8/1/24: I am nearing retirement in the next couple of months and my current challenge is adjusting my portfolio as I make this transition. 

8/1/24: Each month we have $2-4k left over after we pay our bills and lifestyle expenses, so I'm wondering where should we be investing this excess money?

7/31/24: If I were to take control of our retirement portfolios is there anything I should change or be aware of?

7/30/24: Retirement is quickly approaching, and while I should feel proud and happy, I can't help but feel scared and stressed.

7/30/24: I joined CBS Mornings to discuss a change to online Social Security accounts that will impact millions of beneficiaries. That includes everybody listening right now!

7/29/24: I joined CBS Mornings to discuss how American consumers are helping to boost the economy. The latest numbers show economic growth doubled to an annual rate of 2.8% in the last three months from 1.4% in the first quarter of 2024.

7/28/24: This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more!

7/27/24: This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more!

7/26/24: Even in election years, the question remains, do elections have a big impact on your money?

7/25/24: Somebody is trying to convince me to use a large chunk of my retirement account on an annuity. Does this make sense?

7/25/24: With a goal of buying a vacation home in the near future, are we saving too much for retirement?

7/24/24: Does it make sense to start contributing to the Roth 401(k) at this point and age or should I stick with the traditional pre-tax 401(k) option?

7/23/24: Since interest rates are so high, should I borrow from my 403(b) for a kitchen remodel?

7/23/24: I'm considering a new job that would include a pension if I stayed for more than five years. Should I take it?

7/22/24: Now that we're in our early 50s and already retired, I want to make sure we are well diversified without over complicating things.

7/21/24: What am I missing or where can I improve as I look to solidify my longterm retirement game plan?

7/20/24: As I chat with family and friends, I'm beginning to wonder if we should be looking to hire a financial advisor.

7/19/24: Today’s limits on lifetime estate and gifts tax exemption don’t expire until 2026, but there might be reasons to revisit your plan sooner than that.

7/18/24: My husband passed away and I got a life insurance payout of $200,000. Should I use some of it to pay off the mortgage?

7/18/24: I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions?