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?”

The Pros of DIY Financial Planning

Let’s talk about some...

Episode 65: How Is Investable Income Taxed?

The question we’re answering today is, “How is investable income taxed?”

Different Types of Investments

There are different types of investments,...

Episode 63: What is a Good Retirement Income?

The question we’re answering today is, “What is a good retirement income?”

What Do You Want to Spend Your Money On?

This ultimately depends...