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 54: When Am I Required to Withdraw Money from my IRA?

Welcome to Money Wisdom. Today’s question is, “When am I required to withdraw money from my IRA?”

Whether you want/need to spend the money in your IRA...

Episode 53: How Do I Spend My Retirement Savings Without Triggering a Tax Penalty?

Thank you for joining us for episode 53 of our Money Wisdom Question Series. Today’s question is, “How do I spend my retirement savings without triggering a tax...

Episode 52: Are Stocks Good Retirement Investments?

Thank you for joining us for episode 52 of our Money Wisdom Question Series. Today’s question is, “Are stocks good retirement investments?”

It Depends...
Episode 51: How Do I Retire?

Thank you for joining us for episode 51 of our Money Wisdom Question Series. Today’s question is, “How Do I Retire?”

Making the Transition into Retirement

We...

Episode 50: Are 401(k)’s Really Worth It?

Thank you for joining us for episode 50 of our Money Wisdom Question Series. Today’s question is, “Are 401(k)s really worth it?”

Are 401(k)’s...