Latest Episodes
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
June 11, 2020
024: What Do I Do With My Old 401K?
If you and your spouse have worked multiple jobs over the course of your life, you may have old 401(k) plans with former employers...
00:19:34
May 28, 2020
023: What You Need to Know About the COVID-19 Stimulus with Doug Mayr
Our country’s response to the COVID-19 crisis seems to be changing not just day-by-day, but minute-by-minute. Between the CARES Act, the stimulus package, PPP...
00:28:54