Podcast Episodes
Back to SearchSweet Spot for Roth Conversions
Is there a sweet spot to shoot for with regard to taxes and IRMAA surcharges when doing Roth conversions?
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2 years, 1 month ago
Part of Recent Tech Layoff
After being laid off I'm preparing to start a new job and want to make sure that we're on the right financial path as we start a new chapter.
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2 years, 1 month ago
Use 401(k) or HSA?
Should I be focused on maxing out my 401(k), or should I redirect some of my contributions into an HSA?
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2 years, 1 month ago
Recently Retire, Is My Future Secure?
Now that I'm already retired at 51, is my financial future is solid shape?
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2 years, 1 month ago
Overwhelmed by Student Loans
With a tremendous amount of student loan debt, what's the priority, saving for retirement or trying to pay down the debt?
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2 years, 1 month ago
Laid Off, Can I Retire?
I'm 59 and was recently laid off, and now I'm wondering, do I really need to look for another job, or can I retire?
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2 years, 1 month ago
Maximizing Your Tax Refund
As the tax season progresses, the IRS reports having received over 71.5 million tax returns, already issuing more than 49 million refunds to American…
2 years, 2 months ago
Roth Conversion Scenario
With a lot of money in pre-tax retirement accounts, am I overthinking the possibility of doing Roth conversions?
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2 years, 2 months ago
Can I Trust What the Advisor Told Us?
When we look at the numbers the financial advisor gave us, we realize now that we don't really understand them. Can we trust what she told us?
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2 years, 2 months ago
The Bankers’ New Clothes Part Two
This weekend we're joined by Anat Admati, co-author of The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It. New bank failures…
2 years, 2 months ago