Bonus Call: Post-Tax Retirement Savings

If it’s offered, should you be making post-tax contributions to your retirement plan? As you’ll hear on the latest BONUS call with Chelsea from North Carolina, it kinda depends on your situation.

Ep.71 – Your Money with Ron Lieber

As someone who consumes a massive amount of financial data and then tries to make it palpable to listeners, viewers and readers, I am drawn to those who have an uncanny ability to break through the clutter.


Bonus Call: Planning for Early Retirement

It’s always so encouraging when we get calls from younger people who are already dreaming about early retirement. That’s the case on the latest BONUS call with Ronny from Connecticut who is just out of school and already thinking about hanging on the beach. While it’s encouraging, I’m also not sure how realistic it is. You’ll hear what I mean when you listen.


Ep.70 – Investing For the World You Want

How can you incorporate your values into your investments? While many of us have principles and views about what is “right” and “wrong”, putting those principles into action within a portfolio can be difficult.


BONUS call: Is Our Advisor Screwing Us?

Okay, so here’s the scenario…you’re pretty certain your mom is getting screwed by her advisor…yet she doesn’t want to hear your concerns. What do you do? How do you have the talk? Can she be convinced? That’s the dilemma facing Diane from Indiana on the latest BONUS call.


Ep.69 – The Best Team Wins

If you’re working in an office environment, it’s hard to ignore the massive shift that’s taking place in the workplace. In today’s average company, up to 80% of employees’ days are now spent working in teams.