3/22/24: I think we are very cash heavy but I'm also not worried about where we are for retirement, so I would like to pay off our mortgage. Yay or nay?

3/21/24: With a large windfall coming our way, should we pay off the mortgage or invest in a brokerage account?

3/21/24: My mom has significant anxiety about money, but I'm trying my best to convince her that she's okay. Am I right?

3/20/24: I’ve been working in corporate America for 23 years and I’m burnt out. Can I retire ASAP?

3/19/24: My husband recently passed away and left me a large inheritance, however, I feel that my funds are scattered all over the place. How do I clean things up?

3/19/24: A recent report by Vanguard reveals a record number of Americans took early withdrawals from their 401(k) retirement savings in 2022 and 2023, signaling a concerning trend.

3/18/24: With over $500k sitting in cash, how should we get it invested?

3/17/24: Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part four of four.

3/16/24: Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part four of four.

3/15/24: We're both currently maxing out our Roth 401(k)s but are considering a move for me only from a Roth to a traditional 401(k). What do you think?

3/14/24: If I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a brokerage account to pay the tax bill?

3/14/24: Should I take rental profits from farm income now, or wait about ten years for it to grow even more?

3/13/24: My husband keeps saying we're fine and we don't need to worry, but I feel like we don't have enough of a long-term plan. Who's right?

3/12/24: My parents have a tax deferred annuity that is coming due in April. They're attracted to the product as they are deferring taxes. How should they proceed?

3/12/24: My rent is currently $1,800 a month and I am able to save $3,000 each month. Should I keep renting or look to buy?

3/11/24: Should I reduce my 401(k) contributions to the match and redirect the difference to my brokerage account? I'm worried I will have to take massive RMDs down the road.

3/10/24: Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part two of four.

3/9/24: Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of IRA Help. This is part one of four.

3/8/24: The Federal Trade Commission reveals that con artists swindled consumers out of $10 billion in 2023, with over $126 million lost to Social Security scams alone. Plus, the Biden administration has introduced a rule capping credit card late fees at a maximum of $8, a sharp decrease from the current $32 average. I joined CBS Mornings to discuss both.

3/7/24: How many funds is too many for a brokerage account? I currently have 29 ETFs.