11/26/24: Can I retire in a few years at 55? Health insurance is my biggest concern.
11/26/24: Is there a tax-efficient way to rebalance when it involves a taxable brokerage account?
11/25/24: I'm about to start a new job and I need to decide if I want to participate in the defined benefit pension plan. Or should I use the defined contribution plan?
11/24/24: This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional’s focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more!
11/23/24: This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional’s focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more!
11/22/24: My job is not enjoyable anymore, and with the massive changes being made, I need to think about my stress levels. Can I retire in 6-10 months?
11/21/22: Post-election I’m seeing so much chatter about safe-guarding investments. How can we guard ourselves against volatility without being recklessly anxious?
11/21/24: I recently switched employers and now I'm looking for advice on how best to consolidate all of my different retirement accounts.
11/20/24: Do I have enough saved to reduce retirement savings a little to spend more on experiences and travel with my son?
11/19/24: My wife and I are approaching retirement in about four years, and while I believe we’re in a strong position, I would appreciate your opinion.
11/19/24: With just a few weeks left in 2024, here’s some practical tips to help you save or even earn extra cash by the new year.
11/18/24: I’m 67 and have reached my full retirement age. Should I start taking Social Security now or dip into my 401(k) and wait until I turn 70?
11/17/24: I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more!
11/16/24: I recently joined Ask The Compound with Ben Carlson and Duncan Hill to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more!
8/15/24: My husband has worked for a company for over 25 years and had accumulated almost $800k in a single stock. Is it time for us to diversity?
11/14/24: My immediate concern is about the wisdom of taking distributions from my taxable retirement accounts (or making Roth conversions) when my income is so unpredictable.
11/14/24: I have been contemplating when we can retire and I would like a second opinion to help put my mind at ease.
11/13/24: With a fixed rate home equity loan at 6.5% over the next 10 years, should we focus on paying it off or should we focus on starting a brokerage account?
11/12/24: My husband and I would like to stop saving in retirement and use any excess funds during the next eight years to send two kids through college and save in a 529 for a third kid who will attend college after we stop working. Can we do it?
11/12/24: The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.