1/31/25: We're currently in our 40s, but I am trying to figure out if my wife and I are on track to be able to retire at 55?

1/30/25: I would like to retire in June, however, my spouse is very concerned about finances and lacks confidence in the numbers.

1/30/24: With some rental properties as part of my portfolio, I'm wondering if it's time to sell one of them?

1/29/25: I want to know if you think we are saving enough right now or do I need to be putting more away even though I will have substantial pension income?

1/28/25: I have a vested pension from a previous career path that I can cash out now, or I can take the monthly payment once I reach retirement age. Which is the better option?

1/28/25: On this episode Mark and I are discussing how to financially recover and navigate your insurance claim if you lose your home in a natural disaster.

1/27/25: I have one-million-dollars in proceeds from my condo sale and I’m renting for now. If I find a good deal, I could buy a new home or should we keep renting?

1/24/25: A new house is definitely part of the plan, but just how much to spend is still up in the air.

1/23/25: My dividend income is now more than the salary I made during my working years. How can I manage the tax situation?

1/23/25: We're in our mid 30s with two young children and would like to know if we are taking the right steps to set us up for financial success?

1/22/25: Am I okay to skip maxing out my workplace retirement contributions this year and use the same amount to rebuild my cash savings instead?

1/21/25: I just found out my parents have about 2-3 years of funds before they will run out of money. Their backup plan is me, and I'm trying to figure out how best to handle this scenario.

1/21/25: With nearly half of Americans carrying credit card balances month-to-month, here's some tips on how to pay down debt.

1/20/25: We have the opportunity to buy into our family farm. Currently it is owned by my father/uncle/aunt and my uncle wants to sell his share. Should I buy him out?

1/17/25: Given the unprecedented and potentially volatile environment we're entering in 2025, should I leave my money where it is? Should I pull some out of the market to build up my emergency fund just in case?

1/16/25: With over two million in tax-deferred accounts, and now that we're both retired, we feel now is the time for Roth conversions. How much should we do and how fast should we do it?

1/16/25: I'm a 30-year-old physician in residency training and I have reached some significant financial goals in the last year, and I'm wondering what I should be doing with my extra cash flow?

1/15/25: Am I correct to treat my pension like "cash" and then put 100% of my other assets in riskier holdings?

1/14/25: If I max out traditional contributions to my 401(k), it will lower my AGI and I'll be eligible to make Roth IRA contributions for me and my wife. Does that make sense? Or should I forget about the Roth IRAs and stick to the Roth 401(k)?

1/14/25: What's your financial goal for 2025? Saving more money? Paying off debt? Going all Roth all the time?