8/7/26: With my asset allocation out of whack, should I bite the bullet and fix it all at once, or slowly over time?
8/6/26: We're looking to do a major renovation project, will it jeopardize our long-term financial outlook?
8/6/26: Jill and Mark discuss the spectacular collapse of the Situational Awareness hedge fund and what it reveals about today's AI-fueled investing boom.
They help a caller fighting back tears figure out how to balance three competing priorities: saving for retirement, paying for her children's college, and preparing to care for her mother following the diagnosis of a degenerative illness.
Plus: a reaction to billionaire Jeremy Grantham's outrageous advice that investors should ditch U.S. stocks altogether.
8/5/26: We're looking for the most tax efficient savings vehicle for retirement contributions in a new job.
8/4/26: I want to retire at the end of this year, can we do this without spreading ourselves too thin, or blowing up our savings?
8/3/26: Do you need travel insurance? What about foreign currency? Maybe skip it all and do a staycation! We're discussing it all on this episode.
7/31/26: With the Trump Accounts now available, is the 529 plan still the best way to save for college?
7/30/26: With a lot of variables at play, my husband and I can't decide if we should sell our house or not. I say yes, he's not so sure.
7/29/26: Should I consider moving in retirement to improve my tax situation?
7/28/26: We’re a high-earning couple in our 50s, and with several options available to us, we would like some feedback on our saving strategy.
7/27/26: With my first grandchild on the way, I'm trying to figure out the best way to move a bit closer to the family.
7/24/26: I recently joined CBS Saturday Morning with tips for parents who financially support their adult children.
7/23/26: Working and retired Americans are much less confident in their financial ability to maintain a comfortable retirement compared to a year ago, according to a new survey from the Employee Benefit Research Institute.
7/22/26: I've been tempted to contact the show to do a "how am I doing" check-in, but have one thing holding me back. I'm having trouble figuring out our monthly spend.
7/21/26: With three more years left in the workforce, how should I be preparing as I start to think about retirement?
7/20/26: After making some recent financial money moves, I'm starting to wonder if I made the right decision or if I made a mistake?
7/17/26: I recently joined CBS Mornings with financial tips that will help you save money, from cutting bills and streaming services to savings accounts.
7/16/26: Would it be wise to use money in one of my brokerage accounts to buy a condo in a place that aligns better with my way of life?
7/15/26: Even though my husband says we're fine, I still find myself worrying about the markets and whether or not we have enough saved to last us for the long haul.
7/14/26: I'm 55, work a physically demanding job, and would like to retire in two years. Do I have enough saved to make it happen?