Podcast Episodes
Back to SearchCan I Retire in Two Years?
Working longer is not an option, so I'm wondering if I'm on track to retire in two years?
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2 years, 7 months ago
An American Story
Since it's the 4th of July, we're re-airing an interview we did with Ken Langone, the legendary financier, who helped take a bunch of companies publi…
2 years, 7 months ago
Should I Get Umbrella Insurance?
Is there a net worth number at which you would suggest purchasing umbrella insurance?
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2 years, 7 months ago
Self-Employed Retirement Plan Options
With my wife starting to see some income from her small business, what should we be doing with the money?
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2 years, 8 months ago
Are the Fees Too High?
Overall I'm very happy with my financial advisor, yet I can't help but wonder if I'm being charged too much in fees?
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2 years, 8 months ago
Money & Marriage
Wedding season is upon us, but before the rings are exchanged, I joined CBS Mornings with some important financial topics every couple should discuss…
2 years, 8 months ago
Should We Use 401(k) For Home Purchase?
Rather than securing another loan for a real estate purchase, I would like to withdraw from our 401(k) savings. Good idea?
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2 years, 8 months ago
Is It Time to Sell I Bonds?
I'm wondering if I should sell the $10,000 I have in I bonds and instead invest that money in my brokerage account?
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2 years, 8 months ago
Managing Assets for Mom
As executor of my father's will, I want to make sure his assets are safe and sound for my mother, who is in memory care with Alzheimer's.
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2 years, 8 months ago
Decumulation to Fund Travel
With a lot of travel on the horizon, should we be worried in any way about spending eight percent of our liquid assets early in our retirement years?…
2 years, 8 months ago