3/17/22: After making $75k from the sale of a home, what should we be doing with the money? Brokerage account? 529 account?
3/16/22: I really want to retire, the dilemma is that most of my wealth is tied up in real estate.
3/15/22: The good news is I have a good amount saved in my 401(k), the bad news is that the retirement account is basically the extent of my savings.
3/15/22: With a lot more wiggle room thanks to some recent bumps in pay, what should our financial planning priorities be?
3/14/22: I'm 53 and hoping to retire at 60, am I on track?
3/13/22: With some time on my hands to do some poking around, it seems I'm paying a lot in fees. Am I right?
3/12/22: In our mid 50s, is it possible for us to cut back on our hours and start thinking about full retirement at 60?
3/11/22: I joined CBS Mornings to share ways to save money at the gas pump and grocery store amid record-high inflation.
3/10/22: When you have 15 years to go between retirement and Social Security, knowing which accounts to tap, and when, can be tricky.
3/10/22: I recently joined CBS Mornings to discuss the basic rules for investing. We covered the different types of accounts that are available including employer-sponsored retirement plans and IRAs, and why Americans should keep things simple but remember to diversify.
3/9/22: It's been a busy and crazy week, and it's only Wednesday! Today we're chatting about the ban on oil from Russia and how many Americans are turning to Airbnb to directly send money to individual Ukrainians.
3/8/22: Does there come a point when the tax bracket no longer makes sense to consider a Roth conversion?
3/8/22: With more money than needed sitting in cash, how do I go about investing the excess?
3/7/22: On one hand I really want to retire, on the other hand I have this fear of going broke. What's the compromise?
3/4/22: With the real estate market being crazy, and me being 0 for 6 on recent offers, should I rent for a year or two or keep looking to buy?
3/3/22: With Required Minimum Distributions on the horizon, should we be doing some Roth conversions to lower the RMDs?
3/3/22: When it comes to our savings account, our retirement accounts at work, and our brokerage account, how should we be prioritizing them?
3/2/22: I feel like I have done a decent job of saving and preparing for the future, but I always feel like I'm missing something or could improve somewhere. Can you help?