4/10/23: My wife of 25 years died unexpectedly two years ago. I now find myself wanting to retire because I am no longer interested in the career I have built. Can I do it?
4/9/23: Have you ever wondered how your friend bought that vacation home or why that colleague of yours makes everyone meticulously split the tab down to the last Diet Coke? This weekend we're joined by Maya Lau, host of Other People’s Pockets, a show where people from all walks of life get radically transparent about their personal finances.
4/8/23: Have you ever wondered how your friend bought that vacation home or why that colleague of yours makes everyone meticulously split the tab down to the last Diet Coke? This weekend we're joined by Maya Lau, host of Other People’s Pockets, a show where people from all walks of life get radically transparent about their personal finances.
4/7/23: I joined CBS Mornings to discuss ways to boost your refund and what you should do with your tax return.
4/6/23: With Schwab experiencing some concerns with its bank deposits, is there any reason why we should be concerned? Should we move our accounts?
4/6/23: With some extra cash flow on a regular basis, should I be increasing my 401(k) contributions or investing elsewhere?
4/5/23: I'm 42 and I think I can retire in five years at 47, what do you think?
4/4/23: I'm burnt out from driving 60 minutes to and from work each day and the pressures of my daily job. Do I have enough money saved to retire?
4/4/23: I'm finally paying attention to my finances and would like to know if I'm on track to reach my goals?
4/3/23: Despite a recent divorce, I feel like I am financially secure, yet I have questions about my next financial moves.
4/2/23: Thanks to an earlier than anticipated retirement, I'm trying to decide if I should take Social Security or tap my IRA?
4/1/23: With some extra money at the end of each month, should I be looking into a backdoor Roth conversion?
3/31/23: I joined CBS Mornings during Women's History Month to discuss the gender pay gap. According to a recent Pew Research Center report, the gender pay gap has barely changed in 20 years. In 2022, women earned an average of 82% of what men earned. In 2002, women earned 80% as much as men.
3/30/23: I'm 52 and my financial advisor has my wife and I on track to retire at 59. Is he correct?
3/30/23: Given that we only started focusing on our finances in the last couple of years, are we doing what we should be doing?
3/29/23: I will be transitioning to retirement soon and have some concerns about how to manage my retirement income while minimizing my taxes and balancing my wants.
3/28/23: Living overseas is a dream, but it can make planning and navigating retirement a bit of a nightmare.
3/28/23: Given my situation with VA disability, I wanted to know whether or not I am on the right track to retire by 55?
3/27/23: I was offered my dream job, traveling all over Europe, but I will be moving from New York to an Air Force base in Virginia. Should I buy a house again when the time is right?
3/26/22: In our mid 30s, we're trying to figure out if we're saving enough for retirement, or are we saving too much?