4/8/26: During my working life all of my savings went into a tax deferred 401(k) which is now in a rollover IRA. Is it wise to consider doing some Roth conversions?

4/7/26: I need to come up with some money for the purchase of a new car. Should I us a CD or tap my Roth IRA?

4/6/26: I am concerned about running out of money since I am 78 and my husband is 74. Will we be okay?

4/5/26: Which retirement plans should you be considering? Today we're discussing the various options.

4/4/26: From budgeting to investing and saving, people are turning to artificial intelligence for help. A recent survey shows 66% of Americans have turned to AI to seek financial advice. We discuss best practices on how to incorporate technology into your financial life.

4/3/26: It's never too early in the year to discuss charitable giving, and that's what we're doing today as we're joined by ⁠⁠Julie Sunwoo⁠, the President of ⁠⁠DAFgiving360⁠⁠. 

The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.

4/2/26: Knowing that I just turned 50, can I still make a career change to something that I am passionate about? 

4/1/26: My job is just so stressful, and with parents who died early, I really want to retire. Can I do it?

3/31/26: I want to retire at 65 and collect my Social Security at 67. Is it possible?

3/30/26: With some changes within our household, I'm wondering if I'm still on track to retire in my 60s?

3/29/26: On this episode we're discussing tips on cleaning up your finances, organizing paperwork, and more.

3/28/26: Where should we be looking to fund the final two years of college for our daughter?

3/27/26: I'm burned out and looking for reassurance that I am in a good financial position in order to leave my job.

3/26/26: My husband just got laid off after 20 years at the same company. Will we be okay?

3/25/26: If we continue doing what we're doing for the next 20 years or so, are we on track to retire at 70?

3/24/26: With various accounts scattered between us, we're wondering if we'll be able to retire in five years when we turn 67?

3/23/26: We adopted two children late in life, and with both now in high school, we are trying to balance saving for retirement with the upcoming college tuition.

3/22/26: I joined CBS Saturday Morning with tips for avoiding scams this tax season.

3/21/26: The cost to attend college, including tuition, room and board, and books, continues to rise. To attend a four-year, in-state school, the average cost is more than $27,000 per year. Today we discuss tips on how to save and pay for college, including guidelines for deciding how much to borrow.

3/20/26: With over a million-dollars in a single stock, are we taking on too much risk?