Podcast Episodes

Retirement Tax Bomb

With a large portion of our money in pre-tax accounts, should we start using the Roth option at work?

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2 years, 4 months ago

Considering Semi-Retirement

After working and working for the last 35 years, is the thought of semi-retirement a possibility?

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2 years, 4 months ago

Starting a New Chapter

After some fortunate investment returns, am I in position to make a career/life pivot?

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2 years, 4 months ago

Learning to Be Retired

My husband recently called it quits, and as we navigate our finances in retirement, we have a few questions.

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2 years, 4 months ago

Option to Retire at 62

Am I on track to have the option to retire in three years at the age of 62?

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2 years, 4 months ago

Think Faster, Talk Smarter Part Two

This weekend we're joined by Matt Abrahams, whose recently released book, Think Faster, Talk Smarter: How to Speak Successfully When You're Put on th…

2 years, 4 months ago

Think Faster, Talk Smarter Part One

This weekend we're joined by Matt Abrahams, whose recently released book, Think Faster, Talk Smarter: How to Speak Successfully When You're Put on th…

2 years, 4 months ago

Can We Afford Two Homes?

My wife and I had our first child, and we realize we will soon outgrow our one bedroom condo, and we're now looking to purchase a house. Can we affor…

2 years, 4 months ago

Do I Need a Long-Term Care Policy?

A financial advisor is suggesting I take $300k from my IRA and put it into a variable annuity. Do I need it?

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2 years, 4 months ago

Paying Daughter's Student Loan

How do you suggest we help our daughter pay on her $115,000 Grad PLUS loan that is restarting?

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2 years, 4 months ago