3/7/22: On one hand I really want to retire, on the other hand I have this fear of going broke. What's the compromise?
3/4/22: With the real estate market being crazy, and me being 0 for 6 on recent offers, should I rent for a year or two or keep looking to buy?
3/3/22: With Required Minimum Distributions on the horizon, should we be doing some Roth conversions to lower the RMDs?
3/3/22: When it comes to our savings account, our retirement accounts at work, and our brokerage account, how should we be prioritizing them?
3/2/22: I feel like I have done a decent job of saving and preparing for the future, but I always feel like I'm missing something or could improve somewhere. Can you help?
3/1/22: When it comes to making big financial decisions, it's important to remember that you are constrained by your financial reality.
3/1/22: With the job market on fire, and realizing that I'm being underpaid, should I be looking to make a change?
2/28/22: Now that we're in our 50s, we're starting to feel some pressure to hire a financial advisor. Do we need one?
2/27/22: Okay, here's the good news: A collective hunger for Environmental, Social, and Governance (ESG) investing has driven a myriad of investment companies to create more options for investors. Ready for the bad news? According to a recent series in the Wall Street Journal, written by James Mackintosh, the whole ESG craze may be flawed. He joins us this weekend to discuss.
2/26/22: Okay, here's the good news: A collective hunger for Environmental, Social, and Governance (ESG) investing has driven a myriad of investment companies to create more options for investors. Ready for the bad news? According to a recent series in the Wall Street Journal, written by James Mackintosh, the whole ESG craze may be flawed. He joins us this weekend to discuss.
2/25/22: The Russian invasion of Ukraine has already had a wide economic impact. I joined CBS Mornings to discuss what we can expect over the coming days.
2/24/22: Even though I have always been opposed to annuities, I'm starting to wonder if a fixed annuity might make sense for me. Yay or nay?
2/24/22: With $50k coming your way, and some big life changes on the horizon, what should you do with the cash?
2/23/22: I was feeling really good about my retirement picture, but now that I'm getting divorced, I'm not so sure.
2/22/22: With retirement getting closer and closer, my plan right now is to take Social Security at 62. Good idea or bad?
2/22/22: Today we're sharing advice on how to talk about money with your loved ones. We'll discuss how to make sure you're on the same page as your partner financially, what topics need to be discussed, and how to have difficult conversations.
2/21/22: We're both already retired and because we're feeling a bit nervous about inflation, should we be looking to make any changes to our portfolio?
2/19/22: Everybody has regrets, and our guest this weekend, Daniel H. Pink, explains in his latest book, The Power of Regret: How Looking Backward Moves Us Forward. Regrets are a universal and healthy part of being human. And understanding how regret works can help us make smarter decisions, perform better at work and school, and bring greater meaning to our lives.