6/14/25: What are some of the factors to consider when you're hiring a financial advisor? Mark and I discuss.

6/13/25: I am about to turn 54 and over the past few years a medical condition has slowly made it harder to work and live an active lifestyle. Can I retire?

6/12/25: I'm 50, changing jobs, and have to choose between a pension or a 401(k). Which should I go with?

6/11/25: I am looking to buy my dream retirement home and I think I'm in a strong enough position overall to take the leap. Should I do it?

6/10/25: We are a retired couple and own three rental properties that cover all our financial needs. Should we convert our IRAs and pay the taxes now, staying in the 24% tax bracket.

6/9/25: Our advisor is suggesting we look into life insurance with a long-term care rider. We are concerned about the cost/benefit of such a policy and are not huge fans of life insurance. What do you think?

6/8/25: I have a complete distaste for the industry in which I work, and my soul needs a break. Do you think I can retire by 50?

6/7/25: Buy now, pay later (BNPL) plans are popular but can lead to debt if not managed carefully. Mark and I discuss this and more.

6/6/25: Today we're joined by ⁠Barry Ritholtz⁠, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, ⁠How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them⁠.

The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.

Learn these, and you are ahead of 98% of your peers. Make fewer errors, end up with more money.

6/5/25: I am leaving my current employer of 24 years for a new company without a pension. Should I take the lump sum or monthly payments beginning as early as 60?

6/4/25: With a bunch of pension options on the table, which one should we choose?

6/3/25: All my work comes from word of mouth and my phone never stops ringing. I'm starting to get tired and want to enjoy life. Do I have enough money to retire?

6/2/25: With a ton of money tied up in the business, I'm starting to worry about the overall construction of our portfolio.

6/1/25: After receiving a sizable inheritance, I want to be smart in taking the next steps to ensure my future retirement.

5/31/25: With millions entering the workforce, we're discussing some essential tips for managing money, setting goals and avoiding common financial mistakes after graduation.

5/30/25: Can we stop saving for retirement and basically let about $2,100,000 and our rental home values grow without contributing more?

5/29/25: With a new mortgage in retirement, one that has a high interest rate, are we okay to pay it off in the next year or so?

5/28/25: I'm 51 and preparing for retirement at the end of 2026 with a large pension on the horizon. Is there anything I'm not factoring into my decision making process?

5/27/25: I am currently 57 years old and considering retirement in the next one to three years. Is this doable?

5/26/25: In honor of the Memorial Day holiday, we're once again re-airing an interview we did back in 2017 with retired Admiral William “Bill” McRaven. If Bill’s name sounds familiar, it’s because he presided over the 2011 Navy SEAL raid that resulted in the killing of Osama bin Laden in Pakistan.

A few years later in 2014, the four-star admiral and 37-year Navy SEAL veteran delivered the ⁠commencement speech⁠ at his alma mater, the University of Texas at Austin. Little did McRaven know that his address, which spoke to how students could overcome challenges and change themselves, would become a viral hit with 20 million views online.

McRaven was eventually encouraged to expand his commencement speech into a book, ⁠Make Your Bed: Little Things That Can Change Your Life…And Maybe the World⁠.