All Episodes

#57 - Switch to CDs

#56 - The 5 Whys

#55 Nervous to Invest

#54 - 2nd Opinion

#53 - IRMAA

#52 - Van Life

#51 - Education funding

#50 - Employment Taxes

#49 - Year End Planning

#48 - Overreacting?

#47 - Open Enrollment

#46 - Time Share

#45 - There are no 'dumb' questions

#44 Windfall Elimination

#43 - Loans and Inheritance

#42 - Fiduciary Advisor?

#41 - 401k Switch Concern

#39 - Inherited IRA Question

#40 - Life Insurance for Infants

#38 - Divorce and 401ks

#37 - Credit Card points

#36 - Trust and my Bank Account

#35 - What am I missing?

#34 - The 8th Wonder

#33 - How do I project my retirement income?

#32 - Rapid Fire Q&A

#31 - Is an annuity right for me

#30 - 401k Loan

#29 - Short Term Investing

#28 - Reverse Mortgage

#27 - Protecting Retirement

#26 - Is it Financial Abuse?

#25 - Selling Inherited Homes

#24 - Contractor vs. Employee

#23 - Inheritance

#22 - Can I count on Social Security?

#21 - Student Loan Guidance

#20 - Help! I'm a Spender

#19 Retirement Income

#18 - Combine Money?

#17 - Is it Enough?

#16 - Let it Ride

#15 - Credit score help

#14 - Buy or Rent

#13 - HSA options

#12 Bonds 101

#11 - Young Entrepreneur

#10 - Nest Egg

#9 - Is 50/50 Right?

#8 - Lost in Finance

#7 - What is an IUL

#6 - HELOC for credit card debt

#5 - He won't talk about money

#4 - Funding College with Inheritance

#3 Investment Tax Question

#2 - Widow Needs to Downsize

#1 - Old 401k Question