2/17/25: My wife has a deferred comp plan that annuitizes if she stays with the company until the age of 60, otherwise all deferred comp is paid in a lump sum. Should we be concerned?
2/13/25: With nearly a million dollars in tax-deferred retirement accounts, is now the time for us to consider some Roth conversions?
2/13/24: I'll be 69 this year and my plan is to retire in 2026 when I'll be 70. I'm starting to worry if Social Security will be there when I decide to call it quits. What do you think?
2/12/25: I'm wondering if I can retire in January 2026, just after I will have turned 57, and enjoy life in France. Doable?
2/11/25: The idea of retiring and losing at least half my salary makes me nervous. Should I be or can I afford to do it?
2/11/25: Mark and I chatting about how to ease financial strains while caring for both your parents and children.
2/10/25: I need about $5k per month to live on in retirement but I'm not sure where I should be taking the money from.
2/7/25: I think my situation will lead to plenty of hate mail, but I'm also living proof that money doesn't always solve anxiety.
2/6/25: My recent appearance from CBS Mornings and then Mark and I chatting about how to improve your FICO score as the national average hits 717.
2/6/25: How can I protect some of my assets if the government decided to take them away? Don't really rich people put money in the Cayman Islands or something?
2/5/25: I just turned 56 years old and am trying to determine if I can retire in three years.
2/4/25: I have a lot of money tied up in a single stock. If it goes up, yes, I am happy, but when it goes down, I think I should have sold. I check the account multiple times each day. Is this behavior typical?
2/4/25: The 2024 tax season is officially open. I joined CBS Mornings with the key details taxpayers should be aware of this season.
2/3/25: I'm 62 and looking to retire at 65, if not sooner. Can I do it?
1/31/25: We're currently in our 40s, but I am trying to figure out if my wife and I are on track to be able to retire at 55?
1/30/25: I would like to retire in June, however, my spouse is very concerned about finances and lacks confidence in the numbers.
1/30/24: With some rental properties as part of my portfolio, I'm wondering if it's time to sell one of them?
1/29/25: I want to know if you think we are saving enough right now or do I need to be putting more away even though I will have substantial pension income?
1/28/25: I have a vested pension from a previous career path that I can cash out now, or I can take the monthly payment once I reach retirement age. Which is the better option?
1/28/25: On this episode Mark and I are discussing how to financially recover and navigate your insurance claim if you lose your home in a natural disaster.