10/24/25: To recognize National Estate Planning Awareness Week, here's a snippet from our recent webinar with Juliet Kalib and Rick Kahler. Juliet is a trusts and estates attorney and Rick is a fee-only financial planner as well as a financial therapist. If you want to see the full hour, you can sign up here.
10/23/25: With two pensions on the horizon, would it be a bad idea to severely deplete our retirement accounts to purchase our dream vacation home?
10/22/25: I’m starting to feel burnout at work, and I’m being pushed by leadership to take on even more responsibilities for a promotion. Should I do it?
10/21/25: I'm 52 years old and am burnt out after working in technology for 30 years. Can I quit/retire and do a bit of traveling?
10/20/25: We're both federal employees and my wife is currently furloughed and pregnant with our first child. How do we navigate this period?
10/19/25: Can I afford to slow down on my retirement contributions to help finance a home renovation?
10/18/25: I joined CBS Mornings with a step-by-step plan to choose an agent, get a mortgage and shop with confidence.
10/17/25: If I retire at 68 in 2026, I have forecasted a monthly Social Security and pension income that will cover expenses and offer a $1,300 cushion. Do you think I am okay to retire?
10/16/25: My gut wants to be free of the mortgage, but I also want to make the best financial decision. Please help! I hate being in limbo!
10/15/25: I don't enjoy my job, so I want to be sure I'm doing everything possible to reach the day when I can call my employer and say I'm not coming in ever again.
10/14/25: I’ve always done our finances, but think it might be time to hand it off to a professional, but I’m really struggling with letting go. Can you help?
10/13/25: I'm feeling like we've got too many irons in the financial fire. Can we pull a couple out?
10/12/25: My husband and I are in our late 30s with three kids, and between saving for college, retirement, etc, it feels like we have lots of competing interests for our money. Are we doing the right things?
10/11/25: Why is life insurance so important? Because it is one of the few financial products that can solve a future problem easily.
10/10/25: My uncle overseas passed away and left me a sizable inheritance. The advisor I’ve been working with recommended a whole life insurance policy. What do you think?
10/9/25: My wife and I are both in our mid 50s and we're planning for retirement in about five years, can we do it?
10/8/25: With my adjustable rate mortgage about to reset, should I lock in now or wait a bit longer?
10/7/25: I am currently employed but am in the interview process for a new opportunity and would like to know how much more the potential new employer would need to offer me to make the transition worthwhile.
10/6/25: In the next six years I'd like to sell my business and do something else. I'm not sure what exactly, but something different.
10/5/25: Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:
Delivering values-aligned financial advice to improve people’s lives
Being thoughtful about the impact investments have on society and the environment
Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base