How much do you need to retire? People are living longer. Healthcare costs are rising. And we have no idea what Social Security will look like in the future. So it’s no surprise that even the best savers have uncertainty around whether they are doing enough. Listen...
Nicole Boyson has been a professor at Northeastern University since 2004 where she teaches and conducts research in areas such as investments and corporate finance. She joins us today to discuss her research on fiduciaries and brokers, particularly on financial...
Peter addresses a listener’s question about making 529 withdrawals while the stock market is down. Listen now and learn: The best way to invest your 529 savings How to manage 529 withdrawals during a market downturn How Peter manages his own 529 plan for his two kids...
In this episode, I’m joined by Dr. Preston Cherry, Head of Financial Planning and Assistant Professor of Finance at the University of Wisconsin Green Bay. He is also the president of the Financial Therapy Association and host of the Life Money Balance podcast. Listen...
Reading is one of life’s greatest hacks. Nonfiction offers you the ability to learn about any topic from the best and brightest minds in the world. Fiction provides hours upon hours of entertainment for less than the cost of a monthly subscription to...
