Today’s question comes from Katy who called into the podcast… “I have a question about Roth 401k. I have a TSA retirement plan through my company. And since this is a Roth from my company…
Michelle from St. Paul called into the show… “My aunt is a widow and just retired. And for the last several years she and her best friend have planned to live together in retirement and…
Today’s question comes from Sam in Cleveland, OH… “What do I do with a previous employer retirement plan of approximately $60,000 that I want to roll into my current rollover IRA. In particular, do I…
This question came from the HTM Facebook group recently. Alexander wrote… “My wife completed the 100 Envelope Challenge and now we have $5,050 sitting in cash. We really don’t have a set goal in mind…
Today’s question comes from Mike in Albany… “I’m in my early 40’s and I just started a job with New York State that’s giving me two different retirement options to pick from. The first is…
Theo from Atlanta called into the show last week… “I have a question regarding a real estate investing course for newbies. I live a debt-free lifestyle and I own my primary home outright, no mortgage….








