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?
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.
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?
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.
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?
7/13/26: With a significant age gap between us, what steps should we be taking as we plan for two very different retirements?
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.
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?
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?
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?
7/6/26: With two big pensions in the mix, and a big pot of pre-tax money, should Roth conversions be the priority?
7/3/26: With retirement on the horizon, should I be looking for a fee-only or a fee-based advisor?
7/2/26: I say pay off the mortgage, my wife says no. Can you be the judge?
7/1/26: We are in good shape, but I don't want to do anything stupid. Am I worrying too much about taxes?
6/30/26: I'm officially retiring at the end of this week. Am I ready?
6/29/26: My goal is to retire in 2027 at the age of 55 from my 24-year corporate career due to burn out. Can I do it?
6/26/26: Even though we have more money than we'll probably ever need, I'm still having a hard time spending down some of the accounts. Can you help?!
6/25/26: My parents have offered to give me a big chunk of cash, but I'm not sure I agree with them on how it should be used.
6/24/26: I'm only in my 30s, but with early retirement a real goal, should I be focusing on a brokerage account instead of retirement accounts?
6/23/26: Can I downshift my career (work less, make less) and still hit my goal of retiring by 60?