Podcast Episodes
Back to SearchWe Just Retired, Are We Okay?
My husband and I just retired, and even though we have saved and planned for early retirement, we need some advice on the best way to fund our lives …
2 years, 8 months ago
Too Much in Tax Advantaged Accounts?
Given the required minimum distributions that I'll one day be facing, I'm wondering if I should start saving my money in places other than tax advant…
2 years, 8 months ago
What To Do Next?
With some high interest debt in the mix, what should our next financial move be?
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2 years, 8 months ago
Retirement Tax Strategy
My husband is retired and I am considering retiring in a year or two. What should we be thinking about in terms of our tax liability?
Have a money que…
2 years, 8 months ago
Inside the Federal Reserve Part Two
Did the Federal Reserve fail to recognize what would happen in an extended low interest rate environment? Here's a clip from our recent chat with Jea…
2 years, 8 months ago
Inside the Federal Reserve Part One
Did the Federal Reserve wait too long to raise interest rates? Here's a clip from our recent chat with Jeanna Smialek who writes about the Federal Re…
2 years, 8 months ago
Should We Skip the 403(b) Plan?
With a mediocre 403(b) as one of our retirement plan options, should we skip it all together and instead put the money in a brokerage account?
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2 years, 8 months ago
Should We Downsize Now That We’re Retired?
Now that we're both retired from state service, is it the right time to sell our home and downsize?
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2 years, 8 months ago
Is It Time to Diversify From the S&P 500?
With analysts now raising concerns that the S&P 500 is overweighted and top heavy, should I diversify from what I thought was a diversified fund to b…
2 years, 8 months ago
Should I Consider an Annuity?
I panicked last year and moved a lot of my investments to cash and now I'm wondering if I'd be better off purchasing an annuity.
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2 years, 8 months ago