8/21/24: I'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying.
8/20/24: I think we should have enough money to retire (not work at all) even if we live to 90, but I need a second opinion.
8/20/24: Given the family history, I am hoping for a long life, but planning for the worst. Am I making the right financial decisions with this in mind?
8/19/24: Does it make sense to decrease our retirement contributions to save more cash for a potential house purchase downpayment?
8/18/24: How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss.
8/17/24: How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss.
8/16/24: 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.
8/15/24: Millions of American seniors over age 65 are still working because their retirement savings are inadequate. I joined the CBS Evening News to examine how they reached this point, and what some can do to be better prepared.
8/15/24: With a lot of money sitting in cash, way beyond what we need for an emergency reserve, what's the best way to get at least some of it invested?
8/14/24: My sister and I are thinking about investing a triple net lease property. There would be good earnings and no work involved on our end. Do you think this is a good idea?
8/13/24: I feel like it may be time to roll my IRA somewhere else with less fees. Should I do it?
8/13/24: We are 54 and 55 and seriously considering buying a sprinter van for vacation purposes now and for more regular use when we retire. Are we crazy?
8/12/24: I am 72 years old, still working, and planning to retire at the end of March 2025. Can I do it?
8/11/24: This weekend I'm joined by Resa Lewiss and Adaira Landry to discuss their recently released book, MicroSkills: Small Actions, Big Impact. MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills that can be practiced, and incorporated real-time.
8/10/24: This weekend I'm joined by Resa Lewiss and Adaira Landry to discuss their recently released book, MicroSkills: Small Actions, Big Impact. MicroSkills is built on one core, easy-to-learn principle: every big goal, complicated task, healthy habit, and, yes, even what we think of as character traits, can be broken down into small, learnable, skills that can be practiced, and incorporated real-time.
8/9/24: I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee?
8/8/24: What's the most tax-efficient way to handle recent increases in cash flow?
8/8/24: I am considering various options to help pay for college tuition without completely sacrificing my retirement savings. Can I do both?
8/7/24: Are we on track for retirement in 12 years? My projections say yes, but can they be trusted?
8/6/24: Stock markets plummeted in Europe and Asia, including a huge drop in Japan, over fears of a U.S. recession in the wake of a weaker-than-expected jobs report. How does this impact you? I joined CBS Mornings to discuss.