Podcast Episodes

Should We Buy the Mountain Home?

We are a professional couple in our late 50's trying to balance our dream of having a mountain home with sequential retirements over the next one to …

2 years, 9 months ago

Can I Retire in Five Years at 62?

When I plug my numbers into the retirement calculator, it says I'm on track to call it quits in five years at 62. Is the calculator accurate?

Have a m…

2 years, 10 months ago

Is a Tiny Home Community a Good Move?

I'm considering a potential life change of downsizing to reduce my expenses, which will decrease my pressure of monthly income and allow some flexibi…

2 years, 10 months ago

Does My Wife Have to Stop Working?

We are struggling with understanding how we can have my wife continue to work as a nurse with longer hours when our children are home during the summ…

2 years, 10 months ago

How Much Company Stock Is Enough?

With a couple of different options available to me, how much company stock should I be keeping within my portfolio?

Have a money question? Email us he…

2 years, 10 months ago

Roth Conversion Strategy

What should we be considering as we begin to convert our traditional IRA into a Roth before required minimum distributions begin?

Have a money questio…

2 years, 10 months ago

Should I Sell Condo to Buy a House?

With a potential home purchase in my crosshairs, do I need to sell my condo to make it happen?

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2 years, 10 months ago

What Is a Reasonable Fee?

I have $1.1 million in a 403(b), $50k in mutual funds and $30k in a traditional IRA and was recently quoted a .8 percent management fee. Is this reas…

2 years, 10 months ago

I Think We’re Okay, Are We?

Considering that we both have sizable pensions, I think we're in good shape, but would love another opinion to see if there's anything I'm missing.

Ha…

2 years, 10 months ago

On Track for Retirement?

I'm 63 years old and hoping to retire in two years, am I on track to make this happen?

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2 years, 10 months ago