4/28/22: We've been saving and saving for retirement, but now I'm wondering how to balance retirement and funding college for our kids.
4/28/22: With my wife and I in our early 30s, what can we be doing now to structure our investments to fund a more flexible future?
4/27/22: Knowing that we've got some serious required minimum distributions on the horizon, should we delay Social Security and starting converting to a Roth?
4/26/22: Because of the emotions attached to it, I've been kind of ignoring an inherited IRA, but I'm finally ready to take some action.
4/26/22: Can more money really buy happiness? Well, one thing's for sure, doubling your salary can only make things easier.
4/25/22: We have been working very hard to get ready for college and ultimately retirement. Are we on track?
4/24/22: How should we be looking to juggle saving for retirement as well as the cost the day care? Does one take priority over the other?
4/23/22: Planning for retirement isn't always a straight line, especially when you mix some health factors into the equation.
4/22/22: Considering the current economic environment, is now actually the time to consider a fixed annuity?
4/21/22: Considering that I'm not a complicated client, I'm struggling with the management fees I'm currently paying. What's the solution?
4/21/22: What's the right balance when factoring in both retirement savings and trying to pay off student loan debt?
4/20/22; With retirement a few years out, what should I be doing now to ensure a smooth transition?
4/19/22: Newly retired and only in my 50s, which means I've got plenty of questions! Where should I draw my funds from to support my retirement before Social Security? Should I fire my advisor?
4/19/22: We think we're doing a good job planning for the future, but wanted to touch base to see if we are indeed on the right path.
4/18/22: After making some questionable financial moves, we feel like we're out of whack. Can you help get us back on track?
4/17/22: This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand the problems really smart people are trying to solve right now.
4/16/22: This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand the problems really smart people are trying to solve right now.
4/15/22: I joined CBS Mornings with some last-minute tax tips ahead of the filing deadline on Monday, April 18. But before doing so, we also chatted about Elon Musk offering to buy 100% of Twitter.
4/14/22: Here we go, the latest example of me trying to convince somebody why it's not a good idea to be hellbent on paying off the mortgage before retirement.
4/14/22: Are we making a mistake by placing our entire bond position in our tax-deferred 401(k)?