4/25/23: We are planning on building a new home out of state sometime next year and would move there during the latter half of the building process. What's the best way to finance our dream home?

4/25/23: Over the past couple of years we’ve prioritized retirement by maxing out our 401(k)s, Roth IRAs, and family HSA. With a job transition on the horizon, is that still what we should be doing?

4/24/23: I'm comfortable doing my finances and investments on my own, but after receiving a large inheritance, I'm thinking I might need some help.

4/23/23: I'm thinking about converting some pre-tax money to take advantage of tax-free growth for the next few decades. Is it the right move?

4/22/23: We are laser focused on paying off the house. Is it the right approach?

4/21/23: Knowing that we have a sizable inheritance in the future, is it okay if we try our luck with an investment property?

4/20/23: I joined CBS Mornings to discuss the cost of paying for college, as well as what students and families need to know about financial aid packages, how high interest rates could impact student loans, and some resources for students and families.

4/20/23: I feel like we're in good financial shape but I'm also wondering if we're directing our investments in the best way possible?

4/19/23: Is my financial foundation strong enough to consider a career change?

4/18/23: Are we okay to start tapping our TSPs at such a young age?

4/18/23: With a lot of changes in our financial lives, I'm wondering if we need the help of an advisor?

4/17/23: With a lot of uncertainty around my career, I'm unsure if I should be using the pension plan or not, what do you think?

4/16/23: I recently inherited some money and I'm not sure if I should stick with the advisor overseeing the funds.

4/15/23: What are some of the things I should be considering as I think about doing backdoor Roth conversions?

4/14/23: Knowing that I'll have a hefty pension, can I retire in five years at the age of 55?

4/13/23: As we hit our early 50s, I'm overly concerned about whether or not we'll have enough to retire.

4/13/23: At 40 I left the Border Patrol out of loneliness. With some solid triple net rental income coming in every month, I'm trying to decide if I should go back to my old job.

4/12/23: I have a new job opportunity to work for the state of California, and it's a position that comes with a pension after 10 years. Should I take it?

4/11/23: My husband thinks we're saving too much, I disagree, who's right?

4/11/23: The call started off with a 403(b) related question but quickly turned into a conversation about real estate and financial priorities.