6/9/24: With my wife starting a new job, should we choose the 401(k) or the pension option?

6/8/24: Given that my wife is 11 years younger, can I safely retire at the age of 62?

6/7/24: How will you feel about your finances and generating income when it’s time to transition to retirement?

6/6/24: Are we crazy to consider buying a house in retirement? If we do it, should we pay cash or take out a mortgage?

6/6/24: Even though I'm quite sure we have enough saved, I'm struggling with what my next steps should be given my situation.

6/5/24: How much money people should have in taxable brokerage accounts versus inside traditional retirement accounts?

6/4/24: My financial advisor is suggesting two different annuities for me. Are they appropriate given my situation?

6/4/24: Last Wednesday was May 29, which is also known as "529 Day," aimed at raising awareness about 529 college savings plans. I joined CBS Mornings to explain how you can take advantage of government programs for education.

6/3/24: I am retired and I'm unsure how to start withdrawing money from my various accounts.

6/2/24: With retirement still a ways off in the distance, is there any reason why I should be moving some of my assets?

6/1/24: Now that we're in our mid 60s, are we on track to have enough money saved as we approach retirement?

5/31/24: A holistic view of your full financial picture can help you identify opportunities that may reduce your overall tax burden while potentially enhancing long-term investment returns.

5/30/24: After a recent divorce, and now feeling a bit concerned, I want to make sure that my financial future is still secure.

5/30/24: We are thinking about buying a second home but I am not sure we have enough money saved. Can we pull it off?

5/29/24: With all the monthly expenses covered by a hefty pension, how should the rest of my portfolio be allocated?

5/28/24: New housing data shows new and existing home sales fell in April as mortgage rates remained high. The number of homes on the market rose by 9%, but prices are still more than 40% higher than four years ago. I joined CBS Mornings to discuss.

5/28/24: My wife (66) and I (68) are in our final two or so years of work and we're concerned that we'll be okay in retirement. What do you think?

5/27/24: This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.

5/26/24: This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.

5/25/24: This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.