Podcast Episodes

Does My Wife Have to Stop Working?

We are struggling with understanding how we can have my wife continue to work as a nurse with longer hours when our children are home during the summ…

2 years, 7 months ago

How Much Company Stock Is Enough?

With a couple of different options available to me, how much company stock should I be keeping within my portfolio?

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2 years, 7 months ago

Roth Conversion Strategy

What should we be considering as we begin to convert our traditional IRA into a Roth before required minimum distributions begin?

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2 years, 7 months ago

Should I Sell Condo to Buy a House?

With a potential home purchase in my crosshairs, do I need to sell my condo to make it happen?

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2 years, 7 months ago

What Is a Reasonable Fee?

I have $1.1 million in a 403(b), $50k in mutual funds and $30k in a traditional IRA and was recently quoted a .8 percent management fee. Is this reas…

2 years, 7 months ago

I Think We’re Okay, Are We?

Considering that we both have sizable pensions, I think we're in good shape, but would love another opinion to see if there's anything I'm missing.

Ha…

2 years, 7 months ago

On Track for Retirement?

I'm 63 years old and hoping to retire in two years, am I on track to make this happen?

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2 years, 7 months ago

What to Do With Settlement Money?

What should we do with more than $100,000 sitting in cash from a settlement? Fund our Roth IRAs? Stick it all in our brokerage account?

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2 years, 7 months ago

Car Talk With Mike Quincy Part Two

This weekend we're bringing you a snippet of an interview we did with Mike Quincy, automotive writer at Consumer Reports. It was a wide-ranging chat …

2 years, 7 months ago

Car Talk With Mike Quincy Part One

This weekend we're bringing you a snippet of an interview we did with Mike Quincy, automotive writer at Consumer Reports. It was a wide-ranging chat …

2 years, 7 months ago