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 48: Where’s the Best Place to Retire?

Thank you for joining us for episode 48 of our Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today’s question is, “Where’s...

Episode 47: What’s the Best Way for A Grandparent to Save for A Grandchild?

Thank you for joining us for episode 47 of our Money Wisdom Question Series, where we answer...

Episode 46: How Does A Retirement Plan At A Company Work?

Thank you for joining us for episode 46 of our Money Wisdom Question Series,...

Episode 45: How do Social Security Spousal Benefits Work?

Thank you for joining us for episode 45 of our Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today’s question is, “How...

Episode 44: Can You Retire If You Get Laid Off?

Thank you for joining us for episode 44 of our Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today’s question is, “Can...