1/7/26: Can I fully retire in two or three years or do you think I'll need to find a part-time job?

1/6/26: President Trump claims Venezuela's oil industry will make more money with the U.S. behind it. Venezuela is estimated to have 303 billion barrels of crude oil still in the ground, which is about 20% of the world's reserves. I joined CBS Mornings to explain how it could impact U.S. prices.

1/5/26: Have I saved enough to retire now, and if so, should I take a lump sum pension from my employer or the lifetime annuity?

1/4/26: Should my husband stick it out in his government role, or can he pursue a contracting job?

1/3/26: With a pension on the horizon, plus a rental property, am I in good financial shape at the age of 48?

1/2/26: Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.

1/1/26: Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.

12/31/25: I'm 64 and wondering if I should be making any tweaks to my financial game plan?

12/30/25: I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63.

12/29/25: Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down.

1228/25: My company offers a cash deferral plan and I'm trying to figure out if it's a good way for me to save for retirement.

12/27/25: We currently live in the Midwest and would love to move to the West Coast to be closer to family. Will such a move, with a much higher cost of living, blow up our financial future?

12/26/25: Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion?

12/25/25: Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one!

12/24/25: I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility?

12/23/25: We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement.

12/22/25: I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen?

12/21/25: I'm getting married next summer and curious how you combine finances with a future spouse?

12/20/25: I am expecting to need to spend about $15k on home repairs before the end of the year and I'm trying to figure out the best way to come up with cash.

12/19/25: Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions?