6/21/25: If your child is looking for a summer job, it could be more challenging as job growth trends downward. Mark and I discuss some tips on how to navigate the market.

6/20/25: I'm 64 and hoping to retire next fall at the age of 65. Am I on track to do it?

6/19/25: I just turned 60 and now I'm wondering if I can retire next year?

6/18/25: With two teacher pensions on the horizon, are we on track to retire in 12 years or so?

6/17/25: What do you consider a safe withdrawal rate for a couple retiring at the age of 65?

6/16/25: My job of 30 years, with 26 of them being remote, is now requiring in office four days a week. How long, if at all, I will need to suck it up?

6/15/24: My mother-in-law passed away unexpectedly a few months ago at age 72, just days after retiring. She managed all the finances and I want to make sure we're steering my father-in-law in the right direction.

6/14/25: What are some of the factors to consider when you're hiring a financial advisor? Mark and I discuss.

6/13/25: I am about to turn 54 and over the past few years a medical condition has slowly made it harder to work and live an active lifestyle. Can I retire?

6/12/25: I'm 50, changing jobs, and have to choose between a pension or a 401(k). Which should I go with?

6/11/25: I am looking to buy my dream retirement home and I think I'm in a strong enough position overall to take the leap. Should I do it?

6/10/25: We are a retired couple and own three rental properties that cover all our financial needs. Should we convert our IRAs and pay the taxes now, staying in the 24% tax bracket.

6/9/25: Our advisor is suggesting we look into life insurance with a long-term care rider. We are concerned about the cost/benefit of such a policy and are not huge fans of life insurance. What do you think?

6/8/25: I have a complete distaste for the industry in which I work, and my soul needs a break. Do you think I can retire by 50?

6/7/25: Buy now, pay later (BNPL) plans are popular but can lead to debt if not managed carefully. Mark and I discuss this and more.

6/6/25: Today we're joined by ⁠Barry Ritholtz⁠, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, ⁠How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them⁠.

The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.

Learn these, and you are ahead of 98% of your peers. Make fewer errors, end up with more money.

6/5/25: I am leaving my current employer of 24 years for a new company without a pension. Should I take the lump sum or monthly payments beginning as early as 60?

6/4/25: With a bunch of pension options on the table, which one should we choose?

6/3/25: All my work comes from word of mouth and my phone never stops ringing. I'm starting to get tired and want to enjoy life. Do I have enough money to retire?

6/2/25: With a ton of money tied up in the business, I'm starting to worry about the overall construction of our portfolio.