Podcast Episodes
Back to Search27 and Hoping to Retire by 50
At the ripe old age of 27 I'm already dreaming about financial independence at 50. What should I be doing to make this dream a reality?
Have a money q…
2 years, 9 months ago
When to Pull Out of the Market?
I have been hearing that people my age should pull out of the market because they believe the bottom is going to fall out and stocks will drop deeply…
2 years, 9 months ago
Can I Retire at 58 With My Expensive Hobby?
Can I retire at 58 with an expensive hobby? I don't want to be 70 and miss out on the amazing physical and mental experience that comes with my hobby…
2 years, 9 months ago
Catching Up and Staying on Track
After not maxing out our retirement accounts for a few years, I want to make sure that we're now on the right path for reaching our financial goals.
H…
2 years, 9 months ago
First Republic Fails, Now What?
I joined CBS Mornings to discusses the decline and fate of First Republic Bank and the Federal Reserve's report of what went wrong with Silicon Valle…
2 years, 9 months ago
Can I Do a Reset at 55?
I'm 53 years old and trying to determine if a reset is possible within the next 2 to 3 years. Do I have enough saved to do it?
Have a money question? …
2 years, 10 months ago
Do I Need an Annuity?
A financial planner I was connected with is suggesting some insurance products and I need a second opinion before pulling the trigger.
Have a money qu…
2 years, 10 months ago
Best Place to Invest
Given some restrictions within my workplace retirement plan, I'm wondering if it's the best place to be investing my money?
Have a money question? Ema…
2 years, 10 months ago
Mutual Funds vs CDs
Does it make sense to sell some of my brokerage bond mutual funds that are down around 5% for the past year and put the proceeds into 1 year 5% CDs?
H…
2 years, 10 months ago
Figuring It Out at 22
I'm 22 and working two jobs while going to college. As a young adult, what can I do now to financially prepare myself for the future?
Have a money que…
2 years, 10 months ago