Podcast Episodes

Estate Planning Conversations Part Two

There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. …

1 year, 9 months ago

Estate Planning Conversations Part One

There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. …

1 year, 9 months ago

Are the Managerial Fees Worth It?

I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are…

1 year, 9 months ago

Planning for Retirement

This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years a…

1 year, 9 months ago

Help Navigating Retirement

We're both already retired but looking for some advice as we prepare to navigate the next few years.

Have a money question? Email us here

Subscribe to …

1 year, 9 months ago

Can We Pause Retirement Savings?

Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment?

Have a money question? …

1 year, 9 months ago

Should I Stay or Should I Go?

I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger pension?

Have a money question? Email us here

Subscribe to Jill o…

1 year, 10 months ago

Work, Retire, Repeat Part Two

This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about he…

1 year, 10 months ago

Work, Retire, Repeat Part One

This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about he…

1 year, 10 months ago

Where to Park Emergency Fund

Our emergency fund is in a bank savings account with an interest rate of 0.02%. Is there a better place to park the cash?

Have a money question? Email…

1 year, 10 months ago