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 22: Is an Annuity a Good Investment?

Thank you for joining us for Episode 22 of our Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today...

Episode 21: How Does a Reverse Mortgage Work?

Thank you for joining us for Episode 21 of our Money Wisdom Question Series, where we film answers to common financial and retirement investment questions...

Episode 20: What Benefits Can I Get from Social Security?

Thank you for joining us for Episode 20 of our Money Wisdom Question Series, where we film answers to common financial and retirement investment questions....

Episode 19: How Does Inflation Impact Retirement Income?

Thank you for joining us for Episode 19 of our Money Wisdom Question Series, where we film answers to common financial and retirement investment questions....

Episode 18: Should I Pay Off My Mortgage Before Retirement?

Thank you for joining us for Episode 18 of our Money Wisdom Question Series, where we film answers to common financial and retirement investment questions....