Podcast Episodes

Frozen by Analysis Paralysis

With some extra money on hand, I’m having a hard time deciding what to do. Save it or pay down debt?

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2 years, 8 months ago

How to Combine Finances

As we think about getting married, our main issue is over combining the finances. How do we proceed?

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2 years, 8 months ago

Will I Be Ready to Retire When I Want?

At 48, and hoping to call it quits at 55, I’m wondering if I’m on track and will I be able to retire in seven years?

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2 years, 8 months ago

Just Retired at 55, Am I Okay?

55 and just retired, but in need of some help with my portfolio allocation.

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2 years, 8 months ago

Handling a Lump-Sum Payout

After receiving a lump sum from my employer as part of a separation package, how should it be invested?

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2 years, 8 months ago

Can I Join My Husband in Retirement?

Can I retire and spend some time with my husband who is already retired?

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2 years, 8 months ago

Do I Have Enough to Retire?

I’m in my early 50s, and after a recent inheritance, am I okay to retire now?

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2 years, 8 months ago

Can I Retire in a Year at 65?

I’m 64 and would love to retire at 65, is this a realistic goal?

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2 years, 8 months ago

Planning for Early Retirement

As I approach 50, how should I be maximizing my retirement contributions to possibly retire in five years or so?

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2 years, 8 months ago

Roth Conversions and Pro-Rata Rule

What’s the best way to make a Roth conversion as clean and seamless as possible?

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2 years, 8 months ago