Podcast Episodes
Back to SearchOptions for Stubborn Parents
My parents have a tax deferred annuity that is coming due in April. They're attracted to the product as they are deferring taxes. How should they pro…
1 year, 11 months ago
Inheritance and Retirement Planning
I am 39, single, no kids, never married. I am set to inherit a little over $175,000. How should I put it to work?
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1 year, 11 months ago
Ed Slott Tax Tips Part Two
Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part two of four.
Have a money que…
1 year, 11 months ago
Ed Slott Tax Tips Part One
Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part one of four.
Have a money que…
1 year, 11 months ago
Social Security Scams and Credit Card Fees
The Federal Trade Commission reveals that con artists swindled consumers out of $10 billion in 2023, with over $126 million lost to Social Security s…
1 year, 11 months ago
Too Many Funds in Brokerage Account?
How many funds is too many for a brokerage account? I currently have 29 ETFs.
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1 year, 11 months ago
Am I Putting Too Much Into Retirement?
Should I reduce my 401(k) contributions to the match and redirect the difference to my brokerage account? I'm worried I will have to take massive RMD…
1 year, 11 months ago
Retirement vs Short-Term Needs
Are we saving (or have saved) too much for retirement or are things we should be doing now to prioritize short-term needs over retirement?
Have a mone…
1 year, 11 months ago
Can I Leave a Job With a Pension?
I have worked for the federal government for the last 15 years and qualify for a pension that increases over time, but my dream would be to have a lo…
2 years ago
How to Fund College
With two kids getting closer and closer to college, what's the best way for us to cover the cost?
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2 years ago