Time to Sell the Family Home?

7/30/26: With a lot of variables at play, my husband and I can't decide if we should sell our house or not. I say yes, he's not so sure.

Relocation in Retirement

7/29/26: Should I consider moving in retirement to improve my tax situation?

Given the Options, Are We Saving in the Right Places?

7/28/26: We’re a high-earning couple in our 50s, and with several options available to us, we would like some feedback on our saving strategy.

Help! I’m Going to Be a Grandma

7/27/26: With my first grandchild on the way, I'm trying to figure out the best way to move a bit closer to the family.

Parents Supporting Adult Children

7/24/26: I recently joined CBS Saturday Morning with tips for parents who financially support their adult children.

Tips for Retirement Planning

7/23/26: Working and retired Americans are much less confident in their financial ability to maintain a comfortable retirement compared to a year ago, according to a new survey from the Employee Benefit Research Institute.

How to Calculate the Monthly Spend?

7/22/26: I've been tempted to contact the show to do a "how am I doing" check-in, but have one thing holding me back. I'm having trouble figuring out our monthly spend.

Priorities as I Prepare for Retirement

7/21/26: With three more years left in the workforce, how should I be preparing as I start to think about retirement?

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?