Podcast Episodes

Inherited IRA Tax Strategy

What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan…

2 years, 9 months ago

Social Security at 67 vs. 70

I've noticed when discussing Social Security, you tend to use the full retirement age for planning instead of waiting until age 70. Why do you "defau…

2 years, 9 months ago

Prepping for Retirement in Four Years

My husband and I are both 51 and we plan on retiring in 2027 after 32 years of public school teaching. What should we be doing between now and then?

H…

2 years, 9 months ago

Managing Taxes in Retirement

With a ton of money saved in retirement and non-retirement accounts, what should I be doing to lessen the tax burden?

Have a money question? Email us …

2 years, 9 months ago

Husband Retiring at 51, Are We on Track?

My husband (51) is planning on retiring at the end of the year and I (47) will continue to work. Can we make this happen?

Have a money question? Email…

2 years, 9 months ago

State of the Post-Pandemic Economy Part Two

I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as the…

2 years, 9 months ago

State of the Post-Pandemic Economy Part One

I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as the…

2 years, 9 months ago

Taxes Due on Roth Conversions

I started Roth conversions last year, and I plan on doing more this year, but I'm confused as to when estimated taxes are due for these conversions.

H…

2 years, 9 months ago

Combining Money After Marriage

Now that my partner and I are married, do you have any advice regarding the best way to handle our finances as we move into this next phase?

Have a mo…

2 years, 9 months ago

Financial Housekeeping

We lost everything to a California wildfire four years ago. It took more time than we imagined to get back on our feet and we eventually decided to m…

2 years, 9 months ago