Podcast Episodes

Unknown Future After Sudden Divorce

I'm looking for advice on how to invest for my next chapter since my life completely changed after a gray divorce that was unexpected and moved very …

1 year, 10 months ago

Considering Retirement in Two Years

After working in IT for 28 years, I'm considering retirement in the near future. Can I do it?

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1 year, 10 months ago

Should We Switch to Roth?

With pensions in our future, and a good chunk of pre-tax savings, should we make the switch to Roth contributions?

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1 year, 10 months ago

Did We Make a Big Mistake?

With interest rates so high, did we make a huge mistake by purchasing a new home?

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1 year, 10 months ago

Introducing: Million Dollar Advice

Million Dollar Advice is a work and career advice podcast hosted by friends and colleagues Kim Lessing and Kate Arend. Together Kim and Kate run Amy …

1 year, 10 months ago

We’re Both Retiring and Feel Lost

Both my husband and I are retiring this year and we could really use your expertise with several of our questions.

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1 year, 10 months ago

My Next Phase of Life

I am good at saving and living within my means, but I don't know when to pivot so that I can start to lessen that pathway and move into the next phas…

1 year, 10 months ago

Oil and the Economy

I joined CBS Mornings with a look at the potential disruptions to the global economy, including impacts on oil markets after Iran's unprecedented lau…

1 year, 10 months ago

Can I Leave My High Income Job?

Can I leave my high income job in two to three years and live out my dream of traveling?

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1 year, 10 months ago

Evaluating Pension Options

As I consider whether or not to turn on my pension, which option should I choose?

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1 year, 10 months ago