6/18/25: With two teacher pensions on the horizon, are we on track to retire in 12 years or so?
6/17/25: What do you consider a safe withdrawal rate for a couple retiring at the age of 65?
6/16/25: My job of 30 years, with 26 of them being remote, is now requiring in office four days a week. How long, if at all, I will need to suck it up?
6/15/24: My mother-in-law passed away unexpectedly a few months ago at age 72, just days after retiring. She managed all the finances and I want to make sure we're steering my father-in-law in the right direction.
6/14/25: What are some of the factors to consider when you're hiring a financial advisor? Mark and I discuss.
6/13/25: I am about to turn 54 and over the past few years a medical condition has slowly made it harder to work and live an active lifestyle. Can I retire?
6/12/25: I'm 50, changing jobs, and have to choose between a pension or a 401(k). Which should I go with?
6/11/25: I am looking to buy my dream retirement home and I think I'm in a strong enough position overall to take the leap. Should I do it?
6/10/25: We are a retired couple and own three rental properties that cover all our financial needs. Should we convert our IRAs and pay the taxes now, staying in the 24% tax bracket.
6/9/25: Our advisor is suggesting we look into life insurance with a long-term care rider. We are concerned about the cost/benefit of such a policy and are not huge fans of life insurance. What do you think?
6/8/25: I have a complete distaste for the industry in which I work, and my soul needs a break. Do you think I can retire by 50?
6/7/25: Buy now, pay later (BNPL) plans are popular but can lead to debt if not managed carefully. Mark and I discuss this and more.
6/6/25: Today we're joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them.
The goal of the book is to show you a few simple tools and models that will help you avoid the most common mistakes people make with their money.
Learn these, and you are ahead of 98% of your peers. Make fewer errors, end up with more money.
6/5/25: I am leaving my current employer of 24 years for a new company without a pension. Should I take the lump sum or monthly payments beginning as early as 60?
6/4/25: With a bunch of pension options on the table, which one should we choose?
6/3/25: All my work comes from word of mouth and my phone never stops ringing. I'm starting to get tired and want to enjoy life. Do I have enough money to retire?
6/2/25: With a ton of money tied up in the business, I'm starting to worry about the overall construction of our portfolio.
6/1/25: After receiving a sizable inheritance, I want to be smart in taking the next steps to ensure my future retirement.
5/31/25: With millions entering the workforce, we're discussing some essential tips for managing money, setting goals and avoiding common financial mistakes after graduation.
5/30/25: Can we stop saving for retirement and basically let about $2,100,000 and our rental home values grow without contributing more?