2/10/25: I need about $5k per month to live on in retirement but I'm not sure where I should be taking the money from.

2/7/25: I think my situation will lead to plenty of hate mail, but I'm also living proof that money doesn't always solve anxiety.

2/6/25: My recent appearance from CBS Mornings and then Mark and I chatting about how to improve your FICO score as the national average hits 717.

2/6/25: How can I protect some of my assets if the government decided to take them away? Don't really rich people put money in the Cayman Islands or something?

2/5/25: I just turned 56 years old and am trying to determine if I can retire in three years.

2/4/25: I have a lot of money tied up in a single stock. If it goes up, yes, I am happy, but when it goes down, I think I should have sold. I check the account multiple times each day. Is this behavior typical?

2/4/25: The 2024 tax season is officially open. I joined CBS Mornings with the key details taxpayers should be aware of this season.

2/3/25: I'm 62 and looking to retire at 65, if not sooner. Can I do it?

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.