6/27/25: A financial planner is suggesting an annuity to provide guaranteed income to bridge the gap between retirement and Social Security. Is it the right product for us?

6/26/25: My husband hates his job, and has hated it for years. Can he get a lower paying job earning about half of what he does now, but still keep us on track for retirement at age 55.

6/25/25: I've been on the show before, but I'm still struggling to convince my hubby that we have enough money to retire. Can you help again?

6/24/25: I'm 68 and was planning on waiting until 70 for Social Security, but I am concerned about the shortfall and the potential for means testing. Should I take it now?

6/23/25: We're looking to increase our retirement contributions and wondering what is the best choice(s) as we would also like to help our children pay for college. 

6/22/25: While my current salary is great, it is stressful and takes me away from my wife and two young kids. The goal would be to find another job with a comparable salary, but how far down could I go if needed?

6/21/25: If your child is looking for a summer job, it could be more challenging as job growth trends downward. Mark and I discuss some tips on how to navigate the market.

6/20/25: I'm 64 and hoping to retire next fall at the age of 65. Am I on track to do it?

6/19/25: I just turned 60 and now I'm wondering if I can retire next year?

6/18/25: With two teacher pensions on the horizon, are we on track to retire in 12 years or so?

6/17/25: What do you consider a safe withdrawal rate for a couple retiring at the age of 65?

6/16/25: My job of 30 years, with 26 of them being remote, is now requiring in office four days a week. How long, if at all, I will need to suck it up?

6/15/24: My mother-in-law passed away unexpectedly a few months ago at age 72, just days after retiring. She managed all the finances and I want to make sure we're steering my father-in-law in the right direction.

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?