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 32: Can I Reduce Taxes On My Social Security?

Thank you for joining us for Episode 32 of our¬†Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today‚Ä...

Episode 31: What’s the Difference Between a Will and an Estate Plan?

Thank you for joining us for Episode 31 of our¬†Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today‚Ä...

Episode 30: How Do I Financially Take Care of My Aging Parents?

Thank you for joining us for Episode 30 of our¬†Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today‚Ä...

Episode 29: What is the Biggest Retirement Mistake?

Thank you for joining us for Episode 29 of our¬†Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today‚Ä...

Episode 28: Why Do Women Need Their Own Financial Plan?

Thank you for joining us for Episode 28 of our¬†Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today‚Ä...