Podcast Episodes

Trying to Re-Retire

I was an early retiree failure, and now nearly four years later, I'm at the point where I am done. Will I fail again?

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2 years, 9 months ago

Inherited IRA Strategy

I recently inherited a traditional IRA and I have ten years to drain it. What should I do with the distributions, invest in a brokerage account or us…

2 years, 9 months ago

What to Do With My Mother’s Home?

I've been handling all my mom's finances for over a year now, and as we prepare to move her into an assisted living facility, we're not sure what to …

2 years, 9 months ago

Roth Conversion Considerations

I'm newly retired and considering some Roth conversions, what should I be factoring into my decision?

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2 years, 9 months ago

Managing Extra Cash Flow

With significant surplus cash flow each month, where should the funds be going?

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2 years, 9 months ago

What’s the Point of a Brokerage Account?

If I can get better returns with CDs and high interest money market funds, and my managed brokerage account is essentially holding even, why do I eve…

2 years, 9 months ago

Do I Have Enough to Retire?

I'm 65, still working, and would really like to retire by 67. Do I have enough money saved to make it happen?

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2 years, 9 months ago

Drowning in Credit Card Mess

I have $55,000 in consumer debt, yet I have plenty of assets, including plenty of accessible cash. Should I just wipe the slate clean?

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2 years, 9 months ago

Late to the Investment Game

I feel like I'm late to the investment game, so what should I be doing going forward in my 40s?

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2 years, 9 months ago

Next Best Steps for Our Family

As we think about building wealth, what's the best strategy for us going forward? Real estate? Brokerage account?

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2 years, 9 months ago