8/26/24: Now that I'm making some "real" money at the age of 28, how should I be preparing for my future retirement?
8/25/24: Am I on track to retire in seven years at the age of 60?
8/24/24: Given that we're already retired in our mid 50s, is our long-term financial plan a solid one?
8/23/24: Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer.
8/22/24: With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan?
8/22/24: About six months ago, I pulled the trigger and am now happily retired. That said, I still have a few questions going forward about making certain money moves in retirement.
8/21/24: I'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying.
8/20/24: I think we should have enough money to retire (not work at all) even if we live to 90, but I need a second opinion.
8/20/24: Given the family history, I am hoping for a long life, but planning for the worst. Am I making the right financial decisions with this in mind?
8/19/24: Does it make sense to decrease our retirement contributions to save more cash for a potential house purchase downpayment?
8/18/24: How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss.
8/17/24: How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss.
8/16/24: Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans.
8/15/24: Millions of American seniors over age 65 are still working because their retirement savings are inadequate. I joined the CBS Evening News to examine how they reached this point, and what some can do to be better prepared.
8/15/24: With a lot of money sitting in cash, way beyond what we need for an emergency reserve, what's the best way to get at least some of it invested?
8/14/24: My sister and I are thinking about investing a triple net lease property. There would be good earnings and no work involved on our end. Do you think this is a good idea?
8/13/24: I feel like it may be time to roll my IRA somewhere else with less fees. Should I do it?
8/13/24: We are 54 and 55 and seriously considering buying a sprinter van for vacation purposes now and for more regular use when we retire. Are we crazy?
8/12/24: I am 72 years old, still working, and planning to retire at the end of March 2025. Can I do it?
8/11/24: This weekend I'm joined by Resa Lewiss and Adaira Landry to discuss their recently released book, MicroSkills: Small Actions, Big Impact. MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills that can be practiced, and incorporated real-time.