1/16/24: Ever since I left my financial advisor in early 2023, I’ve become a bit obsessive with optimizing our financial situation. It’s obvious we’re in good shape for our age but how can I find a happy medium in managing our finances and not let it take over my life?

1/15/24: We have two grown children and our youngest is autistic and will require care after we are unable to care for him. Knowing this, should we begin converting some of our IRA/401(k) assets to a Roth?

1/14/24: Are we crazy to consider giving up a hefty pension?

1/13/24: Am I financially independent enough to pursue my next endeavor?

1/12/24: We are being pitched a fixed index annuity. Should we do it?

1/11/24: My husband of 34 years passed away about a year and a half ago. I am successfully on my feet working as a professional, maintaining our home and figuring out what the next steps should be. Am I on the right path?

1/11/24: According to a new survey from Bankrate, nearly half of consumers say they are carrying a credit card balance from month to month. I joined CBS Mornings to discuss.

1/10/24: My husband and I are turning 50 later this year and we have started seriously thinking about retiring at 55. Can we pull it off?

1/9/24: I know how much you love Roth assets but have never heard advice about when it may not make sense to convert. Is that the case in our situation?

1/9/24: We recently found out that my husband got a great job with a large tech company in Dublin, so we're trying to figure out if we should participate in the Irish pension option.

1/8/24: Am I on track to eventually start a new endeavor or semi-retire in five to seven years?

1/7/24: I feel like I'm at a point where I can no longer grow at work, so can I quit and do a reset?

1/6/24: As I enter my 50s, I'm wondering if I'm on target for retirement and if my money is invested in the right places.

1/5/24: My husband passed away last year and I have had to take a crash course in finances, and now I'm wondering if the 1% AUM fee I'm paying to a large national firm is too high? 

1/4/24: Two-thirds of Americans are considering a financial resolution for the new year, according to Fidelity Investments. I joined CBS Mornings to share tips on how to achieve most goals.

1/4/24: As I prepare to turn 40, I feel like it's a good time for my first real financial checkup.

1/3/24: I'm 60 and hoping to call it quits in two years. Am I on track?

1/2/24: I'm 56 and I want to change my work and my life. Can I do it?

1/2/24: We're in our 30s and want to know if we're on the right financial path as well as what we should be doing with some extra cash flow.

1/1/24: Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.