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. Todayâ€...

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. Todayâ€...

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. Todayâ€...

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. Todayâ€...

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. Todayâ€...