Should you use your savings to pay off your mortgage early? Check out this short video for my two cents.
On this episode I chat with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!
How long do you need to keep those old tax documents? What about mortgage paperwork? Check out this short video as I help you declutter your financial documents!
On this episode we chat with Regina and Dave, who are planning retirement on a pension, as well as considering a relocation.
On this episode we chat with Carol, who wants to help her daughter buy a house.
On this episode we chat with Shannon, who has been double paying her mortgage while solo planning for retirement.
On this episode we chat with Dave, who is preparing for retirement, but is unsure if he has the liquidity to finance it.
On this episode we’re joined by Ed Slott to discuss our favorite topic, the beauty of Roth assets.
On this episode we’re joined by Ed Slott to discuss our favorite subject, taxes!
On this episode we chat with Jeff, who is considering a career change from teaching to financial planning!
On this episode we chat with Drew, who is wondering how to manage multiple properties and investment accounts.
On this episode we chat with Jack, who is wondering how to invest with a lump sum he recently acquired, as well as how to best preserve some of that capital to help his family.
On this episode we chat with Susan, who needs help with how to simplify her overwhelming amount of individual investments.
Retirement in the Rocky Mountains? We're chatting with a couple who's trying to decide if it makes sense for them.
On this episode we chat with John, who is wondering about balancing college savings for his children, early retirement, and how to best put his earnings to use.
On this episode we chat with Tom, who is wondering if a backdoor Roth is right for him, and what it takes to pull it off.
On this episode we chat with Jason who is considering pulling back on retirement savings in order to pursue the idea of real estate investment.
On this episode we chat with Susan, who is considering relocating to Arizona for work, but wonders if this is possible without giving up her current home.
On this episode we talk with Laura, who between herself and her partner have saved in various accounts, but now needs help with how to consolidate.
On this episode, Michael Batnick talks about how he got started in the finance industry and the struggles that came along with it, how investors should treat their portfolios, and more!