7/4/24: This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!

7/3/24: I owe $275k on a house which I could sell for $950k. It's my only asset. Should I sell?

7/2/24: With a large chunk of cash on the sidelines that should be invested, would you just lump sum in or spread it out over a 6–12 month period?

7/2/24: This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!

7/1/24: I’ve gotten very into finances and financial planning over the past few years with the goal of trying to get us on a good page for financial independence or just flexibility. Are we on track?

6/30/24: With my husband now working two full-time jobs, what should we be doing with the extra income?

6/29/24: After receiving a very large inheritance, how should we be allocating our assets?

6/28/24: Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer.

6/27/24: A recent report found the average annual cost of child care in the U.S. was over $11,500 last year. In some areas, those expenses can be two or three times higher. I joined CBS Mornings to discuss.

6/27/24: My wife and I are mulling over where we are at with our total financial picture and we're wondering if we're on track?

6/26/24: Should I use some of my buyout money to pay off the mortgage to reduce our monthly expenses which would allow me to consider jobs with less income?

6/25/24: With a huge chunk of money in pre-tax accounts, is it time to start doing some mega Roth conversions?

6/25/24: I have $60,000 sitting in a savings account that is not paying me a meaningful interest rate. What can I do with this cash to have it earn more money?

6/24/24: I recently started a new job and figure now is a good time to check-in on my financial game plan and make sure the outlook is solid.

6/23/24: Based on our age and where we are in life, is now a good time to start doing some Roth conversions?

6/22/24: I know we're in solid financial shape right now, but how will things look for us in 10 or 20 years?

6/21/24: Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans.

6/20/24: I heard through the office grapevine that my position of 15 years may be transitioning into a position that I would not want. Am I in good shape if early retirement comes my way?

6/20/24: I received an unexpected payment of $500k from a former employer and I’m desperate to figure out what to do with it and how to plan for the taxes.

6/19/24: What do you recommend people do as a hedge against inflation (or hyperinflation) in their long-term savings and retirement accounts?