5/14/22: I feel like I've got a lot going on in a lot of different places. Is it possible I'm over diversified?

5/13/22: With the markets tanking, I'm not thrilled about the idea of investing new money. Convince me to stay the course!

5/12/22: I gotta tell ya, the questions about I Bonds are pouring in! With one interest to start the year, another rate now kicking in, it can be confusing.

5/12/22: In our 40s with two kids and two pensions coming our way, yet I'm worried we don't have enough saved for retirement. Will we be okay?

5/11/22: We recently got in touch with an advisor who wants to manage our portfolio for a fee of 1.25%. Should we do it?

5/10/22: We have a third of our money in company stock, and I realize that’s way too much, but I also don't want to pay the huge tax bill should we reallocate. What should I do?

5/10/22: With an extra $1,200 or so each month, where should it be going? Into a brokerage account or into my employee stock purchase plan?

5/9/22: Our financial advisor says we’re all set, we have nothing to worry about, yet I find myself worrying every day. Help!!

5/8/22: Ann Mukherjee, Chairwoman & CEO of Pernod Ricard North America, joins us this weekend to discuss her journey to the top, the pandemic's effect on the spirits business, and the surge in canned cocktails.

5/7/22: Ann Mukherjee, Chairwoman & CEO of Pernod Ricard North America, joins us this weekend to discuss her journey to the top, the pandemic's effect on the spirits business, and the surge in canned cocktails.

5/6/22: A crazy ride on Wall Street this week with some extreme highs and lows. My advice? Keep calm and keep investing.

5/5/22: I'm 60 years old, still working, but also pulling money out of my 401(k) which has me wondering if I'll be okay to retire in about seven years?

5/5/22: I'm still bothered by an investment I made over a year ago, can you help me get over it?

5/4/22: After working at the same company for 30 years, can I call it quits and spend a good chunk of time in Spain?

5/3/22: My goal is to semi-retire by the end of 2024, can I do it?

5/3/22: We're in our 30s and after saving and saving and saving, is our financial position solid enough to do something less demanding?

5/2/22: I'm 53 years old and starting to panic when I think about retirement. Will I be okay?

5/1/22: This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and Jeff Ptak. We discuss a variety of topics, including the importance of planning for the worst, smart Social Security claiming strategies, and why employees should be proactive in the current labor market.

4/30/22: This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and Jeff Ptak. We discuss a variety of topics, including the importance of planning for the worst, smart Social Security claiming strategies, and why employees should be proactive in the current labor market.

4/29/22: Looking into the future, maybe ten years or so down the road, will we be able to retire comfortably and relocate?