4/17/22: This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand the problems really smart people are trying to solve right now.
4/16/22: This weekend we're joined by former Planet Money host Jacob Goldstein, host of What’s Your Problem, a new podcast that helps listeners understand the problems really smart people are trying to solve right now.
4/15/22: I joined CBS Mornings with some last-minute tax tips ahead of the filing deadline on Monday, April 18. But before doing so, we also chatted about Elon Musk offering to buy 100% of Twitter.
4/14/22: Here we go, the latest example of me trying to convince somebody why it's not a good idea to be hellbent on paying off the mortgage before retirement.
4/14/22: Are we making a mistake by placing our entire bond position in our tax-deferred 401(k)?
4/13/22: Can you help?! I'm 66 and haven't been keeping up with my retirement funds and allocations and really want to reallocate since I am older.
4/12/22: Can I retire next year at 56 or should I keep working and let my pension grow even bigger?
4/12/22: With not a ton of money saved, are there other options for my parents to consider as they head into retirement?
4/11/22: After losing my wife a few years back, I'm beginning to think that it's time to retire and start enjoying life on my terms. Can I do it?
4/10/22: With a little extra cash on hand, and with the retirement accounts already maxed out, what's the best course of action?
4/9/22: What's the best course of action when you have an old 401(k) that's still parked with the old employer?
4/8/22: With bond funds getting hammered, how about using I bonds as an alternative to the bond portion of a 529 plan?
4/7/22: On May 1, the pause on federal student loan payments is set to expire. I joined CBS Mornings to discuss the likelihood that it will get extended again and what borrowers need to do to prepare. We also share some advice for families looking into financial aid.
4/7/22: When it comes to our various financial goals, are we being too conservative or are we being prudent?
4/6/22: I’m not sure how to approach my retirement plans, but one thing is certain, I feel like I need a backup plan.
4/5/22: With a tax hit on the horizon for my non-qualified deferred compensation plan, do I take the hit all at once or spread it out over a few years?
4/5/22: I joined CBS Mornings to provide some "spring cleaning" advice for tidying up your finances, including advice for people who still need to do their taxes, what statements and documents you need to keep and for how long, and how to streamline your finances.
4/4/22: 28-years-old and already daydreaming about shifting gears at 45. Am I on the right track to make my dreams a reality?
4/3/22: As I ponder my taxes in my retirement, is there any reason why I should be considering an annuity or switching to Roth?
4/2/22: I'm getting ready to purchase a house, should I pay cash or take out a mortgage?