Episodes

  • E274: Should I Invest in a Target Date Fund? Weighing the Pros and Cons

    E274: Should I Invest in a Target Date Fund? Weighing the Pros and Cons
    Sep 17 2025
    Target date funds are convenient, popular, and designed to do the hard work for you. But does that mean a target date fund is the best choice for your financial future?
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    12 mins
  • E273: 3 Ways to Generate Income from a Lump Sum of Money

    E273: 3 Ways to Generate Income from a Lump Sum of Money
    Sep 10 2025
    If you've come into a lump sum of money, whether from a business sale, inheritance, settlement, or years of disciplined saving, you may be asking: "How can I turn this into reliable income?"
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    9 mins
  • E272: When Should I Get Life Insurance?

    E272: When Should I Get Life Insurance?
    Aug 27 2025
    Life insurance can feel like one of those financial products that people think they’ll "get around to eventually." But waiting until later often means higher costs or even the possibility of not qualifying at all.
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    12 mins
  • E271: Does Dividend Investing Live Up to the Hype?

    E271: Does Dividend Investing Live Up to the Hype?
    Aug 20 2025
    Let’s unpack where dividends come from, why investors are drawn to them, and how to think more strategically about total return and diversification.
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    8 mins
  • E270: Should I Invest in Physical Gold to Hedge Against Disaster?

    E270: Should I Invest in Physical Gold to Hedge Against Disaster?
    Aug 13 2025
    Gold has often been viewed as a store of value and a hedge against inflation or economic crisis. But when it comes to true disaster preparedness (natural disasters, infrastructure breakdowns, or system-wide economic failure) is gold the right asset to hold?
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    10 mins
  • E269: Can an HSA Be Used to Pay for Medicare Premiums?

    E269: Can an HSA Be Used to Pay for Medicare Premiums?
    Aug 6 2025
    What happens when you transition to Medicare? Can you still use your HSA? And more specifically, can you use it to pay for your Medicare premiums?
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    7 mins
  • E268: How to Find Unclaimed Money – A Step‑by‑Step Guide to Reclaim What’s Yours

    E268: How to Find Unclaimed Money – A Step‑by‑Step Guide to Reclaim What’s Yours
    Jul 30 2025
    Discover how to find and claim unclaimed money that may belong to you. Learn the steps to search state and federal databases for forgotten funds like old bank accounts, checks, and insurance payouts.
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    8 mins
  • E267: Should You Invest in International Stocks?

    E267: Should You Invest in International Stocks?
    Jul 23 2025
    It’s easy to be attracted to U.S. stocks, especially after a long period of great performance. However, when we step back and look at the bigger picture, the case for international diversification becomes clearer and more compelling.
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    9 mins