Recent Podcasts
The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.
Listen NowThe monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
Listen NowWhy some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?
Listen NowWhy 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.
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