Podcast Episodes
Back to SearchRoth 401(k) or Not for High Earner?
With a huge chunk of pre-tax money in my 401(k), I am worried about what the future RMD will be. Should I start using the Roth option?
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2 years ago
Retirement Planning With a Pension
How should we factor my pension into our overall retirement picture?
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2 years ago
Can I Manage My Own Money?
After getting hit with some large tax bills from our managed account, is it time to manage it on my own?
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2 years ago
Okay After Forced Retirement?
After retiring a tiny bit earlier than expected, am I okay as is?
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2 years ago
Can I Retire Securely?
With retirement in the near future, have I accumulated enough to call it quits in a secure fashion?
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2 years ago
Account Consolidation
After changing jobs several times over the last decade, I find myself in need of some account consolidation.
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2 years, 1 month ago
Considering Retirement at 62
As I'm set to turn 62, I'm thinking about retiring. Can I do it?
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2 years, 1 month ago
Can We Build Dream Home
With a bunch of money sitting in cash for a potential home purchase, should we leave as is, or invest it?
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2 years, 1 month ago
What’s the Best Financial Move for Us?
We think we are in good shape to be fully retired in about two years but we're not totally sure. What do you think?
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2 years, 1 month ago
Overall Retirement Preparedness
I'd love to get your thoughts on how I am poised for retirement, if there is anything I am missing and/or should be doing differently?
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2 years, 1 month ago