Fee-Only vs Fee-Based
With retirement on the horizon, should I be looking for a fee-only or a fee-based advisor?Have a money question? Email us ...
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Sales Gravy: Jeb Blount
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Lukasz Tomicki and LRT Capital Management LLC
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Hosted by Haley Berkoe
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Ran Chen, EA, CFP®
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Bancolombia
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Clinton Donnelly
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终身都要成长
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Brad Weisman
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Proactive
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Dr. Beth
今周大耳朵
今周刊Business Today
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Dani Sóñora
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Great Day Radio
Mid Penn Bank Podcast
Mid Penn Bank
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Kitco Media
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Dr.Velma Bagby
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Vance Lowe and Seth Hicks
High Voltage Business Builders Podcast
Neil Twa
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Ladies of Liverpool
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Jill on Money with Jill Schlesinger
Audacy
Freedom vs Liquidity
I say pay off the mortgage, my wife says no. Can you be the judge?Have a money question? Email us ...
Am I Worrying Too Much About Taxes?
We are in good shape, but I don't want to do anything stupid. Am I worrying too much about taxes? Have a money question? Email us ...
Am I Ready for Retirement?
I'm officially retiring at the end of this week. Am I ready?Have a money question? Email us ...
I’m Fried, Can I Retire Next Year at 55?
My goal is to retire in 2027 at the age of 55 from my 24-year corporate career due to burn out. Can I do it?Have a money question? Email us ...
How to Spend What We’ve Saved?
Even though we have more money than we'll probably ever need, I'm still having a hard time spending down some of the accounts. Can you help?!Have a money question? Email us ...
Making the Most of an Early Inheritance
My parents have offered to give me a big chunk of cash, but I'm not sure I agree with them on how it should be used. Have a money question? Email us ...
Should I Be Focusing on a Brokerage Account?
I'm only in my 30s, but with early retirement a real goal, should I be focusing on a brokerage account instead of retirement accounts? Have a money question? Email us ...
Can I Change Jobs and Still Hit My Goals?
Can I downshift my career (work less, make less) and still hit my goal of retiring by 60?Have a money question? Email us ...
Burnt Out After 42 Years in Corporate America
I'm 62, and after 42 years in the workforce, I'm wondering if I can comfortably retire?Have a money question? Email us ...
Help With Mom’s Asset Allocation
My mom is 75 and I'm helping her navigate her finances. Am I making the right moves?Have a money question? Email us ...
Why Use Bonds?
You always talk about bonds being part of a portfolio and I have stayed away from them the past five years but decided to add a small amount in last year and they are still in the negative column. What gives?Have a money...
Can I Make a Career Change at 57?
I work in entertainment and it's a bit unsteady at the moment, up and down, and really stressful. I want to change careers and get out of this chaos. Can I do it?Have a money question? Email us ...
Can I Take My Pension and Run?
We have saved over the past 30 years, live frugally, and I am hoping I can retire in July 2027, or possibly sooner. Have a money question? Email us ...
How to Fund a Renovation?
Should I drop my retirement contribution rate to 15% and save to build a garage or should I continue to contribute 24% and finance the build?Have a money question? Email us ...
Does My Early Retirement Plan Work?
Does my retirement plan work as is or should I be looking to buy a deferred income annuity?Have a money question? Email us ...
Where to Save in 30s and 40s?
Besides maxing out our workplace retirement accounts, we are looking for some guidance on whether to focus our savings in mainly pre or post-tax accounts.Have a money question? Email us ...
Investment Philosophy
How many stocks and ETFs should a person hold in a single account? Our new advisor has each of our accounts held in more than 20 different funds.Have a money question? Email us ...
Can I Retire in Four Years at 60?
I am 56 and have a very stressful job that is having negative impacts on my mental and physical health. Can I retire early or reset to a less stressful job?Have a money question? Email us ...
Are We Okay to Start Withdrawals?
With my husband now out of work on disability, are we okay to start pulling money from his 401(k)?Have a money question? Email us ...