What Are Your Thoughts?

What Are Your Thoughts?

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Financial advisors talk current financial topics, social culture around money, and questions their clients ask.

Recent Episodes

  • WAYT S3E14: When does a Roth make sense?; Logistics of 401(k) Rollovers; Missing the downside when the market falls

    2 years ago
  • WAYT S3E13: 401(k) Match Tips and Sequence of Returns Risk in Retirement

    2 years ago
  • WAYT S3E12: Listener Questions; The Stock Market

    2 years ago
  • WAYT S3E11: Ret. Series Part 5 - Hedging Against a Market Downturn

    2 years ago
  • WAYT S3E10: Retirement Series Part 4 - Annuities

    2 years ago
  • WAYT S3E9: Retirement Series Part 3 - Guardrails and Dynamic Spending Strategies

    2 years ago
  • WAYT S3E8: Retirement Series Part 2 - 4% Rule(s)

    2 years ago
  • WAYT S3E7: Retirement Series Part 1 - Risks in Retirement

    3 years ago
  • WAYT S3E6: Being a Great Investor by Being Average

    3 years ago
  • WAYT (short) S3E5: Series I Savings Bond - Why Now?

    3 years ago