Podcast Episodes

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, 3 months ago

Fed Decision Breakdown

The latest Fed decision has been made and I joined CBS Mornings and CBSN to break down what to expect and how your finances may be impacted.

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2 years, 3 months ago

Does Roth 401(k) Make Sense?

I’m 45 years old and live in a high-tax state. I’m currently at the 32% tax bracket. Does it make sense for me to contribute to my Roth 401(k) instea…

2 years, 3 months ago

Ready to Pull the Plug

I am ready to leave work and start my new endeavor in March. Am I okay to pull the plug?

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2 years, 3 months ago

53 and Considering a Reset

I’d like to hang in at work for three more years. I might try to do some type of work after that, but it won’t amount to much income. Can I make this…

2 years, 3 months ago

I Say We're Okay, Are We?

I'm convinced we're more than okay for retirement but my wife is a little unsure. Who's right?

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2 years, 3 months ago

Moving Funds in Retirement

I'm recently retired and find myself moving some funds around. Am I moving them in the right places?

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2 years, 3 months ago

Do I Have to Get Another Job?

I am a 57 year old firefighter with a set retirement date for winter of 2027. Will I need to find another job at that time?

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2 years, 4 months ago

I'm Moving, Should I Sell?

I will be moving to a different state this year and my move will be for at least five years. I don't know if I should sell my current home and buy a …

2 years, 4 months ago

Revamped FAFSA Applications

Paying for college can be a daunting prospect for many. Families can use the Free Application for Federal Student Aid, or FAFSA, to qualify for loans…

2 years, 4 months ago