12/17/24: What if part of our ability to better absorb higher prices is due to the fact that we have essentially acclimatized to them?
12/16/24: After coming into a very unexpected large inheritance, I feel that I might need assistance at this juncture, but I am unsure of what a reasonable management fee would be.
12/15/24: This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.
12/14/24: This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.
12/13/24: Should I help my kids out now while I'm still around, or should I just let them inherit whatever is left?
12/12/24: My employment is set to end in December of 2025 and I'm not sure where to put my money while I still have a job.
12/12/24: With retirement just days away, I'm apprehensive about losing the paycheck every two weeks and knowing how to pay myself. Can you help?
12/11/24: We're considering a new home purchase, but the thought of doubling our monthly mortgage while cutting our monthly discretionary savings in half, is daunting. Can we do it?
12/10/24: I believe we are set up for retirement, but need fresh eyes on our plan, especially when it comes to the decumulation phase.
12/10/24: This is the time of year that you might be thinking about charitable giving, so here are a few best practices to keep in mind.
12/9/24: We have two homes and the plan was to sell one. My wife recently started discussing trying to keep both houses, which causes me concern about our finances.
12/8/24: What's the best way for us to plan for retirement as we head into our early 40s?
12/7/24: I took a lump sum pension payout and now I'm responsible for managing the money, which has me a bit worried.
12/6/24: When I consider doing Roth conversions, how much attention should I be paying to the IRMAA numbers?
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.