Podcast Episodes
Back to SearchSeeking Financial Independence
As we approach our 50s, are we on track to achieve financial independence in six years?
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2 years ago
Forget Pre-Tax Contributions?
When I first started working and could contribute to a 401(k) via my employer, I was all in on pre-tax. Years later I learned that it was better to s…
2 years ago
Navigating Love and Finances
I joined CBS Mornings with advice for couples striving for financial harmony, such as discovering the key conversations for alignment on money matter…
2 years ago
In a Financial Rut
As I enter my 50s, I can't help but feel like I'm in a financial rut.
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YouTube: @jil…
2 years ago
Getting Back on Track
After being out of the workforce for a while, how can we get our finances back on track?
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2 years ago
Managing Finances for Ex In-Laws
I've been tasked with handling the finances for my ex in-laws. Am I taking the right steps?
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2 years ago
Will I Have Enough for Retirement?
Despite having a few pots of money in place for retirement, I'm concerned that I won't have enough.
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2 years ago
Are We Okay With One Income Stream?
With my wife getting ready to stop working, will we be okay with just one stream of income?
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2 years ago
Am I Saving Too Much?
Am I too obsessed when it comes to saving money for retirement?
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YouTube: @jillonmon…
2 years ago
Did I Make an Annuity Mistake?
Did I make a mistake by purchasing a fixed index annuity for nearly $500k?
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2 years ago