8/26/25: When I retire next year, I'll have various retirement accounts, should I look to consolidate them?

8/25/25: With different pension options to choose from, we're not sure which one to pick for my husband.

8/24/25: An advisor is pushing my mom to sign up for a life insurance policy and I don’t think it's a good idea. Maybe I am wrong but I don't think so.

8/23/25: Today we're joined by ⁠⁠⁠Nick Maggiulli⁠⁠⁠, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, ⁠⁠⁠⁠The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life⁠.

The book is not a get-rich-quick scheme or a one-size-fits-all solution to your money problems. It’s a new philosophy for thinking about money altogether, and it breaks wealth into six distinct levels, each demanding its own strategy. What works at Level 1 won’t cut it at Level 6, and vice versa.

8/22/25: Am I in a good position to scale back at work and pursue my next endeavor and live a bit more?

8/21/25: I know I’ve saved (what for me) seems like a ton of money but I'm not sure how to transition to not having a steady paycheck.

8/20/25: We think we are on track with our savings and want to figure out how and when we decide to sell our house and move somewhere else.

8/19/25: While my job is good, lamentably, the relationship with my boss is not. My position is due for renewal later this year and I'm fairly certain it will not be renewed.

8/18/25: A financial planner is suggesting I purchase an annuity as a "private pension." Is this product necessary in my situation?

8/17/25: I have been working in healthcare for 20 years, and while it’s a good job and pays well, I am totally burned out. I’ve thought of cutting back to part-time, but I am nervous about covering our monthly expenses if I do that.

8/16/25: A new executive order opens the door for companies to add cryptocurrencies to retirement plans. On this episode we're discussing the risks and potential rewards.

8/15/25: Today we're joined by ⁠⁠⁠Nick Maggiulli⁠⁠⁠, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, ⁠⁠⁠⁠The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life⁠.

The book is not a get-rich-quick scheme or a one-size-fits-all solution to your money problems. It’s a new philosophy for thinking about money altogether, and it breaks wealth into six distinct levels, each demanding its own strategy. What works at Level 1 won’t cut it at Level 6, and vice versa.

8/14/25: Should I absorb the annuity surrender charges and reinvest the money into my current investment, which is earning 9% compounded quarterly?

8/13/25: I would feel horrible losing a large portion of a recent inheritance, so I want to be careful, but I also want to maximize its earnings potential. What are my options?

8/12/25: When it comes to finances, I generally take the path of least resistance. Do I need to take a more active role or can I continue to coast?

8/11/25: I would like to get some feedback on my plan and check if I am on the right path or if I should be making some tweaks along the way.

8/10/25: I feel I am not doing enough. What can I improve? I need either a pat on the back or a sit down lecture.

8/9/25: With interest rates holding steady for the fifth time, I joined CBS Mornings to explain how the decision affects credit cards, car loans, mortgages and savings.

8/8/25: I am 61 and my husband is 59. We've been discussing my retiring next year and he would retire two years later when he is 62. Is this doable?

8/7/25: Are we in a good spot for me to step away from my job and retire (age 58) at end of the year?