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 68: Is It Better to Have a 401(k) or an IRA?

Today we’re here to answer your question, “Is It Better to Have a 401(k) or an IRA?”

If you’re asking this question, it means that you’ve...

Episode 67: What Should I Do If I’m 5 Years from Retirement?

Today we’re here to answer your question, “What do I do if I’m 5′ years away from retirement?” Here are five things for you to think about if you’re...

Episode 66: What Are the Pros and Cons of DIY Financial Planning?

Today’s question is, “What Are the Pros and Cons of DIY Financial Planning?”