4/22/26: You usually tell people to wait to take Social Security as long as they are in good health and have a long life expectancy, and I tend to agree if a person doesn't need the money. That said, I'm starting to feel like I need the money. 

4/21/26: With a military pension and early retirement on the horizon, are we adequately covered by our existing term life insurance?

4/20/26: With three different 401(k) plans in the equation, is there an easy way to simplify and make my financial life easier?

4/19/26: Today we're discussing the state of the housing market as well as offering some tips for deciding which home renovations to invest in.

4/18/26: I'm about to turn 35 and my sights are set on retirement in just a decade. Is this a possibility or a pipe dream?

4/17/26: Should I be making any adjustments as I manage the finances for my 87 year old mother?

4/16/26: With two pensions in the mix, how should we be planning for our eventual retirement?

4/15/26: With a major career transition on the horizon, how should I be preparing financially?

4/14/26: After being diligent savers for many years, we want to make sure we don't do anything to screw things up.

4/13/26: As I get closer and closer to 60, should I be doing something different with my investments?

4/12/26: With a lot of money already saved in our retirement accounts, is it time to focus on some other goals?

4/11/26: Have I achieved the necessary level of financial independence to pursue something different?

4/10/26: I'd love a second opinion to make sure my parents are on the right track to enjoy their next life adventure.

4/9/26: With a large inheritance now part of the equation, is it time for me to make a major reset?

4/8/26: During my working life all of my savings went into a tax deferred 401(k) which is now in a rollover IRA. Is it wise to consider doing some Roth conversions?

4/7/26: I need to come up with some money for the purchase of a new car. Should I us a CD or tap my Roth IRA?

4/6/26: I am concerned about running out of money since I am 78 and my husband is 74. Will we be okay?

4/5/26: Which retirement plans should you be considering? Today we're discussing the various options.

4/4/26: From budgeting to investing and saving, people are turning to artificial intelligence for help. A recent survey shows 66% of Americans have turned to AI to seek financial advice. We discuss best practices on how to incorporate technology into your financial life.

4/3/26: It's never too early in the year to discuss charitable giving, and that's what we're doing today as we're joined by ⁠⁠Julie Sunwoo⁠, the President of ⁠⁠DAFgiving360⁠⁠. 

The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.