If you don’t have the minimum for an investment in Vanguard, how do you get started with a Roth IRA? And what the heck is..
This is rebroadcast of an episode from our archives. Back to new episodes next week! The episode originally aired on February 13, 2017. Lillian answers..
Alright, so you got a tax refund. Or some other fun chunk of money. How should you use it? Save, splurge, or…? Maybe cash it..
There’s so many options out there for small business retirement plans for employers! How do you choose one you can afford and that won’t cause..
Kelly wants to know the basics of of building an index fund portfolio and Christina wants to know what to do once she's paid off..
Eric Brotman from Brotman Financial Group joins us to talk about how to have the hard conversations about money with your parents, and help them..
Listener Eva asks how she can maximize her retirement savings and minimize her taxes as a self-employed person; Lillian talks her through SEP IRAs and..
Oregon is trying to start a retirement planning revolution- every single business in Oregon will be required to offer a retirement plan of some sort..
We’re back from our week break with an episode on Social Security featuring economist Jon Rork. Will it be around in 25 years? How does..
It’s totally possible to get to retirement money early! Lillian walks you through the legal ways to get money without paying crazy penalties. Plus –