8/6/25: My husband still worries and is afraid to spend money. What can I tell him to help him see that things are fine and we can afford to have a little fun?

8/5/25: I have met with a third financial advisor (a fiduciary) and I'm still not convinced I need a planner. What do you think?

8/4/25: What I’ve earned, I’ve put towards many other expenses and am now wanting to pause and see how I am doing. Am I on track to find peace and get some time back?

8/3/25: I’m curious about how people quell their anxiety about whether they have enough for retirement. My anxiety about it returns every month or so.

8/2/25: When it comes to planning for retirement, it's all about having a plan. Without that key ingredient, it's impossible to move forward.

8/1/25: I don't hate my job but I can see the end in sight and would like to know if I'm close to being able to retire and spend $10k per month.

7/31/25: When I look at the numbers with a life expectancy of 90, it seems like I can finally retire with a conservative withdrawal rate. Are the numbers right?

7/30/25: As I navigate my single life (no children) as I enter my mid-50s, should I be considering a long-term care policy?

7/29/25: Should we switch all of our retirement accounts to traditional from Roth to reduce income and qualify for all the tax deduction we are eligible for?

7/28/25: We've started working with a financial planning firm, and part of the strategy requires the use of annuities, is this the best approach?

7/27/25: Are we okay to buy a new house in cash? Doing so would free up additional cash flow and we would still have a sizable brokerage account.

7/26/25: I joined CBS Mornings to answer viewer questions from life insurance and lowering bills to your mortgage and the impact of canceling credit cards.

7/25/25: I’m 60 years old and plan to work until 67, at which point I would like to call it quits. Am I on track to make this happen?

7/24/25: I just changed jobs and I'm not sure what to do with my 401(k) from my previous employer as the new employer does not offer a retirement plan. 

7/23/25: After 34 years of working for the government I took an early retirement offer, am I good to never work again?

7/22/25: With the new Trump Accounts now in the mix, is a 529 plan still the best account for college expenses?

7/21/25: After having a lot of fun in my 20s and 30s, then getting serious in my 40s, how far behind am I for retirement?

7/20/25: I am wondering if it's worth it just to maintain the relationship with the advisor that my parent's worked with for years, or seek out a lower-cost alternative?

7/19/25: A new projection shows Social Security is on track to deplete its funds for full payments earlier than previously forecasted. Mark and I discuss how it could impact beneficiaries and how the problem can potentially be fixed.

7/18/25: I’ve interviewed CFP providers but have chickened out when it came time to sign the documents and pay a fee, but retirement is closer than ever, and I need a better plan to retire in three years.