What Counts as a Will?
Episode 315 – Can you write your own will simply by recording a video with your cell phone? Not so fast, a Montana court has ruled. In many cases, it needs to be in writing
The Social Security Fairness Act: Is it Really Fair?
Episode 314 – The President is about to sign the Social Security Fairness Act into law. But is it really fair? And how does it affect Social Security’s solvency?
Dealing with Grief and Your Finances at the Same Time
Episode 313 – It’s probably the last thing you want to think about if you’ve just lost your spouse. But no matter who you are, no matter what your situation, financial issues are always there, and no matter how difficult, you’re going to have to address them.
How Much Money Do You Need to be Considered Wealthy? – Revisited
Episode 312 – Do you have enough money to be considered wealthy? A recent survey by Charles Schwab and Company has the answer.
The Biggest Regrets People Have in Retirement, and Lessons for Future Generations
Episode 311 – There is so much that younger generations can learn from their elders. Not just from the things they got right, but from the things they got wrong. A recent study by the TransAmerica Center for Retirement Studies can help young people figure out some of the things they can do for their own future by avoiding the same mistakes.
Go Beyond Financial Considerations when Deciding to Downsize
Episode 310 – When you get past a certain age, downsizing always seems to sound like a good idea. But is it really? What are the really important considerations you need to keep in mind?