Stay Calm With David Booth

8/14/26: Today we're sharing a recent chat with ⁠⁠David Booth, founder and Chairman of Dimensional Fund Advisors. A trailblazer in the financial world, David helped create one of the world’s first index funds in the 1970s and launched the first passively managed small company strategy in the early ’80s.

David joined us to discuss his soon-to-be released book ⁠Stay Calm: Learn to Embrace Uncertainty in Investing and Life, a practical guide to long-term investing and a philosophy for living with clarity and confidence. Whether you’re just starting out, rethinking your financial plan, or guiding others, this book will change the way you think about markets, risk, and what really matters.

The Importance of Natural Disaster Insurance

8/13/26: Last year, the cost of damage from natural disasters in the U.S. was $115 billion. Today we're discussing what you need to know about insurance for your home, whether you own or rent.

How Are Americans Faring in This Economy?

8/12/26: I recently joined Jeremy Hobson on his show, The Follow Up, to discuss how Americans are navigating rising prices, the financial pressures facing households across the country, and the tough choices many families are making to balance their budgets in today's challenging economy.

Taking Social Security Benefits Early

8/11/26: Even though I don’t need Social Security benefits to meet my monthly expenses, I still took them early at 67. Did I make a mistake?

Are We in Good Shape or Do We Need to Shape Up?

8/10/26: With two pensions in the mix, and retirement on the horizon, are we in good shape or do we need to shape up?

Out of Whack Asset Allocation

8/7/26: With my asset allocation out of whack, should I bite the bullet and fix it all at once, or slowly over time?

Will the Renovation Derail Us?

8/6/26: We're looking to do a major renovation project, will it jeopardize our long-term financial outlook?

Her Mom Got a Devastating Diagnosis. Now What?

8/6/26: Jill and Mark discuss the spectacular collapse of the Situational Awareness hedge fund and what it reveals about today's AI-fueled investing boom.

They help a caller fighting back tears figure out how to balance three competing priorities: saving for retirement, paying for her children's college, and preparing to care for her mother following the diagnosis of a degenerative illness.

Plus: a reaction to billionaire Jeremy Grantham's outrageous advice that investors should ditch U.S. stocks altogether.

Retirement Plan Options at New Job

8/5/26: We're looking for the most tax efficient savings vehicle for retirement contributions in a new job.

Downsized in Paradise, Can We Retire?

8/4/26: I want to retire at the end of this year, can we do this without spreading ourselves too thin, or blowing up our savings?

International and Domestic Travel Tips

8/3/26: Do you need travel insurance? What about foreign currency? Maybe skip it all and do a staycation! We're discussing it all on this episode.

Trump Account or 529 Plan?

7/31/26: With the Trump Accounts now available, is the 529 plan still the best way to save for college?

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?