Jill on Money with Jill Schlesinger

By Cadence13

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Category: Investing

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Rate for this podcast

Subscribers: 433
Reviews: 5
Episodes: 1826

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
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