1/23/23: My uncle recently passed away and I am trying to help my aunt out with her financial situation, but I feel like I need some advice on a plan going forward.

1/22/23: The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education.

It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your strategy.

To help us break it down, we're joined this weekend by Brent Weiss, co-founder at Facet Wealth. If you want to review anything we discussed on the show, Facet has a very useful guide on Secure 2.0.

1/21/23: The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education.

It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your strategy.

To help us break it down, we're joined this weekend by Brent Weiss, co-founder at Facet Wealth. If you want to review anything we discussed on the show, Facet has a very useful guide on Secure 2.0.

1/20/23: I joined CBS Mornings to discuss the U.S. debt ceiling and how reaching it impacts your finances.

1/19/23: My wife of 35 years passed away in August of 2021 at the age of 59. Our plan had always been to retire at age 62. Can I still do it?

1/19/23: With a new job that's paying me $50k more than I was making, how should I be allocating the newly found cash flow?

1/18/23: Today we're at a 8.6% withdraw rate but starting in 2026, assuming the balance is $800K, we'd be at 3.8%. Are these numbers sustainable?

1/17/23: My wife and I are both in a government pension system and have about 10-12 years to go for the full retirement mark, but we want to make sure we are on track and being realistic.

1/17/23: It's been on my goal list to make a big move by the time I turn 30, and this summer feels like the perfect time (for many reasons) to finally take a risk. Can I do it?

1/16/23: The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements. 

This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here.  

1/15/23: The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements. 

This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here.  

1/14/23: The Great Money Reset is your guide to getting serious and building your best life. A road map for navigating our present era, it will show you how to take advantage of the seismic changes unfurling all around us to make big life improvements. 

This holiday weekend you're getting a sneak peek, as we share chapter one from the audiobook. You can pre-order the book here.  

1/13/22: My wife and I are in our late 30s with one child and we each have whole life policies with annual premiums of about $5,800 between the two. Should we keep the policies?

1/12/23: I am 67 years old, single, and decided to call it quits about six years ago, but now I'm starting to wonder if I'm going to run out of money in retirement?

1/12/23: As we start a new year, what financial goals should we be setting for ourselves? Should we toss more money into the 529 plans? Or open a taxable brokerage account? 

1/11/23: I recently sold my home and was wondering if I should leave the proceeds in a savings account or is there someplace safe that will make more interest?

1/10/23: My husband is retiring within the next 1-2 years, and we want to know if it's crazy to sell our house and make a major move for the adventure and to be near part of our family?

1/10/23: With some extra income from a part-time job, where's the best place to be investing that money?

1/9/23: I will be retiring from the military in 18 months and will have a net monthly pension of $6,500. Knowing this, can I adjust (reduce) my emergency savings?

1/8/23: Knowing that I may want some flexibility in the future for a possible career change, am I saving in the right places?