7/4/24: This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape.
7/4/24: This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!
7/3/24: I owe $275k on a house which I could sell for $950k. It's my only asset. Should I sell?
7/2/24: With a large chunk of cash on the sidelines that should be invested, would you just lump sum in or spread it out over a 6–12 month period?
7/2/24: This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!
7/1/24: I’ve gotten very into finances and financial planning over the past few years with the goal of trying to get us on a good page for financial independence or just flexibility. Are we on track?
6/30/24: With my husband now working two full-time jobs, what should we be doing with the extra income?
6/29/24: After receiving a very large inheritance, how should we be allocating our assets?
6/28/24: Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer.
6/27/24: A recent report found the average annual cost of child care in the U.S. was over $11,500 last year. In some areas, those expenses can be two or three times higher. I joined CBS Mornings to discuss.
6/27/24: My wife and I are mulling over where we are at with our total financial picture and we're wondering if we're on track?
6/26/24: Should I use some of my buyout money to pay off the mortgage to reduce our monthly expenses which would allow me to consider jobs with less income?
6/25/24: With a huge chunk of money in pre-tax accounts, is it time to start doing some mega Roth conversions?
6/25/24: I have $60,000 sitting in a savings account that is not paying me a meaningful interest rate. What can I do with this cash to have it earn more money?
6/24/24: I recently started a new job and figure now is a good time to check-in on my financial game plan and make sure the outlook is solid.
6/23/24: Based on our age and where we are in life, is now a good time to start doing some Roth conversions?
6/22/24: I know we're in solid financial shape right now, but how will things look for us in 10 or 20 years?
6/21/24: Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans.
6/20/24: I heard through the office grapevine that my position of 15 years may be transitioning into a position that I would not want. Am I in good shape if early retirement comes my way?
6/20/24: I received an unexpected payment of $500k from a former employer and I’m desperate to figure out what to do with it and how to plan for the taxes.