2/11/24: Now that I'm in my 50s, I'm wondering if my retirement strategy is okay.

2/10/24: With a large inheritance coming our way, is it okay if we spend some of it?

2/9/24: If I am a high earner and diligent saver, would it make more sense to contribute to an after tax brokerage account or max out a pre-tax 403(b)?

2/8/24: Every situation in the world of personal finance is unique and different and that's why I'm no fan of the widely used retirement rules of thumb.

2/8/24: We are going to sell our home soon and will be left with a large chunk of money after paying off the mortgage. How can we best use the proceeds to fund our early retirement?

2/7/24: Have we made the right financial decisions for mom after taking over her finances?

2/6/24: My previous company merged with a larger organization and it's unknown if I will have a role with the new company or if I will be offered a severance package. Do I have enough to retire if that's what it comes to?

2/6/24: At 32 years old, it feels like I am very short on having enough saved to be able to retire. Not just to retire comfortably but to retire at all.

2/5/24: I chatted with you guys two years ago about early retirement at 55. Am I still on track as I inch closer and closer?

2/4/24: I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more!

2/3/24: I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more!

2/2/24: Tax season is officially underway. The IRS says they’re anticipating more than 146 million individual tax returns to be filed by the April 15 deadline. I joined CBS Mornings to share some useful tax tips for filers.

2/1/24: The latest Fed decision has been made and I joined CBS Mornings and CBSN to break down what to expect and how your finances may be impacted.

2/1/24: I recently got a payout from a company I was a part of and now find myself wondering what to do with the money.

1/31/24: I’m 45 years old and live in a high-tax state. I’m currently at the 32% tax bracket. Does it make sense for me to contribute to my Roth 401(k) instead of my traditional 401(k)?

1/30/24: I am ready to leave work and start my new endeavor in March. Am I okay to pull the plug?

1/30/24: I’m wondering if I should move money from my brokerage account to superfund our children’s 529 plans?

1/29/24: I’d like to hang in at work for three more years. I might try to do some type of work after that, but it won’t amount to much income. Can I make this work?

1/28/24: I'm convinced we're more than okay for retirement but my wife is a little unsure. Who's right?

1/27/24: I'm recently retired and find myself moving some funds around. Am I moving them in the right places?