Recent Podcasts
Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.
Listen NowThe joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.
Listen NowThe danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.
Listen NowZombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.
Listen NowWhy most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.
Listen NowThe cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.
Listen NowWhen investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.
Listen NowA risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.
Listen NowThe fight against inflation, a debt ceiling showdown, and your questions answered.
Listen Now