Bonus Call: Retirement Plan Checkup

It’s one thing to have a retirement plan in place, but once it’s established, you need to tweak and modify it as the years go by, hence the need for regular financial checkups. That’s the case today with Jeff who first called me five years ago.

Bonus Call: Protecting Your Retirement Plan

You’ve done a great job with your retirement plan and a great job of saving. But now you’re thinking about worst case scenarios. What happens if there’s another recession? Will I lose everything? Is my current allocation too aggressive? That’s the scenario on the latest bonus call with Bob from Philadelphia.

Ep.88 – An Inside Account of the Financial Crisis

Today we get the inside account from Neil Barofsky, the former Inspector General of TARP (Troubled Asset Relief Program) and author of Bailout: An Inside Account of How Washington Abandoned Main Street While Rescuing Wall Street.

Bonus Call: How to Invest Extra Money

For years and years you’ve been the sole breadwinner. Now your spouse is back in the workforce and there’s a surplus of money flowing in. What should you do with it? That’s the good problem facing John from North Carolina.

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!