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.
7/29/26: Should I consider moving in retirement to improve my tax situation?
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.
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.
7/24/26: I recently joined CBS Saturday Morning with tips for parents who financially support their adult children.
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.
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.
7/21/26: With three more years left in the workforce, how should I be preparing as I start to think about retirement?
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?