Podcast Episodes
Back to SearchRetirement Concerns at 51
As I contemplate early retirement, I feel like we have plenty of money, but I feel like I have as much anxiety over not losing this money as I did ac…
2 years, 4 months ago
Financial Wellness Part Two
This weekend we're joined by Jean Chatzky, award-winning financial journalist and CEO of HerMoney.com. Jean joined us this weekend to discuss why the…
2 years, 4 months ago
Financial Wellness Part One
This weekend we're joined by Jean Chatzky, award-winning financial journalist and CEO of HerMoney.com. Jean joined us this weekend to discuss why the…
2 years, 4 months ago
What to Do With Losing Stocks?
I'm sitting on two funds in my IRA that have been big losers. Should I wait for them to recover or is it time to move on?
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2 years, 4 months ago
Whole Life Mistake
I have a whole life insurance policy but I no longer think it's best for me. Would you recommend I blow out of it?
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2 years, 4 months ago
What's the Best Path Forward?
After saving and saving for so long, I’m trying to prepare for the decumulation phase.
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2 years, 4 months ago
Hoping to Not Burst the Bubble
With no real red flags, I want to make sure everything is okay and that I’m not doing anything that will burst the bubble.
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2 years, 4 months ago
Getting My Cash to Work
With a large chunk of money sitting in cash, what’s the best way to get at least some of it invested?
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2 years, 4 months ago
Retirement Cash Flow Concerns
As we consider retirement in four years, we have some concerns regarding the cash flow situation.
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2 years, 4 months ago
Should I Use Roth 401(k)?
I’m currently using the pre-tax option of my 401(k) but I’m starting to second guess my decision.
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2 years, 4 months ago