3/25/23: With a substantial amount of cash flow remaining at the end of each month, what should I be doing with it?

3/24/23: Wife is 56 and retired. I’m 59 and retiring in three years at 62. Are we okay?

3/23/23: In about three years, with our major home updates complete, we’ll have a lot of extra cash flow. Should we save it or invest?

3/23/23: My wife and I have a small business filming weddings in the summer and we expect it to grow in the coming years, so we're wondering what's the best way to manage the finances going forward?

3/22/23: Later today the Federal Reserve will announce its rate decision after several recent bank failures have shaken the industry. I joined CBS Mornings to discuss.

3/21/23: In our early 30s, recently married and planning to start a family, are we on the right track?

3/21/23: I was really down in 2021 and 2022 because of the pandemic. On a whim I took a horseback riding lesson and fell in love with it. It has made every aspect of my life better! Now I want to know if I can one day afford a horse in retirement? 

3/20/23: With retirement on the horizon, am I on track to possibly call it quits at 62?

3/19/23: Over the next 5-7 years, all 73 million Baby Boomers will hit full-retirement age. But one question looms: Are you retirement ready? And even if you're financially ready, are you mentally ready?

3/18/23: Over the next 5-7 years, all 73 million Baby Boomers will hit full-retirement age. But one question looms: Are you retirement ready? And even if you're financially ready, are you mentally ready?

3/17/23: After Meta announced it is laying off an additional 10,000 employees, I joined CBS Mornings to discuss the best way to prepare for potential layoffs or government furloughs.

3/16/23: After a career in the military, am I going in the right financial direction?

3/16/23: Last year I went to Paris for my 30th birthday, and I absolutely fell in love with it, and now I want to move there! Can I make this dream a reality?

3/15/23: Given our combined income, should I be considering a backdoor Roth, or is there an easier alternative?

3/14/23: Silicon Valley Bank was shut down by federal regulators, marking the second largest failure of a U.S. financial institution in history. I joined CBS Mornings to discuss the collapse and the Federal Reserve's latest action.

3/14/23: With some major financial moves on the horizon, I want to make sure we're still on the best financial track.

3/13/23: Thanks to a big pension, I'm thinking about retiring early and buying a place in Florida, can I do it?

3/12/23: Now that I'm in my mid 30s, should I be laser focused on paying off my student loan debt?

3/11/23: After making some money on a real estate transaction, should we use it to pay down our primary mortgage or invest it?

3/10/23: I'm on the verge of canceling our insurance policies that we took out five years ago, but I just want to make sure it's the right move.