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 42: What Type of Investments Should a Retiree Use?

Thank you for joining us for episode 42 of our Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today’s question is “What...

Episode 41: What Is the Importance of Health Care Costs in Retirement Planning?

Thank you for joining us for episode 41 of our Money Wisdom Question Series,...

Episode 40: What Are The Different Types of Life Insurance?

Thank you for joining us for Episode 40 of our Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today’s question is, “What...

Episode 39: What Are Some Tax Strategies for Retirement Income?

Thank you for joining us for Episode 39 of our Money Wisdom Question Series,...

Episode 38: Should I Buy an Annuity?

Thank you for joining us for Episode 38 of our Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today’s...