Podcast Episodes
Back to SearchA Simple, Tax-Smart Account for Charitable Giving
With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to …
3 months, 1 week ago
Buckets in Retirement
With hopes of calling it quits in just a few years, when should I pull money from my different "buckets" once I get into retirement?
Have a money que…
3 months, 1 week ago
How to Manage Inherited Money
With a large inheritance sitting in cash, should I leave it as is and take the peace of mind it provides, or invest it?
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3 months, 1 week ago
Help for Mom and Me
I find myself at a fork in the road, and I'm hoping you can help me choose the right financial path.
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3 months, 1 week ago
Pension and Renovation Decisions
Is it foolish if I spend $300k on a renovation project during retirement?
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3 months, 1 week ago
Retirement and College Expenses
Retirement and college expenses are on a collision course, how should we handle both?
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3 months, 2 weeks ago
Red Flag Warning
Should we run screaming from a potential financial planner or am I overreacting?
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3 months, 2 weeks ago
Tap TSP for Renovations?
Will we blow up our financial plan if we tap the TSP to fund a renovation project?
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3 months, 2 weeks ago
Is Our Plan Solid?
With a large inheritance sitting in CDs, should we leave the money as is or start investing it?
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3 months, 2 weeks ago
Finding a Financial Advisor
I think now is the time for a financial advisor. How do I find the right one?
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3 months, 2 weeks ago