Podcast Episodes

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…

3 years 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…

3 years 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…

3 years ago

How to Increase Liquid Cash Flow?

Should I divide up my retirement contributions differently in order to have more money available right now?

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3 years ago

Retirement With Special Needs Twins

I'm really confident that we have saved enough for us to retire, but lately I find myself worrying about leaving enough for our special needs twins.

H…

3 years ago

Taking Over the Finances After a Loss

My husband recently passed away and he handled most of the finances. How do I regroup and move forward?

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3 years ago

Saving Too Much for Retirement?

With some extra income on hand, do I have to put it into retirement, or can I back off and enjoy life a little bit?

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3 years ago

Bombarded by Annuity Pitches

We are being bombarded by companies telling us we need to move our money into safer places. Should we start considering other options such as annuiti…

3 years ago

Inflation Cools, Debt Heats Up

As inflation cools, Americans are racking up credit card debt at unprecedented rates, approaching $1 trillion, surpassing the pre-pandemic high. I jo…

3 years ago

Do I Have to Work?

I'm retired and have been tapping my retirement accounts, but now I'm starting to wonder if I need to find another job?

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3 years ago