Podcast Episodes

Moving Forward After Divorce

After a recent divorce, I have been appointed control of some accounts and have no idea how to invest the money. Can you help?

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2 years, 5 months ago

Your Journey to Financial Freedom Part Two

This weekend we're joined by Jamila Souffrant, podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Ste…

2 years, 5 months ago

Your Journey to Financial Freedom Part One

This weekend we're joined by Jamila Souffrant, podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Ste…

2 years, 5 months ago

Do We Need a Financial Advisor?

I am wondering if we should hire a professional to act as a guardrail to selling during times when we get spooked with all the uncertainty in the wor…

2 years, 5 months ago

Eager to Retire Early

With early retirement on the horizon, our plan seems too good to be true, is it?

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Yo…

2 years, 5 months ago

Are We Too Optimistic?

My husband thinks we are ahead of the game when it comes to retirement and I wonder if we are saving enough.

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2 years, 5 months ago

Prepping for Retirement

We're prepping for a retirement that includes a good amount of travel. Can we do it?

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2 years, 5 months ago

Do We Have the Right Plan in Place?

With a mix of W-2 and 1099 income, do we have the right retirement plan in place?

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Y…

2 years, 5 months ago

Can We Take the Plunge Into Retirement?

Based on the assets we have accumulated, can I retire at the end of this year?

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YouT…

2 years, 6 months ago

Can My Wife Do a Reset?

My wife is looking to do a reset in the next few years, is it a good financial decision?

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2 years, 6 months ago