Podcast Episodes

Tax Planning in Retirement

My wife and I are retired military and we're wondering what is the best strategy for accumulating wealth without a high tax burden? 

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2 years, 6 months ago

Planning Around a Terminal Illness

I have a progressively disabling terminal illness and may need home care in as soon as 18 months. How should we handle the proceeds from an upcoming …

2 years, 6 months ago

Personal Finance With Vanguard Part Two

This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's …

2 years, 6 months ago

Personal Finance With Vanguard Part One

This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's …

2 years, 6 months ago

When Will Bonds Improve?

The bond portion of my portfolio is getting crushed. When will it improve?

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2 years, 6 months ago

What to Do With HELOC Amidst Rising Rates?

With the interest rate on our HELOC rising rapidly, should we use some of our accessible funds to pay it off?

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2 years, 6 months ago

Should I Stay in the Market?

Should I keep $723,000 in the stock market or should I be doing something different with it?

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2 years, 6 months ago

How to Fund an Addition?

We're considering an addition/remodel to our house because home prices in our area have skyrocketed such that it doesn't make sense to move, but we n…

2 years, 6 months ago

401(k) or Brokerage?

I currently max out my workplace retirement plan, but should I start only contributing to the match in my 401(k), doing Roth, and put the rest of wha…

2 years, 6 months ago

How Much Life Insurance Do We Need?

After hearing about all the rules of thumb, I'm trying to figure out how much life insurance we need.

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2 years, 6 months ago