Should You Buy an Annuity? A Real $80,000 Case Study
“Joe, I want to first talk about the elephant in the room.” Before we get into any retirement math today, I need to talk about something personal: the disaster…
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Is Quitting Your Job Worth It?
“So to me, this is not a money management question.” That’s what I told a listener partway into this episode — right after she told me she’s 42, makes…
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Pay Off Your Mortgage or Retire Early? A Real $1.4M Case Study
“Joe, if you had to choose between retiring as soon as possible or paying off a mortgage, what would you go for?” I ask Joe that right at the…
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How to Know You Have Enough
Why is the finish line of financial independence so much scarier than the starting line? While the early stages of accumulating wealth are full of possibility, approaching the moment…
