Podcast Episodes

Can I Use the Exit Ramp Soon?

We have been pretty good savers all of our working years but I'm still not sure if we're going to be okay in retirement.

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2 years, 6 months ago

Mid-Year Money Checkup

I joined CBS Mornings to discuss how to do a mid-year money check-up, including which accounts, policies, and subscriptions to review if your goal is…

2 years, 7 months ago

Preparing for Decumulation

I am 56, recently retired and looking for help with the decumulation phase. I have tried online calculators to see how long my money will last, but I…

2 years, 7 months ago

What's My Next Goal?

I'm in my early 30s and feel like I've already accomplished many of my financial goals. What should I tackle next?

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2 years, 7 months ago

Pre-Tax or Roth 401(k)?

Which option should I use for my 401(k), pre-tax or Roth?

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2 years, 7 months ago

Where to Invest Additional Funds?

With some additional funds added to the mix, where's the best place to be investing?

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2 years, 7 months ago

Too Much of a Single Stock?

How much of a single stock is too much? I own 5,000 shares of one company, should I consider selling?

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2 years, 7 months ago

Should We Buy the Mountain Home?

We are a professional couple in our late 50's trying to balance our dream of having a mountain home with sequential retirements over the next one to …

2 years, 7 months ago

Can I Retire in Five Years at 62?

When I plug my numbers into the retirement calculator, it says I'm on track to call it quits in five years at 62. Is the calculator accurate?

Have a m…

2 years, 7 months ago

Is a Tiny Home Community a Good Move?

I'm considering a potential life change of downsizing to reduce my expenses, which will decrease my pressure of monthly income and allow some flexibi…

2 years, 7 months ago