Posts in JOM podcast
Too Many Funds?

9/11/26: I am considering changing advisors but not sure what questions to ask of my current advisor regarding the large number of funds he has us in.

AI and Your Money

9/10/26: Should you let artificial intelligence manage your money? While AI might be able to help you come up with a budget, experts say there are risks.

Impending Unexpected Surgery

9/9/26: With an unexpected surgery on the horizon, how should I be preparing for the worst case scenario?

Giving Myself Permission to Spend

9/8/26: With plenty of assets at my disposal, I still can't seem to give myself permission to spend.

Happy Retirement to Our Auto Guru!

9/7/26: After 34 years with Consumer Reports, Mike Quincy is calling it a career, and on this Labor Day holiday, he joins us for his final appearance as the automotive writer at CR.

Am I Going in the Right Financial Direction?

9/4/26: After recently turning 50, I'm wondering if I'm going in the right financial direction?

Stuck in Financial Survival Mode

9/3/26: After working in non-profits for years and years, it feels like I'm always stuck in financial survival mode.

On Track for Retirement at 56?

9/2/26: I'm only 51, but with a pension part of the equation, is retirement at 56 a possibility?

I’m 68, Is It Time to Stop Working?

9/1/26: I love my job, but at the age of 68, is it time to consider a life beyond work?

Turning 60 and Looking to Retire Very Soon

8/31/26: With a big birthday on the horizon, and a nice pension at work, am I in a position to call it quits?

The Forever Paycheck With Jean Chatzky

8/28/26: Today we're sharing a recent chat with ⁠⁠Jean Chatzky, an award-winning personal finance journalist, AARP's personal finance ambassador, and best-selling author. Jean is also the founder and CEO of HerMoney Media.

Jean joined us to discuss her soon-to-be released book The Forever Paycheck: The New Retirement Strategy to Spend More, Worry Less, and Never Run Out of Money, a step-by-step plan for making your money work for you.

Second Guessing a Financial Decision

8/27/26: I purchased a financial product a while back and have been second-guessing myself ever since.

Juggling Education and Retirement

8/26/26: With private school and college tuition now part of the equation, should I be looking to make some financial adjustments?

Handling a Nearly 50% Raise

8/25/26: After receiving a huge raise, please tell me the money moves I should be making to secure my financial future.

Does the Annuity Pitch Make Sense for Us?

8/24/26: Does the annuity pitch we've received make sense given our overall financial situation?

How to Get Rich in American History

8/21/26: Today we're sharing a recent chat with ⁠⁠Joseph Moore, author of How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).

In richly told stories and wild self-experiments, Joseph tests history’s best and worst financial advice to find what worked, what didn’t, and why everyday people can still get ahead, including you.

Wrestling With Roth Conversion Decision

8/20/26: With retirement upon us, and with no kids in the picture, should we be looking to convert our hefty pre-tax accounts?

Handling Healthcare Expenses in Retirement

8/19/26: Some older Americans find themselves at a loss when it comes to managing healthcare expenses after retirement starts. Today we're discussing how to navigate this financial headache.

Should I Consolidate Accounts?

8/18/26: I recently started a new job, and with my old 401(k) still with the old employer, should I be looking to consolidate accounts?

Buying vs Renting Struggle

8/17/26: I'm in a new city, still own my house in the old city, and now I'm wondering if I should try to buy another piece of real estate.