Second Guessing My Financial Decisions

7/20/26: After making some recent financial money moves, I'm starting to wonder if I made the right decision or if I made a mistake?

Mid-Year Financial Check-In

7/17/26: I recently joined CBS Mornings with financial tips that will help you save money, from cutting bills and streaming services to savings accounts.

Funding a Condo Purchase

7/16/26: Would it be wise to use money in one of my brokerage accounts to buy a condo in a place that aligns better with my way of life?

Does My Plan Work, or Should I Be Worried?

7/15/26: Even though my husband says we're fine, I still find myself worrying about the markets and whether or not we have enough saved to last us for the long haul.

Physical Job, Can I Retire at 57?

7/14/26: I'm 55, work a physically demanding job, and would like to retire in two years. Do I have enough saved to make it happen?

Age Gap Couple With High Paying Jobs

7/13/26: With a significant age gap between us, what steps should we be taking as we plan for two very different retirements?

Social Security Mailbag With Heather Schreiber

7/10/26: Because our recent Social Security webinar was such a hit, and we couldn't get to all the questions, today we're doing a mailbag episode with the Social Security Queen, Heather Schreiber.

Finalizing My Exit Plan at 65

7/9/26: My industry is tech, and we've had tons of changes lately, so at 65 I'm wondering if my exit plan is a solid one?

Would Like to Retire in Nine Months

7/8/26: I'm currently 58, retired at 49 with a pension, returned to full-time employment at 50 and now plan to retire again in nine months. Is our plan solid?

Ensuring My Wife Will Be Taken Care Of

7/7/26: With a strong Alzheimer's history in the family, how can I ensure that my wife will be taken care of should it become necessary?

Pension Options and Roth Conversions

7/6/26: With two big pensions in the mix, and a big pot of pre-tax money, should Roth conversions be the priority?