3/1/22: When it comes to making big financial decisions, it's important to remember that you are constrained by your financial reality.
3/1/22: With the job market on fire, and realizing that I'm being underpaid, should I be looking to make a change?
2/28/22: Now that we're in our 50s, we're starting to feel some pressure to hire a financial advisor. Do we need one?
2/27/22: Okay, here's the good news: A collective hunger for Environmental, Social, and Governance (ESG) investing has driven a myriad of investment companies to create more options for investors. Ready for the bad news? According to a recent series in the Wall Street Journal, written by James Mackintosh, the whole ESG craze may be flawed. He joins us this weekend to discuss.
2/26/22: Okay, here's the good news: A collective hunger for Environmental, Social, and Governance (ESG) investing has driven a myriad of investment companies to create more options for investors. Ready for the bad news? According to a recent series in the Wall Street Journal, written by James Mackintosh, the whole ESG craze may be flawed. He joins us this weekend to discuss.
2/25/22: The Russian invasion of Ukraine has already had a wide economic impact. I joined CBS Mornings to discuss what we can expect over the coming days.
2/24/22: Even though I have always been opposed to annuities, I'm starting to wonder if a fixed annuity might make sense for me. Yay or nay?
2/24/22: With $50k coming your way, and some big life changes on the horizon, what should you do with the cash?
2/23/22: I was feeling really good about my retirement picture, but now that I'm getting divorced, I'm not so sure.
2/22/22: With retirement getting closer and closer, my plan right now is to take Social Security at 62. Good idea or bad?
2/22/22: Today we're sharing advice on how to talk about money with your loved ones. We'll discuss how to make sure you're on the same page as your partner financially, what topics need to be discussed, and how to have difficult conversations.
2/21/22: We're both already retired and because we're feeling a bit nervous about inflation, should we be looking to make any changes to our portfolio?
2/19/22: Everybody has regrets, and our guest this weekend, Daniel H. Pink, explains in his latest book, The Power of Regret: How Looking Backward Moves Us Forward. Regrets are a universal and healthy part of being human. And understanding how regret works can help us make smarter decisions, perform better at work and school, and bring greater meaning to our lives.
2/19/22: Everybody has regrets, and our guest this weekend, Daniel H. Pink, explains in his latest book, The Power of Regret: How Looking Backward Moves Us Forward. Regrets are a universal and healthy part of being human. And understanding how regret works can help us make smarter decisions, perform better at work and school, and bring greater meaning to our lives.
2/18/22: After 20 years on the job, I've had enough. Can I call it quits and retire later this year?
2/17/22: In our 30s and dreaming of selling our current home and moving to a lake home. Are we nuts?
2/17/22: With our income about to go way up, what should we be doing with the extra cash flow?
2/16/22: With a new job and big raise, should I be looking to bring a financial advisor into the mix?
2/15/22: Our income has basically doubled for an undetermined amount of time, and it has us wondering if we're doing enough for retirement?
2/15/22: With the 2022 Wall Street roller coaster off to a wild start, is now a good time to rebalance?