This is the third episode of the Investing By Age series. As you move into your peak earning years, it’s all about making smart decisions right now. Listen now and learn: How to optimize your retirement savingsIdeas for strategically investing for education...
This is the second episode of the Investing by Age series. Your 30s are the time to begin building lasting wealth to meet life’s growing demands. Listen now and learn: Best practices for consolidating your investmentsHow to prioritize paying down debt vs...
This is the first episode in the Investing by Age series. The financial decisions you make in your 20s are arguably more impactful than any other time in your life because of the time your decisions have to compound. Listen now and learn: Why it’s...
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...
