5/5/25: We're in our mid 50s and ready to call it quits, can we do it?
5/4/25: I feel like if I can make it to retirement, my wife and I will be okay, but it's the next 10-15 years that gives me a bit of worry.
5/3/25: A recently released survey shows a drop in retirement confidence. Mark and I discuss what it takes to turn this around.
5/2/25: I'm 70 years old and I want to payoff my mortgage ASAP. Should I use my TSP to pay it off?
5/1/25: With some proceeds from a real estate transaction about to come our way, should we invest in the market or wait until things settle down?
4/30/25: I'm only 47, yet I'm burned out and looking to call it quits next year, for good. Can I do it?
4/29/25: After taking a lower paying job, I'm now worried that I might have to work longer than anticipated.
4/28/25: I think we have enough saved for retirement, but given how crazy the world is right now, I need some reassurance.
4/27/25: I'm very burnt out and contemplating leaving my current employer, where I've been for almost 25 years. Will it blow up my financial future?
4/26/25: Stocks fell last week following President Trump's criticism of Fed chair Jerome Powell. This comes after Powell warned tariffs could hurt the U.S. economy. Mark and I discuss.
4/25/25: I was thinking of retiring soon, however with the current state of the stock market I am not sure now is a good time and I want to make sure we have enough to weather a recession.
4/24/25: With a combined income of $320k, should I be making all my retirement contributions Roth?
4/23/25: My goal is to retire in exactly seven years. Am I on track to make this happen?
4/22/25: My husband thinks we don't have enough money to retire, I think we do. Who's right?
4/21/25: With a lot of retirement decisions to be made, we want to make sure we don't mess things up.
4/20/25: I have a universal life policy that was sold to me when I was 25. I'm wondering if I should stay the course with this policy as part of my retirement strategy, and if not, how might I go about extracting myself from it?
4/19/25: With spring selling season approaching, homeowners are eager to remodel. On this episode we discuss which renovations can actually boost your home's value, and which upgrades may cost more than they're worth.
4/18/25: Due to some concerns regarding my financial advisor, should I be looking for somebody new to manage my money?
4/17/25: In thinking about what to do in this economic downturn, I was wondering whether stepping up our Roth conversions might be a smart move?
4/16/25: We've been planning on retiring later this year, but the volatility of the current political and financial arenas is making us anxious and giving us pause.