2/2/23: I'm working with an advisor and she's pushing us to get whole life insurance policies. I was initially thinking we needed term policies so now I'm wondering if this is the right move?

2/2/23: I joined CBS Mornings Saturday to discuss the key issue of finding a work-life balance, the central theme of my new book, "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life."

2/1/23: When it comes to my retirement plan, should I consider the dividends and capital gains from my investments as a personal income stream/annuity?

1/31/23: After getting a huge raise at work, how should I be managing the extra cash flow?

1/31/23: When meeting with my advisor through my company’s retirement plan, I learned that I have a separate after-tax option. Should I be using it?

1/30/23: With two kids nearing college, and a third a few years behind, I have some questions regarding life insurance and where to put any college savings going forward.

1/29/23: At the ripe old age of 49, I'm wondering if I can retire from my current job in about four years?

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?