Podcast Episodes
Back to SearchRoth Conversion Strategy
Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions?
Ha…
2 months, 1 week ago
If I Retire, Does Our Plan Work?
If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted?
Have a money quest…
2 months, 1 week ago
Is Retirement in 2027 a Possibility?
I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances?
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2 months, 1 week ago
Too Much in Pre-Tax Retirement?
I've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last co…
2 months, 1 week ago
Can I Retire in Two Years?
I'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have eno…
2 months, 2 weeks ago
Restarting After a Divorce
I'm in the middle of a messy divorce, once the dust settles, how do I get my financial life back on track?
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2 months, 2 weeks ago
Saving in the Wrong Places
After getting burned during the financial crisis, I'm starting to worry that we're saving our money in the wrong places.
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2 months, 2 weeks ago
Roth or Pre-Tax 401(k)?
Is it time for me to make the switch from a pre-tax 401(k) to a Roth 401(k)?
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2 months, 2 weeks ago
Seeking Financial Flexibility
We're in our 50s and seeking greater financial flexibility as we start to plan for our retirement.
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2 months, 2 weeks ago
Can I Retire in Just Over Two Years?
Am I on track to have a bit more flexibility, or even retire, in just over two years at the age of 62?
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2 months, 3 weeks ago