12/13/25: Knowing that I'm a bit of a worrier and always feeling a little anxious, it seems now would be a good time for a financial gut check.
12/12/25: I'm in the middle of a messy divorce, once the dust settles, how do I get my financial life back on track?
12/11/25: After getting burned during the financial crisis, I'm starting to worry that we're saving our money in the wrong places.
12/10/25: Is it time for me to make the switch from a pre-tax 401(k) to a Roth 401(k)?
12/9/25: We're in our 50s and seeking greater financial flexibility as we start to plan for our retirement.
12/8/25: Am I on track to have a bit more flexibility, or even retire, in just over two years at the age of 62?
12/7/25: I realize it's likely the wrong financial decision, but am I okay to accelerate the mortgage pay down?
12/6/25: Now that I'm in a better position to save more cash, where should I be directing the surplus?
12/5/25: After playing with a bunch of retirement calculators, and seeing really positive results, are the numbers too good to be true?
12/4/25: After doing my best to keep our financial house in order, is it time to enlist the help of a financial planner?
12/3/25: How should we be managing our finances after learning that we'll need to support a family member?
12/2/25: With a toddler in the mix, can we afford to cut back at work and spend more time with our child?
12/1/25: I think we have enough money but need some help convincing my wife that we're in solid shape.
11/30/25: After being a stay at home mom and not saving for a decade, I'm looking to make up for lost time. Am I being too aggressive?
11/29/25: My husband and I have a two-year old and we are now thinking about leaving NYC and buying a house in Upstate New York. Can we do it?
11/28/25: With the year coming to a close, and with all the uncertainty given the tariffs and the recent government shutdown, Black Friday seems like a good time for a heat check on where things stand in the economy.
To help explain it all, we're joined by Diane Swonk, the Chief Economist at KPMG, who has always been a go-to source to make sense of short, and long-term, trends.
11/27/25: The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on what you can control.
That means raise your hand for any new opportunity at your company, update your LinkedIn profile/fire up your network, and consider pursuing any side hustle that might help your cash flow and spark creativity.
For those who have been unlucky enough to lose a job, know that the loss is not just financial. I reached out to business Psychologist and Executive Coach Dr. Sharon Melnick, PhD, after talking to a variety of folks who were let go recently.
The author of two best-selling books, In Your Power and Success Under Stress, Sharon joins us today to discuss the various stages of job loss.
11/26/25: Our current asset allocation is 65% equities, 7% bonds, 28% cash/CDs, etc. My wife is concerned that we are taking on too much risk given our ages. Is she correct?
11/25/25: I have a 10 year ARM and I'm wondering if I should refinance or ride it out a bit longer and hope that rates continue to come down?
11/24/25: I made a big move in 2023 and am considering doing it again and I need your input because I don't want to blow up our retirement plans.