“Joe, how much did you spend on your wedding?”
That’s how this episode kicks off, and it sets up the theme running through everything else.
Joe and I help a couple figure out if their plan to retire together in […]
Tag: financial planning
#726: Q&A: She Has $884K Saved — So Why Can’t She Retire?
What happens when you look at a $862,000 portfolio and realize early retirement might actually be out of reach?
When a mountain of ticker symbols, account balances, and unexpected life updates come hitting you all at once, your money plan can quickly start to look like a complete mess.
#709: The Financial Reality of Developmental Disability, with Keith Wargo
Caregiving is a massive responsibility that often falls on family members, usually as an unpaid role.
For parents of children with autism, this doesn’t just mean managing the day-to-day, it means planning for a future that extends far beyond their own lives.
Keith Wargo, the CEO of Autism Speaks, joins me to bridge the […]
#684: Why You Should “T-Bill And Chill” Instead of Using a Savings Account, with Cullen Roche
In this episode, I sit down with Cullen Roche, financial advisor and portfolio strategist, to discuss why there’s no one-size-fits-all approach to investing. Cullen breaks down the most famous investment portfolios in history, from the classic 60/40 to Warren Buffett’s 90/10 strategy, and explains how to customize these models to fit your unique financial situation. […]
