Podcast Episodes
Back to SearchHow to Allocate Portfolio
After saving and saving for years, I'm now starting to wonder if my portfolio is allocated properly.
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2 years, 6 months ago
State of the Housing Market
I joined CBS Mornings to talk about the importance of a Missouri realty case that awarded a group of home sellers about $1.8 billion in damages, and …
2 years, 6 months ago
Tax Loss Harvesting and Early Retirement
We have been careful savers and were told by different advisors that we could retire in July 2022, so we did. Did we make a mistake?
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2 years, 6 months ago
College Tuition Dilemma
We have told our son that we can cover $25k per year for business school. He has heard us, but continues to apply and focus on only the very expensiv…
2 years, 6 months ago
Turning 60 and Looking To Retire
I am turning 60 and looking to retire, however, my pension will only equal 30% of my current income. Is it doable?
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2 years, 6 months ago
Annuity Dilemma
Our annuities are past the surrender penalty period and I think I should transfer the money out. Do you agree?
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2 years, 6 months ago
Preserving Our Assets
I'm 60 and still working but looking for ways to make sure I'm able to preserve my existing IRA assets for the day that I eventually do retire.
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2 years, 6 months ago
Navigating Retirement
We're both already retired, but now we're facing a few financial decisions and would like some guidance.
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2 years, 6 months ago
Too Scared to Invest
I am scared about adding more money to my brokerage account and my 401(k). Besides high interest savings accounts and CDs, where can I put my money?
H…
2 years, 6 months ago
Everything Everywhere All at Once
Right now it feels like everything is coming at us from everywhere all at once and I am feeling overwhelmed! Can you help?
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2 years, 7 months ago