Due to COVID, your income took a pretty good whack in 2021. Are there any tax advantaged moves worth considering?
37-years-old and chasing the FINE movement (Financial Independence, New Endeavor) in hopes of changing things up at 42. Doable?
For the first time ever I'm going to have some extra cash flow each month. What should I be doing with it? Use my workplace retirement plan or use a brokerage account? Or something else?
Believe it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors.
With the Build Back Better bill still up in the air, there's a lot to unpack, and do keep in mind that there could still be some very big changes coming before we call it wraps on 2021.
Believe it or not, it's that time of year again, time to do some year-end planning with the one and only Michael Goodman from Wealthstream Advisors.
With the Build Back Better bill still up in the air, there's a lot to unpack, and do keep in mind that there could still be some very big changes coming before we call it wraps on 2021.
With a backdoor Roth out of the question, am I better off making a non-deductible contribution into a tradition IRA or using a taxable brokerage account?
I don't hear much talk about HSAs, and now I'm starting to wonder if I'm making a mistake by using one?
With the housing market crazy, should I be looking to buy or keep renting? Oh, and by the way, I basically get the down payment as a perk from my employer.
When we're talking about workplace retirement plans, HSAs and brokerage accounts, what's the appropriate hierarchy of savings?
Because I'm concerned about bond yields, I moved my $1.3 million bond allocation to cash. Good move or did I make a mistake?
Given our combined income, do you think we should be using the pre-tax or Roth 401(k) option?
After working as a firefighter for 28 years, and recently retiring at 51, is my financial future secure?
I know my portfolio needs bonds, the question is how do I get them in there?
Long-term care insurance policies are expensive and tricky. Our latest call is an example of both.
Some company stock I own was worth $6,000 28-years-ago, now it's worth $500,000! As we approach retirement how should we deal with this stock?
On today's show Mark joins me and we're hitting the pause button on the money talk and instead talking about what we're grateful for this Thanksgiving. Happy Turkey Day!!!
My brain is telling me to refinance the mortgage, but I'm not sure how long we're going to be living here, so I'm stuck in the mode of paralysis by analysis.
Because the focus was always on saving for retirement, we don't have anything saved for college, which is right around the corner. What are our options?
With thoughts of transitioning to a new endeavor in a few years time, should we be beefing up our brokerage account or continue saving in our workplace retirement plans? Or both?
There's nothing better than getting a question from a 26-year-old who wants to know if she's on track for retirement. By the way, she's rocking it.