2/20/25: We feel woefully unprepared to manage our assets to ensure a comfortable retirement and are looking for some guidance.
2/20/25: My pension won't be coming for quite a few years, but I'm trying to plan now what the best course of action should be when the time comes.
2/19/25: We found an advisor that we really like who claims to be a fiduciary, but he is suggesting we invest our "protected" money in fixed index annuities. Should we run?
2/18/25: My longterm plan of getting out of debt and having six months of emergency savings will be completed at the end of this year. Once that happens, can I reduce my savings rate?
2/18/25: A recent survey reveals that 40% of Americans in committed relationships have kept a financial secret from their partner. I joined CBS Mornings to explain why these financial secrets can be just as damaging as infidelity.
2/17/25: My wife has a deferred comp plan that annuitizes if she stays with the company until the age of 60, otherwise all deferred comp is paid in a lump sum. Should we be concerned?
2/14/25: This Valentine's Day 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 romance scams that morph into crypto scams. Lover beware!!!
2/13/25: With nearly a million dollars in tax-deferred retirement accounts, is now the time for us to consider some Roth conversions?
2/13/24: I'll be 69 this year and my plan is to retire in 2026 when I'll be 70. I'm starting to worry if Social Security will be there when I decide to call it quits. What do you think?
2/12/25: I'm wondering if I can retire in January 2026, just after I will have turned 57, and enjoy life in France. Doable?
2/11/25: The idea of retiring and losing at least half my salary makes me nervous. Should I be or can I afford to do it?
2/11/25: Mark and I chatting about how to ease financial strains while caring for both your parents and children.
2/10/25: I need about $5k per month to live on in retirement but I'm not sure where I should be taking the money from.
2/7/25: I think my situation will lead to plenty of hate mail, but I'm also living proof that money doesn't always solve anxiety.
2/6/25: My recent appearance from CBS Mornings and then Mark and I chatting about how to improve your FICO score as the national average hits 717.
2/6/25: How can I protect some of my assets if the government decided to take them away? Don't really rich people put money in the Cayman Islands or something?
2/5/25: I just turned 56 years old and am trying to determine if I can retire in three years.
2/4/25: I have a lot of money tied up in a single stock. If it goes up, yes, I am happy, but when it goes down, I think I should have sold. I check the account multiple times each day. Is this behavior typical?
2/4/25: The 2024 tax season is officially open. I joined CBS Mornings with the key details taxpayers should be aware of this season.
2/3/25: I'm 62 and looking to retire at 65, if not sooner. Can I do it?