Episode 36: Dina and Tony Isola of Ritholz Wealth Management
We interview planning couple Dina and teacher turned planner Tony Isola. Together they head up the 403(b) division at...
01:24:32
Podcasts de pension
Peter Martin on Newstart and Student Allowances
The newstart allowance has just risen to $264 a week, while pensioners get $399. Why the discrepancy? Peter Martin...
15:13
Our guest, Jennifer Polk, PhD, helps graduate students and PhDs achieve "career and life goals" often beyond...
01:11:58
Episode #38: The New York Times Drops the Hammer on the Public 403(b)
Planner Tony Isola, CFP of Ritholtz Wealth Management, joins Scott and Dan to discuss the first two New York Times...
39:57
Episode 376: How Can You Be More Faithful?
Emily asks if it would be better to take her pension as a lump sum rather than receive it as a monthly payment. Eric...
DiNapoli Discusses Procurement Reform
Earlier this week another feud between Gov. Andrew Cuomo's administration and State Comptroller Tom DiNapoli...
Is Trump's dealmaking already working?
The president-elect brought in a rare bipartisan player as Treasury secretary, Steven Mnuchin and saved 1,000 jobs in...
34:28
Episode #41: A 23-Year-Old Student Teacher Talks Savings
Dan interviews 23-year-old soon to be teacher Melissa of Albuquerque, NM. She is about to be married and she is about...
00:01
Hank Jongen from Centrelink on Pensions and Payments
Information on changes to the part pension and more.
51:41
What steps should you be taking to prepare for the superannuation rule changes?
Superannuation rule changes come into effect 1 July 2017, how does this effect Defined Benefits Pensioners and what's...
51:27
Episode #42: The Millionaire Educator's Big Life Move
In episode 18, Ed Mills, a.k.a. "The Millionaire Educator" described how he and his teacher wife socked away more...
56:35
102. How To Retire Early and 7 Retirement Rules For Anyone Over 50
Aired 2/4/2017: How to retire early - like, really early - and real estate investing with Andrew Fiebert from the...
01:06:18
Episode #43: Two Educators Get Wise
Christina and Matt, two New York educators who live in Connecticut, discuss past investing mistakes, steps they are...
01:06:29
Do You Really Need a Financial Advisor? - 103
Aired 2/11/17: The value of a financial advisor (aka “Advisor’s Alpha”) and a discussion of target date funds with...
01:07:50
The housing data no one believes, and a seagull crashes Alan's big event
Alan and James discuss the nonsense figures being thrown around in Australia's housing discussions, the impending...
19:41
The housing data no one believes, and a seagull crashes Alan's big event
Alan and James discuss the nonsense figures being thrown around in Australia's housing discussions, the impending...
19:41
6 Small Business Retirement Plans From Easy to Complicated - 106
Six small business retirement plans from easy to complicated, including the SEP IRA, SIMPLE IRA, Solo 401(k) and...
47:43
Teaching Kids Economics With Author Michelle Balconi - 107
Our guest is Michelle Balconi, who co-authored the children’s book "Let’s Chat About Economics!" with economist Dr....
01:05:09
Understanding Social Security & Donald Trump’s Tax Return - 108
Social Security expert Mary Beth Franklin explains the current claiming rules. Joe and Big Al offer tips for managing...
01:07:41
6 Steps To Get Super Rich & Work Your Wealth - 109
Mary Beth Storjohann, author of Work Your Wealth, helps millennials wrap their heads around financial basics. Joe and...
01:05:25