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…
