9/4/25: What's the best way to manage four different annuities, plus Social Security, during my retirement years?

9/3/25: The calculators tell me I'm okay for retirement, are they correct?

9/2/25: With Roth conversions permitted within my workplace retirement plan, what's the best way to handle the taxes?

9/1/25: With two pension choices to choose from, which one makes the most sense given our situation?

8/31/25: With two new jobs, and quite a few goals on the table, are we on track to make any of it happen?

8/30/25: We're in our 30s and wondering if we're on track to meet our financial goals or if there's more that we should be doing?

8/29/25: As we approach retirement age, are the finances where they should be at this stage of our lives?

8/28/25: Is it a good move to ditch my target date fund and instead invest a bit more aggressively?

8/27/25: How much extra money can we afford to spend on "fun" things, such as travel and hobbies?

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.