Podcast Episodes

Shocking Inheritance

We just inherited a house and over $650,000 in various accounts. What do we do?

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2 years ago

Cleaning Up My Act

What do I do with an old IRA that has a mix of pre-tax and post-tax contributions?

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2 years ago

Next Steps After a Loss

I recently inherited money and retirement funds from my husband passing away. What are the next steps?

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2 years ago

Is My Retirement Plan Solid?

I'm a bit of a worrier so I just want to make sure that we're on track for retirement.

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2 years ago

Am I on Track at 50?

After helping my son for a while, I'm now focused on my retirement. Am I on track at 50?

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2 years ago

Is the Calculator Correct?

If we contribute only $1,200 a year, will we be able to retire at age 62?

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2 years ago

Living Paycheck to Paycheck

I'm earning the most that I ever have, yet I feel like I'm still living paycheck to paycheck. What gives?

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2 years ago

Hot Inflation Report

The latest CPI report showed that inflation remained stubbornly high, a setback for investors betting that the Federal Reserve could cut its benchmar…

2 years ago

Afraid to Spend Assets

We know we're in good shape for retirement, and we have more money than we'll ever need, but the decumulation phase seems to be a major hurdle.

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2 years ago

Am I Cash Heavy?

After selling some rental properties a few years back, I feel like I'm sitting on too much cash. How should I get it invested?

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2 years ago