6/2/22: We’ve decided that our retirement date is planned for July 1 of this year, and we’re thinking we should make an annuity part of our income plan. Yay or nay?
6/2/22: As a 28-year-old, single guy, I'm thinking of taking the plunge and purchasing my first piece of real estate. Should I do it, and if so, how much should I be looking to spend?
6/1/22: At 62 I'm starting to think about retirement. My 401(k) is in pretty good shape, but I don't have a pension, so I'm not quite sure how to make the numbers work.
5/31/22: With my husband being forced into retirement at 55, will we be okay given the current state of our retirement plan?
5/31/22: With little-to-no faith that our financial situation will improve significantly within the next five years, is it silly for us to consider a house purchase?
5/30/22: In honor of the Memorial Day holiday, we're giving you a break from the money talk, and instead re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan.
A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the commencement speech at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with more than 16 million views online.
McRaven was eventually encouraged to expand his commencement speech into a book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World.
5/29/22: Joining us this weekend is Michael Clinton, former president and publishing director of Hearst Magazines. In his recently released book, ROAR, Michael helps those who are considering retirement or mid-career change as well as those who have no wish to retire, to get on with fulfilling their dreams before it’s too late.
5/28/22: Joining us this weekend is Michael Clinton, former president and publishing director of Hearst Magazines. In his recently released book, ROAR, Michael helps those who are considering retirement or mid-career change as well as those who have no wish to retire, to get on with fulfilling their dreams before it’s too late.
5/27/22: With a pension on the horizon, and insurance covered, can we start daydreaming about retirement at 55?
5/26/22: With a 76 mile commute, 2.5 hours sitting in the car each day, I'm wondering if it's time to start looking for a new job closer to home?
5/26/22: Due to the war in Ukraine, we now find ourselves caring for a family member. I'm having trouble wrapping my head around how to prepare for this unexpected situation.
5/25/22: I'm only 53 but I'm totally fried at work. I can gut it out for a few more years, but once I hit 60, can I call it quits?
5/24/22: We're 49 and 50 and both miserable at our jobs. Is it realistic to start considering early retirement?
5/24/22: Are we are on track to retire at age 65? With two pensions coming our way, should be be saving more for retirement?
5/23/22: My husband recently passed away and he always took care of the investments. Now it is left up to me to manage all of this money, and I am scared.
5/22/22: In the past, when investors endured volatile weeks in the stock market, they would soothe their frayed nerves by focusing on their bond positions. Well, what happens when the so-called “safe” part of your portfolio loses value? That’s the conundrum that diversified investors are facing, as they confront this year’s drop in bond prices. Joining us this weekend to help soothe your nerves is Kathy Jones, the Chief Fixed Income Strategist at the Schwab Center for Financial Research.
5/21/22: In the past, when investors endured volatile weeks in the stock market, they would soothe their frayed nerves by focusing on their bond positions. Well, what happens when the so-called “safe” part of your portfolio loses value? That’s the conundrum that diversified investors are facing, as they confront this year’s drop in bond prices. Joining us this weekend to help soothe your nerves is Kathy Jones, the Chief Fixed Income Strategist at the Schwab Center for Financial Research.
5/20/22: Stocks had their worst day in two years on Wednesday, after a huge sell-off prompted by major retailers announcing a drop in profits. While this isn't necessarily a sign of a looming recession, it's important to keep in mind that one could come as part of a normal business cycle.
5/19/22: Now that we're retired, should we be using I Bonds? Should we be doing Roth conversions? Should we be looking at annuities?
5/19/22: With some extra cash flow on the horizon, should we look into buying a bigger house, or stockpile the cash for some financial flexibility down the road?