3/27/24: As the tax season progresses, the IRS reports having received over 71.5 million tax returns, already issuing more than 49 million refunds to Americans. With the average refund amounting to $3,109, I joined CBS Mornings to discuss how Americans can make the most of their tax refund.
3/26/24: With a lot of money in pre-tax retirement accounts, am I overthinking the possibility of doing Roth conversions?
3/26/24: With the arrival of spring, it's the perfect time to declutter your finances and address pressing financial matters. I joined CBS Mornings to discuss.
3/25/24: When we look at the numbers the financial advisor gave us, we realize now that we don't really understand them. Can we trust what she told us?
3/24/24: This weekend we're joined by Anat Admati, co-author of The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It. New bank failures have been a rude awakening for everyone who believed that the banking industry was reformed after the Global Financial Crisis, and that we’d never again have to choose between massive bailouts and financial havoc. The Bankers’ New Clothes uncovers just how little things have changed, and why banks are still so dangerous.
3/23/24: This weekend we're joined by Anat Admati, co-author of The Bankers’ New Clothes: What’s Wrong with Banking and What to Do about It. New bank failures have been a rude awakening for everyone who believed that the banking industry was reformed after the Global Financial Crisis, and that we’d never again have to choose between massive bailouts and financial havoc. The Bankers’ New Clothes uncovers just how little things have changed, and why banks are still so dangerous.
3/22/24: I think we are very cash heavy but I'm also not worried about where we are for retirement, so I would like to pay off our mortgage. Yay or nay?
3/21/24: With a large windfall coming our way, should we pay off the mortgage or invest in a brokerage account?
3/21/24: My mom has significant anxiety about money, but I'm trying my best to convince her that she's okay. Am I right?
3/20/24: I’ve been working in corporate America for 23 years and I’m burnt out. Can I retire ASAP?
3/19/24: My husband recently passed away and left me a large inheritance, however, I feel that my funds are scattered all over the place. How do I clean things up?
3/19/24: A recent report by Vanguard reveals a record number of Americans took early withdrawals from their 401(k) retirement savings in 2022 and 2023, signaling a concerning trend.
3/18/24: With over $500k sitting in cash, how should we get it invested?
3/15/24: We're both currently maxing out our Roth 401(k)s but are considering a move for me only from a Roth to a traditional 401(k). What do you think?
3/14/24: If I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a brokerage account to pay the tax bill?
3/14/24: Should I take rental profits from farm income now, or wait about ten years for it to grow even more?
3/13/24: My husband keeps saying we're fine and we don't need to worry, but I feel like we don't have enough of a long-term plan. Who's right?
3/12/24: My parents have a tax deferred annuity that is coming due in April. They're attracted to the product as they are deferring taxes. How should they proceed?