should do next.
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1 year, 9 months ago