4/16/23: I recently inherited some money and I'm not sure if I should stick with the advisor overseeing the funds.

4/15/23: What are some of the things I should be considering as I think about doing backdoor Roth conversions?

4/14/23: Knowing that I'll have a hefty pension, can I retire in five years at the age of 55?

4/13/23: As we hit our early 50s, I'm overly concerned about whether or not we'll have enough to retire.

4/13/23: At 40 I left the Border Patrol out of loneliness. With some solid triple net rental income coming in every month, I'm trying to decide if I should go back to my old job.

4/12/23: I have a new job opportunity to work for the state of California, and it's a position that comes with a pension after 10 years. Should I take it?

4/11/23: My husband thinks we're saving too much, I disagree, who's right?

4/11/23: The call started off with a 403(b) related question but quickly turned into a conversation about real estate and financial priorities.

4/10/23: My wife of 25 years died unexpectedly two years ago. I now find myself wanting to retire because I am no longer interested in the career I have built. Can I do it?

4/9/23: Have you ever wondered how your friend bought that vacation home or why that colleague of yours makes everyone meticulously split the tab down to the last Diet Coke? This weekend we're joined by Maya Lau, host of Other People’s Pockets, a show where people from all walks of life get radically transparent about their personal finances.

4/8/23: Have you ever wondered how your friend bought that vacation home or why that colleague of yours makes everyone meticulously split the tab down to the last Diet Coke? This weekend we're joined by Maya Lau, host of Other People’s Pockets, a show where people from all walks of life get radically transparent about their personal finances.

4/7/23: I joined CBS Mornings to discuss ways to boost your refund and what you should do with your tax return.

4/6/23: With Schwab experiencing some concerns with its bank deposits, is there any reason why we should be concerned? Should we move our accounts?

4/6/23: With some extra cash flow on a regular basis, should I be increasing my 401(k) contributions or investing elsewhere?

4/5/23: I'm 42 and I think I can retire in five years at 47, what do you think?

4/4/23: I'm burnt out from driving 60 minutes to and from work each day and the pressures of my daily job. Do I have enough money saved to retire?

4/4/23: I'm finally paying attention to my finances and would like to know if I'm on track to reach my goals?

4/3/23: Despite a recent divorce, I feel like I am financially secure, yet I have questions about my next financial moves. 

4/2/23: Thanks to an earlier than anticipated retirement, I'm trying to decide if I should take Social Security or tap my IRA?

4/1/23: With some extra money at the end of each month, should I be looking into a backdoor Roth conversion?