Podcast Episodes
Back to SearchHow to Handle My Pension Options
With various pension options to choose from, analysis paralysis is starting to set in.
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2 months, 3 weeks ago
On Track for FINE?
As we pursue financial independence, could an annuity act as a pension and give us a floor so we feel comfortable spending a set amount?
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2 months, 3 weeks ago
Should I Convert My TSP?
With no need to tap my pre-tax retirement accounts, should I consider converting to a Roth?
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2 months, 3 weeks ago
Do I Need to Find Another Job?
After being laid off in 2024, I'm starting to wonder if I really need to keep looking for another job?
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2 months, 4 weeks ago
Why Not a Roth Conversion?
Under which scenario would a Roth conversion not make the most sense?
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2 months, 4 weeks ago
Reducing Retirement Savings for a House
Would it be a mistake to reduce our retirement savings in order to float the purchase of a more expensive house?
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3 months ago
Changing Investment Firms
My planner of 20 plus years has struck out on his own with a large fiduciary firm and would like me to move my money to his new company. Should I?
Ha…
3 months ago
Full-Time Caregiver, Will I Be Okay?
I'm a full-time caregiver for my parents and now I'm starting to wonder if my own finances are okay for the long haul?
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3 months ago
Planning After the Death of My Wife
After the death of my wife I'm looking to make some changes with my finances. Am I making a mistake?
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3 months ago
Am I on Track for a 2028 Retirement?
There is a pretty good chance I am going to be offered a voluntary early retirement at some point in the near future. Am I in good shape to call it q…
3 months ago