2/3/22: If you're approaching retirement and have the urge to pay off the mortgage, you're not alone. But is it the right move?
If things are good right now, is there any reason we should be dreaming about buying another property?
2/2/22: As we're often reminded, life doesn't always go according to plan. Our latest (repeat) caller is a perfect example.
2/1/22: In terms of paying taxes, does it make much of a difference if I'm using ETFs or index funds?
2/1/22: 27 and 25 with decent jobs, but have the feeling we're sitting on too much cash, are we?
1/31/22: How do we know if the advisor working with our dad is really acting as a fiduciary?
1/30/22: LinkedIn principal economist, Guy Berger, joins us this weekend to discuss the current job market and shares how workplace dynamics have changed with employees now having more bargaining power. We also chat about which industries are seeing dramatic increases in pay and the future of remote/hybrid work.
1/29/22: LinkedIn principal economist, Guy Berger, joins us this weekend to discuss the current job market and shares how workplace dynamics have changed with employees now having more bargaining power. We also chat about which industries are seeing dramatic increases in pay and the future of remote/hybrid work.
1/28/22: I currently have my workplace retirement options set up so that I'm using some pre-tax features and some Roth. Should I switch to all Roth?
1/27/22: I joined CBS Mornings on the first day of tax season to discuss what Americans need to know when filing their taxes this year, including specifics about the Child Tax Credit, stimulus payments, unemployment benefits and free resources for tax prep.
1/27/22: Should I roll the dice and wait for my student loans to be wiped off the books, or just pay off the debt in one fell swoop and start investing my money?
1/26/22: Making the transition from military life to civilian can be tough, but having a couple awesome pensions certainly makes things a bit easier.
1/25/22: Should my wife choose a pension or a 401(k) for her new workplace retirement plan?
1/25/22: I joined CBS Mornings to discuss when to start teaching your kids about money, and what topics to talk about with kids of different ages.
1/24/22: Can we retire? The answer is yes, but it doesn't mean you haven't been getting some lousy advice along the way.
1/23/22: Is there an easy way to rebalance inside of retirement accounts when we're using target date funds?
1/22/22: Sometimes annuities make sense, sometimes they don't. Here's the latest scenario.
1/21/22: With not much saved in retirement at the age of 51, is there any chance of me retiring in 5-7 years?
1/20/22: I'm all for having a retirement number, but how you end up at that number is what really matters.
1/20/22: Given how crazy the cost of college is in the U.S., should we consider moving to Canada for some cheaper options?