6/1/23: I have just completed a 21-year career as a nurse in the Army and want to make a huge shift in our lifestyle. Can I do it?

6/1/23: We're finally at a place where we feel we can begin making more secure and significant financial progress, so the question is, where do we begin?

5/31/23: My husband died unexpectedly last year, and as a result, I now find myself in a position of having to make all the financial decisions. Can you help?

5/30/23: I am 52 and considering going part-time (if financially possible) in five or so years. What's the best way to start building an off-ramp? 

5/30/23: Should I contribute to a Roth or Traditional 457? I'm able to max out the annual amount in either and I'm currently splitting it 50/50 between the two.

5/29/23: In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan.

A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 17 million views online.

McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World.

5/28/23: In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan.

A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 17 million views online.

McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World.

5/27/23: In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan.

A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 17 million views online.

McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World.

5/26/23: What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence?

5/25/23: I've noticed when discussing Social Security, you tend to use the full retirement age for planning instead of waiting until age 70. Why do you "default" to full retirement age instead of age 70?

5/25/23: I'm in my late 30s and have been a saver since I opened my first bank account in elementary school. However, due to a series of unfortunate events, I found myself barely getting by. Because of this are we now behind the eight ball? 

5/24/23: My husband and I are both 51 and we plan on retiring in 2027 after 32 years of public school teaching. What should we be doing between now and then?

5/23/23: With a ton of money saved in retirement and non-retirement accounts, what should I be doing to lessen the tax burden?

5/23/22: I’m planning on having the option to retire in ten years. Whether I call it quits or not will depend on how I feel at the time, but I like the idea of having the option. What should I be doing with extra cash flow between now and then? 

5/22/23: My husband (51) is planning on retiring at the end of the year and I (47) will continue to work. Can we make this happen?

5/21/23: I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as the Federal Reserve raising interest rates, the debt ceiling, and many people hitting the reset button.

5/20/23: I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as the Federal Reserve raising interest rates, the debt ceiling, and many people hitting the reset button.

5/19/23: I started Roth conversions last year, and I plan on doing more this year, but I'm confused as to when estimated taxes are due for these conversions.

5/18/23: Now that my partner and I are married, do you have any advice regarding the best way to handle our finances as we move into this next phase?

5/18/23: I'm thinking of transitioning to a new job with more manageable hours, but such a move will likely come with a pay cut. Can we afford to do it?