8/2/23: I joined CBS Mornings to discuss how to do a mid-year money check-up, including which accounts, policies, and subscriptions to review if your goal is saving money for the rest of the year.

8/1/23: I am 56, recently retired and looking for help with the decumulation phase. I have tried online calculators to see how long my money will last, but I am not sure about their accuracy.

8/1/23: With the pursuit of financial independence on our minds, when should we consider transitioning from going it alone to working with pros?

7/31/23: I'm in my early 30s and feel like I've already accomplished many of my financial goals. What should I tackle next?

7/30/23: Which option should I use for my 401(k), pre-tax or Roth?

7/29/23: With some additional funds added to the mix, where's the best place to be investing?

7/28/23: How much of a single stock is too much? I own 5,000 shares of one company, should I consider selling?

7/27/23: We are a professional couple in our late 50's trying to balance our dream of having a mountain home with sequential retirements over the next one to five years. Can we make it work?

7/27/23: I'm in my 40s and wondering if I should cash out my retirement savings for a real estate transaction?

7/26/23: When I plug my numbers into the retirement calculator, it says I'm on track to call it quits in five years at 62. Is the calculator accurate?

7/25/23: I'm considering a potential life change of downsizing to reduce my expenses, which will decrease my pressure of monthly income and allow some flexibility as I contemplate a possible job change or moving to part-time work. Should I do it?

7/25/23: My rent is pretty cheap, and I'm a happy renter, but I feel like I should be saving towards a home. Prices where I live are insane, so should I even bother?

7/24/23: We are struggling with understanding how we can have my wife continue to work as a nurse with longer hours when our children are home during the summer months. What's the best financial decision?

7/23/23: With a couple of different options available to me, how much company stock should I be keeping within my portfolio?

7/22/23: What should we be considering as we begin to convert our traditional IRA into a Roth before required minimum distributions begin?

7/21/23: With a potential home purchase in my crosshairs, do I need to sell my condo to make it happen?

7/20/23: I have $1.1 million in a 403(b), $50k in mutual funds and $30k in a traditional IRA and was recently quoted a .8 percent management fee. Is this reasonable?

7/20/23: I'm in my mid 30s and wanted to know what I should do with a surplus of cash considering that I have some life changes on the horizon.

7/19/23: Considering that we both have sizable pensions, I think we're in good shape, but would love another opinion to see if there's anything I'm missing.

7/18/23: I'm 63 years old and hoping to retire in two years, am I on track to make this happen?