When we're talking about workplace retirement plans, HSAs and brokerage accounts, what's the appropriate hierarchy of savings?
Because I'm concerned about bond yields, I moved my $1.3 million bond allocation to cash. Good move or did I make a mistake?
Given our combined income, do you think we should be using the pre-tax or Roth 401(k) option?
After working as a firefighter for 28 years, and recently retiring at 51, is my financial future secure?
I know my portfolio needs bonds, the question is how do I get them in there?
Long-term care insurance policies are expensive and tricky. Our latest call is an example of both.
Some company stock I own was worth $6,000 28-years-ago, now it's worth $500,000! As we approach retirement how should we deal with this stock?
On today's show Mark joins me and we're hitting the pause button on the money talk and instead talking about what we're grateful for this Thanksgiving. Happy Turkey Day!!!
My brain is telling me to refinance the mortgage, but I'm not sure how long we're going to be living here, so I'm stuck in the mode of paralysis by analysis.
Because the focus was always on saving for retirement, we don't have anything saved for college, which is right around the corner. What are our options?
With thoughts of transitioning to a new endeavor in a few years time, should we be beefing up our brokerage account or continue saving in our workplace retirement plans? Or both?
There's nothing better than getting a question from a 26-year-old who wants to know if she's on track for retirement. By the way, she's rocking it.
67-years-old with an 80/20 portfolio and not phased by the ups and downs of the market, can I stay or the course or do I need to peel back the risk.
I'm 49-years-old and looking to retire from my current full-time job in four years. Should I be looking to get a part-time gig when the time comes?
When an annuity is coming due you usually have some options. Figuring out which one to choose is not always so easy.
26-years-old and already prepping to take a sabbatical. Is this pandemic related? I'm hoping we find out the answer.
Retail sales increased by 1.7% last month, and an overall 16.3% compared to last year. I joined CBS Mornings to explain what's behind the increase and what it means for the upcoming holiday shopping season.
Young family living in a new city with new jobs, what should the priorities be in terms of getting on track and saving for retirement?
Does there come a time when it's okay to transition from saving for retirement to saving for college?
One day you're working your dream job and the next thing you know you're out of work, all thanks to the pandemic. Now what?