4/24/25: With a combined income of $320k, should I be making all my retirement contributions Roth?
4/23/25: My goal is to retire in exactly seven years. Am I on track to make this happen?
4/22/25: My husband thinks we don't have enough money to retire, I think we do. Who's right?
4/21/25: With a lot of retirement decisions to be made, we want to make sure we don't mess things up.
4/20/25: I have a universal life policy that was sold to me when I was 25. I'm wondering if I should stay the course with this policy as part of my retirement strategy, and if not, how might I go about extracting myself from it?
4/19/25: With spring selling season approaching, homeowners are eager to remodel. On this episode we discuss which renovations can actually boost your home's value, and which upgrades may cost more than they're worth.
4/18/25: Due to some concerns regarding my financial advisor, should I be looking for somebody new to manage my money?
4/17/25: In thinking about what to do in this economic downturn, I was wondering whether stepping up our Roth conversions might be a smart move?
4/16/25: We've been planning on retiring later this year, but the volatility of the current political and financial arenas is making us anxious and giving us pause.
4/15/25: As a mid-to-late career federal worker, should I even consider the buyout and early retirement offer that's currently on the table?
4/14/25: I don’t like my job. So, do I take the leap now, or push through for a few more years? What are the real pros and cons beyond just the numbers?
4/13/25: Most Americans have until April 15 to file their tax returns or request an extension to file and pay any taxes owed. With less than a week left before the deadline, it's time for some last-minute tax tips.
4/12/25: After a WILD week on Wall Street, it's time to answer some of the most common questions we've been receiving.
4/11/25: How comfortable should I be with our financial situation in order to help us determine how much time I can afford not generating income and weigh the options for what the next opportunity could be?
4/10/25: Knowing that money will never be an issue for us, should we pay off the mortgage or invest in the market?
4/9/25: I am a federal employee facing uncertainty about whether my job may be eliminated in the next few months, and my husband is a researcher at a university with a position funded by NIH grants. How should we prepare just in case?
4/8/25: We are not brilliant money people, but we are starting to think it might be a good idea to get on top of the situation. Can we self-manage?
4/7/25: Investors are licking their wounds after a two-day brutal sell-off, triggered by President Trump’s tariffs. We’re here to hold your hands as we start a new week.
3/29/25: We're in our mid 40s and want to make sure we are doing everything we can to prepare for retirement while living our life to the fullest.
4/5/24: Whew, what a week! Here's our latest reminder, especially for all you newbie investors, to keep calm and carry on!