Jill on Money with Jill Schlesinger
By Audacy
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Audacy
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 456
Reviews: 6
Episodes: 2129
RR
May 10, 2024
I love that this is concise and to-the-point without a lot of blather. I do wish there were fewer adverts, but at least they're consistently placed so that they're predictably skippable.
Laura
Nov 17, 2022
Always a lot of great advice! I've learned a lot from Jill and Mark.
Feb 13, 2021
Linda
Dec 31, 2020
I love the practical advice and genuine caring that Jill shows for everyone that looks for her help. Jill doesn't shame people for their past mistakes but helps them head in the right direction.
bknowledge
Nov 23, 2020
Great, honest & relatable advise on financial issues that affect life in the long & short term. You don't need $2 million saved in retirement for the suggestion to still help you. I've listened since she appeared on CNET's @the404 podcast.
Description
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at jillonmoney at gmail dot com.
| Episode | Date |
|---|---|
|
Nervous About Retirement
|
Dec 26, 2024 |
|
Merry Christmas!
|
Dec 25, 2024 |
|
Combining Finances With My Partner
|
Dec 24, 2024 |
|
Looming Tax Issues?
|
Dec 23, 2024 |
|
I'm 57, Can I Retire?
|
Dec 22, 2024 |
|
Can I Retire in Three Years?
|
Dec 21, 2024 |
|
Can We Renovate Our Kitchen?
|
Dec 20, 2024 |
|
Feeling Ready to Retire, Am I?
|
Dec 19, 2024 |
|
Saving Our Son From Student Loan Hell
|
Dec 18, 2024 |
|
Worried About Having Enough Money
|
Dec 17, 2024 |
|
Time to Bring Assets Under Management?
|
Dec 16, 2024 |
|
The Future of Wealth Management Part Two
|
Dec 15, 2024 |
|
The Future of Wealth Management Part One
|
Dec 14, 2024 |
|
Helping Adult Children Now vs Later
|
Dec 13, 2024 |
|
Next Steps for Possible Retirement
|
Dec 12, 2024 |
|
Can We Upgrade Our House?
|
Dec 11, 2024 |
|
In Need of a Decumulation Plan
|
Dec 10, 2024 |
|
Can We Afford Two Homes?
|
Dec 09, 2024 |
|
In Our 40s and Planning for Retirement
|
Dec 08, 2024 |
|
Managing Lump Sum Payout
|
Dec 07, 2024 |
|
Roth Conversions and IRMAA
|
Dec 06, 2024 |
|
Tax-Deferred 401(k) Problem
|
Dec 05, 2024 |
|
Feeling the Financial Pinch
|
Dec 04, 2024 |
|
When to Take Social Security?
|
Dec 03, 2024 |
|
Consumers Unnerved by Possible Tariffs
|
Dec 02, 2024 |
|
How to Retire Part Two
|
Dec 01, 2024 |
|
How to Retire Part One
|
Nov 30, 2024 |
|
Social Security Elimination
|
Nov 29, 2024 |
|
Happy Thanksgiving!
|
Nov 28, 2024 |
|
Trump’s Tariffs Threat
|
Nov 27, 2024 |
|
Can I Retire at 55?
|
Nov 26, 2024 |
|
New Job, New Options
|
Nov 25, 2024 |
|
The Dimensional Approach Part Two
|
Nov 24, 2024 |
|
The Dimensional Approach Part One
|
Nov 23, 2024 |
|
Can I Retire in 6-10 Months?
|
Nov 22, 2024 |
|
Investments in This New Era
|
Nov 21, 2024 |
|
Can I Save Less and Enjoy Life?
|
Nov 20, 2024 |
|
Impending Retirement Plans
|
Nov 19, 2024 |
|
Should I Take Social Security Now or Later?
|
Nov 18, 2024 |
|
Ask The Compound Part Two
|
Nov 17, 2024 |
|
Ask The Compound Part One
|
Nov 16, 2024 |
|
Too Much in a Single Stock?
|
Nov 15, 2024 |
|
Does a Roth Conversion Make Sense?
|
Nov 14, 2024 |
|
Loan Pay Down vs Starting Brokerage
|
Nov 13, 2024 |
|
Introducing: Office Ladies 6.0
|
Nov 13, 2024 |
|
Can We Be Done Saving for Retirement?
|
Nov 12, 2024 |
|
Helping Mom With a Lump Sum
|
Nov 11, 2024 |
|
Thought I Was Okay, Now Worried
|
Nov 10, 2024 |
|
No Pension, Can I Still Retire?
|
Nov 09, 2024 |
|
Stocks Surge and Another Rate Cut
|
Nov 08, 2024 |
|
A New House or an Addition?
|
Nov 07, 2024 |
|
Should I Invest Settlement Money?
|
Nov 06, 2024 |
|
Happy Election Day!
|
Nov 05, 2024 |
|
Should I Hold Less Cash?
|
Nov 04, 2024 |
|
Planning Around a Forced Retirement
|
Nov 03, 2024 |
|
Regrouping After a Loss
|
Nov 02, 2024 |
|
The Growing U.S. Economy
|
Nov 01, 2024 |
|
Taxes on Roth Conversion
|
Oct 31, 2024 |
|
Tax Changes on the Horizon
|
Oct 30, 2024 |
|
Out of Whack Asset Allocation
|
Oct 29, 2024 |
|
Retirement Is Days Away
|
Oct 28, 2024 |
|
Possible Retirement Scenarios
|
Oct 27, 2024 |
|
Help Put My Mind at Ease
|
Oct 26, 2024 |
|
Your Open Enrollment Checklist
|
Oct 25, 2024 |
|
Do I Really Need a Bond Fund?
|
Oct 24, 2024 |
|
Various Retirement Possibilities
|
Oct 23, 2024 |
|
My Annuity Mess
|
Oct 22, 2024 |
|
Overall Strategy Help
|
Oct 21, 2024 |
|
State of the Housing Market Part Two
|
Oct 20, 2024 |
|
State of the Housing Market Part One
|
Oct 19, 2024 |
|
Just Laid Off, Can I Retire?
|
Oct 18, 2024 |
|
Making Up for Lost Time
|
Oct 17, 2024 |
|
How to Plan for Long-Term Care
|
Oct 16, 2024 |
|
Good Shape to Retire in 6 Years?
|
Oct 15, 2024 |
|
43 and Considering Early Retirement
|
Oct 14, 2024 |
|
Getting Our Finances in Order
|
Oct 13, 2024 |
|
56 and Considering Retirement
|
Oct 12, 2024 |
|
Second Set of Eyes for House Purchase
|
Oct 11, 2024 |
|
How to Catch Up Financially?
|
Oct 10, 2024 |
|
Opportunity or Disaster?
|
Oct 09, 2024 |
|
Help With Asset Allocation
|
Oct 08, 2024 |
|
Taking a Career Break at 47
|
Oct 07, 2024 |
|
Calculated Risk Part Two
|
Oct 06, 2024 |
|
Calculated Risk Part One
|
Oct 05, 2024 |
|
I Want to Retire, Can I?
|
Oct 04, 2024 |
|
Fear of Running Out of Money
|
Oct 03, 2024 |
|
Gradually, Then Suddenly
|
Oct 02, 2024 |
|
Can I Stop Working at 59?
|
Oct 01, 2024 |
|
Too Many Retirement Plans
|
Sep 30, 2024 |
|
We Need a Sanity Check
|
Sep 29, 2024 |
|
Relieving Financial Anxiety
|
Sep 28, 2024 |
|
Which Pension Option to Take?
|
Sep 27, 2024 |
|
CFP for My Wife if I Die?
|
Sep 26, 2024 |
|
Introducing: Cement City
|
Sep 25, 2024 |
|
Feeling a Bit Scared About Retirement
|
Sep 25, 2024 |
|
What Should I Be Invested In?
|
Sep 24, 2024 |
|
Invest or Pay Off Debt?
|
Sep 23, 2024 |
|
Blue Collar Worker to CEO Part Two
|
Sep 22, 2024 |
|
Blue Collar Worker to CEO Part One
|
Sep 21, 2024 |
|
How Fed Rate Cut Impacts You
|
Sep 20, 2024 |
|
Can I Retire as Soon as Possible?
|
Sep 19, 2024 |
|
Are We Ready for Retirement?
|
Sep 18, 2024 |
|
Cutting the Purse Strings
|
Sep 17, 2024 |
|
Taxes Freaking Me Out
|
Sep 16, 2024 |
|
The Social Security Queen Part Two
|
Sep 15, 2024 |
|
The Social Security Queen Part One
|
Sep 14, 2024 |
|
Tax-Deferred vs Tax-Free
|
Sep 13, 2024 |
|
I’m 81, Can I Retire?
|
Sep 12, 2024 |
|
How to Value a Pension
|
Sep 11, 2024 |
|
Can I Retire When I Want?
|
Sep 10, 2024 |
|
Can I Live Off Rental Property Income?
|
Sep 09, 2024 |
|
What the Best Advisors Do Part Two
|
Sep 08, 2024 |
|
What the Best Advisors Do Part One
|
Sep 07, 2024 |
|
Should I Be Using Muni Bonds?
|
Sep 06, 2024 |
|
Bumpy Road Ahead
|
Sep 05, 2024 |
|
Can I Retire at 45?
|
Sep 04, 2024 |
|
Options for My Solo 401(k)
|
Sep 03, 2024 |
|
Retirement Withdrawal Strategy
|
Sep 02, 2024 |
|
Less Tolerant of Risk as I Age
|
Sep 01, 2024 |
|
Managing Future Retirement Contributions
|
Aug 31, 2024 |
|
Concerns With Potential Early Retirement
|
Aug 30, 2024 |
|
Can We Afford Another Home?
|
Aug 29, 2024 |
|
Retirement Planning With an Age Difference
|
Aug 28, 2024 |
|
A Financial Transformation
|
Aug 27, 2024 |
|
Retirement Planning at 28
|
Aug 26, 2024 |
|
Okay to Retire in Seven Years?
|
Aug 25, 2024 |
|
Already Retired, Is Our Plan Okay?
|
Aug 24, 2024 |
|
Retirement Income Taxes
|
Aug 23, 2024 |
|
Should I Be Tweaking My Investments?
|
Aug 22, 2024 |
|
Afraid to Spend in Retirement
|
Aug 21, 2024 |
|
Can We Retire Comfortably at 70?
|
Aug 20, 2024 |
|
Decrease Retirement Contributions for Downpayment?
|
Aug 19, 2024 |
|
Health Care in Retirement Part Two
|
Aug 18, 2024 |
|
Health Care in Retirement Part One
|
Aug 17, 2024 |
|
The Importance of Estate Planning
|
Aug 16, 2024 |
|
The Uncertainties of Retirement
|
Aug 15, 2024 |
|
Real Estate Transaction Dilemma
|
Aug 14, 2024 |
|
Should I Stay or Should I Go?
|
Aug 13, 2024 |
|
Retirement Ready or Not?
|
Aug 12, 2024 |
|
MicroSkills: Small Actions, Big Impact Part Two
|
Aug 11, 2024 |
|
MicroSkills: Small Actions, Big Impact Part One
|
Aug 10, 2024 |
|
Are the Managerial Fees Worth It?
|
Aug 09, 2024 |
|
Handling Increased Revenue Streams
|
Aug 08, 2024 |
|
On Track to Retire in 12 Years?
|
Aug 07, 2024 |
|
Investing During Volatility
|
Aug 06, 2024 |
|
Is the Economy Slowing Down?
|
Aug 05, 2024 |
|
Money and Markets With Kyla Scanlon Part Two
|
Aug 04, 2024 |
|
Money and Markets With Kyla Scanlon Part One
|
Aug 03, 2024 |
|
What RMDs Mean for Your Money
|
Aug 02, 2024 |
|
Adjusting Portfolio for Retirement
|
Aug 01, 2024 |
|
Do I Need My Financial Advisor?
|
Jul 31, 2024 |
|
Stressed by Approaching Retirement
|
Jul 30, 2024 |
|
Economic Growth Remains Strong
|
Jul 29, 2024 |
|
Ask The Compound Part Two
|
Jul 28, 2024 |
|
Ask The Compound Part One
|
Jul 27, 2024 |
|
How Do Elections Impact the Markets?
|
Jul 26, 2024 |
|
Do I Need a Fixed Annuity?
|
Jul 25, 2024 |
|
Roth 401(k) vs Traditional 401(k)
|
Jul 24, 2024 |
|
Borrowing From 403(b)
|
Jul 23, 2024 |
|
Retired in Our 50s, Are We Safe?
|
Jul 22, 2024 |
|
Where Can I Improve?
|
Jul 21, 2024 |
|
Do We Need an Advisor?
|
Jul 20, 2024 |
|
Estate Tax Law Changes
|
Jul 19, 2024 |
|
Husband Passed, Should I Pay Off Mortgage?
|
Jul 18, 2024 |
|
Navigating Inflation
|
Jul 17, 2024 |
|
High Mortgage Payoff
|
Jul 16, 2024 |
|
Can I Really Retire in My Mid-50s?
|
Jul 15, 2024 |
|
Financial Planning Through a Divorce
|
Jul 14, 2024 |
|
Financial Planning With a Higher Income
|
Jul 13, 2024 |
|
Maximizing Your Advisor Relationship
|
Jul 12, 2024 |
|
Index Funds or CDs?
|
Jul 11, 2024 |
|
Am I Taking the Right Financial Steps?
|
Jul 10, 2024 |
|
Midyear Money Checkup
|
Jul 09, 2024 |
|
Do I Need to Go Back to Work?
|
Jul 08, 2024 |
|
The Big Picture With Barry Ritholtz Part Three
|
Jul 07, 2024 |
|
The Big Picture With Barry Ritholtz Part Two
|
Jul 06, 2024 |
|
Tax-Smart Investing
|
Jul 05, 2024 |
|
The Big Picture With Barry Ritholtz Part One
|
Jul 04, 2024 |
|
Do I Need to Sell My House?
|
Jul 03, 2024 |
|
Lump Sump or Dollar Cost Average
|
Jul 02, 2024 |
|
On Track in Our 30s?
|
Jul 01, 2024 |
|
Handling Extra Income
|
Jun 30, 2024 |
|
How to Allocate Inheritance
|
Jun 29, 2024 |
|
Retirement Income Taxes
|
Jun 28, 2024 |
|
The High Cost of Child Care
|
Jun 27, 2024 |
|
Pay Off the Mortgage or Not?
|
Jun 26, 2024 |
|
Time for Roth Conversions?
|
Jun 25, 2024 |
|
My Financial Outlook
|
Jun 24, 2024 |
|
Good Time to Do Roth Conversions?
|
Jun 23, 2024 |
|
We're Okay Now, How About in 20 Years?
|
Jun 22, 2024 |
|
The Importance of Estate Planning
|
Jun 21, 2024 |
|
If My Job Goes Am I Okay?
|
Jun 20, 2024 |
|
Long-Term Savings and Inflation
|
Jun 19, 2024 |
|
Can I Retire in December?
|
Jun 18, 2024 |
|
Husband Is Nervous About Retirement
|
Jun 17, 2024 |
|
Does Dad Need Financial Intervention?
|
Jun 16, 2024 |
|
Military Retirement Planning
|
Jun 15, 2024 |
|
Finding the Right Advisor
|
Jun 14, 2024 |
|
Do We Need a Financial Planner?
|
Jun 13, 2024 |
|
Summer Job Spike
|
Jun 12, 2024 |
|
Can We Pull Back on Retirement Saving?
|
Jun 11, 2024 |
|
Help With Retirement Plan in My 30s
|
Jun 10, 2024 |
|
Should We Pick the 401(k) or Pension?
|
Jun 09, 2024 |
|
Can I Safely Retire at 62?
|
Jun 08, 2024 |
|
Retirement Income Strategies
|
Jun 07, 2024 |
|
Crazy to Buy a House in Retirement?
|
Jun 06, 2024 |
|
Brokerage Savings vs 401(k)
|
Jun 05, 2024 |
|
Two Annuity Options
|
Jun 04, 2024 |
|
Spending Savings in Retirement
|
Jun 03, 2024 |
|
Should I Move My Retirement Money?
|
Jun 02, 2024 |
|
Do We Have Enough Saved for Retirement?
|
Jun 01, 2024 |
|
Retirement and Your Full Financial Picture
|
May 31, 2024 |
|
Financial Concerns After Divorce
|
May 30, 2024 |
|
Asset Allocation With a Pension
|
May 29, 2024 |
|
Housing Market Breakdown
|
May 28, 2024 |
|
Romance Scams and Cybersecurity Best Practices Part Three
|
May 27, 2024 |
|
Romance Scams and Cybersecurity Best Practices Part Two
|
May 26, 2024 |
|
Romance Scams and Cybersecurity Best Practices Part One
|
May 25, 2024 |
|
Paying for Health Care in Retirement
|
May 24, 2024 |
|
Afraid to Spend My Assets
|
May 23, 2024 |
|
How Am I Set up for Retirement?
|
May 22, 2024 |
|
How to Allocate Inheritance
|
May 21, 2024 |
|
Stock Market Milestone
|
May 20, 2024 |
|
Contemplating Retirement
|
May 19, 2024 |
|
Are My Numbers Correct?
|
May 18, 2024 |
|
Estate Planning Peace of Mind
|
May 17, 2024 |
|
Is Inflation Relief on the Horizon?
|
May 16, 2024 |
|
Maximizing Our Lower Tax Bracket
|
May 15, 2024 |
|
Financial Steps Before Marriage
|
May 14, 2024 |
|
Are We on the Right Track?
|
May 13, 2024 |
|
Estate Planning Conversations Part Two
|
May 12, 2024 |
|
Estate Planning Conversations Part One
|
May 11, 2024 |
|
Are the Managerial Fees Worth It?
|
May 10, 2024 |
|
Planning for Retirement
|
May 09, 2024 |
|
Help Navigating Retirement
|
May 08, 2024 |
|
Can We Pause Retirement Savings?
|
May 07, 2024 |
|
Should I Stay or Should I Go?
|
May 06, 2024 |
|
Work, Retire, Repeat Part Two
|
May 05, 2024 |
|
Work, Retire, Repeat Part One
|
May 04, 2024 |
|
Where to Park Emergency Fund
|
May 03, 2024 |
|
Roth 401(k) or Not for High Earner?
|
May 02, 2024 |
|
Retirement Planning With a Pension
|
May 01, 2024 |
|
Can I Manage My Own Money?
|
Apr 30, 2024 |
|
Okay After Forced Retirement?
|
Apr 29, 2024 |
|
Can I Retire Securely?
|
Apr 28, 2024 |
|
Account Consolidation
|
Apr 27, 2024 |
|
Considering Retirement at 62
|
Apr 26, 2024 |
|
Can We Build Dream Home
|
Apr 25, 2024 |
|
What’s the Best Financial Move for Us?
|
Apr 24, 2024 |
|
Overall Retirement Preparedness
|
Apr 23, 2024 |
|
Unknown Future After Sudden Divorce
|
Apr 22, 2024 |
|
Considering Retirement in Two Years
|
Apr 21, 2024 |
|
Should We Switch to Roth?
|
Apr 20, 2024 |
|
Did We Make a Big Mistake?
|
Apr 19, 2024 |
|
Introducing: Million Dollar Advice
|
Apr 18, 2024 |
|
We’re Both Retiring and Feel Lost
|
Apr 18, 2024 |
|
My Next Phase of Life
|
Apr 17, 2024 |
|
Oil and the Economy
|
Apr 16, 2024 |
|
Can I Leave My High Income Job?
|
Apr 15, 2024 |
|
Evaluating Pension Options
|
Apr 14, 2024 |
|
Lower Income Tax Strategy
|
Apr 13, 2024 |
|
Can I Retire Early?
|
Apr 12, 2024 |
|
Withdrawal Strategy Planning
|
Apr 11, 2024 |
|
Do I Have Enough Saved?
|
Apr 10, 2024 |
|
To Roth or Not to Roth?
|
Apr 09, 2024 |
|
In Our 30s and Planning for Retirement
|
Apr 08, 2024 |
|
Slow Productivity Part Two
|
Apr 07, 2024 |
|
Slow Productivity Part One
|
Apr 06, 2024 |
|
Got Laid Off, Can I Retire?
|
Apr 05, 2024 |
|
Competing Financial Needs
|
Apr 04, 2024 |
|
Intergenerational Financial Issues
|
Apr 03, 2024 |
|
Sweet Spot for Roth Conversions
|
Apr 02, 2024 |
|
Part of Recent Tech Layoff
|
Apr 01, 2024 |
|
Use 401(k) or HSA?
|
Mar 31, 2024 |
|
Recently Retire, Is My Future Secure?
|
Mar 30, 2024 |
|
Overwhelmed by Student Loans
|
Mar 29, 2024 |
|
Laid Off, Can I Retire?
|
Mar 28, 2024 |
|
Maximizing Your Tax Refund
|
Mar 27, 2024 |
|
Roth Conversion Scenario
|
Mar 26, 2024 |
|
Can I Trust What the Advisor Told Us?
|
Mar 25, 2024 |
|
The Bankers’ New Clothes Part Two
|
Mar 24, 2024 |
|
The Bankers’ New Clothes Part One
|
Mar 23, 2024 |
|
Cash Heavy, What to Do?
|
Mar 22, 2024 |
|
Pay Off Mortgage With Windfall?
|
Mar 21, 2024 |
|
Can I Retire Now?!
|
Mar 20, 2024 |
|
Handling Money After the Loss of a Spouse
|
Mar 19, 2024 |
|
How to Invest a Lump Sum
|
Mar 18, 2024 |
|
Ed Slott Tax Tips Part Four
|
Mar 17, 2024 |
|
Ed Slott Tax Tips Part Three
|
Mar 16, 2024 |
|
Should I Switch From Roth to Pre-Tax?
|
Mar 15, 2024 |
|
Should I Do a Roth Conversion?
|
Mar 14, 2024 |
|
How to Deal with Uncertainty
|
Mar 13, 2024 |
|
Options for Stubborn Parents
|
Mar 12, 2024 |
|
Inheritance and Retirement Planning
|
Mar 11, 2024 |
|
Ed Slott Tax Tips Part Two
|
Mar 10, 2024 |
|
Ed Slott Tax Tips Part One
|
Mar 09, 2024 |
|
Social Security Scams and Credit Card Fees
|
Mar 08, 2024 |
|
Too Many Funds in Brokerage Account?
|
Mar 07, 2024 |
|
Am I Putting Too Much Into Retirement?
|
Mar 06, 2024 |
|
Retirement vs Short-Term Needs
|
Mar 05, 2024 |
|
Can I Leave a Job With a Pension?
|
Mar 04, 2024 |
|
How to Fund College
|
Mar 03, 2024 |
|
Seeking Financial Independence
|
Mar 02, 2024 |
|
Forget Pre-Tax Contributions?
|
Mar 01, 2024 |
|
Navigating Love and Finances
|
Feb 29, 2024 |
|
In a Financial Rut
|
Feb 28, 2024 |
|
Getting Back on Track
|
Feb 27, 2024 |
|
Managing Finances for Ex In-Laws
|
Feb 26, 2024 |
|
Will I Have Enough for Retirement?
|
Feb 25, 2024 |
|
Are We Okay With One Income Stream?
|
Feb 24, 2024 |
|
Am I Saving Too Much?
|
Feb 23, 2024 |
|
Did I Make an Annuity Mistake?
|
Feb 22, 2024 |
|
Shocking Inheritance
|
Feb 21, 2024 |
|
Cleaning Up My Act
|
Feb 20, 2024 |
|
Next Steps After a Loss
|
Feb 19, 2024 |
|
Is My Retirement Plan Solid?
|
Feb 18, 2024 |
|
Am I on Track at 50?
|
Feb 17, 2024 |
|
Is the Calculator Correct?
|
Feb 16, 2024 |
|
Living Paycheck to Paycheck
|
Feb 15, 2024 |
|
Hot Inflation Report
|
Feb 14, 2024 |
|
Afraid to Spend Assets
|
Feb 13, 2024 |
|
Am I Cash Heavy?
|
Feb 12, 2024 |
|
Is My Retirement Strategy Okay?
|
Feb 11, 2024 |
|
Can We Spend the Inheritance?
|
Feb 10, 2024 |
|
Brokerage or Pre-Tax Retirement?
|
Feb 09, 2024 |
|
Retirement Rules of Thumb
|
Feb 08, 2024 |
|
Did We Do the Right Thing for Mom?
|
Feb 07, 2024 |
|
Do I Have Enough to Retire?
|
Feb 06, 2024 |
|
On Track for Retirement at 55?
|
Feb 05, 2024 |
|
Ask The Compound Part Two
|
Feb 04, 2024 |
|
Ask The Compound Part One
|
Feb 03, 2024 |
|
Tax Season Tips
|
Feb 02, 2024 |
|
Fed Decision Breakdown
|
Feb 01, 2024 |
|
Does Roth 401(k) Make Sense?
|
Jan 31, 2024 |
|
Ready to Pull the Plug
|
Jan 30, 2024 |
|
53 and Considering a Reset
|
Jan 29, 2024 |
|
I Say We're Okay, Are We?
|
Jan 28, 2024 |
|
Moving Funds in Retirement
|
Jan 27, 2024 |
|
Do I Have to Get Another Job?
|
Jan 26, 2024 |
|
I'm Moving, Should I Sell?
|
Jan 25, 2024 |
|
Revamped FAFSA Applications
|
Jan 24, 2024 |
|
What Else Should I Do?
|
Jan 23, 2024 |
|
Early Mortgage Payoff
|
Jan 22, 2024 |
|
Retirement Withdrawal Confusion
|
Jan 21, 2024 |
|
Worried About Grandma
|
Jan 20, 2024 |
|
Am I Doing It Right?
|
Jan 19, 2024 |
|
Should I Ditch the Rental?
|
Jan 18, 2024 |
|
Roth Conversion Strategy
|
Jan 17, 2024 |
|
Take Distribution to Pay Down HELOC?
|
Jan 16, 2024 |
|
Contemplating a Roth Conversion
|
Jan 15, 2024 |
|
Is the Pension Worth It?
|
Jan 14, 2024 |
|
Can I Leave Behind the Corporate Life?
|
Jan 13, 2024 |
|
Is an Annuity Right for Us?
|
Jan 12, 2024 |
|
Managing Credit Card Debt
|
Jan 11, 2024 |
|
Can I Retire at 55?
|
Jan 10, 2024 |
|
Should We Convert to Roth?
|
Jan 09, 2024 |
|
Light at the End of the Tunnel
|
Jan 08, 2024 |
|
Can I Quit and Do a Reset?
|
Jan 07, 2024 |
|
Am I on Target?
|
Jan 06, 2024 |
|
Is 1% Too Much to Pay in My Situation?
|
Jan 05, 2024 |
|
2024 Financial Resolutions
|
Jan 04, 2024 |
|
I’m 60 and I’m Done
|
Jan 03, 2024 |
|
A Reset to Start the New Year
|
Jan 02, 2024 |
|
Secrets of Perfect Timing Part Three
|
Jan 01, 2024 |
|
Secrets of Perfect Timing Part Two
|
Dec 31, 2023 |
|
Secrets of Perfect Timing Part One
|
Dec 30, 2023 |
|
I'm Ready for Options at 55
|
Dec 29, 2023 |
|
Deferred Comp Options
|
Dec 28, 2023 |
|
Do We Have Enough to Retire?
|
Dec 27, 2023 |
|
Rent or Buy?
|
Dec 26, 2023 |
|
Merry Christmas!!!
|
Dec 25, 2023 |
|
The Irrelevant Investor Part Three
|
Dec 24, 2023 |
|
The Irrelevant Investor Part Two
|
Dec 23, 2023 |
|
The Irrelevant Investor Part One
|
Dec 22, 2023 |
|
Can You Check My Parachute Before I Jump?
|
Dec 21, 2023 |
|
Hoping for Options in 2-3 Years
|
Dec 20, 2023 |
|
Planning for Long-Term Care
|
Dec 19, 2023 |
|
Reset After a Payout
|
Dec 18, 2023 |
|
Cash Sitting on the Sidelines
|
Dec 17, 2023 |
|
The Reformed Broker Part Two
|
Dec 16, 2023 |
|
The Reformed Broker Part One
|
Dec 15, 2023 |
|
The Elusive Soft Landing
|
Dec 14, 2023 |
|
Retirement Readiness
|
Dec 13, 2023 |
|
Is the 3% Rule Too Conservative?
|
Dec 12, 2023 |
|
Unraveling Financial Advisor Allocation
|
Dec 11, 2023 |
|
Are We on Track?
|
Dec 10, 2023 |
|
Can I Get Out and Travel?
|
Dec 09, 2023 |
|
Handling an Inheritance
|
Dec 08, 2023 |
|
Helping Mom With Her Money
|
Dec 07, 2023 |
|
New Parents Needing Direction
|
Dec 06, 2023 |
|
Does a Roth Conversion Make Sense for Us?
|
Dec 05, 2023 |
|
Moving Forward After Divorce
|
Dec 04, 2023 |
|
Your Journey to Financial Freedom Part Two
|
Dec 03, 2023 |
|
Your Journey to Financial Freedom Part One
|
Dec 02, 2023 |
|
Do We Need a Financial Advisor?
|
Dec 01, 2023 |
|
Eager to Retire Early
|
Nov 30, 2023 |
|
Are We Too Optimistic?
|
Nov 29, 2023 |
|
Prepping for Retirement
|
Nov 28, 2023 |
|
Do We Have the Right Plan in Place?
|
Nov 27, 2023 |
|
Can We Take the Plunge Into Retirement?
|
Nov 26, 2023 |
|
Can My Wife Do a Reset?
|
Nov 25, 2023 |
|
Roth 403(b) Contribution Dilemma
|
Nov 24, 2023 |
|
Happy Thanksgiving!
|
Nov 23, 2023 |
|
Student Loan Payment Dilemma
|
Nov 22, 2023 |
|
Can I Do a Reset?
|
Nov 21, 2023 |
|
Should I Retire Now at 62?
|
Nov 20, 2023 |
|
Should I Be Doing More?
|
Nov 19, 2023 |
|
Should We Do Roth Conversions?
|
Nov 18, 2023 |
|
Can I Buy a House in Retirement?
|
Nov 17, 2023 |
|
Balancing Retirement and Experiences
|
Nov 16, 2023 |
|
Can I Retire Next Year at 62?
|
Nov 15, 2023 |
|
Tax Planning in Retirement
|
Nov 14, 2023 |
|
Planning Around a Terminal Illness
|
Nov 13, 2023 |
|
Personal Finance With Vanguard Part Two
|
Nov 12, 2023 |
|
Personal Finance With Vanguard Part One
|
Nov 11, 2023 |
|
When Will Bonds Improve?
|
Nov 10, 2023 |
|
What to Do With HELOC Amidst Rising Rates?
|
Nov 09, 2023 |
|
Should I Stay in the Market?
|
Nov 08, 2023 |
|
How to Fund an Addition?
|
Nov 07, 2023 |
|
401(k) or Brokerage?
|
Nov 06, 2023 |
|
How Much Life Insurance Do We Need?
|
Nov 05, 2023 |
|
How to Allocate Portfolio
|
Nov 04, 2023 |
|
State of the Housing Market
|
Nov 03, 2023 |
|
Tax Loss Harvesting and Early Retirement
|
Nov 02, 2023 |
|
College Tuition Dilemma
|
Nov 01, 2023 |
|
Turning 60 and Looking To Retire
|
Oct 31, 2023 |
|
Annuity Dilemma
|
Oct 30, 2023 |
|
Preserving Our Assets
|
Oct 29, 2023 |
|
Navigating Retirement
|
Oct 28, 2023 |
|
Too Scared to Invest
|
Oct 27, 2023 |
|
Everything Everywhere All at Once
|
Oct 26, 2023 |
|
Burned Out and Would Love to Retire
|
Oct 25, 2023 |
|
To Pool or Not to Pool?
|
Oct 24, 2023 |
|
Retirement Concerns at 51
|
Oct 23, 2023 |
|
Financial Wellness Part Two
|
Oct 22, 2023 |
|
Financial Wellness Part One
|
Oct 21, 2023 |
|
What to Do With Losing Stocks?
|
Oct 20, 2023 |
|
Whole Life Mistake
|
Oct 19, 2023 |
|
What's the Best Path Forward?
|
Oct 18, 2023 |
|
Hoping to Not Burst the Bubble
|
Oct 17, 2023 |
|
Getting My Cash to Work
|
Oct 16, 2023 |
|
Retirement Cash Flow Concerns
|
Oct 15, 2023 |
|
Should I Use Roth 401(k)?
|
Oct 14, 2023 |
|
Retirement Tax Bomb
|
Oct 13, 2023 |
|
Considering Semi-Retirement
|
Oct 12, 2023 |
|
Starting a New Chapter
|
Oct 11, 2023 |
|
Learning to Be Retired
|
Oct 10, 2023 |
|
Option to Retire at 62
|
Oct 09, 2023 |
|
Think Faster, Talk Smarter Part Two
|
Oct 08, 2023 |
|
Think Faster, Talk Smarter Part One
|
Oct 07, 2023 |
|
Can We Afford Two Homes?
|
Oct 06, 2023 |
|
Do I Need a Long-Term Care Policy?
|
Oct 05, 2023 |
|
Paying Daughter's Student Loan
|
Oct 04, 2023 |
|
Prepping for Retirement in 2024
|
Oct 03, 2023 |
|
Conquering My Fear of Risk
|
Oct 02, 2023 |
|
Taming the Street Part Two
|
Oct 01, 2023 |
|
Taming the Street Part One
|
Sep 30, 2023 |
|
Federal Student Loan Repayments Resume
|
Sep 29, 2023 |
|
Introducing Say More with Dr? Sheila
|
Sep 28, 2023 |
|
Use Savings or Take Out Mortgage?
|
Sep 28, 2023 |
|
Adult 529 Plan
|
Sep 27, 2023 |
|
House Poor After Divorce
|
Sep 26, 2023 |
|
Getting Close to Retirement
|
Sep 25, 2023 |
|
Cybersecurity Best Practices Part Two
|
Sep 24, 2023 |
|
Cybersecurity Best Practices Part One
|
Sep 23, 2023 |
|
Fed Decision and Economic Impacts of UAW Strike
|
Sep 22, 2023 |
|
Pension Lump-Sum Options
|
Sep 21, 2023 |
|
Overfunded 529 Plan Options
|
Sep 20, 2023 |
|
Enough Saved to Retire?
|
Sep 19, 2023 |
|
Can We Pull Back on Retirement?
|
Sep 18, 2023 |
|
Master of Change Part Two
|
Sep 17, 2023 |
|
Master of Change Part One
|
Sep 16, 2023 |
|
Can We Ditch Our Insurance?
|
Sep 15, 2023 |
|
Divorce and Financial Reset
|
Sep 14, 2023 |
|
Life Insurance Boot Camp
|
Sep 13, 2023 |
|
Help, I Was Just Laid Off!
|
Sep 12, 2023 |
|
Can I Do a Reset?
|
Sep 11, 2023 |
|
Gonzo Capitalism Part Two
|
Sep 10, 2023 |
|
Gonzo Capitalism Part One
|
Sep 09, 2023 |
|
Managing 401(k) Allocations
|
Sep 08, 2023 |
|
Should I Attack My Student Loan?
|
Sep 07, 2023 |
|
Do I Need Whole Life Insurance?
|
Sep 06, 2023 |
|
Frozen by Analysis Paralysis
|
Sep 05, 2023 |
|
How to Combine Finances
|
Sep 04, 2023 |
|
Will I Be Ready to Retire When I Want?
|
Sep 03, 2023 |
|
Just Retired at 55, Am I Okay?
|
Sep 02, 2023 |
|
Handling a Lump-Sum Payout
|
Sep 01, 2023 |
|
Can I Join My Husband in Retirement?
|
Aug 31, 2023 |
|
Do I Have Enough to Retire?
|
Aug 30, 2023 |
|
Can I Retire in a Year at 65?
|
Aug 29, 2023 |
|
Planning for Early Retirement
|
Aug 28, 2023 |
|
Roth Conversions and Pro-Rata Rule
|
Aug 27, 2023 |
|
How to Allocate Extra Cash Flow
|
Aug 26, 2023 |
|
Should We Buy Whole Life Insurance?
|
Aug 25, 2023 |
|
Obsessed With Being Debt Free
|
Aug 24, 2023 |
|
Money Reset After Divorce
|
Aug 23, 2023 |
|
Can I Retire in 20 Months?
|
Aug 22, 2023 |
|
Worried About Retirement
|
Aug 21, 2023 |
|
Coaching for Leaders Part Two
|
Aug 20, 2023 |
|
Coaching for Leaders Part One
|
Aug 19, 2023 |
|
Why Am I Losing Money With Bonds?
|
Aug 18, 2023 |
|
Are We on the Right Track?
|
Aug 17, 2023 |
|
Trying to Re-Retire
|
Aug 16, 2023 |
|
Inherited IRA Strategy
|
Aug 15, 2023 |
|
What to Do With My Mother’s Home?
|
Aug 14, 2023 |
|
Roth Conversion Considerations
|
Aug 13, 2023 |
|
Managing Extra Cash Flow
|
Aug 12, 2023 |
|
What’s the Point of a Brokerage Account?
|
Aug 11, 2023 |
|
Do I Have Enough to Retire?
|
Aug 10, 2023 |
|
Drowning in Credit Card Mess
|
Aug 09, 2023 |
|
Late to the Investment Game
|
Aug 08, 2023 |
|
Next Best Steps for Our Family
|
Aug 07, 2023 |
|
Your Future Self Part Two
|
Aug 06, 2023 |
|
Your Future Self Part One
|
Aug 05, 2023 |
|
Did I Make a Huge Mistake?
|
Aug 04, 2023 |
|
Can I Use the Exit Ramp Soon?
|
Aug 03, 2023 |
|
Mid-Year Money Checkup
|
Aug 02, 2023 |
|
Preparing for Decumulation
|
Aug 01, 2023 |
|
What's My Next Goal?
|
Jul 31, 2023 |
|
Pre-Tax or Roth 401(k)?
|
Jul 30, 2023 |
|
Where to Invest Additional Funds?
|
Jul 29, 2023 |
|
Too Much of a Single Stock?
|
Jul 28, 2023 |
|
Should We Buy the Mountain Home?
|
Jul 27, 2023 |
|
Can I Retire in Five Years at 62?
|
Jul 26, 2023 |
|
Is a Tiny Home Community a Good Move?
|
Jul 25, 2023 |
|
Does My Wife Have to Stop Working?
|
Jul 24, 2023 |
|
How Much Company Stock Is Enough?
|
Jul 23, 2023 |
|
Roth Conversion Strategy
|
Jul 22, 2023 |
|
Should I Sell Condo to Buy a House?
|
Jul 21, 2023 |
|
What Is a Reasonable Fee?
|
Jul 20, 2023 |
|
I Think We’re Okay, Are We?
|
Jul 19, 2023 |
|
On Track for Retirement?
|
Jul 18, 2023 |
|
What to Do With Settlement Money?
|
Jul 17, 2023 |
|
Car Talk With Mike Quincy Part Two
|
Jul 16, 2023 |
|
Car Talk With Mike Quincy Part One
|
Jul 15, 2023 |
|
Life Insurance Retirement Plan
|
Jul 14, 2023 |
|
How to Invest My Cash?
|
Jul 13, 2023 |
|
Hubby Wants to Quit ASAP
|
Jul 12, 2023 |
|
Contemplating a Reset
|
Jul 11, 2023 |
|
Is It Okay for Me to Call It Quits?
|
Jul 10, 2023 |
|
Thinking About My Next Chapter
|
Jul 09, 2023 |
|
Am I Making the Right Money Moves?
|
Jul 08, 2023 |
|
Introducing: Search Engine
|
Jul 08, 2023 |
|
What to Do With Real Estate Proceeds?
|
Jul 07, 2023 |
|
Can I Retire Next Year at 62?
|
Jul 06, 2023 |
|
Can I Retire in Two Years?
|
Jul 05, 2023 |
|
An American Story
|
Jul 04, 2023 |
|
Should I Get Umbrella Insurance?
|
Jul 03, 2023 |
|
Self-Employed Retirement Plan Options
|
Jul 02, 2023 |
|
Are the Fees Too High?
|
Jul 01, 2023 |
|
Money & Marriage
|
Jun 30, 2023 |
|
Should We Use 401(k) For Home Purchase?
|
Jun 29, 2023 |
|
Is It Time to Sell I Bonds?
|
Jun 28, 2023 |
|
Managing Assets for Mom
|
Jun 27, 2023 |
|
Decumulation to Fund Travel
|
Jun 26, 2023 |
|
Money and Love Part Two
|
Jun 25, 2023 |
|
Money and Love Part One
|
Jun 24, 2023 |
|
Can I Retire or Step Back?
|
Jun 23, 2023 |
|
Can I Retire Early and Buy a New Home?
|
Jun 22, 2023 |
|
Can I Retire at 70?
|
Jun 21, 2023 |
|
Safe to Retire in December?
|
Jun 20, 2023 |
|
The Whiteness of Wealth Part Three
|
Jun 19, 2023 |
|
The Whiteness of Wealth Part Two
|
Jun 18, 2023 |
|
The Whiteness of Wealth Part One
|
Jun 17, 2023 |
|
Fed Pauses Rate Hike
|
Jun 16, 2023 |
|
We Just Retired, Are We Okay?
|
Jun 15, 2023 |
|
Too Much in Tax Advantaged Accounts?
|
Jun 14, 2023 |
|
What To Do Next?
|
Jun 13, 2023 |
|
Retirement Tax Strategy
|
Jun 12, 2023 |
|
Inside the Federal Reserve Part Two
|
Jun 11, 2023 |
|
Inside the Federal Reserve Part One
|
Jun 10, 2023 |
|
Should We Skip the 403(b) Plan?
|
Jun 09, 2023 |
|
Should We Downsize Now That We’re Retired?
|
Jun 08, 2023 |
|
Is It Time to Diversify From the S&P 500?
|
Jun 07, 2023 |
|
Should I Consider an Annuity?
|
Jun 06, 2023 |
|
53 and Buying a Condo
|
Jun 05, 2023 |
|
Ed Slott on if a Traditional IRA Is Worth It
|
Jun 04, 2023 |
|
Ed Slott on Roth IRA Conversions
|
Jun 03, 2023 |
|
Planning for Retirement in Two Years
|
Jun 02, 2023 |
|
Life After the Military
|
Jun 01, 2023 |
|
Afraid to Spend a Dime
|
May 31, 2023 |
|
Looking for an Off-Ramp
|
May 30, 2023 |
|
Little Things That Can Change Your Life Part Three
|
May 29, 2023 |
|
Little Things That Can Change Your Life Part Two
|
May 28, 2023 |
|
Little Things That Can Change Your Life Part One
|
May 27, 2023 |
|
Inherited IRA Tax Strategy
|
May 26, 2023 |
|
Social Security at 67 vs. 70
|
May 25, 2023 |
|
Prepping for Retirement in Four Years
|
May 24, 2023 |
|
Managing Taxes in Retirement
|
May 23, 2023 |
|
Husband Retiring at 51, Are We on Track?
|
May 22, 2023 |
|
State of the Post-Pandemic Economy Part Two
|
May 21, 2023 |
|
State of the Post-Pandemic Economy Part One
|
May 20, 2023 |
|
Taxes Due on Roth Conversions
|
May 19, 2023 |
|
Combining Money After Marriage
|
May 18, 2023 |
|
Financial Housekeeping
|
May 17, 2023 |
|
How to Increase Liquid Cash Flow?
|
May 16, 2023 |
|
Retirement With Special Needs Twins
|
May 15, 2023 |
|
Taking Over the Finances After a Loss
|
May 14, 2023 |
|
Saving Too Much for Retirement?
|
May 13, 2023 |
|
Bombarded by Annuity Pitches
|
May 12, 2023 |
|
Inflation Cools, Debt Heats Up
|
May 11, 2023 |
|
Do I Have to Work?
|
May 10, 2023 |
|
Pay Off Mortgage With My 401(k)?
|
May 09, 2023 |
|
Navigating the Decumulation Phase
|
May 08, 2023 |
|
Evolving Situation, Are We on Track?
|
May 07, 2023 |
|
27 and Hoping to Retire by 50
|
May 06, 2023 |
|
When to Pull Out of the Market?
|
May 05, 2023 |
|
Can I Retire at 58 With My Expensive Hobby?
|
May 04, 2023 |
|
Catching Up and Staying on Track
|
May 03, 2023 |
|
First Republic Fails, Now What?
|
May 02, 2023 |
|
Can I Do a Reset at 55?
|
May 01, 2023 |
|
Do I Need an Annuity?
|
Apr 30, 2023 |
|
Best Place to Invest
|
Apr 29, 2023 |
|
Mutual Funds vs CDs
|
Apr 28, 2023 |
|
Figuring It Out at 22
|
Apr 27, 2023 |
|
Contemplating a Job Change
|
Apr 26, 2023 |
|
Financing Our Dream Home
|
Apr 25, 2023 |
|
Inheriting Large Amount of Money
|
Apr 24, 2023 |
|
Should I Do a Roth Conversion?
|
Apr 23, 2023 |
|
Focused On Paying Down the Mortgage
|
Apr 22, 2023 |
|
Can We Buy a Rental Property?
|
Apr 21, 2023 |
|
The Rising Cost of College
|
Apr 20, 2023 |
|
Can I Make a Career Change?
|
Apr 19, 2023 |
|
Are We Okay to Tap Our TSPs?
|
Apr 18, 2023 |
|
Should I Use the Pension Plan?
|
Apr 17, 2023 |
|
Do I Need the Advisor?
|
Apr 16, 2023 |
|
Roth IRA Options
|
Apr 15, 2023 |
|
Can I Retire in Five Years at 55?
|
Apr 14, 2023 |
|
Will We Have Enough to Retire?
|
Apr 13, 2023 |
|
Is the Pension Worth It?
|
Apr 12, 2023 |
|
Are We Saving Too Much?
|
Apr 11, 2023 |
|
Can I Retire at 58?
|
Apr 10, 2023 |
|
Other People's Pockets Part Two
|
Apr 09, 2023 |
|
Other People's Pockets Part One
|
Apr 08, 2023 |
|
Tax Season Tips
|
Apr 07, 2023 |
|
Should We Bail on Schwab?
|
Apr 06, 2023 |
|
Can I Retire at 47?
|
Apr 05, 2023 |
|
FINE by 54?
|
Apr 04, 2023 |
|
Reset After Divorce
|
Apr 03, 2023 |
|
Take Social Security or Tap IRA?
|
Apr 02, 2023 |
|
Considering a Backdoor Roth
|
Apr 01, 2023 |
|
Analyzing the Gender Pay Gap
|
Mar 31, 2023 |
|
I'm 52, Can I Retire at 59?
|
Mar 30, 2023 |
|
Dazed and Confused or on Top of the World?
|
Mar 29, 2023 |
|
Financial Planning While Overseas
|
Mar 28, 2023 |
|
A Complete Reset at 57
|
Mar 27, 2023 |
|
Are We Saving Enough or Too Much?
|
Mar 26, 2023 |
|
Managing Surplus Cash Flow
|
Mar 25, 2023 |
|
Retiring in Three Years, Are We Okay?
|
Mar 24, 2023 |
|
Guidance on Next Financial Steps
|
Mar 23, 2023 |
|
Fed Faces Key Decision
|
Mar 22, 2023 |
|
On the Right Track in Our Early 30s?
|
Mar 21, 2023 |
|
Trying to Plan For My Retirement
|
Mar 20, 2023 |
|
Retirement Readiness Part Two
|
Mar 19, 2023 |
|
Retirement Readiness Part One
|
Mar 18, 2023 |
|
Banking Crisis Update and a Layoff Protection Plan
|
Mar 17, 2023 |
|
Am I on Track at 50?
|
Mar 16, 2023 |
|
Should I Be Considering a Backdoor Roth?
|
Mar 15, 2023 |
|
SVB Failure, Keep Calm and Carry On
|
Mar 14, 2023 |
|
Can We Buy a Vacation Home and Still Retire Early?
|
Mar 13, 2023 |
|
Should I Pay Down Debt as Much as Possible?
|
Mar 12, 2023 |
|
Pay Down the Mortgage or Invest?
|
Mar 11, 2023 |
|
Keep or Ditch Insurance Policies?
|
Mar 10, 2023 |
|
Did We Blow It With This Annuity?
|
Mar 09, 2023 |
|
Should We Prioritize Debt or Investing?
|
Mar 08, 2023 |
|
Transitioning to Life After a Career With the Government
|
Mar 07, 2023 |
|
Planning Around a Terminal Illness
|
Mar 06, 2023 |
|
Being Pitched an Investment Idea
|
Mar 05, 2023 |
|
What's the Financial Priority?
|
Mar 04, 2023 |
|
Useful Money Saving Tips
|
Mar 03, 2023 |
|
Withdrawal of Retirement Savings
|
Mar 02, 2023 |
|
Feeling Like There’s More to Life
|
Mar 01, 2023 |
|
Can I Retire in Five Years at 56?
|
Feb 28, 2023 |
|
Should I Retire at 68 and Enjoy Life?
|
Feb 27, 2023 |
|
How to Handle Inherited IRA
|
Feb 26, 2023 |
|
Should I Be Worrying About Mom?
|
Feb 25, 2023 |
|
Planning for Special Needs Child
|
Feb 24, 2023 |
|
Mortgage Pay Off After Retirement?
|
Feb 23, 2023 |
|
Can I Retire ASAP?
|
Feb 22, 2023 |
|
Rent the House or Sell It?
|
Feb 21, 2023 |
|
Feeling Anxiety Over My Finances
|
Feb 20, 2023 |
|
Retirement Reboot Part Two
|
Feb 19, 2023 |
|
Retirement Reboot Part One
|
Feb 18, 2023 |
|
A Nervous Federal Worker
|
Feb 17, 2023 |
|
Construction Loan Decisions
|
Feb 16, 2023 |
|
Catastrophic Diagnosis for Child
|
Feb 15, 2023 |
|
Is Purchasing an Annuity a Good Idea for Me?
|
Feb 14, 2023 |
|
Are We Saving Enough at 51?
|
Feb 13, 2023 |
|
On Track to Retire in Two Years?
|
Feb 12, 2023 |
|
Withdrawals in Retirement
|
Feb 11, 2023 |
|
Should I Buy Long-Term Care Insurance?
|
Feb 10, 2023 |
|
Do We Have Enough for Early Retirement?
|
Feb 09, 2023 |
|
Should I Ditch the Annuity?
|
Feb 08, 2023 |
|
Can I Retire at 61?
|
Feb 07, 2023 |
|
Preparing for Severance Payment
|
Feb 06, 2023 |
|
Confused About Rebalancing
|
Feb 05, 2023 |
|
Long-Term Care Policy Options
|
Feb 04, 2023 |
|
Withdrawal Strategy in Retirement
|
Feb 03, 2023 |
|
Whole Life or Term Life Insurance?
|
Feb 02, 2023 |
|
Does My Retirement Plan Make Sense?
|
Feb 01, 2023 |
|
How to Manage Unexpected Raise
|
Jan 31, 2023 |
|
College Savings and Life Insurance
|
Jan 30, 2023 |
|
Can I Retire in Four Years?
|
Jan 29, 2023 |
|
Annuity Options
|
Jan 28, 2023 |
|
Tips for Tax Payers
|
Jan 27, 2023 |
|
Financial Tips to Live Your Best Life
|
Jan 26, 2023 |
|
We Are Being Pitched an Annuity!
|
Jan 25, 2023 |
|
Helping Mom With Her Investments
|
Jan 24, 2023 |
|
Helping My Recently Widowed Aunt
|
Jan 23, 2023 |
|
Secure Act 2.0 Part Two
|
Jan 22, 2023 |
|
Secure Act 2.0 Part One
|
Jan 21, 2023 |
|
The Debt Ceiling and Your Finances
|
Jan 20, 2023 |
|
Getting Back on Track After a Loss
|
Jan 19, 2023 |
|
Still on Track After Five Years Retired?
|
Jan 18, 2023 |
|
12 Years to Go at Age 45?
|
Jan 17, 2023 |
|
The Great Money Reset Part Three
|
Jan 16, 2023 |
|
The Great Money Reset Part Two
|
Jan 15, 2023 |
|
The Great Money Reset Part One
|
Jan 14, 2023 |
|
What to Do With Whole Life Policies?
|
Jan 13, 2023 |
|
Will I Run Out of Money in Retirement?
|
Jan 12, 2023 |
|
Where to Put Money From Sale of House?
|
Jan 11, 2023 |
|
Major Move Before Retirement
|
Jan 10, 2023 |
|
Preparing for a Career Transition
|
Jan 09, 2023 |
|
Am I Saving in the Right Way?
|
Jan 08, 2023 |
|
Is the 401(k) Worth It?
|
Jan 07, 2023 |
|
Should I Contribute to My Roth 401(k)?
|
Jan 06, 2023 |
|
When Is Leaving Worth More Than Staying?
|
Jan 05, 2023 |
|
The FINE Phase
|
Jan 04, 2023 |
|
Feeling Behind After Living Large
|
Jan 03, 2023 |
|
Why Do I Feel Nervous?
|
Jan 02, 2023 |
|
The Power of Regret Part Two
|
Jan 01, 2023 |
|
The Power of Regret Part One
|
Dec 31, 2022 |
|
Retirement Withdrawal Strategy
|
Dec 30, 2022 |
|
Do We Have Enough Squirreled Away?
|
Dec 29, 2022 |
|
Can I Survive in Retirement?
|
Dec 28, 2022 |
|
In Our 30s, Are We on Track?
|
Dec 27, 2022 |
|
Already Retired but Very Worried
|
Dec 26, 2022 |
|
The Data Detective Part Two
|
Dec 25, 2022 |
|
The Data Detective Part One
|
Dec 24, 2022 |
|
The Gyrations Are Scaring Me
|
Dec 23, 2022 |
|
How Much Longer Do We Need to Work?
|
Dec 22, 2022 |
|
Have We Saved Enough for Retirement?
|
Dec 21, 2022 |
|
Funding Grad School
|
Dec 20, 2022 |
|
Can My Husband Retire at 60?
|
Dec 19, 2022 |
|
Estate Planning Drama
|
Dec 18, 2022 |
|
Saving in the Right Places
|
Dec 17, 2022 |
|
Making Up for Lost Time
|
Dec 16, 2022 |
|
Are We Being Charged Too Much?
|
Dec 15, 2022 |
|
Presenting Gone South Season 2: The Dixie Mafia
|
Dec 14, 2022 |
|
Can We Retire at 60 and 62?
|
Dec 14, 2022 |
|
Should I Reduce My 401(k) Contributions?
|
Dec 13, 2022 |
|
Are We Crazy for This Idea?
|
Dec 12, 2022 |
|
Planning Around Social Security
|
Dec 11, 2022 |
|
Does a Whole Life Policy Make Sense?
|
Dec 10, 2022 |
|
Old Retirement Plan Options
|
Dec 09, 2022 |
|
In Our Early 50s, Are We on Track?
|
Dec 08, 2022 |
|
Thoughts on Annuity Purchase
|
Dec 07, 2022 |
|
The Fees Are Bugging Me
|
Dec 06, 2022 |
|
Should I Retire in Five Years?
|
Dec 05, 2022 |
|
In Our 30s, Are We on Track?
|
Dec 04, 2022 |
|
Do I Need Permanent Life Insurance?
|
Dec 03, 2022 |
|
Why Use Brokerage?
|
Dec 02, 2022 |
|
Charitable Giving Tips
|
Dec 01, 2022 |
|
Financially Responsible for My Parents
|
Nov 30, 2022 |
|
Should I Pay Off the Mortgage?
|
Nov 29, 2022 |
|
Mother-in-Law Needs Help ASAP
|
Nov 28, 2022 |
|
Do We Still Need Term Insurance?
|
Nov 27, 2022 |
|
Can I Invest the Emergency Fund?
|
Nov 26, 2022 |
|
How to Handle Inherited Annuities
|
Nov 25, 2022 |
|
What We're Thankful For
|
Nov 24, 2022 |
|
Estate Planning Boot Camp
|
Nov 23, 2022 |
|
Roth 401(k) or a Brokerage Account?
|
Nov 22, 2022 |
|
Considering My Age, Do I Have Enough Saved?
|
Nov 21, 2022 |
|
Can We Get Out of the Rat Race?
|
Nov 20, 2022 |
|
Preparing for a Change
|
Nov 19, 2022 |
|
Change Jobs or Tough It Out?
|
Nov 18, 2022 |
|
Am I on Track at 51?
|
Nov 17, 2022 |
|
Should I Move Out With My Friends?
|
Nov 16, 2022 |
|
Managing Competing Financial Priorities
|
Nov 15, 2022 |
|
Help, We Are Stuck So We Do Nothing!
|
Nov 14, 2022 |
|
Quit with Annie Duke Part Two
|
Nov 13, 2022 |
|
Quit with Annie Duke Part One
|
Nov 12, 2022 |
|
Should We Pay Down the HELOC?
|
Nov 11, 2022 |
|
Tax-Deferred or Brokerage Account?
|
Nov 10, 2022 |
|
Can I Slow Down?
|
Nov 09, 2022 |
|
Is Now the Time to Convert to a Roth?
|
Nov 08, 2022 |
|
A Different Kind of Retirement Calculator?
|
Nov 07, 2022 |
|
What to Do With Old 401(k) Plan?
|
Nov 06, 2022 |
|
Should We Convert to Roth?
|
Nov 05, 2022 |
|
Housing Market Slowdown
|
Nov 04, 2022 |
|
Can I Do This Investing Thing on My Own?
|
Nov 03, 2022 |
|
Are We Making a Financial Mistake?
|
Nov 02, 2022 |
|
Divorce and My Financial Future
|
Nov 01, 2022 |
|
Rethinking My Plan
|
Oct 31, 2022 |
|
Year-End Planning With Ed Slott Part Two
|
Oct 30, 2022 |
|
Year-End Planning With Ed Slott Part One
|
Oct 29, 2022 |
|
I’m a Habitual Worrier, Are We Okay?
|
Oct 28, 2022 |
|
How to Allocate Savings vs. Retirement?
|
Oct 27, 2022 |
|
Introducing: It Was Said Season 2
|
Oct 26, 2022 |
|
How Do I Catch Up at 62?
|
Oct 26, 2022 |
|
What to Do With Home Sale Proceeds?
|
Oct 25, 2022 |
|
Roth 401(k) or Not?
|
Oct 24, 2022 |
|
HSA Boot Camp Part Two
|
Oct 23, 2022 |
|
HSA Boot Camp Part One
|
Oct 22, 2022 |
|
Should I Consider Changing Jobs?
|
Oct 21, 2022 |
|
Can I Retire in Two Years?
|
Oct 20, 2022 |
|
Can I Retire at 62?
|
Oct 19, 2022 |
|
Are the Fees Too High?
|
Oct 18, 2022 |
|
Are Retirement Calculators Lying to Me?
|
Oct 17, 2022 |
|
The American Dream and Other Fairy Tales Part Two
|
Oct 16, 2022 |
|
The American Dream and Other Fairy Tales Part One
|
Oct 15, 2022 |
|
Who Is Right?
|
Oct 14, 2022 |
|
Pay Off Car Loan or Keep Money in Savings?
|
Oct 13, 2022 |
|
Help in Life Transitions
|
Oct 12, 2022 |
|
Pre-Retirement Anxiety
|
Oct 11, 2022 |
|
Am I Behind on Retirement Savings?
|
Oct 10, 2022 |
|
Can I Retire a Bit Early?
|
Oct 09, 2022 |
|
Old Retirement Plan Options
|
Oct 08, 2022 |
|
After-Tax 401(k) Contributions
|
Oct 07, 2022 |
|
Help, My Husband Is Panicking!
|
Oct 06, 2022 |
|
Totally Fried at the Age of 55
|
Oct 05, 2022 |
|
Should I Stop 401(k) Contributions?
|
Oct 04, 2022 |
|
Retirement Planning With a Disability
|
Oct 03, 2022 |
|
Social Security Strategies
|
Oct 02, 2022 |
|
Planning After a Loss
|
Oct 01, 2022 |
|
How to Approach Bond Funds
|
Sep 30, 2022 |
|
Welcome to Campaign HQ with David Plouffe
|
Sep 29, 2022 |
|
How Much to Put Down on a House?
|
Sep 29, 2022 |
|
How Can We Help My Ma In Law?
|
Sep 28, 2022 |
|
SEP IRA or Solo 401(k)?
|
Sep 27, 2022 |
|
Can We Cut Back and Start Enjoying Life?
|
Sep 26, 2022 |
|
Invest or Pay Down Mortgage?
|
Sep 25, 2022 |
|
Incorporating Additional Income
|
Sep 24, 2022 |
|
How to Unravel an Annuity?
|
Sep 23, 2022 |
|
Ignore the Market Gyrations
|
Sep 22, 2022 |
|
Early Retirement or a Pool?
|
Sep 21, 2022 |
|
How Much Is Enough?
|
Sep 20, 2022 |
|
Do We Have Enough in Investments?
|
Sep 19, 2022 |
|
We're 47, Can We Retire in Four Years?
|
Sep 18, 2022 |
|
Pay Off the Car Loan?
|
Sep 17, 2022 |
|
Are We Doing Okay?
|
Sep 16, 2022 |
|
All Roth All the Time?
|
Sep 15, 2022 |
|
Worst Day on Wall Street in Two Years
|
Sep 14, 2022 |
|
Should I Hire an Advisor?
|
Sep 13, 2022 |
|
Investing Neophyte
|
Sep 12, 2022 |
|
Should I Be Getting Life Insurance?
|
Sep 11, 2022 |
|
Should I Roll Over My TSP?
|
Sep 10, 2022 |
|
Can We Splurge on a Motor Home?
|
Sep 09, 2022 |
|
Should I Rebalance Now or Wait?
|
Sep 08, 2022 |
|
Pre-Tax or Post for My 401(k)?
|
Sep 07, 2022 |
|
Retirement Planning With an Age Difference
|
Sep 06, 2022 |
|
Does My Kid Need Life Insurance?
|
Sep 05, 2022 |
|
How to Change Part Two
|
Sep 04, 2022 |
|
How to Change Part One
|
Sep 03, 2022 |
|
Pension Options
|
Sep 02, 2022 |
|
Do We Need a Planner?
|
Sep 01, 2022 |
|
Young and Dreaming of Early Retirement
|
Aug 31, 2022 |
|
Income Streams in Retirement
|
Aug 30, 2022 |
|
Prospects for Retirement
|
Aug 29, 2022 |
|
The Practice of Groundedness Part Two
|
Aug 28, 2022 |
|
The Practice of Groundedness Part One
|
Aug 27, 2022 |
|
Should We Keep Investing?
|
Aug 26, 2022 |
|
We Upsized, Are We Okay?
|
Aug 25, 2022 |
|
Time to Help the Parents
|
Aug 24, 2022 |
|
Helping Mom Get on Track
|
Aug 23, 2022 |
|
New 401(k), Pre-Tax or Roth?
|
Aug 22, 2022 |
|
A World Without Email Part Two
|
Aug 21, 2022 |
|
A World Without Email Part One
|
Aug 20, 2022 |
|
How to Handle Large Salary Increase
|
Aug 19, 2022 |
|
Can I Retire at 56, or Wait Until 60?
|
Aug 18, 2022 |
|
Is the Fee I'm Paying Too High?
|
Aug 17, 2022 |
|
Late Start, Will I Be Okay?
|
Aug 16, 2022 |
|
What to Do With an Extra $50k?
|
Aug 15, 2022 |
|
Why Generalists Triumph in a Specialized World Part Two
|
Aug 14, 2022 |
|
Why Generalists Triumph in a Specialized World Part One
|
Aug 13, 2022 |
|
I'm 66, Can I Retire?
|
Aug 12, 2022 |
|
Can I Retire at 59.5?
|
Aug 11, 2022 |
|
Time to Lock In My Mortgage?
|
Aug 10, 2022 |
|
Can I Pull Some Money Out of My IRA?
|
Aug 09, 2022 |
|
Will I Be Living in My Car?
|
Aug 08, 2022 |
|
Lump Sum or Annuity?
|
Aug 07, 2022 |
|
Helping Dad With His Finances
|
Aug 06, 2022 |
|
Withdrawals When the Market Tanks
|
Aug 05, 2022 |
|
Variable Rate Mortgage vs Traditional Mortgage
|
Aug 04, 2022 |
|
Our Retirement Plan, Would You Change Anything?
|
Aug 03, 2022 |
|
Housing Dilemma for Mom
|
Aug 02, 2022 |
|
Financing the Cost of College
|
Aug 01, 2022 |
|
Prepping for a Transition
|
Jul 31, 2022 |
|
Savings Prioritization
|
Jul 30, 2022 |
|
State of the Economy
|
Jul 29, 2022 |
|
Too Much Real Estate?
|
Jul 28, 2022 |
|
Pension Options Including Disability
|
Jul 27, 2022 |
|
I'm 57, Can I Retire Yet?
|
Jul 26, 2022 |
|
Can I Retire by 60?
|
Jul 25, 2022 |
|
Weathering the Economic Headwinds Part Two
|
Jul 24, 2022 |
|
Weathering the Economic Headwinds Part One
|
Jul 23, 2022 |
|
HSA or Roth?
|
Jul 22, 2022 |
|
How to Avoid Falling Victim to Financial Fraud
|
Jul 21, 2022 |
|
Can We Take a Sabbatical?
|
Jul 20, 2022 |
|
Tax Strategies in Retirement
|
Jul 19, 2022 |
|
Helping Mom as She Transitions to Long-Term Care
|
Jul 18, 2022 |
|
I’m Thinking About Paying off the Mortgage
|
Jul 17, 2022 |
|
Is My Money Safe?
|
Jul 16, 2022 |
|
What Do You Think of Our Plan?
|
Jul 15, 2022 |
|
Prepping for a Possible Recession
|
Jul 14, 2022 |
|
Retiring With a Disabled Daughter
|
Jul 13, 2022 |
|
I’m Fried, Can I Retire?
|
Jul 12, 2022 |
|
When Can I Retire?!
|
Jul 11, 2022 |
|
Target Date Funds
|
Jul 10, 2022 |
|
Should We Be Using a Roth 401(k)?
|
Jul 09, 2022 |
|
How to Invest Extra Money
|
Jul 08, 2022 |
|
Best Way to Plan for Retirement
|
Jul 07, 2022 |
|
Already Retired, but Need a Plan
|
Jul 06, 2022 |
|
The Frugal Way to Travel Part Two
|
Jul 05, 2022 |
|
The Frugal Way to Travel Part One
|
Jul 04, 2022 |
|
Loving Capitalism Part Two
|
Jul 03, 2022 |
|
Loving Capitalism Part One
|
Jul 02, 2022 |
|
41 and Planning for the Future
|
Jul 01, 2022 |
|
In Our Mid 40s, Are We on Track?
|
Jun 30, 2022 |
|
When to Take My Pension
|
Jun 29, 2022 |
|
Single Mom Trying to Save for Retirement
|
Jun 28, 2022 |
|
Finding a Balance Between Saving for Retirement and Enjoying Life
|
Jun 27, 2022 |
|
What to Do With My Annuity?
|
Jun 26, 2022 |
|
$108k Left on the Mortgage, Should I Pay It Off?
|
Jun 25, 2022 |
|
My Retirement Money
|
Jun 24, 2022 |
|
Financial Advice for College Grads
|
Jun 23, 2022 |
|
Can I Retire NOW?
|
Jun 22, 2022 |
|
Big Pension and TSP, How Much Is Enough?
|
Jun 21, 2022 |
|
Should I Ditch My Stocks and Go All Cash?
|
Jun 20, 2022 |
|
Should I Take a New Job and Ditch My Pension?
|
Jun 19, 2022 |
|
How Should I Invest My 401(k)?
|
Jun 18, 2022 |
|
Nowhere to Run, Nowhere to Hide
|
Jun 17, 2022 |
|
Biggest Rate Increase Since 1994
|
Jun 16, 2022 |
|
Trying to Get My Financial Life in Order
|
Jun 15, 2022 |
|
Good With Money but Need a Plan
|
Jun 14, 2022 |
|
Recession Fears
|
Jun 13, 2022 |
|
Celebrating Pride Month Part Two
|
Jun 12, 2022 |
|
Celebrating Pride Month Part One
|
Jun 11, 2022 |
|
Help Me Get Set Financially
|
Jun 10, 2022 |
|
Sitting on Cash, Should I Pay Off the Mortgage?
|
Jun 09, 2022 |
|
Starting to Panic
|
Jun 08, 2022 |
|
Am I Crazy to Still Be Renting?
|
Jun 07, 2022 |
|
Evaluating Pension Options
|
Jun 06, 2022 |
|
Starting Off on the Right Foot
|
Jun 05, 2022 |
|
Life Insurance for College?
|
Jun 04, 2022 |
|
Reality Check, Can I Retire in Three Years?
|
Jun 03, 2022 |
|
Can We Retire in a Month?
|
Jun 02, 2022 |
|
Decent 401(k), but No Pension
|
Jun 01, 2022 |
|
Forced Retirement at 55, Are We Okay?
|
May 31, 2022 |
|
Make Your Bed: Little Things That Can Change Your Life...And Maybe the World
|
May 30, 2022 |
|
Roar: Into the Second Half of Your Life Part Two
|
May 29, 2022 |
|
Roar: Into the Second Half of Your Life Part One
|
May 28, 2022 |
|
Can We Retire at 55?
|
May 27, 2022 |
|
Stay or Go?
|
May 26, 2022 |
|
When Can I Afford to Call It Quits?
|
May 25, 2022 |
|
Need Advice on Early Retirement
|
May 24, 2022 |
|
Recent Widow, What Am I Supposed to Do?
|
May 23, 2022 |
|
Don’t Bail on Bonds Part Two
|
May 22, 2022 |
|
Don’t Bail on Bonds Part One
|
May 21, 2022 |
|
Dell Podference: Consumer Sought Goods and the Pandemic Part Two
|
May 20, 2022 |
|
Dell Podference: Consumer Sought Goods and the Pandemic Part One
|
May 20, 2022 |
|
Closing in on a Bear Market
|
May 20, 2022 |
|
Dell Podference: A Fintech Company Navigates the Pandemic
|
May 19, 2022 |
|
Seeking Options in Early Retirement
|
May 19, 2022 |
|
I’m Scared, Should I Keep Investing?
|
May 18, 2022 |
|
Evaluating My Pension Options
|
May 17, 2022 |
|
Are We Ok to Possibly Retire at 61 or 62?
|
May 16, 2022 |
|
Help Me Help My Parents!
|
May 15, 2022 |
|
Am I Over Diversified?
|
May 14, 2022 |
|
Convince Me to Keep Investing
|
May 13, 2022 |
|
How Is the Interest on I Bonds Calculated?
|
May 12, 2022 |
|
Where Do I Go From Here?
|
May 11, 2022 |
|
Too Much Company Stock?
|
May 10, 2022 |
|
Financial Worries Keeping Me Awake at Night
|
May 09, 2022 |
|
Navigating the Pandemic as CEO Part Two
|
May 08, 2022 |
|
Navigating the Pandemic as CEO Part One
|
May 07, 2022 |
|
Keep Calm and Keep Investing
|
May 06, 2022 |
|
Will I Be Okay To Retire in Seven Years?
|
May 05, 2022 |
|
Can I Retire and Move to Spain?
|
May 04, 2022 |
|
Can I Accomplish My Goal of Semi-Retirement?
|
May 03, 2022 |
|
53 and Panicking About Retirement
|
May 02, 2022 |
|
Role Reversal With Jill Part Two
|
May 01, 2022 |
|
Role Reversal With Jill Part One
|
Apr 30, 2022 |
|
Planning for Retirement and Relocation
|
Apr 29, 2022 |
|
Balancing Retirement and College Savings
|
Apr 28, 2022 |
|
Delay Social Security and Start Converting?
|
Apr 27, 2022 |
|
Questions About Inherited IRA
|
Apr 26, 2022 |
|
Are We on the Right Track?
|
Apr 25, 2022 |
|
How to Prioritize Our Savings
|
Apr 24, 2022 |
|
Factoring Health Into the Retirement Equation
|
Apr 23, 2022 |
|
Is Now the Time for an Annuity?
|
Apr 22, 2022 |
|
Flat Fee or AUM, What is Best for Me?
|
Apr 21, 2022 |
|
Prepping for Retirement
|
Apr 20, 2022 |
|
Questions About My Early Retirement
|
Apr 19, 2022 |
|
Help Us Get Back on Track
|
Apr 18, 2022 |
|
What's Your Problem Part Two
|
Apr 17, 2022 |
|
What's Your Problem Part One
|
Apr 16, 2022 |
|
Last-Minute Tax Tips and Elon Wants Twitter
|
Apr 15, 2022 |
|
Why Shouldn’t We Pay Off the Mortgage?
|
Apr 14, 2022 |
|
Please Help and Let Me Get Some Sleep!
|
Apr 13, 2022 |
|
Can I Retire Next Year at 56?
|
Apr 12, 2022 |
|
Is a Widower on Track for Retirement in Three Years?
|
Apr 11, 2022 |
|
Am I Doing Enough for Retirement?
|
Apr 10, 2022 |
|
What to Do With Old 401(k)?
|
Apr 09, 2022 |
|
I Bonds or a 529 Plan?
|
Apr 08, 2022 |
|
How to Pay for College
|
Apr 07, 2022 |
|
The Just In Case Plan
|
Apr 06, 2022 |
|
When Do We Take the Hit on Taxes?
|
Apr 05, 2022 |
|
28, Retire by 45?
|
Apr 04, 2022 |
|
Taxes in Retirement
|
Apr 03, 2022 |
|
Mortgage or No Mortgage?
|
Apr 02, 2022 |
|
I'm 43, Should I Retire?
|
Apr 01, 2022 |
|
Do I Need an Advisor?
|
Mar 31, 2022 |
|
Can I Help My Daughter Buy an Apartment?
|
Mar 30, 2022 |
|
Where to Put the Next Available Dollar?
|
Mar 29, 2022 |
|
Feeling Pressure to Buy a Home
|
Mar 28, 2022 |
|
Launching Financial Grownups Part Two
|
Mar 27, 2022 |
|
Launching Financial Grownups Part One
|
Mar 26, 2022 |
|
Financial Checkup at 47
|
Mar 25, 2022 |
|
Can We Afford to Buy a Piece of Land?
|
Mar 24, 2022 |
|
Feeling Financial Anxiety
|
Mar 23, 2022 |
|
Am I Taking Too Much Risk at 75?
|
Mar 22, 2022 |
|
Stacking Our Financial Priorities
|
Mar 21, 2022 |
|
Did I Retire Too Early?
|
Mar 20, 2022 |
|
Keep or Ditch Disability Policy?
|
Mar 19, 2022 |
|
What the Fed’s Rate Hikes Mean for You
|
Mar 18, 2022 |
|
Should We Be Doing Roth Conversions?
|
Mar 17, 2022 |
|
Pre-Retirement Anxiety
|
Mar 16, 2022 |
|
Cash Poor and Retired
|
Mar 15, 2022 |
|
Planning for Retirement 6-7 Years Out
|
Mar 14, 2022 |
|
The Fees Seem High
|
Mar 13, 2022 |
|
Can We Cut Back to Part-Time?
|
Mar 12, 2022 |
|
Tips for Fighting Rising Prices
|
Mar 11, 2022 |
|
Tapping Accounts in Retirement
|
Mar 10, 2022 |
|
A Ban on Oil and Helping the People of Ukraine
|
Mar 09, 2022 |
|
Tax Cutoff for Roth Conversion
|
Mar 08, 2022 |
|
Fear of Going Broke
|
Mar 07, 2022 |
|
Tax Season with Ed Slott Part Two
|
Mar 06, 2022 |
|
Tax Season with Ed Slott Part One
|
Mar 05, 2022 |
|
Buy or Rent?
|
Mar 04, 2022 |
|
Roth Conversion to Lower RMD
|
Mar 03, 2022 |
|
What Am I Missing?
|
Mar 02, 2022 |
|
Your Financial Reality
|
Mar 01, 2022 |
|
Feeling Pressure to Hire a Financial Advisor
|
Feb 28, 2022 |
|
Why the ESG Craze Is Flawed Part Two
|
Feb 27, 2022 |
|
Why the ESG Craze Is Flawed Part One
|
Feb 26, 2022 |
|
Economic Impact of Russian Invasion
|
Feb 25, 2022 |
|
Does a Fixed Annuity Make Sense?
|
Feb 24, 2022 |
|
Will I Be Okay Post-Divorce?
|
Feb 23, 2022 |
|
Social Security Timing
|
Feb 22, 2022 |
|
Retired and Navigating Inflation
|
Feb 21, 2022 |
|
The Power of Regret Part Two
|
Feb 20, 2022 |
|
The Power of Regret Part One
|
Feb 19, 2022 |
|
Can I Retire?
|
Feb 18, 2022 |
|
Lake House Dream or Pipe Dream?
|
Feb 17, 2022 |
|
Financial Advisor or Not?
|
Feb 16, 2022 |
|
Are We Doing Enough for Retirement?
|
Feb 15, 2022 |
|
Do I Need a Financial Partner?
|
Feb 14, 2022 |
|
The Revolution That Wasn't Part Two
|
Feb 13, 2022 |
|
The Revolution That Wasn't Part One
|
Feb 12, 2022 |
|
How to Negotiate With Your Boss
|
Feb 11, 2022 |
|
Does a Roth 401(k) Have RMDs?
|
Feb 10, 2022 |
|
I Need Help With a Large Inheritance
|
Feb 09, 2022 |
|
Should We Be Doing Roth Conversions?
|
Feb 08, 2022 |
|
Are We on Track for the Next 10 Years? 20? Beyond?
|
Feb 07, 2022 |
|
Navigating the Metaverse and Beyond Part Two
|
Feb 06, 2022 |
|
Navigating the Metaverse and Beyond Part One
|
Feb 05, 2022 |
|
Will Volatility Impact My Goals?
|
Feb 04, 2022 |
|
To Pay Off the Mortgage or Not
|
Feb 03, 2022 |
|
My Gap Year (updated)
|
Feb 02, 2022 |
|
ETFs vs Index Funds
|
Feb 01, 2022 |
|
Is the Advisor Screwing Dad?
|
Jan 31, 2022 |
|
The Great Resignation or a Reshuffle? (Part Two)
|
Jan 30, 2022 |
|
The Great Resignation or a Reshuffle? (Part One)
|
Jan 29, 2022 |
|
Pre-Tax or Roth 401(k)?
|
Jan 28, 2022 |
|
Tax Season Is Open!
|
Jan 27, 2022 |
|
Active Military, Seeking Advice on Retirement Planning
|
Jan 26, 2022 |
|
Pension or 401(k)?
|
Jan 25, 2022 |
|
Can We Retire?
|
Jan 24, 2022 |
|
Rebalancing Retirement Account
|
Jan 23, 2022 |
|
Should I Buy an Annuity?
|
Jan 22, 2022 |
|
Will I Ever Be Able To Retire?
|
Jan 21, 2022 |
|
Will I Hit My Retirement Number?
|
Jan 20, 2022 |
|
Is Moving My 401(k) the Right Move?
|
Jan 19, 2022 |
|
Claiming Social Security Early
|
Jan 18, 2022 |
|
How Prepared Are We for Retirement?
|
Jan 17, 2022 |
|
Take the Pitch or Swing?
|
Jan 16, 2022 |
|
Pay Off the Mortgage?
|
Jan 15, 2022 |
|
From Listener to Website Developer
|
Jan 14, 2022 |
|
Inflation and Hot Housing
|
Jan 13, 2022 |
|
Can I Retire at 60?
|
Jan 12, 2022 |
|
Transitioning to Retirement
|
Jan 11, 2022 |
|
$7,000,000 and 8 Kids
|
Jan 10, 2022 |
|
What's the Financial Priority?
|
Jan 09, 2022 |
|
Should We Switch to a 529 Plan?
|
Jan 08, 2022 |
|
Financial Planning and Terminal Illness
|
Jan 07, 2022 |
|
Pre-Tax or Roth?
|
Jan 06, 2022 |
|
Should I Do a 15 or 30 Year Mortgage?
|
Jan 05, 2022 |
|
Yay or Nay on Robo Advisors?
|
Jan 04, 2022 |
|
Trying to Make Up for Lost Time
|
Jan 03, 2022 |
|
In Pursuit of Financial Independence
|
Jan 02, 2022 |
|
Which Retirement Accounts to Use
|
Jan 01, 2022 |
|
How To Handle an Inheritance
|
Dec 31, 2021 |
|
In Need of a Retirement Checkup
|
Dec 30, 2021 |
|
Social Security Strategy
|
Dec 29, 2021 |
|
Do I Need a Whole Life Policy?
|
Dec 28, 2021 |
|
I Think I’m in Good Shape, Can You Confirm?
|
Dec 27, 2021 |
|
Keep or Ditch Whole Life Policy?
|
Dec 26, 2021 |
|
Should I Ditch or Keep Our Insurance Policies?
|
Dec 25, 2021 |
|
Retirement Plan Options
|
Dec 24, 2021 |
|
Are We Going Off the Rails?
|
Dec 23, 2021 |
|
Did I Retire Too Soon?
|
Dec 22, 2021 |
|
Have I Accumulated Enough to Retire?
|
Dec 21, 2021 |
|
Roth Conversion Before End of Year?
|
Dec 20, 2021 |
|
Should I Pay Off a Small Mortgage?
|
Dec 19, 2021 |
|
End of Year Rebalancing
|
Dec 18, 2021 |
|
End of Year Money Tips
|
Dec 17, 2021 |
|
In Desperate Need of Consolidation
|
Dec 16, 2021 |
|
Is $800k in One Stock Too Much?
|
Dec 15, 2021 |
|
Roth Option Stinks, Still Use It?
|
Dec 14, 2021 |
|
Ballooning Costs
|
Dec 13, 2021 |
|
Easily Invest in Rental Homes Part Two
|
Dec 12, 2021 |
|
Easily Invest in Rental Homes Part One
|
Dec 11, 2021 |
|
Use Investments To Pay Off Mortgage?
|
Dec 10, 2021 |
|
Job Eliminated, What To Do With Old 401(k)?
|
Dec 09, 2021 |
|
Evaluating Pension Options
|
Dec 08, 2021 |
|
How To Take Advantage of Lower Income
|
Dec 07, 2021 |
|
What To Do With Extra Money?
|
Dec 06, 2021 |
|
Year-End Money Tips Part Two
|
Dec 05, 2021 |
|
Year-End Money Tips Part One
|
Dec 04, 2021 |
|
Non-Deductible IRA or Brokerage?
|
Dec 03, 2021 |
|
Should I Use an HSA?
|
Dec 02, 2021 |
|
The Hierarchy of Savings
|
Dec 01, 2021 |
|
Should I Ditch Bonds for Cash?
|
Nov 30, 2021 |
|
Is My Financial Future Secure?
|
Nov 29, 2021 |
|
How to Implement Bonds?
|
Nov 28, 2021 |
|
Long-Term Care Insurance
|
Nov 27, 2021 |
|
$500k in a Single Stock
|
Nov 26, 2021 |
|
What We're Grateful For
|
Nov 25, 2021 |
|
How to Fund College?
|
Nov 24, 2021 |
|
Looking to Join the FINE Movement
|
Nov 23, 2021 |
|
At 67, Is My 80/20 Portfolio Too Risky?
|
Nov 22, 2021 |
|
I'm 49, Can I Retire at 53?
|
Nov 21, 2021 |
|
Annuity Options
|
Nov 20, 2021 |
|
Taking a Sabbatical at 26
|
Nov 19, 2021 |
|
Retail Sales Surge
|
Nov 18, 2021 |
|
Can We Shift From Retirement to College Savings?
|
Nov 17, 2021 |
|
Derailed by the Pandemic
|
Nov 16, 2021 |
|
How to Help My Mother-In-Law
|
Nov 15, 2021 |
|
27 and Seeking Flexibility Later On
|
Nov 14, 2021 |
|
How Much Company Stock Is Too Much?
|
Nov 13, 2021 |
|
What to Do With Home Sale Proceeds?
|
Nov 12, 2021 |
|
Inflation and Supply Chain Shortages
|
Nov 11, 2021 |
|
Single Parent, Am I on Track?
|
Nov 10, 2021 |
|
Craving Account Consolidation
|
Nov 09, 2021 |
|
Help, I’m Stressing Over My Finances!
|
Nov 08, 2021 |
|
Estate Planning Drama
|
Nov 07, 2021 |
|
Is Grad School Worth It?
|
Nov 06, 2021 |
|
Does the Roth Option Make Sense for Us?
|
Nov 05, 2021 |
|
Should I Use My 457 or a Brokerage Account?
|
Nov 04, 2021 |
|
$6,000 to Kill Bullwinkle?!?!
|
Nov 03, 2021 |
|
How Are We Doing Financially?
|
Nov 02, 2021 |
|
Should I Be Using a Brokerage Account?
|
Nov 01, 2021 |
|
At What Point Is My 401(k) Not Worth Using?
|
Oct 31, 2021 |
|
Have We Saved Enough for Retirement?
|
Oct 30, 2021 |
|
Hubby Says No, Wife Says Yes, Who’s Right?
|
Oct 29, 2021 |
|
New Home Owner, Did I Make a Mistake?
|
Oct 28, 2021 |
|
Can I Take a Home Office Deduction?
|
Oct 27, 2021 |
|
Going From Two Incomes to One
|
Oct 26, 2021 |
|
Am I Saving Too Aggressively?
|
Oct 25, 2021 |
|
Shutdown: How Covid Shook the World's Economy Part Two
|
Oct 24, 2021 |
|
Shutdown: How Covid Shook the World's Economy Part One
|
Oct 23, 2021 |
|
Tackling the Child Care Crisis
|
Oct 22, 2021 |
|
In My 50s, Am I on Track?
|
Oct 21, 2021 |
|
Can We Spend Some of Our Inheritance?
|
Oct 20, 2021 |
|
Tax Strategies in Retirement
|
Oct 19, 2021 |
|
Should We Sell the Rental Property?
|
Oct 18, 2021 |
|
Trillions: How a Band of Renegades Invented the Index Fund Part Two
|
Oct 17, 2021 |
|
Trillions: How a Band of Renegades Invented the Index Fund Part One
|
Oct 16, 2021 |
|
59 and 60, Can We Retire?
|
Oct 15, 2021 |
|
The Great Resignation
|
Oct 14, 2021 |
|
Can We Retire at 62?
|
Oct 13, 2021 |
|
Recently Retired and Have Questions
|
Oct 12, 2021 |
|
Which Accounts to Tap in Retirement
|
Oct 11, 2021 |
|
It Feels Like We’re Treading Water
|
Oct 10, 2021 |
|
Where Should Our Focus Be?
|
Oct 09, 2021 |
|
Student Loan Forgiveness
|
Oct 08, 2021 |
|
Drowning in Credit Card Debt (Caller Update)
|
Oct 07, 2021 |
|
How to Allocate Extra Cash Flow?
|
Oct 06, 2021 |
|
Prepping for the Next Phase
|
Oct 05, 2021 |
|
When to Save, When to Spend?
|
Oct 04, 2021 |
|
The Practice of Groundedness Part Two
|
Oct 03, 2021 |
|
The Practice of Groundedness Part One
|
Oct 02, 2021 |
|
What Role Do Dividends Play?
|
Oct 01, 2021 |
|
Debt Ceiling Fallout
|
Sep 30, 2021 |
|
How Can I Help My Grandmother?
|
Sep 29, 2021 |
|
Can My Husband Ditch His Pension?
|
Sep 28, 2021 |
|
Can I Start a New Endeavor at 57?
|
Sep 27, 2021 |
|
Machiavelli for Women Part Two
|
Sep 26, 2021 |
|
Machiavelli for Women Part One
|
Sep 25, 2021 |
|
Is Our Portfolio Too Conservative?
|
Sep 24, 2021 |
|
My Gap Year
|
Sep 23, 2021 |
|
Stocks See Lowest Drop Since May
|
Sep 22, 2021 |
|
Are We on Target for Retirement?
|
Sep 21, 2021 |
|
We’re 57, Can We Retire at 60?
|
Sep 20, 2021 |
|
Thrift Savings Plan For All Part Two
|
Sep 19, 2021 |
|
Thrift Savings Plan For All Part One
|
Sep 18, 2021 |
|
Are We Paying Too Much in Fees?
|
Sep 17, 2021 |
|
I’m 39, Can I Semi-Retire in Eight Years?
|
Sep 16, 2021 |
|
Labor Market Concerns
|
Sep 15, 2021 |
|
How to Invest Cash on the Sidelines?
|
Sep 14, 2021 |
|
Sell the Rental and Invest the Proceeds?
|
Sep 13, 2021 |
|
Remembering 9/11 Part Two
|
Sep 12, 2021 |
|
Remembering 9/11 Part One
|
Sep 11, 2021 |
|
Is Paying Off Mortgage Early Worth It?
|
Sep 10, 2021 |
|
Convert Rollover IRA to Roth?
|
Sep 09, 2021 |
|
Does Our Plan Have Any Holes?
|
Sep 08, 2021 |
|
Is It Okay to Invest the Emergency Fund?
|
Sep 07, 2021 |
|
Should We Sell a Rental to Pay Off Debt?
|
Sep 06, 2021 |
|
Can We Retire in 3-4 Years?
|
Sep 05, 2021 |
|
How to Handle Inherited Annuity
|
Sep 04, 2021 |
|
Keep Renting or Buy a Condo?
|
Sep 03, 2021 |
|
How Much Is a Pension Worth?
|
Sep 02, 2021 |
|
Should I Convert From Traditional to Roth?
|
Sep 01, 2021 |
|
Buy a House or Stay Put?
|
Aug 31, 2021 |
|
Old Retirement Plan Options
|
Aug 30, 2021 |
|
Can I Retire a Bit Early?
|
Aug 29, 2021 |
|
Do We Need Bonds?
|
Aug 28, 2021 |
|
Overall Financial Planning
|
Aug 27, 2021 |
|
Social Security Claiming Strategy
|
Aug 26, 2021 |
|
What to Do With Home Sale Proceeds?
|
Aug 25, 2021 |
|
Passive Versus Active Investing
|
Aug 24, 2021 |
|
How to Handle Extra Cash Flow?
|
Aug 23, 2021 |
|
Planning After a Loss
|
Aug 22, 2021 |
|
Can We Retire Early?
|
Aug 21, 2021 |
|
Should I Pay Extra on the Mortgage?
|
Aug 20, 2021 |
|
Pay Off the Loan or Invest the Money?
|
Aug 19, 2021 |
|
Do I Need Life Insurance?
|
Aug 18, 2021 |
|
What to Do With Old Retirement Plan?
|
Aug 17, 2021 |
|
Deciding Between a Traditional or a Roth 401(k)
|
Aug 16, 2021 |
|
Making College Pay Part Two
|
Aug 15, 2021 |
|
Making College Pay Part One
|
Aug 14, 2021 |
|
How to Change a Sucky Attitude
|
Aug 13, 2021 |
|
Pension or 401(k)?
|
Aug 12, 2021 |
|
Are We on Track at 55?
|
Aug 11, 2021 |
|
Single Parent's Late Start (Best Email EVER)
|
Aug 10, 2021 |
|
Permission to Pay Off Mortgage?
|
Aug 09, 2021 |
|
Having the Money Talk Part Two
|
Aug 08, 2021 |
|
Having the Money Talk Part One
|
Aug 07, 2021 |
|
Why Do I Feel Like a Loser?
|
Aug 06, 2021 |
|
Las Vegas, the Land of Bad Odds and Bad Behavior
|
Aug 05, 2021 |
|
Is Our Retirement Strategy Okay?
|
Aug 04, 2021 |
|
How to Finance a Renovation
|
Aug 03, 2021 |
|
Feeling a Bit Overwhelmed
|
Aug 02, 2021 |
|
Is Our Financial Foundation Solid?
|
Aug 01, 2021 |
|
Do I Need a Whole Life Policy?
|
Jul 31, 2021 |
|
How to Handle a Pension
|
Jul 30, 2021 |
|
Do We Need an Advisor?
|
Jul 29, 2021 |
|
Should I Consider a Mortgage Recast?
|
Jul 28, 2021 |
|
The Backdoor Roth Process
|
Jul 27, 2021 |
|
How to Prioritize Our Savings Strategy
|
Jul 26, 2021 |
|
The Premonition Part Two
|
Jul 25, 2021 |
|
The Premonition Part One
|
Jul 24, 2021 |
|
How to Handle a Lump Sum
|
Jul 23, 2021 |
|
Are We Being Too Aggressive With Our Investments?
|
Jul 22, 2021 |
|
Help! We're Drowning in Credit Card Debt.
|
Jul 21, 2021 |
|
Am I Okay to Retire This Year?
|
Jul 20, 2021 |
|
Inflation and Your Money
|
Jul 19, 2021 |
|
Subtract: The Untapped Science of Less Part Two
|
Jul 18, 2021 |
|
Subtract: The Untapped Science of Less Part One
|
Jul 17, 2021 |
|
Time to Fire My Advisor?
|
Jul 16, 2021 |
|
I'm Constantly Worried About Money
|
Jul 15, 2021 |
|
Can I Retire at 60 and Travel?
|
Jul 14, 2021 |
|
My Wife Is 40, Can She Stop Working?
|
Jul 13, 2021 |
|
Am I Sitting on Too Much Cash?
|
Jul 12, 2021 |
|
Preparing for a Transition
|
Jul 11, 2021 |
|
How to Prioritize My Savings
|
Jul 10, 2021 |
|
How to Maximize Earning Potential
|
Jul 09, 2021 |
|
Does It Make Sense to Pay Off the Mortgage?
|
Jul 08, 2021 |
|
Trying to Time the Market
|
Jul 07, 2021 |
|
Target Date Fund Strategy
|
Jul 06, 2021 |
|
Roth or Traditional 401(k)?
|
Jul 05, 2021 |
|
On the Path to Financial Independence
|
Jul 04, 2021 |
|
Lump Sum or Annuity?
|
Jul 03, 2021 |
|
How to Break Up With My Advisor?
|
Jul 02, 2021 |
|
Use Inheritance to Pay Off Mortgage?
|
Jul 01, 2021 |
|
Boring Is Beautiful
|
Jun 30, 2021 |
|
Roth Conversion Strategy
|
Jun 29, 2021 |
|
How Much Life Insurance Do We Need?
|
Jun 28, 2021 |
|
Financial Help for a Parent
|
Jun 27, 2021 |
|
Can I Call It Quits in a Few Years?
|
Jun 26, 2021 |
|
Should I Bite the Bullet and Go Roth?
|
Jun 25, 2021 |
|
Should I Use the Roth 401(k) Option?
|
Jun 24, 2021 |
|
Help Allocating Our Portfolio
|
Jun 23, 2021 |
|
Are We on Track for Early Retirement?
|
Jun 22, 2021 |
|
Sell the House in a Hot Market?
|
Jun 21, 2021 |
|
State of the Economy Part Two
|
Jun 20, 2021 |
|
State of the Economy Part One
|
Jun 19, 2021 |
|
Enjoying Life Prior to Retirement
|
Jun 18, 2021 |
|
Should I Start Using the Roth 401(k)?
|
Jun 17, 2021 |
|
Can We Retire Early and Travel?
|
Jun 16, 2021 |
|
How Will Inflation Impact My Stocks?
|
Jun 15, 2021 |
|
Consumer Prices Are on the Rise
|
Jun 14, 2021 |
|
From Janitor to Top Executive Part Two
|
Jun 13, 2021 |
|
From Janitor to Top Executive Part One
|
Jun 12, 2021 |
|
Should We Convert to a Roth?
|
Jun 11, 2021 |
|
How to Pay for Grad School
|
Jun 10, 2021 |
|
How to Finance Home Improvement Project
|
Jun 09, 2021 |
|
Can I Quit My Job?
|
Jun 08, 2021 |
|
Crypto, Housing Shortages & More with Major Garrett
|
Jun 07, 2021 |
|
How to Change with Katy Milkman Part Two
|
Jun 06, 2021 |
|
How to Change with Katy Milkman Part One
|
Jun 05, 2021 |
|
Homebuyer With Heartache
|
Jun 04, 2021 |
|
How Many Funds Do We Need?
|
Jun 03, 2021 |
|
Target Date Fund Strategy
|
Jun 02, 2021 |
|
Do We Have the Right Plan in Place?
|
Jun 01, 2021 |
|
Work, Relationships and Grieving with Esther Perel Part Three
|
May 31, 2021 |
|
Work, Relationships and Grieving with Esther Perel Part Two
|
May 30, 2021 |
|
Work, Relationships and Grieving with Esther Perel Part One
|
May 29, 2021 |
|
20 or 30 Year Mortgage?
|
May 28, 2021 |
|
Can We Retire in Two Years?
|
May 27, 2021 |
|
Investing in a Zig Zag Stock Market
|
May 26, 2021 |
|
Should We Buy or Keep Renting?
|
May 25, 2021 |
|
Punished for Being Single?
|
May 24, 2021 |
|
The Whiteness of Wealth Part Two
|
May 23, 2021 |
|
The Whiteness of Wealth Part One
|
May 22, 2021 |
|
Am I Okay Using a Robo-Advisor?
|
May 21, 2021 |
|
Tips for Switching Careers
|
May 20, 2021 |
|
Knocked Down but Not Out
|
May 19, 2021 |
|
Retirement Checkup
|
May 18, 2021 |
|
Are We Over Saving for Retirement?
|
May 17, 2021 |
|
Dream First, Details Later Part Two
|
May 16, 2021 |
|
Dream First, Details Later Part One
|
May 15, 2021 |
|
Inflation Fears
|
May 14, 2021 |
|
Are We Trying to Time the Market?
|
May 13, 2021 |
|
Prepping for Retirement
|
May 12, 2021 |
|
Getting on Track for Retirement
|
May 11, 2021 |
|
BONUS: Small Business Bootcamp
|
May 10, 2021 |
|
Last Minute Tax Tips
|
May 10, 2021 |
|
Spring Housing Market Part Two
|
May 09, 2021 |
|
Spring Housing Market Part One
|
May 08, 2021 |
|
Can We Retire at 53 and 57?
|
May 07, 2021 |
|
Should I Be Doing Roth Conversions?
|
May 06, 2021 |
|
Roth or Pre-Tax 401(k)?
|
May 05, 2021 |
|
Second Guessing My Roth Decision
|
May 04, 2021 |
|
American Families Plan
|
May 03, 2021 |
|
The Unspoken Rules Part Two
|
May 02, 2021 |
|
The Unspoken Rules Part One
|
May 01, 2021 |
|
A Journey in Financial Literacy
|
Apr 30, 2021 |
|
Worried About Mom and Dad
|
Apr 29, 2021 |
|
Can I Save Less?
|
Apr 28, 2021 |
|
What To Do With Bonus?
|
Apr 27, 2021 |
|
Financial Planning For Maternity Leave
|
Apr 26, 2021 |
|
One Annuity to Another?
|
Apr 25, 2021 |
|
Pay Off Mortgage?
|
Apr 24, 2021 |
|
Is It Time To Cash Out?
|
Apr 23, 2021 |
|
Rags to Riches
|
Apr 22, 2021 |
|
I Hit the Crypto Jackpot!
|
Apr 21, 2021 |
|
Am I Crazy To Give Up a Pension?
|
Apr 20, 2021 |
|
Learning To Be Retired
|
Apr 19, 2021 |
|
Bernie Madoff and The Wizard of Lies Part Two
|
Apr 18, 2021 |
|
Bernie Madoff and The Wizard of Lies Part One
|
Apr 17, 2021 |
|
Getting My Financial Life in Order
|
Apr 16, 2021 |
|
Fixing an IRA Mess
|
Apr 15, 2021 |
|
On Track for Retirement?
|
Apr 14, 2021 |
|
Can I Pay Off the Mortgage?
|
Apr 13, 2021 |
|
Dissecting the Infrastructure Plan
|
Apr 12, 2021 |
|
What To Do With My Savings?
|
Apr 11, 2021 |
|
Roth or Pre-Tax 401(k)?
|
Apr 10, 2021 |
|
Desperate for a House
|
Apr 09, 2021 |
|
Retirement Saving Tips
|
Apr 08, 2021 |
|
Keep or Ditch Whole Life Policy?
|
Apr 07, 2021 |
|
Pay Off Debt or Save for Retirement?
|
Apr 06, 2021 |
|
Can I Retire at 55?
|
Apr 05, 2021 |
|
Helping Mom and Dad
|
Apr 04, 2021 |
|
Do We Need an Advisor?
|
Apr 03, 2021 |
|
The Magic of Compound Interest
|
Apr 02, 2021 |
|
Can I Retire Early?
|
Apr 01, 2021 |
|
A Clean Backdoor Roth Conversion
|
Mar 31, 2021 |
|
What's the Financial Priority?
|
Mar 30, 2021 |
|
A Smorgasbord of Roth Questions
|
Mar 29, 2021 |
|
Is My Portfolio Too Risky?
|
Mar 28, 2021 |
|
Am I Over Diversified?
|
Mar 27, 2021 |
|
Is It Time To Hire an Advisor?
|
Mar 26, 2021 |
|
Spring Housing Season
|
Mar 25, 2021 |
|
Three Options for Extra Cashflow
|
Mar 24, 2021 |
|
What To Do With $100,000
|
Mar 23, 2021 |
|
Tax Strategies in Retirement
|
Mar 22, 2021 |
|
A World Without Email Part Two
|
Mar 21, 2021 |
|
A World Without Email Part One
|
Mar 20, 2021 |
|
Save for House or Invest?
|
Mar 19, 2021 |
|
ETF or Index Fund?
|
Mar 18, 2021 |
|
Take on a Mortgage in Retirement?
|
Mar 17, 2021 |
|
Women and Work
|
Mar 16, 2021 |
|
Producer Mark Makes a Rare Appearance
|
Mar 15, 2021 |
|
The Data Detective with Tim Harford Part Two
|
Mar 14, 2021 |
|
The Data Detective with Tim Harford Part One
|
Mar 13, 2021 |
|
New Stimulus Bill Details
|
Mar 12, 2021 |
|
Which Assets in Which Accounts?
|
Mar 11, 2021 |
|
What to Do With Excess Cash?
|
Mar 10, 2021 |
|
Saving for Financial Independence
|
Mar 09, 2021 |
|
Buy or Keep Renting?
|
Mar 08, 2021 |
|
Asset Allocation
|
Mar 07, 2021 |
|
Tax Season and the Recovery Rebate Credit
|
Mar 06, 2021 |
|
Dollar Cost Avg or Lump Sum?
|
Mar 05, 2021 |
|
Too Much Cash in Savings?
|
Mar 04, 2021 |
|
Planning for Retirement With 500k in Student Loans
|
Mar 03, 2021 |
|
Health Insurance Options
|
Mar 02, 2021 |
|
Pre-Tax or Roth in Retirement Plan?
|
Mar 01, 2021 |
|
Next-Generation Financial Services Part Two
|
Feb 28, 2021 |
|
Next-Generation Financial Services Part One
|
Feb 27, 2021 |
|
Is One Percent a Reasonable Fee?
|
Feb 26, 2021 |
|
Real Estate Dilemma
|
Feb 25, 2021 |
|
Details of Third Stimulus Package
|
Feb 24, 2021 |
|
On Path to Financial Independence?
|
Feb 23, 2021 |
|
Too Much Company Stock?
|
Feb 22, 2021 |
|
Bitcoin Boot Camp Part Two
|
Feb 21, 2021 |
|
Bitcoin Boot Camp Part One
|
Feb 20, 2021 |
|
Inflation Hedge
|
Feb 19, 2021 |
|
Market Timing Doesn't Work
|
Feb 18, 2021 |
|
Roth Conversion Strategy
|
Feb 17, 2021 |
|
Pay Down Mortgage or Invest?
|
Feb 16, 2021 |
|
Prepping for First Investment Property
|
Feb 15, 2021 |
|
How to Organize Our Savings
|
Feb 14, 2021 |
|
Side Hustle School with Chris Guillebeau
|
Feb 13, 2021 |
|
Better Option Than Bonds?
|
Feb 12, 2021 |
|
Is Tesla a Good Investment?
|
Feb 11, 2021 |
|
What's the Financial Priority?
|
Feb 10, 2021 |
|
Should I Roll Over Old 401(k)?
|
Feb 09, 2021 |
|
Did We Make a Financial Blunder?
|
Feb 08, 2021 |
|
Slice: The Easiest Way to Order Your Favorite Local Pizza
|
Feb 07, 2021 |
|
Tax Season Tips with Ed Slott
|
Feb 06, 2021 |
|
Invest in Bitcoin?
|
Feb 05, 2021 |
|
Wasted Stimulus Payments
|
Feb 04, 2021 |
|
Navigating Retirement While Undocumented
|
Feb 03, 2021 |
|
How's My Retirement Plan Looking?
|
Feb 02, 2021 |
|
Should We Convert to Roth?
|
Feb 01, 2021 |
|
GameStop: The Internet vs. Wall Street Part Two
|
Jan 31, 2021 |
|
GameStop: The Internet vs. Wall Street Part One
|
Jan 30, 2021 |
|
Should I Ditch My Advisor?
|
Jan 29, 2021 |
|
Bonus: GameStop Stock Surge Explained
|
Jan 28, 2021 |
|
Keep or Sell Rental Property?
|
Jan 28, 2021 |
|
How Much for House Down Payment
|
Jan 27, 2021 |
|
Will I Outlive My Money?
|
Jan 26, 2021 |
|
Is My Advisor Charging Too Much?
|
Jan 25, 2021 |
|
Can I Afford to Retire Early?
|
Jan 24, 2021 |
|
Your Taxes and COVID-19 with Ed Slott
|
Jan 23, 2021 |
|
Hidden Costs of Investing
|
Jan 22, 2021 |
|
Pay for College With Retirement Savings?
|
Jan 21, 2021 |
|
Can I Afford a Career Change?
|
Jan 20, 2021 |
|
Roth or Traditional Debate, Who's Right?
|
Jan 19, 2021 |
|
On Track for Retirement?
|
Jan 18, 2021 |
|
How to Take RMDs
|
Jan 17, 2021 |
|
Should I Adjust Retirement Contributions?
|
Jan 16, 2021 |
|
Debt Free, Now What?
|
Jan 15, 2021 |
|
Pay Down Mortgage or Invest
|
Jan 14, 2021 |
|
Recession-Proof Portfolio
|
Jan 13, 2021 |
|
Long-Term Care Insurance
|
Jan 12, 2021 |
|
Financial Help for Recent Widow
|
Jan 11, 2021 |
|
I Am, I Can, I Will, I Do with Christine D’Ercole Part Two
|
Jan 10, 2021 |
|
I Am, I Can, I Will, I Do with Christine D’Ercole Part One
|
Jan 09, 2021 |
|
Did I Make an Annuity Mistake?
|
Jan 08, 2021 |
|
Roth or Traditional?
|
Jan 07, 2021 |
|
What to Do With Excess Cashflow
|
Jan 06, 2021 |
|
What to Do With Old 401(k)?
|
Jan 05, 2021 |
|
Pay Cash or Take Out a Mortgage?
|
Jan 04, 2021 |
|
How to Avoid Taxes in Retirement
|
Jan 03, 2021 |
|
Did I Retire Too Early?
|
Jan 02, 2021 |
|
Is Our Advisor Charging Too Much?
|
Jan 01, 2021 |
|
Should We Pay Down the Mortgage?
|
Dec 31, 2020 |
|
Are We in Good Shape for Retirement?
|
Dec 30, 2020 |
|
Do I Need an Annuity?
|
Dec 29, 2020 |
|
Student Loan Strategy
|
Dec 28, 2020 |
|
The China Hustle Part Two
|
Dec 27, 2020 |
|
The China Hustle Part One
|
Dec 26, 2020 |
|
Chasing the FIRE Movement
|
Dec 25, 2020 |
|
Burnt Out Doctor
|
Dec 24, 2020 |
|
Are We in Good Financial Shape?
|
Dec 23, 2020 |
|
15 or 30 Year Mortgage?
|
Dec 22, 2020 |
|
Recent Widow, Now What?
|
Dec 21, 2020 |
|
Post Corona with Scott Galloway Part Two
|
Dec 20, 2020 |
|
Post Corona with Scott Galloway Part One
|
Dec 19, 2020 |
|
Laid Off, Can I Retire?
|
Dec 18, 2020 |
|
From Saving to Spending
|
Dec 17, 2020 |
|
On the Path To FIRE?
|
Dec 16, 2020 |
|
Do I Need This Insurance Product?
|
Dec 15, 2020 |
|
Should I Use a Non-Qualified Plan?
|
Dec 14, 2020 |
|
Year-End Money Moves Part Two
|
Dec 13, 2020 |
|
Year-End Money Moves Part One
|
Dec 12, 2020 |
|
Prepping for Early Retirement
|
Dec 11, 2020 |
|
Taking on Too Much Risk
|
Dec 10, 2020 |
|
How To Get on Track for Retirement
|
Dec 09, 2020 |
|
Are We on Track for Retirement?
|
Dec 08, 2020 |
|
Can I Convert My 401(k)?
|
Dec 07, 2020 |
|
How to Decide with Annie Duke Part Two
|
Dec 06, 2020 |
|
How to Decide with Annie Duke Part One
|
Dec 05, 2020 |
|
Year-End Roth Conversion
|
Dec 04, 2020 |
|
Do We Really Need an Advisor?
|
Dec 03, 2020 |
|
Charitable Giving
|
Dec 02, 2020 |
|
Behind on Retirement Savings
|
Dec 01, 2020 |
|
Pay Down Mortgage or Invest?
|
Nov 30, 2020 |
|
Succession Star Brian Cox Part Two
|
Nov 29, 2020 |
|
Succession Star Brian Cox Part One
|
Nov 28, 2020 |
|
The Gift of Humanity Part Two
|
Nov 27, 2020 |
|
The Gift of Humanity Part One
|
Nov 26, 2020 |
|
Time for a Younger Advisor?
|
Nov 25, 2020 |
|
Help With Inheritance
|
Nov 24, 2020 |
|
Inherited IRA Options
|
Nov 23, 2020 |
|
State of Affairs with Bill Bratton Part Two
|
Nov 22, 2020 |
|
State of Affairs with Bill Bratton Part One
|
Nov 21, 2020 |
|
Being Taken for a Ride?
|
Nov 20, 2020 |
|
How to Allocate Inheritance?
|
Nov 19, 2020 |
|
Year-End Money Moves
|
Nov 18, 2020 |
|
Are We on Track?
|
Nov 17, 2020 |
|
Which Annuity To Use?
|
Nov 16, 2020 |
|
The Student Loan Burden Part Two
|
Nov 15, 2020 |
|
The Student Loan Burden Part One
|
Nov 14, 2020 |
|
Pay Down Debt or Invest?
|
Nov 13, 2020 |
|
Rental Property Worth It?
|
Nov 12, 2020 |
|
Stock Markets Surge
|
Nov 11, 2020 |
|
Prepping for Retirement
|
Nov 10, 2020 |
|
On the Path To FIRE?
|
Nov 09, 2020 |
|
The State of Retirement
|
Nov 08, 2020 |
|
1-on-1 with Charles Schwab
|
Nov 07, 2020 |
|
Should We Take Out a Mortgage?
|
Nov 06, 2020 |
|
Which Investment Company To Use?
|
Nov 05, 2020 |
|
Too Good To Be True?
|
Nov 04, 2020 |
|
Should I Find a New Advisor?
|
Nov 03, 2020 |
|
COVID-19 Financial Lessons
|
Nov 02, 2020 |
|
Money Talk with Sharon Epperson Part Two
|
Nov 01, 2020 |
|
Money Talk with Sharon Epperson Part One
|
Oct 31, 2020 |
|
401(k) Options Aren't Great
|
Oct 30, 2020 |
|
Am I Saving Too Much?
|
Oct 29, 2020 |
|
Trying to Help Mom and Dad
|
Oct 28, 2020 |
|
Is Our Advisor Worth the Fee?
|
Oct 27, 2020 |
|
When to Buy Rental Property
|
Oct 26, 2020 |
|
Undaunted with Kara Goldin Part Two
|
Oct 25, 2020 |
|
Undaunted with Kara Goldin Part One
|
Oct 24, 2020 |
|
Time for an Advisor?
|
Oct 23, 2020 |
|
Pay Off Debt or Invest?
|
Oct 22, 2020 |
|
Convert Traditional IRA to Roth?
|
Oct 21, 2020 |
|
Why Would I Need an Annuity?
|
Oct 20, 2020 |
|
I Want to Get Rich
|
Oct 19, 2020 |
|
The Election and Your Money Part Two
|
Oct 18, 2020 |
|
The Election and Your Money Part One
|
Oct 17, 2020 |
|
Donor-Advised Fund
|
Oct 16, 2020 |
|
Drowning in Cash
|
Oct 15, 2020 |
|
Do I Need Long-Term Care Insurance?
|
Oct 14, 2020 |
|
Attacking Student Loans
|
Oct 13, 2020 |
|
Financial Literacy
|
Oct 12, 2020 |
|
Inspiration Loves Company Part Two
|
Oct 11, 2020 |
|
Inspiration Loves Company Part One
|
Oct 10, 2020 |
|
One Advisor or Two?
|
Oct 09, 2020 |
|
Divorced and Starting Over
|
Oct 08, 2020 |
|
Which Account to Tap First
|
Oct 07, 2020 |
|
The Election and Capital Gains
|
Oct 06, 2020 |
|
Roth Conversion with Existing IRA
|
Oct 05, 2020 |
|
State of Technology Part Two
|
Oct 04, 2020 |
|
State of Technology Part One
|
Oct 03, 2020 |
|
Are We on Track?
|
Oct 02, 2020 |
|
Low Cost Investing
|
Oct 01, 2020 |
|
Rock Bottom Fees
|
Sep 30, 2020 |
|
Financial Planner or Fiduciary?
|
Sep 29, 2020 |
|
Buy or Keep Renting?
|
Sep 28, 2020 |
|
Ben and Jerry's Part Two
|
Sep 27, 2020 |
|
Ben and Jerry's Part One
|
Sep 26, 2020 |
|
Real Estate Mailbag
|
Sep 25, 2020 |
|
Pandemic Housing Market
|
Sep 24, 2020 |
|
Hide Assets in Annuity?
|
Sep 23, 2020 |
|
Are We Saving Too Much?
|
Sep 22, 2020 |
|
How to Establish Credit
|
Sep 21, 2020 |
|
Masterworks Part Two
|
Sep 20, 2020 |
|
Masterworks Part One
|
Sep 19, 2020 |
|
Should We Buy IUL Policy?
|
Sep 18, 2020 |
|
Too Scared to Act
|
Sep 17, 2020 |
|
Extra Cash Flow
|
Sep 16, 2020 |
|
Is a Refi the Right Move?
|
Sep 15, 2020 |
|
What to Do With Inheritance?
|
Sep 14, 2020 |
|
Digital Minimalism Part Two
|
Sep 13, 2020 |
|
Digital Minimalism Part One
|
Sep 12, 2020 |
|
Planning After a Loss
|
Sep 11, 2020 |
|
Claiming Social Security
|
Sep 10, 2020 |
|
When to Pay Capital Gains?
|
Sep 09, 2020 |
|
Income Inequality
|
Sep 08, 2020 |
|
Coronavirus: TIAA CEO Part Three
|
Sep 07, 2020 |
|
Coronavirus: TIAA CEO Part Two
|
Sep 06, 2020 |
|
Coronavirus: TIAA CEO Part One
|
Sep 05, 2020 |
|
Coronavirus: Do a Cash-Out Refinance?
|
Sep 04, 2020 |
|
Coronavirus: Keep or Ditch Insurance Policy?
|
Sep 03, 2020 |
|
Coronavirus: Bad Advisor Experience
|
Sep 02, 2020 |
|
Coronavirus: Couple with Age Difference
|
Sep 01, 2020 |
|
Coronavirus: Use Two Companies or One?
|
Aug 31, 2020 |
|
Coronavirus: Boxed CEO Part Two
|
Aug 30, 2020 |
|
Coronavirus: Boxed CEO Part One
|
Aug 29, 2020 |
|
Coronavirus: Should We Reallocate?
|
Aug 28, 2020 |
|
Coronavirus: On the Refinancing Fence
|
Aug 27, 2020 |
|
Coronavirus: Roth or Traditional?
|
Aug 26, 2020 |
|
Coronavirus: Should We Refinance?
|
Aug 25, 2020 |
|
Coronavirus: Save or Pay Down Debt
|
Aug 24, 2020 |
|
Coronavirus: Range Part Two
|
Aug 23, 2020 |
|
Coronavirus: Range Part One
|
Aug 22, 2020 |
|
Coronavirus: How to Replenish Emergency Fund
|
Aug 21, 2020 |
|
Coronavirus: Pay Off Debt or Save?
|
Aug 20, 2020 |
|
Coronavirus: Invest Monthly or Quarterly?
|
Aug 19, 2020 |
|
Coronavirus: Invest Now or Wait?
|
Aug 18, 2020 |
|
Coronavirus: Investing Surplus Cash
|
Aug 17, 2020 |
|
Coronavirus: Policygenius Part Two
|
Aug 16, 2020 |
|
Coronavirus: Policygenius Part One
|
Aug 15, 2020 |
|
Coronavirus: Financial Foundation
|
Aug 14, 2020 |
|
Coronavirus: How to Invest Lump Sum
|
Aug 13, 2020 |
|
Coronavirus: How to Invest in Bonds
|
Aug 12, 2020 |
|
Coronavirus: Annuity for Retirement?
|
Aug 11, 2020 |
|
Coronavirus: Higher Ed During COVID
|
Aug 10, 2020 |
|
Coronavirus: Rezdora Part Two
|
Aug 09, 2020 |
|
Coronavirus: Rezdora Part One
|
Aug 08, 2020 |
|
Coronavirus: Health Insurance Options
|
Aug 07, 2020 |
|
Coronavirus: Cash on Hand
|
Aug 06, 2020 |
|
Coronavirus: Is My Pension Safe?
|
Aug 05, 2020 |
|
Coronavirus: Saving for Grandkids
|
Aug 04, 2020 |
|
Coronavirus: All Eggs in One Basket
|
Aug 03, 2020 |
|
Coronavirus: Workplace Diversity Part Two
|
Aug 02, 2020 |
|
Coronavirus: Workplace Diversity Part One
|
Aug 01, 2020 |
|
Coronavirus: Is High Turnover Okay?
|
Jul 31, 2020 |
|
Coronavirus: Time for a Will?
|
Jul 30, 2020 |
|
Coronavirus: On the Sidelines
|
Jul 29, 2020 |
|
Coronavirus: Skip 2020 RMD?
|
Jul 28, 2020 |
|
Coronavirus: Stick with Target Date Fund?
|
Jul 27, 2020 |
|
Coronavirus: Bond Boot Camp Part Two
|
Jul 26, 2020 |
|
Coronavirus: Bond Boot Camp Part One
|
Jul 25, 2020 |
|
Coronavirus: Can I Retire on 500K?
|
Jul 24, 2020 |
|
Coronavirus: Planning After a Loss
|
Jul 23, 2020 |
|
Coronavirus: Use Cash to Pay Off Car?
|
Jul 22, 2020 |
|
Coronavirus: Pre-Tax or Roth?
|
Jul 21, 2020 |
|
Coronavirus: How Much are the Fees?
|
Jul 20, 2020 |
|
Coronavirus: The Labor Force Part Two
|
Jul 19, 2020 |
|
Coronavirus: The Labor Force Part One
|
Jul 18, 2020 |
|
Coronavirus: Keep as Rental Property?
|
Jul 17, 2020 |
|
Coronavirus: Is an Online Will Okay?
|
Jul 16, 2020 |
|
Coronavirus: Where's My Refund?
|
Jul 15, 2020 |
|
Coronavirus: What's the Priority?
|
Jul 14, 2020 |
|
Coronavirus: Should We Refinance?
|
Jul 13, 2020 |
|
Coronavirus: Mortgage Market Part Two
|
Jul 12, 2020 |
|
Coronavirus: Mortgage Market Part One
|
Jul 11, 2020 |
|
Coronavirus: Which Retirement Plan to Use?
|
Jul 10, 2020 |
|
Coronavirus: Cash Out Life Insurance?
|
Jul 09, 2020 |
|
Coronavirus: Options for Extra Cash
|
Jul 08, 2020 |
|
Coronavirus: Roth Conversion Time?
|
Jul 07, 2020 |
|
Coronavirus: Social Security Break Even
|
Jul 06, 2020 |
|
Coronavirus: How to Get Results Part Two
|
Jul 05, 2020 |
|
Coronavirus: How to Get Results Part One
|
Jul 04, 2020 |
|
Coronavirus: Invest in Real Estate?
|
Jul 03, 2020 |
|
Coronavirus: Pending Home Sales
|
Jul 02, 2020 |
|
Coronavirus: Bad Vibes from Robo
|
Jul 01, 2020 |
|
Coronavirus: Ditch Target Date Fund?
|
Jun 30, 2020 |
|
Coronavirus: Contributing Too Much?
|
Jun 29, 2020 |
|
Coronavirus: Taxes in July Part Two
|
Jun 28, 2020 |
|
Coronavirus: Taxes in July Part One
|
Jun 27, 2020 |
|
Coronavirus: Do I Need My Advisor?
|
Jun 26, 2020 |
|
Coronavirus: Laid Off, Now What?
|
Jun 25, 2020 |
|
Coronavirus: Is Deflation Coming?
|
Jun 24, 2020 |
|
Coronavirus: Ditch the Advisor?
|
Jun 23, 2020 |
|
Coronavirus: Dollar Cost Average
|
Jun 22, 2020 |
|
Coronavirus: Buying a Car Part Two
|
Jun 21, 2020 |
|
Coronavirus: Buying a Car Part One
|
Jun 20, 2020 |
|
Coronavirus: Money Talk with Parents
|
Jun 19, 2020 |
|
Coronavirus: Are the Fees Worth It?
|
Jun 18, 2020 |
|
Coronavirus: I Need a Retirement Plan!
|
Jun 17, 2020 |
|
Coronavirus: Invest a Million Bucks
|
Jun 16, 2020 |
|
Coronavirus: Pre-tax or Roth
|
Jun 15, 2020 |
|
Coronavirus: State of the Economy Part Two
|
Jun 14, 2020 |
|
Coronavirus: State of the Economy Part One
|
Jun 13, 2020 |
|
Coronavirus: Next Financial Step?
|
Jun 12, 2020 |
|
Coronavirus: Rent or Buy?
|
Jun 11, 2020 |
|
Coronavirus: Invest in Real Estate?
|
Jun 10, 2020 |
|
Coronavirus: Taking Too Much Risk?
|
Jun 09, 2020 |
|
Coronavirus: I Want to Reallocate
|
Jun 08, 2020 |
|
Coronavirus: Stay the Course Part Two
|
Jun 07, 2020 |
|
Coronavirus: Stay the Course Part One
|
Jun 06, 2020 |
|
Coronavirus: Target Date Funds
|
Jun 05, 2020 |
|
Coronavirus: Max Out Roth Early?
|
Jun 04, 2020 |
|
Coronavirus: Why Use Bonds?
|
Jun 03, 2020 |
|
Coronavirus: Where to Invest Cash?
|
Jun 02, 2020 |
|
Coronavirus: Is My Pension Safe?
|
Jun 01, 2020 |
|
Coronavirus: Saving for Retirement
|
May 31, 2020 |
|
Coronavirus: Should I Trade Options?
|
May 30, 2020 |
|
Coronavirus: Plan for Young Investor
|
May 29, 2020 |
|
Coronavirus: Lump Sum or Annuity
|
May 28, 2020 |
|
Coronavirus: Early Retirement Offer
|
May 27, 2020 |
|
Coronavirus: Work From Home Deduction?
|
May 26, 2020 |
|
Make Your Bed Part Three
|
May 25, 2020 |
|
Make Your Bed Part Two
|
May 24, 2020 |
|
Make Your Bed Part One
|
May 23, 2020 |
|
Coronavirus: ETF vs Index Fund
|
May 22, 2020 |
|
Coronavirus: Do I Need a Trust?
|
May 21, 2020 |
|
Coronavirus: Financial Priorities
|
May 20, 2020 |
|
Coronavirus: Negative Interest Rates?
|
May 19, 2020 |
|
Coronavirus: Best to Use Index Funds?
|
May 18, 2020 |
|
Coronavirus: Future of Work Part Two
|
May 17, 2020 |
|
Coronavirus: Future of Work Part One
|
May 16, 2020 |
|
Coronavirus: Buy Bitcoin?
|
May 15, 2020 |
|
Coronavirus: Student Loan Options
|
May 14, 2020 |
|
Coronavirus: Traditional or Roth?
|
May 13, 2020 |
|
Coronavirus: 529 or UTMA?
|
May 12, 2020 |
|
Coronavirus: Use International Stocks?
|
May 11, 2020 |
|
Coronavirus: Accelerate Mortgage Payments?
|
May 10, 2020 |
|
Coronavirus: Unemployment Rate Soars
|
May 09, 2020 |
|
Coronavirus: No More Employer Match
|
May 08, 2020 |
|
Coronavirus: MBA Worth It?
|
May 07, 2020 |
|
Coronavirus: Death of Retail and Higher Ed?
|
May 06, 2020 |
|
Coronavirus: Laid Off, Now What?
|
May 05, 2020 |
|
Coronavirus: Too Much in Cash?
|
May 04, 2020 |
|
Coronavirus: Invest Now or Wait?
|
May 03, 2020 |
|
Coronavirus: Time to Convert to Roth?
|
May 02, 2020 |
|
Coronavirus: Help the Parents?
|
May 01, 2020 |
|
Coronavirus: Inflation on Horizon?
|
Apr 30, 2020 |
|
Bonus Episode: Partnership with Dell Technologies: Small Business Podference
|
Apr 29, 2020 |
|
Coronavirus: ETF or Index Fund?
|
Apr 28, 2020 |
|
Coronavirus: Where to Put Money
|
Apr 27, 2020 |
|
Coronavirus: Taking Too Much Risk
|
Apr 26, 2020 |
|
Coronavirus: Risky 529 Plan
|
Apr 25, 2020 |
|
Coronavirus: Emergency Reserve
|
Apr 24, 2020 |
|
Coronavirus: Managed vs Non-Managed
|
Apr 23, 2020 |
|
Coronavirus: How to Allocate
|
Apr 22, 2020 |
|
Coronavirus: Need Unemployment Help
|
Apr 21, 2020 |
|
Coronavirus: Time to Rebalance?
|
Apr 20, 2020 |
|
Coronavirus: Convert to a Roth?
|
Apr 19, 2020 |
|
Coronavirus: Robo-Advisor or Traditional?
|
Apr 18, 2020 |
|
Coronavirus: Time to Dump Advisor?
|
Apr 17, 2020 |
|
Coronavirus: File for Bankruptcy?
|
Apr 16, 2020 |
|
Coronavirus: Should We Refinance?
|
Apr 15, 2020 |
|
Coronavirus: Where to Park Short-Term Money
|
Apr 14, 2020 |
|
Coronavirus Caller: Do I Need an Advisor?
|
Apr 13, 2020 |
|
Coronavirus: Timing the Market
|
Apr 12, 2020 |
|
Coronavirus: I Don't Need My Stimulus Check
|
Apr 11, 2020 |
|
Coronavirus: Stuck Investor
|
Apr 10, 2020 |
|
Coronavirus Caller: Invest or Pay Off Debt?
|
Apr 09, 2020 |
|
Coronavirus: Mortgage Forbearance
|
Apr 08, 2020 |
|
Coronavirus: Stay the Course?
|
Apr 07, 2020 |
|
Coronavirus: What to Do With Cash?
|
Apr 06, 2020 |
|
Coronavirus: Pay Off Debt?
|
Apr 05, 2020 |
|
Coronavirus: When to Jump Back In?
|
Apr 04, 2020 |
|
Coronavirus: Our Hands on Your Back
|
Apr 03, 2020 |
|
Coronavirus: How to Pay Mortgage?
|
Apr 02, 2020 |
|
Coronavirus: Will I Get a Stimulus Check?
|
Apr 01, 2020 |
|
Coronavirus: Time to Keep Investing?
|
Mar 31, 2020 |
|
Coronavirus: Planning on Retiring Soon
|
Mar 30, 2020 |
|
Coronavirus Email: Borrow to Invest?
|
Mar 29, 2020 |
|
Coronavirus Email: Is Now a Good Time to Convert?
|
Mar 28, 2020 |
|
Coronavirus Email: Stay In or Get Out?
|
Mar 27, 2020 |
|
Coronavirus Email: Should I Decrease Contributions?
|
Mar 26, 2020 |
|
Coronavirus Email: Should I Tap My 401(k)?
|
Mar 25, 2020 |
|
Coronavirus Email: Are the Banks Safe?
|
Mar 24, 2020 |
|
Coronavirus Email: Should I Rebalance?
|
Mar 23, 2020 |
|
Coronavirus Email: Should Wall Street Be Shut Down?
|
Mar 22, 2020 |
|
Coronavirus Email: Impact on Student Loans
|
Mar 21, 2020 |
|
Coronavirus Email: Can I Still Retire?
|
Mar 20, 2020 |
|
Coronavirus Caller: Should We Sell It All?
|
Mar 19, 2020 |
|
Coronavirus Market Questions 03-18
|
Mar 18, 2020 |
|
Coronavirus Market Questions 03-17
|
Mar 17, 2020 |
|
Coronavirus Market Questions 03-16
|
Mar 16, 2020 |
|
Coronavirus Market Questions 03-15
|
Mar 15, 2020 |
|
Coronavirus Market Questions 03-14
|
Mar 14, 2020 |
|
Sizing People Up
|
Mar 12, 2020 |
|
Investing Amid Fear and Uncertainty
|
Mar 11, 2020 |
|
How to Rebalance
|
Mar 10, 2020 |
|
Turning Adversity into Advantage
|
Mar 05, 2020 |
|
Mohamed El-Erian on Coronavirus and Fed Rate Cut
|
Mar 04, 2020 |
|
Should We Pay Off the Mortgage?
|
Mar 03, 2020 |
|
Tax Season Planning with Ed Slott
|
Feb 27, 2020 |
|
Investor Panic Prevention Plan
|
Feb 26, 2020 |
|
Should We Buy or Keep Renting?
|
Feb 25, 2020 |
|
Can You Really Have It All?
|
Feb 20, 2020 |
|
Do I Need What I'm Being Pitched?
|
Feb 18, 2020 |
|
Prepping for Tax Season
|
Feb 14, 2020 |
|
Secure Act 101
|
Feb 13, 2020 |
|
How to Prioritize Debt
|
Feb 11, 2020 |
|
Avoiding Common Money Mistakes
|
Feb 07, 2020 |
|
How Big Tech Betrayed All of Us
|
Feb 06, 2020 |
|
Inherited IRA Options
|
Feb 04, 2020 |
|
13 "Dumb" Financial Mistakes
|
Jan 31, 2020 |
|
Everything is Figureoutable with Marie Forleo
|
Jan 30, 2020 |
|
Should We Be Using a 529 Plan?
|
Jan 28, 2020 |
|
Is It Time to Refinance?
|
Jan 24, 2020 |
|
The Story Behind Warby Parker
|
Jan 23, 2020 |
|
Do I Need to Worry About Mom?
|
Jan 21, 2020 |
|
Senior Roommates
|
Jan 17, 2020 |
|
The Infinite Game with Simon Sinek
|
Jan 16, 2020 |
|
Should I Pay Off the Mortgage?
|
Jan 14, 2020 |
|
Loserthink with Scott Adams
|
Jan 09, 2020 |
|
Withdrawal Strategy in Retirement
|
Jan 07, 2020 |
|
Financial Resolutions for 2020
|
Jan 02, 2020 |
|
My Planner Has Me in 19 Funds
|
Dec 31, 2019 |
|
Playing with FIRE
|
Dec 26, 2019 |
|
How to Buy Bonds
|
Dec 24, 2019 |
|
Lagging Retirement Savings on CBS This Morning
|
Dec 20, 2019 |
|
Being Smarter With Your Money
|
Dec 19, 2019 |
|
Keep or Ditch LTC Policy?
|
Dec 17, 2019 |
|
Coastal Job Growth on CBS This Morning
|
Dec 13, 2019 |
|
Inside Facet Wealth
|
Dec 12, 2019 |
|
When to Take Social Security
|
Dec 10, 2019 |
|
Charitable Giving on CBS This Morning
|
Dec 06, 2019 |
|
Year-End Money Moves for 2019
|
Dec 05, 2019 |
|
Do I Need Permanent Life Insurance?
|
Dec 03, 2019 |
|
Holiday Spending on CBS This Morning
|
Nov 30, 2019 |
|
Roth Conversions, Mortgage Payoff, Finding an Advisor
|
Nov 28, 2019 |
|
Avoiding Holiday Debt on CBS This Morning
|
Nov 27, 2019 |
|
The Beauty of a Roth 401(k)
|
Nov 26, 2019 |
|
Year-End Money Moves on CBS This Morning
|
Nov 22, 2019 |
|
How Money Became Dangerous
|
Nov 21, 2019 |
|
How Much Company Stock Is Too Much?
|
Nov 19, 2019 |
|
Retirement Savings Lag on CBS This Morning
|
Nov 15, 2019 |
|
52 Simple Ways to Ignite Success, Meaning, and Joy at Work
|
Nov 14, 2019 |
|
Should I Get Another Annuity?
|
Nov 12, 2019 |
|
Open Enrollment on CBS This Morning
|
Nov 08, 2019 |
|
Taking the Work Out of Networking
|
Nov 07, 2019 |
|
Saving for Financial Flexibility
|
Nov 05, 2019 |
|
Invested with Charles Schwab
|
Oct 31, 2019 |
|
How to Manage Student Loan Debt
|
Oct 29, 2019 |
|
Cutting the Financial Cord on CBS This Morning
|
Oct 25, 2019 |
|
The Art of Persuasion
|
Oct 24, 2019 |
|
Is My 401(k) Too Expensive?
|
Oct 22, 2019 |
|
JetBlue Chairman Joel Peterson
|
Oct 17, 2019 |
|
Planning Amid a Diagnosis
|
Oct 15, 2019 |
|
Making College Work at Any Cost
|
Oct 10, 2019 |
|
Are We on Track for Retirement?
|
Oct 08, 2019 |
|
FAFSA Season on CBS This Morning
|
Oct 04, 2019 |
|
The Man Behind Dough Roller
|
Oct 03, 2019 |
|
Estate Planning Drama
|
Oct 01, 2019 |
|
The Economists' Hour with Binyamin Appelbaum
|
Sep 26, 2019 |
|
Is Grad School Worth It?
|
Sep 24, 2019 |
|
Scam Me If You Can with Frank Abagnale
|
Sep 19, 2019 |
|
Interest Rate Cut on CBS This Morning
|
Sep 18, 2019 |
|
Do I Own Too Much Company Stock?
|
Sep 17, 2019 |
|
100 Side Hustles
|
Sep 12, 2019 |
|
What to Do With Extra Money
|
Sep 10, 2019 |
|
How to Quit Like a Millionaire
|
Sep 05, 2019 |
|
15 or 30 Year Mortgage?
|
Sep 03, 2019 |
|
How to Have Career Happiness
|
Aug 29, 2019 |
|
Do I Need a Robo-Advisor?
|
Aug 27, 2019 |
|
How to Win in a Winner-Take-All World
|
Aug 22, 2019 |
|
Saving for Flexibility
|
Aug 20, 2019 |
|
Stocks Plunge, What You Should Be Doing
|
Aug 16, 2019 |
|
Having the Money Talk with Your Parents
|
Aug 15, 2019 |
|
How to Save for Retirement?
|
Aug 13, 2019 |
|
Stocks Plunge Amid Trade War on CBS This Morning
|
Aug 09, 2019 |
|
Fiscal Therapy
|
Aug 08, 2019 |
|
Should We Be Saving for College?
|
Aug 06, 2019 |
|
Impact of Rate Cut on CBS This Morning
|
Aug 02, 2019 |
|
Applied Empathy
|
Aug 01, 2019 |
|
What Should the Priority Be?
|
Jul 30, 2019 |
|
Equifax Settlement on CBS This Morning
|
Jul 26, 2019 |
|
Credit Scores 101
|
Jul 25, 2019 |
|
How to Pay for College?
|
Jul 23, 2019 |
|
Credit Scores on CBS This Morning
|
Jul 20, 2019 |
|
Why Generalists Triumph in a Specialized World
|
Jul 18, 2019 |
|
Roth IRA or 403(b)
|
Jul 16, 2019 |
|
Student Loan Scams on CBS This Morning
|
Jul 12, 2019 |
|
Marriage and Money
|
Jul 11, 2019 |
|
Do I Need a Life Insurance Retirement Plan?
|
Jul 09, 2019 |
|
The Frugal Traveler
|
Jul 04, 2019 |
|
Is My Planner Charging Me Too Much?
|
Jul 02, 2019 |
|
Consumer Reports Car Buying 101
|
Jun 27, 2019 |
|
Am I Paying Too Much in Fees?
|
Jun 25, 2019 |
|
Marriage and Money on CBS This Morning
|
Jun 21, 2019 |
|
Put Spark and Joy into Your Work and Life
|
Jun 20, 2019 |
|
Are We on Track for Retirement?
|
Jun 18, 2019 |
|
FIRE Movement on CBS This Morning
|
Jun 14, 2019 |
|
aden + anais co-founder Raegan Moya-Jones
|
Jun 13, 2019 |
|
When to Take Social Security?
|
Jun 11, 2019 |
|
Retirement Planning Tips on CBS This Morning
|
Jun 07, 2019 |
|
Brave, Not Perfect with Reshma Saujani
|
Jun 06, 2019 |
|
Do I Need Whole Life Insurance?
|
Jun 04, 2019 |
|
Smart Housing Moves on CBS This Morning
|
May 31, 2019 |
|
Nine Lies About Work
|
May 30, 2019 |
|
How to Save for Retirement
|
May 28, 2019 |
|
Degrees of Success on CBS This Morning
|
May 24, 2019 |
|
Her Money with Jean Chatzky
|
May 23, 2019 |
|
Do I Need This Insurance Policy?
|
May 21, 2019 |
|
Coaching for Leaders
|
May 16, 2019 |
|
Buy or Rent?
|
May 14, 2019 |
|
New Power with Henry Timms
|
May 09, 2019 |
|
Do I Need Life Insurance
|
May 07, 2019 |
|
Financial Literacy
|
May 02, 2019 |
|
How to Invest Surplus Cash
|
Apr 30, 2019 |
|
Simpler, Smarter Student Loans
|
Apr 25, 2019 |
|
How Much Do I Need for Retirement
|
Apr 23, 2019 |
|
Broke Millennial Takes On Investing
|
Apr 18, 2019 |
|
How to Preserve Our Assets
|
Apr 16, 2019 |
|
Last-Minute Tax Tips on CBS This Morning
|
Apr 12, 2019 |
|
The Making of a Manager with Julie Zhuo
|
Apr 11, 2019 |
|
Are We Treading Water?
|
Apr 09, 2019 |
|
How to Reinvent Your Organization
|
Apr 04, 2019 |
|
What's the Next Financial Step?
|
Apr 02, 2019 |
|
Work and Its Future in a Time of Change
|
Mar 28, 2019 |
|
How to Invest Extra Money
|
Mar 26, 2019 |
|
How America Works
|
Mar 21, 2019 |
|
Can I Retire Early?
|
Mar 19, 2019 |
|
Tax Season Tips with Ed Slott
|
Mar 14, 2019 |
|
Help! My Student Loans Are Killing Me
|
Mar 12, 2019 |
|
Taking on the World and Winning
|
Mar 07, 2019 |
|
Is It Okay to Invest My Emergency Fund?
|
Mar 05, 2019 |
|
Should You Fire Your Male Broker?
|
Feb 28, 2019 |
|
Dumb Things Smart People Do with Their Money
|
Feb 26, 2019 |
|
Love and Money
|
Feb 24, 2019 |
|
Digital Minimalism with Cal Newport
|
Feb 21, 2019 |
|
Personal Finance Game Plan
|
Feb 19, 2019 |
|
Financial Freedom with Grant Sabatier
|
Feb 14, 2019 |
|
Selling to Pay Down Loans
|
Feb 12, 2019 |
|
The Art and Science of Social Media with Cynthia Johnson
|
Feb 07, 2019 |
|
Are We Ready for Retirement
|
Feb 05, 2019 |
|
The CEO of Boxed and What Matters to Him
|
Jan 31, 2019 |
|
FIRE Movement
|
Jan 29, 2019 |
|
The Importance of Timing with Daniel H. Pink
|
Jan 24, 2019 |
|
Should I Do a Roth Conversion?
|
Jan 22, 2019 |
|
Leveraging Your Diversity at Work
|
Jan 17, 2019 |
|
Inherited Variable Annuity
|
Jan 15, 2019 |
|
The Power of Pushback with Nigel Travis
|
Jan 10, 2019 |
|
Rent vs Buy
|
Jan 08, 2019 |
|
Investor Panic Prevention Plan
|
Jan 04, 2019 |
|
Financial Resolutions for 2019
|
Jan 03, 2019 |
|
Considering a Job Offer
|
Dec 31, 2018 |
|
Paying Off Student Loans
|
Dec 27, 2018 |
|
When to Sell Real Estate
|
Dec 24, 2018 |
|
Eliminate Risk and Lower Your Tax Bracket
|
Dec 20, 2018 |
|
Should I Do a Roth Conversion
|
Dec 18, 2018 |
|
Mastering the Market Cycle with Howard Marks
|
Dec 13, 2018 |
|
A Real Estate Dilemma
|
Dec 11, 2018 |
|
Year-End Financial Planning Tips
|
Dec 06, 2018 |
|
My Old Retirement Plan
|
Dec 04, 2018 |
|
Making Your Money Work with Swoup
|
Nov 29, 2018 |
|
How to Find an Advisor
|
Nov 27, 2018 |
|
Celebrating Thanksgiving with NerdWallet
|
Nov 22, 2018 |
|
Retirement Plan
|
Nov 20, 2018 |
|
State of the Economy with Diane Swonk
|
Nov 15, 2018 |
|
When to Use Bonds
|
Nov 13, 2018 |
|
Blitzscaling with Reid Hoffman and Chris Yeh
|
Nov 08, 2018 |
|
What to Do with Old 401(k)
|
Nov 06, 2018 |
|
The Fifth Risk with Michael Lewis
|
Nov 01, 2018 |
|
Should I Buy an Annuity?
|
Oct 30, 2018 |
|
Estate Planning Done Right
|
Oct 25, 2018 |
|
Investing Extra Money
|
Oct 23, 2018 |
|
We Need To Talk College with Beth Kobliner
|
Oct 18, 2018 |
|
Active vs Passive Investing
|
Oct 16, 2018 |
|
Becoming the Ultimate Sales Machine with Ryan Serhant
|
Oct 11, 2018 |
|
Retirement Plan Checkup
|
Oct 09, 2018 |
|
Wisdom at Work with Chip Conley
|
Oct 04, 2018 |
|
Protecting Your Retirement Plan
|
Oct 02, 2018 |
|
An Inside Account of the Financial Crisis
|
Sep 27, 2018 |
|
How to Invest Extra Money
|
Sep 25, 2018 |
|
The Global Impact of the Financial Crisis
|
Sep 20, 2018 |
|
Planning After a Sudden Loss
|
Sep 18, 2018 |
|
The Financial Crisis Ten Years Later
|
Sep 13, 2018 |
|
Can I Retire Early
|
Sep 11, 2018 |
|
Insurance 101 with Policygenius
|
Sep 06, 2018 |
|
Save for Retirement or Pay Off Mortgage
|
Sep 04, 2018 |
|
A New Future for Women Entrepreneurs
|
Aug 30, 2018 |
|
First Time Home Buyer
|
Aug 28, 2018 |
|
A Large Financial Windfall and Disability Insurance
|
Aug 23, 2018 |
|
Ways to Save for Retirement
|
Aug 21, 2018 |
|
Achieving the Work-Life Balance with Ben Feder
|
Aug 16, 2018 |
|
Should I Pay Off the Car?
|
Aug 14, 2018 |
|
Rescuing Retirement with Teresa Ghilarducci and Tony James
|
Aug 09, 2018 |
|
Why You Need Life Insurance
|
Aug 07, 2018 |
|
The Positive and the Possible with Donna Orender
|
Aug 02, 2018 |
|
How to Invest Extra Money
|
Jul 31, 2018 |
|
Robots, AI, and Automation with Darrell West
|
Jul 26, 2018 |
|
What to Do With Your Old Retirement Plan
|
Jul 24, 2018 |
|
MarketSnacks with Nick Martell and Jack Kramer
|
Jul 19, 2018 |
|
Should I Use Roth 401(k)?
|
Jul 17, 2018 |
|
Advisor Fees, Roth Taxes, Creating a Budget
|
Jul 14, 2018 |
|
Annuities and Three Questions You Should Ask
|
Jul 12, 2018 |
|
Are We on Track for Retirement
|
Jul 10, 2018 |
|
#PaidOff with Michael Torpey
|
Jul 05, 2018 |
|
Should I Fire My Financial Advisor?
|
Jul 03, 2018 |
|
Student Loans, Debt Consolidation, Roth IRA
|
Jun 30, 2018 |
|
#PrideMonth with Sarah Kate Ellis, CEO of GLAAD
|
Jun 28, 2018 |
|
Pension Lump Sum or Annuity?
|
Jun 26, 2018 |
|
Inherited IRA, Car Leases, Can I Retire?
|
Jun 23, 2018 |
|
What The Great Economists Would Do with Linda Yueh
|
Jun 21, 2018 |
|
Do I Need a Financial Planner?
|
Jun 19, 2018 |
|
Career Change, Second Home, Asset Allocation
|
Jun 16, 2018 |
|
Private Mortgage Insurance (PMI) and Refinancing
|
Jun 14, 2018 |
|
Should I Pay Down My Mortgage?
|
Jun 12, 2018 |
|
529 Plans and College Savings
|
Jun 07, 2018 |
|
Backdoor Roth IRA
|
Jun 05, 2018 |
|
I Love Capitalism with Ken Langone
|
May 31, 2018 |
|
Post-Tax Retirement Savings
|
May 29, 2018 |
|
Your Money with Ron Lieber
|
May 24, 2018 |
|
Planning for Early Retirement
|
May 22, 2018 |
|
When the Wolves Bite with Scott Wapner
|
May 17, 2018 |
|
Should I Take Pension Lump Sum?
|
May 15, 2018 |
|
Investing For the World You Want
|
May 10, 2018 |
|
BONUS call: Is Our Advisor Screwing Us?
|
May 08, 2018 |
|
The Best Team Wins
|
May 03, 2018 |
|
BONUS call: PMI and Brokerage Account
|
May 01, 2018 |
|
Listener Questions: Student Loans, Retirement Planning, 529 College Savings
|
Apr 26, 2018 |
|
BONUS call: Student Loan Debt
|
Apr 24, 2018 |
|
Inside the World of Financial Regulation
|
Apr 19, 2018 |
|
BONUS call: Helping the Parents in Retirement
|
Apr 17, 2018 |
|
The Year I Put My Financial Life in Order
|
Apr 12, 2018 |