Podcast Episodes
Back to SearchLittle Things That Can Change Your Life Part Three
In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bil…
2 years, 11 months ago
Little Things That Can Change Your Life Part Two
In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bil…
2 years, 11 months ago
Little Things That Can Change Your Life Part One
In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bil…
2 years, 11 months ago
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, 11 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…
3 years 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…
3 years 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 …
3 years 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…
3 years 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…
3 years 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…
3 years ago