Podcast Episodes

Roth Conversion Considerations

I'm newly retired and considering some Roth conversions, what should I be factoring into my decision?

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2 years, 6 months ago

Managing Extra Cash Flow

With significant surplus cash flow each month, where should the funds be going?

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You…

2 years, 6 months ago

What’s the Point of a Brokerage Account?

If I can get better returns with CDs and high interest money market funds, and my managed brokerage account is essentially holding even, why do I eve…

2 years, 6 months ago

Do I Have Enough to Retire?

I'm 65, still working, and would really like to retire by 67. Do I have enough money saved to make it happen?

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2 years, 6 months ago

Drowning in Credit Card Mess

I have $55,000 in consumer debt, yet I have plenty of assets, including plenty of accessible cash. Should I just wipe the slate clean?

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2 years, 6 months ago

Late to the Investment Game

I feel like I'm late to the investment game, so what should I be doing going forward in my 40s?

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2 years, 6 months ago

Next Best Steps for Our Family

As we think about building wealth, what's the best strategy for us going forward? Real estate? Brokerage account?

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2 years, 6 months ago

Your Future Self Part Two

We've all had the desire to travel through time and see what our lives will be like later in life. But while we want the best possible future for our…

2 years, 6 months ago

Your Future Self Part One

We've all had the desire to travel through time and see what our lives will be like later in life. But while we want the best possible future for our…

2 years, 6 months ago

Did I Make a Huge Mistake?

Did I make a huge mistake by buying a fixed MassMutual RetireEase annuity from Fidelity?

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2 years, 6 months ago