10/19/23: I have a whole life insurance policy but I no longer think it's best for me. Would you recommend I blow out of it?
10/19/23: With our first child on the way, we're trying to figure out a way to finance a pretty big renovation project.
10/18/23: After saving and saving for so long, I’m trying to prepare for the decumulation phase.
10/17/23: With no real red flags, I want to make sure everything is okay and that I’m not doing anything that will burst the bubble.
10/17/23: My car loan is driving me nuts, can I go ahead and pay it off or should I focus on retirement savings?
10/16/23: With a large chunk of money sitting in cash, what’s the best way to get at least some of it invested?
10/15/23: As we consider retirement in four years, we have some concerns regarding the cash flow situation.
10/14/23: I’m currently using the pre-tax option of my 401(k) but I’m starting to second guess my decision.
10/13/23: With a large portion of our money in pre-tax accounts, should we start using the Roth option at work?
10/12/23: After working and working for the last 35 years, is the thought of semi-retirement a possibility?
10/12/23: My dad recently passed away and I need some guidance as I help my mom navigate the finances.
10/11/23: After some fortunate investment returns, am I in position to make a career/life pivot?
10/10/23: My husband recently called it quits, and as we navigate our finances in retirement, we have a few questions.
10/10/23: We are at the point now where we are either going to push forward and put the pedal to the metal on our brokerage account, or max out our 403(b)s. What do you think?
10/9/23: Am I on track to have the option to retire in three years at the age of 62?
10/8/23: This weekend we're joined by Matt Abrahams, whose recently released book, Think Faster, Talk Smarter: How to Speak Successfully When You're Put on the Spot, will help you develop the life-changing ability to excel in spontaneous communication situations, from public speaking to interviewing and networking.
10/7/23: This weekend we're joined by Matt Abrahams, whose recently released book, Think Faster, Talk Smarter: How to Speak Successfully When You're Put on the Spot, will help you develop the life-changing ability to excel in spontaneous communication situations, from public speaking to interviewing and networking.
10/6/23: My wife and I had our first child, and we realize we will soon outgrow our one bedroom condo, and we're now looking to purchase a house. Can we afford both?
10/5/23: We have three rental homes and I'm wondering if we should sell them and invest in the market?
10/5/23: A financial advisor is suggesting I take $300k from my IRA and put it into a variable annuity. Do I need it?