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 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...
Episode 49: How Much Will I Pay in Taxes in Retirement?

Thank you for joining us for episode 49 of our Money Wisdom Question Series. Today’s question is, “How much will I pay in taxes in retirement?”

The Importance...
Episode 48: Where’s the Best Place to Retire?

Thank you for joining us for episode 48 of our Money Wisdom Question Series, where we answer common financial and retirement investment questions. Today’s question is, “Where’s...