4/22/22: Considering the current economic environment, is now actually the time to consider a fixed annuity?

4/21/22: Considering that I'm not a complicated client, I'm struggling with the management fees I'm currently paying. What's the solution?

4/21/22: What's the right balance when factoring in both retirement savings and trying to pay off student loan debt?

4/20/22; With retirement a few years out, what should I be doing now to ensure a smooth transition?

4/19/22: Newly retired and only in my 50s, which means I've got plenty of questions! Where should I draw my funds from to support my retirement before Social Security? Should I fire my advisor?

4/19/22: We think we're doing a good job planning for the future, but wanted to touch base to see if we are indeed on the right path.

4/18/22: After making some questionable financial moves, we feel like we're out of whack. Can you help get us back on track?

4/17/22: This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand the problems really smart people are trying to solve right now.

4/16/22: This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand the problems really smart people are trying to solve right now.

4/15/22: I joined CBS Mornings with some last-minute tax tips ahead of the filing deadline on Monday, April 18. But before doing so, we also chatted about Elon Musk offering to buy 100% of Twitter.

4/14/22: Here we go, the latest example of me trying to convince somebody why it's not a good idea to be hellbent on paying off the mortgage before retirement.

4/14/22: Are we making a mistake by placing our entire bond position in our tax-deferred 401(k)?

4/13/22: Can you help?! I'm 66 and haven't been keeping up with my retirement funds and allocations and really want to reallocate since I am older.

4/12/22: Can I retire next year at 56 or should I keep working and let my pension grow even bigger?

4/12/22: With not a ton of money saved, are there other options for my parents to consider as they head into retirement?

4/11/22: After losing my wife a few years back, I'm beginning to think that it's time to retire and start enjoying life on my terms. Can I do it?

4/10/22: With a little extra cash on hand, and with the retirement accounts already maxed out, what's the best course of action?

4/9/22: What's the best course of action when you have an old 401(k) that's still parked with the old employer?

4/8/22: With bond funds getting hammered, how about using I bonds as an alternative to the bond portion of a 529 plan?

4/7/22: On May 1, the pause on federal student loan payments is set to expire. I joined CBS Mornings to discuss the likelihood that it will get extended again and what borrowers need to do to prepare. We also share some advice for families looking into financial aid.