Bonus Call: Planning After a Sudden Loss

We can do all the planning we want in life, but sometimes things just happen, including the sudden loss of a loved one. That’s the case with Steve from Cleveland who is trying to navigate things after the loss of his father.

Bonus Call: Can I Retire Early?

47 years old and looking to retire in the next four years or so…can he do it? That’s the question from Michael in New York on the latest BONUS call. I know one thing…he better be sitting on a pile of money!

Bonus Call: Save for Retirement or Pay Off Mortgage

So you just got a raise and are trying to decide if you should put that extra money into the retirement pot or put it toward the mortgage? I love this question. Paying down the debt seems like a no-brainer, right? Take a listen my friends as we walk through it with Nick from the Bay Area.