4/13/26: As I get closer and closer to 60, should I be doing something different with my investments?

4/12/26: With a lot of money already saved in our retirement accounts, is it time to focus on some other goals?

4/11/26: Have I achieved the necessary level of financial independence to pursue something different?

4/10/26: I'd love a second opinion to make sure my parents are on the right track to enjoy their next life adventure.

4/9/26: With a large inheritance now part of the equation, is it time for me to make a major reset?

4/8/26: During my working life all of my savings went into a tax deferred 401(k) which is now in a rollover IRA. Is it wise to consider doing some Roth conversions?

4/7/26: I need to come up with some money for the purchase of a new car. Should I us a CD or tap my Roth IRA?

4/6/26: I am concerned about running out of money since I am 78 and my husband is 74. Will we be okay?

4/5/26: Which retirement plans should you be considering? Today we're discussing the various options.

4/4/26: From budgeting to investing and saving, people are turning to artificial intelligence for help. A recent survey shows 66% of Americans have turned to AI to seek financial advice. We discuss best practices on how to incorporate technology into your financial life.

4/3/26: It's never too early in the year to discuss charitable giving, and that's what we're doing today as we're joined by ⁠⁠Julie Sunwoo⁠, the President of ⁠⁠DAFgiving360⁠⁠. 

The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.

4/2/26: Knowing that I just turned 50, can I still make a career change to something that I am passionate about? 

4/1/26: My job is just so stressful, and with parents who died early, I really want to retire. Can I do it?

3/31/26: I want to retire at 65 and collect my Social Security at 67. Is it possible?

3/30/26: With some changes within our household, I'm wondering if I'm still on track to retire in my 60s?

3/29/26: On this episode we're discussing tips on cleaning up your finances, organizing paperwork, and more.

3/28/26: Where should we be looking to fund the final two years of college for our daughter?

3/27/26: I'm burned out and looking for reassurance that I am in a good financial position in order to leave my job.

3/26/26: My husband just got laid off after 20 years at the same company. Will we be okay?

3/25/26: If we continue doing what we're doing for the next 20 years or so, are we on track to retire at 70?