3/8/26: With the age of 50 rapidly approaching, I am wondering what else I should be planning to do with my money over the next 10 years or so?
3/7/26: For the first time since 2022, 30-year mortgage rates dropped below 6%. We discuss what it means for home buyers and those looking to refinance.
3/6/26: From the CEO of Boxed to the artificial intelligence landscape, Chieh Huang is back on the show to discuss his latest creation, Pelgo, an AI generated personal career transition agent, whether you're starting out, leveling up, or reinventing what’s next.
3/5/26: Five years ago, my mom sold her house and moved in with us, and we're covering all her expenses. Are we jeopardizing our own retirement?
3/4/26: With various pension options to choose from, analysis paralysis is starting to set in.
3/3/26: As we pursue financial independence, could an annuity act as a pension and give us a floor so we feel comfortable spending a set amount?
3/2/26: With no need to tap my pre-tax retirement accounts, should I consider converting to a Roth?
3/1/26: We are planning on one more kid but the school tuition is certainly piling up. I think we are okay but would like some reassurance.
2/28/26: Today we're discussing the crucial conversations people should have with their loved ones about finances.
2/27/26: After being laid off in 2024, I'm starting to wonder if I really need to keep looking for another job?
2/26/26: Under which scenario would a Roth conversion not make the most sense?
2/25/26: Would it be a mistake to reduce our retirement savings in order to float the purchase of a more expensive house?
2/24/26: My planner of 20 plus years has struck out on his own with a large fiduciary firm and would like me to move my money to his new company. Should I?
2/23/26: I'm a full-time caregiver for my parents and now I'm starting to wonder if my own finances are okay for the long haul?
2/22/26: My wife and I have a major backyard renovation in mind but we're not sure how to fund the project.
2/21/26: I joined CBS Saturday Morning to discuss the various ways people can raise and maintain their credit score.
2/20/26: After the death of my wife I'm looking to make some changes with my finances. Am I making a mistake?
2/19/26: There is a pretty good chance I am going to be offered a voluntary early retirement at some point in the near future. Am I in good shape to call it quits?
2/18/26: If we wind up jobless next year, can we retire early and focus on our health?
2/17/26: We’re DIY investors and are really just looking for a sanity check in terms of what’s a realistic retirement timeline and nest-egg target for a household like ours?