Latest Episodes
September 03, 2020
030: Annuities Part 2: The Good, The Bad, and The Ugly
In last week’s episode, we started a deep dive into annuities: what they are, how they work, and why they might (or might not)...
00:19:17
August 27, 2020
029: Annuities: The Good, The Bad, and The Ugly
When many people think of annuities, they say, “Oh my gosh, that’s horrible.” Many people either love or hate them, but this is almost...
00:31:03
August 18, 2020
028: Reducing Mortgage Debt & Downsizing
As you transition into retirement, you’re likely looking to understand how to reduce mortgage debt and downsize without burning through your savings. There are...
00:17:06
July 23, 2020
027: What You Should Know About Paying For College
If you have kids, no matter what financial shape you and your family are in, you’re probably wondering how you’re going to pay for...
00:28:38
July 09, 2020
026: How the CARES Act Impacts Loans & Withdrawals
Over the years, people have been able to take hardship withdrawals and loans against retirement plans to cover emergency medical expenses, tuition, rent, mortgage...
00:29:16
June 25, 2020
025: How to Protect Yourself Against Market Volatility in Retirement
Market volatility is real, and we’ve seen it in full force this year. On multiple occasions, we’ve seen markets swing over 6 percent in...
00:19:38