Podcast Episodes

Is It Time to Sell I Bonds?

I'm wondering if I should sell the $10,000 I have in I bonds and instead invest that money in my brokerage account?

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2 years, 10 months ago

Managing Assets for Mom

As executor of my father's will, I want to make sure his assets are safe and sound for my mother, who is in memory care with Alzheimer's.

Have a money…

2 years, 10 months ago

Decumulation to Fund Travel

With a lot of travel on the horizon, should we be worried in any way about spending eight percent of our liquid assets early in our retirement years?…

2 years, 10 months ago

Money and Love Part Two

This weekend we're bringing you a snippet of an interview we did with Abby Davisson, author of Money and Love: An Intelligent Roadmap for Life’s Bigg…

2 years, 11 months ago

Money and Love Part One

This weekend we're bringing you a snippet of an interview we did with Abby Davisson, author of Money and Love: An Intelligent Roadmap for Life’s Bigg…

2 years, 11 months ago

Can I Retire or Step Back?

With my spouse already retired, I am contemplating the idea of retiring or semi-retiring so that we can enjoy some time together. Is it doable?

Have a…

2 years, 11 months ago

Can I Retire Early and Buy a New Home?

Can I retire early and can I afford a new home in case I have to take care of my aging parents? 

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2 years, 11 months ago

Can I Retire at 70?

I have worked for the past seven years since my divorce to rebuild my savings and I would like to know if I am making the right decisions to hopefull…

2 years, 11 months ago

Safe to Retire in December?

My wife is already retired and I'm planning to call it quits at the end of 2023, are we in good shape?

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2 years, 11 months ago

The Whiteness of Wealth Part Three

In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown, who as a young black girl growing up in …

2 years, 11 months ago