12/11/23: After inheriting a variety of stocks and ETFs, what's the best way to consolidate?

12/10/23: As we hit our mid 50s, are we on track for retirement in a few years?

12/9/23: Can I call it quits and make my travel dream a reality?

12/8/23: How can we use an inheritance to accomplish our immediate financial goals?

12/7/23: After my father died, mom and I are trying to navigate the finances and we have a few questions.

12/7/23: I would like some insight on our asset allocation for our 401(k)s and brokerage accounts given our specific and unique situation.

12/6/23: My wife and I welcomed our first child to our family. We are thrilled to be parents but were shocked when our financial advisor provided us with suggested 529 contribution figures.

12/5/23: We thought the traditional pre-tax path was better in our situation until recently when we learned that tax rates will likely revert to higher percentages in 2026, now we're stuck in analysis paralysis!

12/5/23: Over the last few years, I went from being a condo owner to an apartment renter in a different part of the country. All because my soul was calling me to the ocean. Am I okay?

12/4/23: After a recent divorce, I have been appointed control of some accounts and have no idea how to invest the money. Can you help?

12/3/23: This weekend we're joined by Jamila Souffrant, podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness. In her first book, Jamila shows you how to skyrocket your savings, blast through debt and ultimately accelerate your unique and truly epic journey to financial freedom and independence.

12/2/23: This weekend we're joined by Jamila Souffrant, podcaster and author of the soon-to-be released book, Your Journey to Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness. In her first book, Jamila shows you how to skyrocket your savings, blast through debt and ultimately accelerate your unique and truly epic journey to financial freedom and independence.

12/1/23: I am wondering if we should hire a professional to act as a guardrail to selling during times when we get spooked with all the uncertainty in the world.

11/30/23: With early retirement on the horizon, our plan seems too good to be true, is it?

11/30/23: I'm thinking about buying a car, and my dad has suggested that even if I can pay cash for the car, getting a loan would help build my credit score. Is he right?

11/29/23: My husband thinks we are ahead of the game when it comes to retirement and I wonder if we are saving enough.

11/28/23: We're prepping for a retirement that includes a good amount of travel. Can we do it?

11/28/23: Is there any reason why we should keep a whole life insurance policy for my son?

11/26/23: Based on the assets we have accumulated, can I retire at the end of this year?

11/25/23: My wife is looking to do a reset in the next few years, is it a good financial decision?