8/18/25: A financial planner is suggesting I purchase an annuity as a "private pension." Is this product necessary in my situation?

8/17/25: I have been working in healthcare for 20 years, and while it’s a good job and pays well, I am totally burned out. I’ve thought of cutting back to part-time, but I am nervous about covering our monthly expenses if I do that.

8/16/25: A new executive order opens the door for companies to add cryptocurrencies to retirement plans. On this episode we're discussing the risks and potential rewards.

8/15/25: Today we're joined by ⁠⁠⁠Nick Maggiulli⁠⁠⁠, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, ⁠⁠⁠⁠The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life⁠.

The book is not a get-rich-quick scheme or a one-size-fits-all solution to your money problems. It’s a new philosophy for thinking about money altogether, and it breaks wealth into six distinct levels, each demanding its own strategy. What works at Level 1 won’t cut it at Level 6, and vice versa.

8/14/25: Should I absorb the annuity surrender charges and reinvest the money into my current investment, which is earning 9% compounded quarterly?

8/13/25: I would feel horrible losing a large portion of a recent inheritance, so I want to be careful, but I also want to maximize its earnings potential. What are my options?

8/12/25: When it comes to finances, I generally take the path of least resistance. Do I need to take a more active role or can I continue to coast?

8/11/25: I would like to get some feedback on my plan and check if I am on the right path or if I should be making some tweaks along the way.

8/10/25: I feel I am not doing enough. What can I improve? I need either a pat on the back or a sit down lecture.

8/9/25: With interest rates holding steady for the fifth time, I joined CBS Mornings to explain how the decision affects credit cards, car loans, mortgages and savings.

8/8/25: I am 61 and my husband is 59. We've been discussing my retiring next year and he would retire two years later when he is 62. Is this doable?

8/7/25: Are we in a good spot for me to step away from my job and retire (age 58) at end of the year?

8/6/25: My husband still worries and is afraid to spend money. What can I tell him to help him see that things are fine and we can afford to have a little fun?

8/5/25: I have met with a third financial advisor (a fiduciary) and I'm still not convinced I need a planner. What do you think?

8/4/25: What I’ve earned, I’ve put towards many other expenses and am now wanting to pause and see how I am doing. Am I on track to find peace and get some time back?

8/3/25: I’m curious about how people quell their anxiety about whether they have enough for retirement. My anxiety about it returns every month or so.

8/2/25: When it comes to planning for retirement, it's all about having a plan. Without that key ingredient, it's impossible to move forward.

8/1/25: I don't hate my job but I can see the end in sight and would like to know if I'm close to being able to retire and spend $10k per month.

7/31/25: When I look at the numbers with a life expectancy of 90, it seems like I can finally retire with a conservative withdrawal rate. Are the numbers right?

7/30/25: As I navigate my single life (no children) as I enter my mid-50s, should I be considering a long-term care policy?