Podcast Episodes
Back to SearchWhat Else Should I Do?
I have a pension through my employer and I have a Roth IRA and a separate 403(b). I have an emergency fund for eight months. Should I buy whole life …
2 years, 4 months ago
Early Mortgage Payoff
My wife and I (in our 40s) are contemplating paying off our mortgage. We have zero debt except our home.
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2 years, 4 months ago
Retirement Withdrawal Confusion
With all my retirement income coming from interest and dividends, I'm uncertain as to how to manage my tax liability.
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2 years, 4 months ago
Worried About Grandma
With my grandma on the verge of running out of money, I'm worried about what the long-term plan is.
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2 years, 4 months ago
Am I Doing It Right?
Am I doing okay in terms of my investments given that I have a big chunk of cash in CDs? Is there anything else that I can invest the money in or do …
2 years, 4 months ago
Should I Ditch the Rental?
I have a rental property but it's really starting to cause me a great deal of aggravation. Should I ditch it?
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2 years, 4 months ago
Roth Conversion Strategy
With several years to go before required minimum distributions kick in, I'm trying to decide on the best path forward regarding potential Roth conver…
2 years, 4 months ago
Take Distribution to Pay Down HELOC?
We just completed our dream renovation on our primary (forever) house and now have an outstanding HELOC currently at 8%. Should we dip into our retir…
2 years, 4 months ago
Contemplating a Roth Conversion
We have two grown children and our youngest is autistic and will require care after we are unable to care for him. Knowing this, should we begin conv…
2 years, 4 months ago
Is the Pension Worth It?
Are we crazy to consider giving up a hefty pension?
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2 years, 4 months ago