3/1/25: A new survey finds that the stock market is the preferred choice for long-term investing, though 21% of Americans avoid it due to intimidation. I joined CBS Mornings with tips on how to get started with investing, plus Mark and I discuss.
2/28/25: I'm a federal worker and have the possibility of accepting a voluntary early retirement. Given the current chaotic environment, I'm thinking I want to do it. Do I have enough saved?
2/27/25: Given that our retirement savings are so heavily skewed on the pre-tax side, I am wondering if increasing our Roth contributions is the right move.
2/27/25: My husband and I broke up with our financial advisor about a year ago and now we're trying to self-manage. Are we on the right track?
2/26/24: We both plan to work and invest until we are 70, and possibly beyond in part-time roles, so I am wondering if we can be a bit more aggressive for the next few years?
2/25/25: We are just about to retire and the thought of spending the money rather than saving is a difficult shift. Any advice on how to make this transition?
2/24/25: Now that I'm living in France, I would like to review my financial situation and get some guidance on how to transition to living off my savings after many years of working and being a very diligent saver.
2/21/25: Today we're joined by Ben Miller, co-founder & CEO of Fundrise, a real estate investment platform that uses technology to make high-quality real estate investments available to everyone at a low cost. Since launching its first offering in 2012, Fundrise has invested in more than $7 billion worth of real estate across the country. Today, they manage more than $2.87 billion of equity on behalf of more than 385,000+ individual investors.
2/20/25: We feel woefully unprepared to manage our assets to ensure a comfortable retirement and are looking for some guidance.
2/20/25: My pension won't be coming for quite a few years, but I'm trying to plan now what the best course of action should be when the time comes.
2/19/25: We found an advisor that we really like who claims to be a fiduciary, but he is suggesting we invest our "protected" money in fixed index annuities. Should we run?
2/18/25: My longterm plan of getting out of debt and having six months of emergency savings will be completed at the end of this year. Once that happens, can I reduce my savings rate?
2/18/25: A recent survey reveals that 40% of Americans in committed relationships have kept a financial secret from their partner. I joined CBS Mornings to explain why these financial secrets can be just as damaging as infidelity.
2/17/25: My wife has a deferred comp plan that annuitizes if she stays with the company until the age of 60, otherwise all deferred comp is paid in a lump sum. Should we be concerned?
2/14/25: This Valentine's Day we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of romance scams that morph into crypto scams. Lover beware!!!
2/13/25: With nearly a million dollars in tax-deferred retirement accounts, is now the time for us to consider some Roth conversions?
2/13/24: I'll be 69 this year and my plan is to retire in 2026 when I'll be 70. I'm starting to worry if Social Security will be there when I decide to call it quits. What do you think?
2/12/25: I'm wondering if I can retire in January 2026, just after I will have turned 57, and enjoy life in France. Doable?
2/11/25: The idea of retiring and losing at least half my salary makes me nervous. Should I be or can I afford to do it?
2/11/25: Mark and I chatting about how to ease financial strains while caring for both your parents and children.