On this episode we chat with Jack, who is wondering how to invest with a lump sum he recently acquired, as well as how to best preserve some of that capital to help his family.
On this episode we chat with Susan, who needs help with how to simplify her overwhelming amount of individual investments.
Retirement in the Rocky Mountains? We're chatting with a couple who's trying to decide if it makes sense for them.
On this episode we chat with John, who is wondering about balancing college savings for his children, early retirement, and how to best put his earnings to use.
On this episode we chat with Tom, who is wondering if a backdoor Roth is right for him, and what it takes to pull it off.
On this episode we chat with Jason who is considering pulling back on retirement savings in order to pursue the idea of real estate investment.
On this episode we chat with Susan, who is considering relocating to Arizona for work, but wonders if this is possible without giving up her current home.
On this episode we talk with Laura, who between herself and her partner have saved in various accounts, but now needs help with how to consolidate.
On this episode, Michael Batnick talks about how he got started in the finance industry and the struggles that came along with it, how investors should treat their portfolios, and more!
On this episode we chat with Ed, a 40-year-old with two kids and one on the way, who feels he crushed his 30s, and now needs some direction on how to move forward.
On the latest episode we chat with CT, a 35-year-old web designer based in Florida, to see if his finances are on the right track.
Jill on Money joins The Compound! We are so excited to be joining forces, please join us and tune in every Saturday for a new video episode of Jill on Money!