Podcast Episodes

Pay Off Mortgage With My 401(k)?

Would it be wise to pay off my mortgage with my 401(k)? Or should I stay the course and continue to use my mortgage interest as a tax deduction?

Have …

3 years ago

Navigating the Decumulation Phase

As I prepare to retire at the end of 2023, how should I be approaching the decumulation phase in the years ahead?

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3 years ago

Evolving Situation, Are We on Track?

With a lot of change happening in our lives, we want to make sure that we're still on track to accomplish our financial goals.

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3 years ago

27 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?

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3 years 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…

3 years 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…

3 years 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…

3 years 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…

3 years 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?

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3 years 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.

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3 years ago