Podcast Episodes
Back to SearchTransitioning to Life After a Career With the Government
I am 53 years old and about to retire from over 20 years of service with the federal government. How do I smoothly transition into the next phase?
Hav…
2 years, 11 months ago
Planning Around a Terminal Illness
My spouse was diagnosed five years ago with stage four breast cancer. After five years of balancing working and caregiving, I’m burned out. Can I ret…
2 years, 11 months ago
Being Pitched an Investment Idea
I'm being pitched an investment option regarding my IRA, and something tells me I need a second opinion.
Have a money question? Email us, ask jill [at…
2 years, 11 months ago
What's the Financial Priority?
As somebody who's just starting out, where should the focus be, on retirement or my student loans?
Have a money question? Email us, ask jill [at] jill…
2 years, 11 months ago
Useful Money Saving Tips
In honor of America Saves Week, I joined CBS Mornings to discuss the best ways to dig yourself out of debt and replenishing your savings. New governm…
2 years, 11 months ago
Withdrawal of Retirement Savings
With my spouse about to be fired, we would appreciate your guidance on a few issues, including driving our savings to "empty" right before we die.
Hav…
2 years, 11 months ago
Feeling Like There’s More to Life
By any standard I'm a success story, both personally and professionally. Yet I can't help but wonder if there's more to life?
Have a money question? E…
2 years, 11 months ago
Can I Retire in Five Years at 56?
Thanks to the pension system at work, I’m considering retirement in about five years. Can I do it?
Have a money question? Email us, ask jill [at] jill…
3 years ago
Should I Retire at 68 and Enjoy Life?
Even though I enjoy my job, I'm 68 years old and wondering if I should retire and start enjoying life?
Have a money question? Email us, ask jill [at] …
3 years ago
How to Handle Inherited IRA
With an inherited IRA at our disposal, we're wondering what's the most tax efficient way to draw it down?
Have a money question? Email us, ask jill [a…
3 years ago