3/22/22: As I approach my 75th birthday, the market gyrations are starting to freak me out a bit. Does that mean I'm taking too much risk?

3/22/22: After crunching the numbers, I'm starting to worry if we'll be able to fully fund college for our two kids. Any suggestions?

3/21/22: With a million dollars in qualified retirement accounts, but very little in non-qualified taxable accounts, and four kids, how should we be stacking our financial priorities?

3/20/22: I've already pulled the trigger, but now I'm wondering if I retired too early?

3/19/22: It's not a huge financial burden, but I'm wondering if I should I keep or ditch my disability insurance policy?

3/18/22: I joined CBS Mornings to discuss what the increase in interest rates means for credit cards, auto loans and more.

3/17/22: When you're approaching retirement, or even already retired, does it make sense to start doing some Roth conversions?

3/17/22: After making $75k from the sale of a home, what should we be doing with the money? Brokerage account? 529 account?

3/16/22: I really want to retire, the dilemma is that most of my wealth is tied up in real estate.

3/15/22: The good news is I have a good amount saved in my 401(k), the bad news is that the retirement account is basically the extent of my savings.

3/15/22: With a lot more wiggle room thanks to some recent bumps in pay, what should our financial planning priorities be?

3/14/22: I'm 53 and hoping to retire at 60, am I on track?

3/13/22: With some time on my hands to do some poking around, it seems I'm paying a lot in fees. Am I right?

3/12/22: In our mid 50s, is it possible for us to cut back on our hours and start thinking about full retirement at 60?

3/11/22: I joined CBS Mornings to share ways to save money at the gas pump and grocery store amid record-high inflation.

3/10/22: When you have 15 years to go between retirement and Social Security, knowing which accounts to tap, and when, can be tricky.

3/10/22: I recently joined CBS Mornings to discuss the basic rules for investing. We covered the different types of accounts that are available including employer-sponsored retirement plans and IRAs, and why Americans should keep things simple but remember to diversify.

3/9/22: It's been a busy and crazy week, and it's only Wednesday! Today we're chatting about the ban on oil from Russia and how many Americans are turning to Airbnb to directly send money to individual Ukrainians.

3/8/22: Does there come a point when the tax bracket no longer makes sense to consider a Roth conversion?

3/8/22: With more money than needed sitting in cash, how do I go about investing the excess?