10/14/25: I’ve always done our finances, but think it might be time to hand it off to a professional, but I’m really struggling with letting go. Can you help?
10/13/25: I'm feeling like we've got too many irons in the financial fire. Can we pull a couple out?
10/12/25: My husband and I are in our late 30s with three kids, and between saving for college, retirement, etc, it feels like we have lots of competing interests for our money. Are we doing the right things?
10/11/25: Why is life insurance so important? Because it is one of the few financial products that can solve a future problem easily.
10/10/25: My uncle overseas passed away and left me a sizable inheritance. The advisor I’ve been working with recommended a whole life insurance policy. What do you think?
10/9/25: My wife and I are both in our mid 50s and we're planning for retirement in about five years, can we do it?
10/8/25: With my adjustable rate mortgage about to reset, should I lock in now or wait a bit longer?
10/7/25: I am currently employed but am in the interview process for a new opportunity and would like to know how much more the potential new employer would need to offer me to make the transition worthwhile.
10/6/25: In the next six years I'd like to sell my business and do something else. I'm not sure what exactly, but something different.
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?