Podcast Episodes
Back to SearchTax Loss Harvesting and Early Retirement
We have been careful savers and were told by different advisors that we could retire in July 2022, so we did. Did we make a mistake?
Have a money ques…
2 years, 4 months ago
College Tuition Dilemma
We have told our son that we can cover $25k per year for business school. He has heard us, but continues to apply and focus on only the very expensiv…
2 years, 4 months ago
Turning 60 and Looking To Retire
I am turning 60 and looking to retire, however, my pension will only equal 30% of my current income. Is it doable?
Have a money question? Email us her…
2 years, 4 months ago
Annuity Dilemma
Our annuities are past the surrender penalty period and I think I should transfer the money out. Do you agree?
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2 years, 4 months ago
Preserving Our Assets
I'm 60 and still working but looking for ways to make sure I'm able to preserve my existing IRA assets for the day that I eventually do retire.
Have a…
2 years, 4 months ago
Navigating Retirement
We're both already retired, but now we're facing a few financial decisions and would like some guidance.
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2 years, 4 months ago
Too Scared to Invest
I am scared about adding more money to my brokerage account and my 401(k). Besides high interest savings accounts and CDs, where can I put my money?
H…
2 years, 4 months ago
Everything Everywhere All at Once
Right now it feels like everything is coming at us from everywhere all at once and I am feeling overwhelmed! Can you help?
Have a money question? Emai…
2 years, 4 months ago
Burned Out and Would Love to Retire
My wife plans to retire in four years when she will have 30 years at her job. I am burned out and would love to retire in less than a year if possibl…
2 years, 4 months ago
To Pool or Not to Pool?
We would like to get a pool at some point in the near future. What do you think? Would it be a dumb idea to spend all that money?
Have a money questio…
2 years, 4 months ago