Jill on Money with Jill Schlesinger

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Category: Investing

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Rate for this podcast

Subscribers: 433
Reviews: 5
Episodes: 1883

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.


 Jul 21, 2019

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 askjill at jillonmoney dot com.

Episode Date
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
BONUS call: Early Retirement
Apr 10, 2018
The China Hustle
Apr 05, 2018
BONUS call: Can I Retire Early?
Apr 03, 2018
Workplace Retirement Plans
Mar 29, 2018
BONUS call: Student Loan Debt
Mar 27, 2018
How Congress Governs the Federal Reserve
Mar 22, 2018
BONUS call: Roth IRA Conversion
Mar 20, 2018
Thinking in Bets with Annie Duke
Mar 15, 2018
BONUS call: Social Investing
Mar 13, 2018
Presence with Amy Cuddy
Mar 08, 2018
BONUS call: Timing the Market
Mar 06, 2018
Tax Season Identity Theft
Mar 01, 2018
BONUS call: 401(k) vs Roth 401(k)
Feb 27, 2018
Tax Season Tips with Ed Slott
Feb 22, 2018
BONUS call: Military Retirement Planning
Feb 20, 2018
100 Questions Every First-Time Home Buyer Should Ask
Feb 15, 2018
BONUS call: Investment Property
Feb 13, 2018
Worried Market Watchers: What (Not) To Do Next
Feb 08, 2018
BONUS call: Saving for House
Feb 06, 2018
Universal Basic Income with Rutger Bregman and Roth IRA
Feb 01, 2018
BONUS call: Retirement Planning
Jan 30, 2018
#MeToo, Workplace Equality and the Gender Gap
Jan 25, 2018
BONUS call: Windfall Tax
Jan 23, 2018
Bitcoin, Cryptocurrencies and Blockchain
Jan 18, 2018
BONUS call: Bitcoin and Cryptocurrency
Jan 16, 2018
Gaining an Edge on Your Career and Life
Jan 11, 2018
BONUS call: Mortgage Pay Off
Jan 09, 2018
Eight Financial Resolutions for 2018
Jan 04, 2018
BONUS call: SIPC
Jan 02, 2018
Fifty Years of 60 Minutes with Jeff Fager
Dec 28, 2017
BONUS call: Retirement Planning
Dec 26, 2017
Tax Reform and What it Means for You
Dec 21, 2017
BONUS call: Target Date Funds
Dec 19, 2017
Bond Boot Camp: What They Are and How They Work
Dec 14, 2017
BONUS call: Buy vs Rent
Dec 12, 2017
Financial Journalist Felix Salmon is a Curmudgeon and a Baker
Dec 07, 2017
BONUS call: Roth 401(k)
Dec 05, 2017
Rich People are Anxious...and What That Says About Society
Nov 30, 2017
Charitable Giving Boot Camp on #GivingTuesday
Nov 28, 2017
Preserving and Sharing Humanity’s Stories with StoryCorps
Nov 23, 2017
BONUS call: Annuities
Nov 21, 2017
Food Stamps, Grants, Loans, and Behavioral Economics with Michael Lewis
Nov 16, 2017
BONUS call: 401(k) or Roth 401(k)
Nov 14, 2017
Side Hustle with Chris Guillebeau
Nov 09, 2017
BONUS call: Student Loans
Nov 07, 2017
BONUS call: Mortgage Pay Off
Nov 04, 2017
The Four Tendencies with Gretchen Rubin
Nov 02, 2017
BONUS call: Mortgage Rates
Oct 31, 2017
The Hidden DNA of Amazon, Apple, Facebook, and Google with Scott Galloway
Oct 26, 2017
BONUS call: Buy vs Rent
Oct 24, 2017
The Road to Black Monday, the Worst Day in Wall Street History with Diana Henriques
Oct 19, 2017
BONUS call: Pension Plan
Oct 17, 2017
The Equifax Data Breach with Credit Expert John Ulzheimer
Oct 12, 2017
BONUS call: Roth 401(k)
Oct 10, 2017
George Anders & The Surprising Power of a "Useless" Liberal Arts Education
Oct 05, 2017
BONUS call: Retirement Planning
Oct 03, 2017
Fifty Inventions That Shaped the Modern Economy with Tim Harford
Sep 28, 2017
BONUS call: Student Loans
Sep 26, 2017
How Wall Street Destroyed Main Street with Rana Foroohar
Sep 21, 2017
BONUS call: Life Insurance
Sep 19, 2017
MONEY’s 2017-18 Best Colleges For Your Money
Sep 14, 2017
BONUS call: Real Estate
Sep 12, 2017
Weapons of Math Destruction with Cathy O’Neil
Sep 07, 2017
BONUS call: Elder Care
Sep 05, 2017
Strategies for Achieving Peak Performance
Aug 31, 2017
BONUS call: Do You Need a Financial Advisor
Aug 29, 2017
Stacking Benjamins: Earn, Save, and Spend Money With a Plan
Aug 24, 2017
BONUS call: Asset Allocation
Aug 22, 2017
Why the Justice Department Fails to Prosecute Executives
Aug 17, 2017
BONUS call: Student Loans
Aug 15, 2017
How the Best Leaders Inspire People Every Day
Aug 10, 2017
BONUS call: Diversification
Aug 08, 2017
Hot Housing: How to Buy and Sell
Aug 03, 2017
BONUS call: Asset Allocation
Aug 01, 2017
Pop Culture and Technology with Jeff Bakalar and Russ Frushtick
Jul 27, 2017
BONUS call: Home Buying
Jul 25, 2017
The Secret History of the iPhone with Brian Merchant
Jul 20, 2017
BONUS call: Retirement Planning
Jul 18, 2017
How to Buy a Car with Consumer Reports Auto Specialist Mike Quincy
Jul 13, 2017
BONUS call: Become a CFP
Jul 11, 2017
Summer Travel Tips with Peter Greenberg
Jul 06, 2017
BONUS call: Retirement Planning
Jul 04, 2017
Personal Finance 101 with Liz Weston
Jun 29, 2017
BONUS call: Retirement Planning
Jun 27, 2017
Why Wall Street Matters with William Cohan
Jun 22, 2017
BONUS call: Health and Money
Jun 20, 2017
Cybersecurity and Hacking with Kevin Mitnick
Jun 15, 2017
BONUS call: Side Hustle
Jun 13, 2017
Behavioral Economics with Michael Lewis
Jun 08, 2017
BONUS call: Inheritance
Jun 06, 2017
Option B with Adam Grant
Jun 01, 2017
BONUS call: Saving for Retirement
May 30, 2017
Bernie Madoff and The Wizard of Lies with Diana Henriques
May 25, 2017
BONUS call: 401(k) Rollover
May 23, 2017
Succeeding in College and Life with Daniel Lerner and Alan Schlechter
May 18, 2017
BONUS call: Early Retirement
May 16, 2017
Life Insurance Made Simple with Yaron Ben-Zvi
May 11, 2017
BONUS call: Retirement Planning
May 09, 2017
Global Economics with Mohamed El-Erian (Part Two)
May 04, 2017
BONUS call: Do You Need a Mortgage?
May 02, 2017
Global Economics with Mohamed El-Erian (Part One)
Apr 27, 2017
BONUS call: Student Loans
Apr 25, 2017
The Muse: Navigating Your Career with Alexandra Cavoulacos and Kathryn Minshew
Apr 20, 2017
BONUS Fiduciary Rule Q/A
Apr 18, 2017
Leadership Skills with Retired Admiral William H. McRaven
Apr 13, 2017
BONUS call: Investing and Taxes
Apr 11, 2017
Financial Aid and Student Loans with Kelly Peeler
Apr 06, 2017
BONUS call: Early Retirement
Apr 04, 2017
Taking Charge of Your Career with Nicole Lapin
Mar 30, 2017
BONUS call: Disability Insurance
Mar 28, 2017
Listener Questions with Alex Benke, CFP® at Betterment
Mar 23, 2017
BONUS call 006: How to Find a Financial Advisor
Mar 21, 2017
Tax Prep Tips with Ed Slott
Mar 16, 2017
BONUS call: Mortgage Pay Off
Mar 14, 2017
Become an Intelligent Investor with Jason Zweig (Part Two)
Mar 09, 2017
BONUS call: Retirement Planning
Mar 07, 2017
Become an Intelligent Investor with Jason Zweig (Part One)
Mar 02, 2017
BONUS call: Annuity
Feb 28, 2017
Silicon Valley Disrupters with Brad Stone
Feb 23, 2017
BONUS call: Roth IRA
Feb 21, 2017
Fiduciary Rule with Betterment CEO Jon Stein
Feb 16, 2017
BONUS call: Student Loans
Feb 14, 2017
Kids and Financial Literacy with Beth Kobliner
Feb 09, 2017
Fiduciary Standard Under Fire with Megan Leonhardt and Jack Otter
Feb 02, 2017
Build Your Dream Network with Kelly Hoey
Jan 26, 2017
Misleading Numbers in Elections and Investing with Harry Enten
Jan 19, 2017
Fail More, Reinvent Yourself with James Altucher
Jan 12, 2017
New Year's Resolution: Become a Millionaire with David Bach
Jan 05, 2017
Teaser Episode
Dec 21, 2016