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.
11/23/25: 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 this weekend to discuss the various stages of job loss.
11/22/25: 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 this weekend to discuss the various stages of job loss.
11/21/25: With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to do good, but the tax rules around philanthropy have always been an added sweetener.
To break it all down, we're joined by Fred Kaynor from DAFgiving360. The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.
11/20/25: With hopes of calling it quits in just a few years, when should I pull money from my different "buckets" once I get into retirement?
11/19/25: With a large inheritance sitting in cash, should I leave it as is and take the peace of mind it provides, or invest it?
11/18/25: I find myself at a fork in the road, and I'm hoping you can help me choose the right financial path.
11/17/25: Is it foolish if I spend $300k on a renovation project during retirement?
11/16/25: After going at it hard for quite a while, can we begin to pull back on our retirement savings?
11/15/25: A new Federal Reserve report shows total household debt is more than $18 trillion, which is equivalent to nearly half the size of the economy. We discuss some tips to help you cut down on your debt.