Podcast Episodes

House Poor After Divorce

I have recently gotten divorced and now I am house poor. How should I change things to make life a little easier?

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2 years, 8 months ago

Getting Close to Retirement

With retirement on the horizon, my major concern is account consolidation and how I can manage any potential tax burden.

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2 years, 8 months ago

Cybersecurity Best Practices Part Two

This weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about the mission that ha…

2 years, 8 months ago

Cybersecurity Best Practices Part One

This weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about the mission that ha…

2 years, 8 months ago

Fed Decision and Economic Impacts of UAW Strike

I joined CBS Mornings to discuss the Federal Reserve's decision to hold interest rates steady this month as well as the United Auto Workers union str…

2 years, 8 months ago

Pension Lump-Sum Options

I have a pretty small pension fund from a former job that has offered me a lump-sum pay out for 118% of the pension value and I'm not sure what to do…

2 years, 8 months ago

Overfunded 529 Plan Options

With money leftover in a 529 plan for our child, is there any way we can access the money for our own retirement?

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2 years, 8 months ago

Enough Saved to Retire?

I am 62 and hoping to retire in one to three years. Do I have enough saved?

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2 years, 8 months ago

Can We Pull Back on Retirement?

I think we are in an okay position to start backing off a bit but saving for retirement has always been our focus so the thought of pulling back make…

2 years, 8 months ago

Master of Change Part Two

This weekend we're joined by Brad Stulberg, whose most recent book, Master of Change: How to Excel When Everything Is Changing – Including You, offer…

2 years, 8 months ago