Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make. Tax Fre...

Have you ever had financial trouble? And we’re not just talking about the direst of situations like going bankrupt. Do you think a divorce is to blame for messing up your finances? Do you tend to think the system is rigged against the little guy? Did a f...

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on to make sure you’re still on the right financial track. Especially if you’re a retiree, or pre-retiree. Are you focusing on the right things? L...

Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect o...

“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? O...

There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings. We have a great question from Roberta...

We all probably did something that got us in big trouble when we were kids. Just wait until you hear what kind of mischief Scott was up to when he was little. Plus, did you know you're probably being exposed to financial "fake news" on a daily basis? We'...

Goat Yoga... That's actually a thing these days. And it somehow comes up on today's podcast when we answer a question from Arnold about a "Stretch IRA". You won't want to miss that conversation. We'll also switch gears and talk about how for some people,...

If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that shou...

Let's discuss a few examples where following conventional wisdom might lead you astray. We'll also answer a question from Mary about the consequences of making a mistake while rolling over a 401k. And if Scott had to be an animal, what kind would he be? ...