Podcast Episodes

Is My Retirement Strategy Okay?

Now that I'm in my 50s, I'm wondering if my retirement strategy is okay.

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2 years ago

Can We Spend the Inheritance?

With a large inheritance coming our way, is it okay if we spend some of it?

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2 years ago

Brokerage or Pre-Tax Retirement?

If I am a high earner and diligent saver, would it make more sense to contribute to an after tax brokerage account or max out a pre-tax 403(b)?

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2 years ago

Retirement Rules of Thumb

Every situation in the world of personal finance is unique and different and that's why I'm no fan of the widely used retirement rules of thumb.

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2 years ago

Did We Do the Right Thing for Mom?

Have we made the right financial decisions for mom after taking over her finances?

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2 years ago

Do I Have Enough to Retire?

My previous company merged with a larger organization and it's unknown if I will have a role with the new company or if I will be offered a severance…

2 years ago

On Track for Retirement at 55?

I chatted with you guys two years ago about early retirement at 55. Am I still on track as I inch closer and closer?

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2 years ago

Ask The Compound Part Two

I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spen…

2 years, 1 month ago

Ask The Compound Part One

I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spen…

2 years, 1 month ago

Tax Season Tips

Tax season is officially underway. The IRS says they’re anticipating more than 146 million individual tax returns to be filed by the April 15 deadlin…

2 years, 1 month ago