Posts tagged can I retire?
Will the Renovation Derail Us?

8/6/26: We're looking to do a major renovation project, will it jeopardize our long-term financial outlook?

Her Mom Got a Devastating Diagnosis. Now What?

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.

Retirement Plan Options at New Job

8/5/26: We're looking for the most tax efficient savings vehicle for retirement contributions in a new job.

Downsized in Paradise, Can We Retire?

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?

International and Domestic Travel Tips

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.

Trump Account or 529 Plan?

7/31/26: With the Trump Accounts now available, is the 529 plan still the best way to save for college?

Time to Sell the Family Home?

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.

Relocation in Retirement

7/29/26: Should I consider moving in retirement to improve my tax situation?

Given the Options, Are We Saving in the Right Places?

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.

Help! I’m Going to Be a Grandma

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.

Parents Supporting Adult Children

7/24/26: I recently joined CBS Saturday Morning with tips for parents who financially support their adult children.

Tips for Retirement Planning

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.

How to Calculate the Monthly Spend?

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.

Priorities as I Prepare for Retirement

7/21/26: With three more years left in the workforce, how should I be preparing as I start to think about retirement?

Second Guessing My Financial Decisions

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?

Mid-Year Financial Check-In

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.

Funding a Condo Purchase

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?

Does My Plan Work, or Should I Be Worried?

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.

Physical Job, Can I Retire at 57?

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?

Age Gap Couple With High Paying Jobs

7/13/26: With a significant age gap between us, what steps should we be taking as we plan for two very different retirements?