10/5/25: Today we're joined by ⁠⁠⁠⁠Jana Davis⁠, a financial advisor and CFP® at ⁠Abacus Wealth Partners⁠, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:

• Delivering values-aligned financial advice to improve people’s lives

• Being thoughtful about the impact investments have on society and the environment

• Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base

10/4/25: Today we're joined by ⁠⁠⁠⁠Jana Davis⁠, a financial advisor and CFP® at ⁠Abacus Wealth Partners⁠, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:

• Delivering values-aligned financial advice to improve people’s lives

• Being thoughtful about the impact investments have on society and the environment

• Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base

10/3/25: Today we're joined by ⁠⁠⁠⁠Jana Davis⁠, a financial advisor and CFP® at ⁠Abacus Wealth Partners⁠, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:

• Delivering values-aligned financial advice to improve people’s lives

• Being thoughtful about the impact investments have on society and the environment

• Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base

10/2/25: I joined CBS Mornings to break down how the government shutdown could affect the economy and your personal finances.

10/1/25: After only recently prioritizing my retirement, will I have enough money to last 25 years or so?

9/30/25: In the scenario that we both lost our jobs right now, would we have enough to get us through to full retirement age?

9/29/25: I'm a relatively new doctor, and I'm finally making good money, am I doing enough to prepare for retirement?

9/28/25: Despite a lot of positive changes, I still don’t feel secure that I’m on the right track. Can you please guide me in the right direction?

9/27/25: I joined CBS Mornings to answer your top financial questions, including on credit cards, your savings account and retirement options.

9/26/25: We are looking at cutting back our savings rate to enjoy a few other things while our kids are young and in the house, including not working as much as we are. Will it derail us?

9/25/25: I am one year away from retirement and my husband is three years out and I want to know if we should adjust our allocations?

9/24/25: Should I consider moving my accounts to a low cost brokerage like Vanguard, or at this point is it better to leave them where they are?

9/23/25: I max out my 401(k) with everything going into the Roth option. I still have some pre-tax money left in a traditional IRA, should I convert it?

9/22/25: Should I continue making income-driven repayments and hope that the Public Service Loan Forgiveness program isn't canceled, or should I pay off the full balance?

9/21/25: I was recently informed that I will be without a job as of the beginning of the next federal fiscal year. I think that I'm fine financially, but my fiancé has expressed concerns about me being without a job. 

9/20/25: I joined CBS Mornings with essential financial tips to help recent high school graduates manage their money, avoid costly pitfalls and build a strong foundation for long-term success.

9/19/25: My husband and I are still young in our careers since we've both pursued higher education but we want to make sure we are on the right track to "catch-up" on retirement.

9/18/25: I'll soon be 65 and am looking for a retirement planning checkup as I contemplate a possible new job and/or career change for the next few years.

9/17/25: My wife is not returning to teaching this year so we're trying to figure out what to do with the money in her pension plan.

9/16/25: I joined "Face the Nation with Margaret Brennan" to preview the Federal Reserve's September meeting amid the Trump administration's push for the agency to lower interest rates.