1/28/23: I have an annuity coming due with a few different options, which should I choose?
1/27/23: I joined CBS Mornings to discuss what people need to know for the 2023 tax season. More than 168 million individual tax returns are expected to be filed, with the vast majority coming before the April 18 tax deadline. We also discuss the best way to file, rules for deducting home office expenses, and child tax credit changes.
1/26/23: I joined CBS Mornings to discuss my new book, "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life." We discussed advice for helping everyone understand their own financial situation better, and what they might need to make a change and live their best life.
1/26/23: We're in our early 20s and want to buy a house in a few years, so how do we juggle between saving for a down payment and saving for retirement?
1/25/23: Our planner has presented us with an annuity option that he seems very keen on, but we're not sure if it's necessary.
1/24/23: With my 87-year-old mother in an assisted living facility, should I sell her stocks and keep everything in CDs and a money market fund?
1/24/23: As a college student in my early 20s, and getting ready to start grad school, how should I be investing some money that I have accumulated?
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?