Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News
Are women better investors and financial planners? Today on Your Money, Your Wealth® podcast 483 wit
Will building a new home delay Janelle's early retirement? Can Mike and his wife retire early at age
Should 70-year-old Bob live off of capital gains and dividends from his mutual funds plus Social Sec
Kyle and his fiancée are in their 30s, have done a great job saving, and are in a high tax bracket.
Linda is retired and financially independent. Her advisor suggests she have a separately managed acc
So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and c
Are there ever times when going all Roth isn’t the best strategy? How do you determine the break-eve
What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired
Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® a
Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How
Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited property,
Rob and his wife in North Carolina are 51 and 44 and would like to retire in the next 3-5 years. Are
Big Tex, Paul in Maryland, and Nick in Alabama all need to know how much money they should convert t
Barney and Betty in Maryland hit the jackpot. How’s Barney’s strategy for net unrealized appreciatio
Erik in MN is divorced, and the OC Birdman of South OC is getting divorced. Should Erik contribute t
Are there general guidelines on what percentages of your investment portfolio should be in tax-free
What does retirement at age 60 look like for Allison in Northern Virginia? The EASIretirement.com ca
Should Peter LemonJello, who has high income, and his wife, who is retired with zero income, file th
How and what should we teach teenagers about money, to make the next generation financially literate
It’s a voice message extravaganza as Joe and Big Al talk about tax gain harvesting on Dante in New Y
