12/5/24: Should I just drain my tax-deferred funds between 61 and 70 (storing the excess in a brokerage account) before I reach RMD age or just bite the bullet and use my brokerage account to do Roth conversions while I am still working?
12/5/24: My husband and I find ourselves in situation where we don't know what to do with $200,000 we have sitting in our savings account.
12/4/24: After a move, a house purchase, and two career pivots, we're feeling the pinch when it comes to our finances. Should we make some adjustments?
12/3/24: My husband is in good health, but he was adopted and we have no knowledge of his family history. Do you have a recommendation for when he should start taking Social Security?
12/3/24: I recently got married and now I'm wondering what the next best steps financially are for my wife and me.
12/2/24: The best news for the U.S. economy right now is the labor market's consistent growth, but what's worrisome is President-elect Trump's proposed tariffs and how some proposed tax cut extensions might impact the national debt. I joined Face the Nation to discuss.
12/1/24: This weekend we're joined by Christine Benz, director of personal finance and retirement planning for Morningstar and author of the recently released book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. The lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.
11/30/24: This weekend we're joined by Christine Benz, director of personal finance and retirement planning for Morningstar and author of the recently released book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. The lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.
11/29/24: I work for the federal government and will be receiving a pension, but I also pay into Social Security and have never heard of a reduction in benefits simply because I'll have a pension. Is there any truth to this?
11/28/24: Gobble, gobble, happy Thanksgiving from Jill and Mark!
11/27/24: I joined CBS Mornings to discuss President-elect Donald Trump's proposed tariffs and what they could mean for consumers.
11/26/24: Can I retire in a few years at 55? Health insurance is my biggest concern.
11/26/24: Is there a tax-efficient way to rebalance when it involves a taxable brokerage account?
11/25/24: I'm about to start a new job and I need to decide if I want to participate in the defined benefit pension plan. Or should I use the defined contribution plan?
11/24/24: This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional’s focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more!
11/23/24: This weekend we're joined by Marlena Lee, the Global Head of Investment Solutions at Dimensional Fund Advisors. Marlena joined us to discuss Dimensional’s focus on index funds, ETFs, the costs of indexing rigidity and active decision making and much more!
11/22/24: My job is not enjoyable anymore, and with the massive changes being made, I need to think about my stress levels. Can I retire in 6-10 months?
11/21/22: Post-election I’m seeing so much chatter about safe-guarding investments. How can we guard ourselves against volatility without being recklessly anxious?
11/21/24: I recently switched employers and now I'm looking for advice on how best to consolidate all of my different retirement accounts.
11/20/24: Do I have enough saved to reduce retirement savings a little to spend more on experiences and travel with my son?