7/10/26: Because our recent Social Security webinar was such a hit, and we couldn't get to all the questions, today we're doing a mailbag episode with the Social Security Queen, Heather Schreiber.

7/9/26: My industry is tech, and we've had tons of changes lately, so at 65 I'm wondering if my exit plan is a solid one?

7/8/26: I'm currently 58, retired at 49 with a pension, returned to full-time employment at 50 and now plan to retire again in nine months. Is our plan solid?

7/7/26: With a strong Alzheimer's history in the family, how can I ensure that my wife will be taken care of should it become necessary?

7/6/26: With two big pensions in the mix, and a big pot of pre-tax money, should Roth conversions be the priority?

7/3/26: With retirement on the horizon, should I be looking for a fee-only or a fee-based advisor?

7/2/26: I say pay off the mortgage, my wife says no. Can you be the judge?

7/1/26: We are in good shape, but I don't want to do anything stupid. Am I worrying too much about taxes? 

6/30/26: I'm officially retiring at the end of this week. Am I ready?

6/29/26: My goal is to retire in 2027 at the age of 55 from my 24-year corporate career due to burn out. Can I do it?

6/26/26: Even though we have more money than we'll probably ever need, I'm still having a hard time spending down some of the accounts. Can you help?!

6/25/26: My parents have offered to give me a big chunk of cash, but I'm not sure I agree with them on how it should be used.

6/24/26: I'm only in my 30s, but with early retirement a real goal, should I be focusing on a brokerage account instead of retirement accounts?

6/23/26: Can I downshift my career (work less, make less) and still hit my goal of retiring by 60?

6/22/26: I'm 62, and after 42 years in the workforce, I'm wondering if I can comfortably retire?

6/21/26: Today we're sharing a recent chat with ⁠⁠Ben Carlson⁠⁠, author and Director of Institutional Asset Management at Ritholtz Wealth Management.

Ben joined us to discuss his recently released book ⁠Risk and Reward: How to handle market volatility and build long-term wealth, a modern guide designed to give you a better grasp of the biggest risks in investing and teach you how to protect yourself against them so you can survive the short-term, and thrive in the long-term.

6/20/26: We are constantly looking at new homes but immediately quit when we calculate the new mortgage payment which is usually 3x our current payment. Can we pull the trigger and upgrade our house?

6/19/26: My mom is 75 and I'm helping her navigate her finances. Am I making the right moves?

6/18/26: You always talk about bonds being part of a portfolio and I have stayed away from them the past five years but decided to add a small amount in last year and they are still in the negative column. What gives?

6/17/26: I work in entertainment and it's a bit unsteady at the moment, up and down, and really stressful. I want to change careers and get out of this chaos. Can I do it?