I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second…
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Retire at 55 – How to Access Retirement Without Penalties It’s been an interesting few weeks in the markets since President Trump’s inauguration. A Chinese company produced an AI chatbot that performs as well as…
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The Market Seems Expensive Right Now. Should I Be Worried? Should you be concerned that the market’s just made several all-time highs? This question comes up in various forms any time stock markets set new…
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What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock,…
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We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? This week on the show we field a listener question about whether their concern about federal spending should be reflected in their…
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401k Rollovers: Should I Roll My 401k Into an IRA? Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you…
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Everyone Talks About Downsizing in Retirement, But I’m Not Sure It’s the Right Move For Me Downsizing in retirement from your large, long-held family home is a popular concept for retirees, but may not always…
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Reducing Taxes With Charitable Giving There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about…
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Will Social Security Run Out? Should I File Before It Does? Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few…
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It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the…
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