Podcast Episodes

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, 11 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, 11 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, 11 months ago

53 and Buying a Condo

I'm 53 and looking to buy the condo that I've been living in for 14 years. Is there a way to make it happen?

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2 years, 11 months ago

Ed Slott on if a Traditional IRA Is Worth It

Is there any benefit to using a traditional IRA? Here's a clip from our recent webinar with IRA expert Ed Slott where he gives his opinion. Want more…

2 years, 11 months ago

Ed Slott on Roth IRA Conversions

What's the difference between a backdoor Roth and a Roth conversion? Here's a clip from our recent webinar with IRA expert Ed Slott that breaks it do…

2 years, 11 months ago

Planning for Retirement in Two Years

I'm 59 and hoping to retire in two years, but with my wife 15 years younger and not earning any income, can I pull it off?

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2 years, 11 months ago

Life After the Military

I have just completed a 21-year career as a nurse in the Army and want to make a huge shift in our lifestyle. Can I do it?

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2 years, 11 months ago

Afraid to Spend a Dime

My husband died unexpectedly last year, and as a result, I now find myself in a position of having to make all the financial decisions. Can you help?…

2 years, 11 months ago

Looking for an Off-Ramp

I am 52 and considering going part-time (if financially possible) in five or so years. What's the best way to start building an off-ramp? 

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2 years, 11 months ago