Archive

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  October 13, 2018 - Pay Early Withdrawal Penalties on an Annuity? ‘Tax-Free Municipal Bonds? ‘Wife is Retiring in One Year at Age 62 - Questions? Tons of Great Listener Questions!
     
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  October 6, 2018 - Keep Line of Credit or Pay it Off? ‘Is it Better to have an Advisor or Do It Yourself? ‘Pros and Cons of Continuing Care Retirement Communities? Tons of Great Listener Questions!
     
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  September 29, 2018 - What to do with those Darn Timeshares!?! ‘What to do with those Darn RMDs!?!’ ‘And how about the new rules for 529 Plans!?! Tons of Great Listener Questions!
     
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  September 22, 2018 - What to do if you get ‘The Letter’ from your LTC company? ‘Diane and Gene Celebrate Their Wedding Anniversary!’ ‘Should Listener Cash In His 401(K) to Pay Off His Mortgage? Tons of Great Listener Questions!
     
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  September 15, 2018 - $31,700 Raised on 9/11 for Keystone Warriors! ‘Bank on Yourself.com’ Really Better than Everything Else in the World? Bucket Theory of Retirement Investment? Tons of Great Listener Questions!
     
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  September 8, 2018 - Social Security Questions Galore! ‘Crash Proof’ Your Retirement? Keystone Warriors? Irrevocable Trusts? Joint Accounts and Divorce? Age 24 and wants to be Financial Independent? Tons of Great Listener Questions!
     
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  September 1, 2018 - Transfer on Death Accounts! Avoiding Probate Without Using an Attorney! Tons of Great Listener Questions!
     
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  August 25, 2018 - New Tax Law! ‘College Wants Granddaughter’s Income? Tons of Great Listener Questions!
     
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  August 18, 2018 - New Tax Law! ‘College Wants Granddaughter’s Income? Tons of Great Listener Questions!
     
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  August 11, 2018 - What is the Key to Retiring Confidently? ‘Leftovers’ in a 529 Plan? Tons of Great Listener Questions!
     
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