9/9/25: Given the crazy housing market, will I ever be able to afford a piece of real estate?
9/8/25: My calculations tell me we're okay, but now I'm wondering if we can retire even earlier than originally planned?
9/7/25: With pensions part of the equation, am I taking on too much risk within my retirement account?
9/6/25: As the economic uncertainty continues, I joined CBS Mornings with financial moves to make if you've recently lost your job.
9/5/25: I hate feeling stupid and don't want to be the dope that is too lazy to take an interest in how my money is managed. What's our next step?
9/4/25: What's the best way to manage four different annuities, plus Social Security, during my retirement years?
9/3/25: The calculators tell me I'm okay for retirement, are they correct?
9/2/25: With Roth conversions permitted within my workplace retirement plan, what's the best way to handle the taxes?
9/1/25: With two pension choices to choose from, which one makes the most sense given our situation?
8/31/25: With two new jobs, and quite a few goals on the table, are we on track to make any of it happen?
8/30/25: We're in our 30s and wondering if we're on track to meet our financial goals or if there's more that we should be doing?
8/29/25: As we approach retirement age, are the finances where they should be at this stage of our lives?
8/28/25: Is it a good move to ditch my target date fund and instead invest a bit more aggressively?
8/27/25: How much extra money can we afford to spend on "fun" things, such as travel and hobbies?
8/26/25: When I retire next year, I'll have various retirement accounts, should I look to consolidate them?
8/25/25: With different pension options to choose from, we're not sure which one to pick for my husband.
8/24/25: An advisor is pushing my mom to sign up for a life insurance policy and I don’t think it's a good idea. Maybe I am wrong but I don't think so.
8/23/25: Today we're joined by Nick Maggiulli, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life.
The book is not a get-rich-quick scheme or a one-size-fits-all solution to your money problems. It’s a new philosophy for thinking about money altogether, and it breaks wealth into six distinct levels, each demanding its own strategy. What works at Level 1 won’t cut it at Level 6, and vice versa.
8/22/25: Am I in a good position to scale back at work and pursue my next endeavor and live a bit more?
8/21/25: I know I’ve saved (what for me) seems like a ton of money but I'm not sure how to transition to not having a steady paycheck.