Money Wisdom Question Series

People contact us often with questions regarding various retirement and investment topics. Every week, Joel discusses a different financial hot topic in just two minutes or less to help provide answers and clarity.

Find a topic that interests you in the list below or submit your own question here. You can also subscribe to our YouTube channel to receive real-time updates when the next episode is live.


Episode 58: What Are The Contribution Limits for 401(k)s?

Today’s question is, what are the contribution limits for 401(k)s?

So I’ll refer to them as 401(k)s, but there are other available plans at work such as a...

Episode 57: What Are The Different Types of Retirement?

Today’s question is, “What are the different types of retirement?”

The Importance of Budgeting

We spend our lives saving, thinking about retirement,...

Episode 56: Is Social Security Going to Run Out of Money?

Today’s question is… “Is Social Security going to run out of money?”

How it Works

The quick answer to that is, it will most likely be...

Episode 55: How Does a Retired Person Qualify for a Mortgage?

Today’s question is, “How does a retired person qualify for a mortgage?”

One may think if you have lots of money, you should be able to get a mortgage...

Episode 54: When Am I Required to Withdraw Money from my IRA?

Welcome to Money Wisdom. Today’s question is, “When am I required to withdraw money from my IRA?”

Whether you want/need to spend the money in your IRA...