Author: mhausman

Episode 156: Paying off a Mortgage, Emergency Funds and Surviving Spouse

We’ve had many conversations with clients about the subjects we’re talking about today – paying off your mortgage early, emergency funds and how to help a surviving spouse. You’ve probably had similar questions in your own life, so let’s dive into these important topics.

Episode 155: The Fear of Spending Money in Retirement

There is an article going around that is saying, to have a better retirement you need to spend more money. This is something we discuss with clients once they transition from working to retirement. It helps them understand that we’ve done the planning and it’s OK to spend the money. Today, we’ll explain how you can get over the fear of spending.

Episode 152: Should I Downsize My House in Retirement?

Rick recently wrote in and wanted to know if he should downsize his house. He has an emotional attachment to it, so it’s a tough decision. We’ll walk you through the decision-making process in tough deliberations like this.

Episode 148: How to Handle an Unplanned Retirement

We’ve had a couple clients recently who decided to retire earlier than planned. We’ll explain how we helped them, even with very little time to prepare, and how you could handle a similar situation.

Episode 147: Tough Questions About Family Finances

We’re tackling some tough questions about family finances today. Should you kick your sister out of your deceased mother’s home? What retirement challenges could you face as the parent of a young child? Should you buy your dream home?