Recent Podcasts from Admin
Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and …
Listen NowWhy the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.
Listen NowWhy investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.
Listen NowLessons on long-term care, bonds, retirement income, home sale proceeds, and more.
Listen NowA deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.
Listen NowWhere the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.
Listen NowA Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.
Listen NowWhy retirees return to work, the current state of the economy, and a mortgage payment puzzle.
Listen NowScott and Pat tackle questions about college costs, financial gifts, and estate planning.
Listen NowWhy it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent …
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