Jill on Money with Jill Schlesinger
Show • 1686 episodesIn Our Mid 50s, Can We Retire?
May 5 • 18m
Should I Use TSP to Payoff Mortgage?
May 2 • 14m
Should We Invest in This Climate?
May 1 • 17m
I’m 47, Can I Retire Next Year?
Apr 30 • 12m
Do I Need to Work Longer?
Apr 29 • 13m
Do We Have Enough for Retirement?
Apr 28 • 15m
Want to Retire but Have Concerns
Apr 25 • 13m
Should I Go All Roth?
Apr 24 • 16m
On Track for Retirement in Seven Years?
Apr 23 • 17m
Convincing Hubby We Have Enough
Apr 22 • 12m
Am I Okay to Retire in a Year?
Apr 21 • 16m
Concerns About My Financial Advisor
Apr 18 • 18m
Good Time to Increase Roth Conversions?
Apr 17 • 11m
Anxious About Retirement Plan
Apr 16 • 18m
Conflicted About Early Retirement Offer
Apr 15 • 15m
Can I Use the Rule of 55 and Retire?
Apr 14 • 16m
Introducing: What We Spend
Apr 12 • 11m
How Risky Can I Be With a Career Reset?
Apr 11 • 20m
Invest or Pay Off Mortgage?
Apr 10 • 15m
Federal Worker Feeling the Heat
Apr 9 • 20m
Can We Self-Manage Our Money?
Apr 8 • 24m
Here to Hold Your Hands
Apr 7 • 15m
Can We Reach Financial Independence?
Apr 4 • 19m
Federal Employee Early Retirement Offer
Apr 3 • 16m
Helping Mom Manage Her Finances
Apr 2 • 11m
Simplifying Inherited Accounts
Apr 1 • 13m
Variable Annuity With Death Benefit
Mar 31 • 13m
Federal Employee Recently DOGE'd
Mar 28 • 18m
Not Trying to Time the Market, But...
Mar 27 • 14m
Funding a Real Estate Opportunity
Mar 26 • 29m
The Administration and a Market Crash
Mar 25 • 12m
Allocating Cash Surplus
Mar 24 • 18m
State of the Economy with Diane Swonk
Mar 21 • 43m
On the Verge of Retirement
Mar 20 • 18m
Retirement Spending Check-Up
Mar 19 • 24m
Feels Like We're Playing Catch Up
Mar 18 • 22m
Should I Diversify My Financial Institutions?
Mar 17 • 14m
Ed Slott and the Five-Year Rule
Mar 14 • 8m
Federal Worker Feeling the Uncertainty
Mar 13 • 15m
Unplanned Early Retirement
Mar 12 • 16m
Can We Retire in 2.5 Years?
Mar 11 • 20m
Help With the Big Picture
Mar 10 • 27m
Tune Out the Noise
Mar 7 • 37m
Should We Stay or Can We Go Now?
Mar 4 • 22m
On Track for Retirement at 65?
Mar 3 • 20m
Early Retirement From Federal Service
Feb 28 • 12m
Additional Retirement Savings Advice
Feb 27 • 14m
Can I Take On More Risk?
Feb 26 • 18m
Moving From Saver to Spender
Feb 25 • 23m
Navigating Retirement in France
Feb 24 • 22m
What to Do With Pension Lump Sum?
Feb 20 • 20m
Is Now the Time for Fixed Index Annuities?
Feb 19 • 17m
Can I Reduce My Savings Rate?
Feb 18 • 14m
Analyzing Deferred Comp Options
Feb 17 • 21m
Romance Scams With Adam Levin
Feb 14 • 28m
Is Now the Time for Roth Conversions?
Feb 13 • 12m
Can I Quit in My 50s and Move to Europe?
Feb 12 • 16m
Can I Throw in the Towel?
Feb 11 • 14m
Withdrawals in Retirement
Feb 10 • 18m
Money Doesn’t Always Solve Anxiety
Feb 7 • 21m
How to Protect Assets From the Government
Feb 6 • 15m
I’m 56, Can I Retire in Three Years?
Feb 5 • 17m
Stock Price Movements
Feb 4 • 19m
Am I on Target for Retirement?
Feb 3 • 13m
On Track for Retirement at 55?
Jan 31 • 18m
Spouse Worried About My Retirement
Jan 30 • 17m
Are We Saving Enough?
Jan 29 • 22m
Cash Out My Vested Pension?
Jan 28 • 14m
Where to Stash Home Sale Proceeds?
Jan 27 • 25m
How Much to Spend on New House?
Jan 24 • 18m
Managing Massive Dividend Income
Jan 23 • 20m
Can I Pause Retirement Contributions?
Jan 22 • 16m
My Parents DO Need My Support!
Jan 21 • 27m
Should I Buy Into the Family Farm?
Jan 20 • 22m
Investment Anxiety Entering 2025
Jan 17 • 13m
Roth Conversions, How Much and How Fast?
Jan 16 • 19m
I Have a Pension, Do I Need Bonds?
Jan 15 • 11m
Roth IRA or Roth 401(k)?
Jan 14 • 15m
Moving Parts in Retirement
Jan 13 • 18m
Can We Afford Our Forever Home?
Jan 10 • 21m
Can We Upgrade Our House?
Jan 9 • 13m
55 and Thinking of Retirement
Jan 8 • 16m
Planning for Our Financial Future
Jan 7 • 14m
Anxiety Around My Finances
Jan 6 • 18m
529 Assets Not Growing
Jan 3 • 18m
Am I Saving Too Much?
Jan 2 • 12m
Happy New Year!
Jan 1 • 4m
Getting My Financial Life in Order
Dec 31, 2024 • 11m
Managing Cash Flow in Retirement
Dec 30, 2024 • 17m
Stacking Benjamins Part Two
Dec 29, 2024 • 16m
Stacking Benjamins Part One
Dec 28, 2024 • 19m
Should I Switch to Roth 401(k)?
Dec 27, 2024 • 16m
Nervous About Retirement
Dec 26, 2024 • 20m
Merry Christmas!
Dec 25, 2024 • 5m
Combining Finances With My Partner
Dec 24, 2024 • 24m
Looming Tax Issues?
Dec 23, 2024 • 21m
I'm 57, Can I Retire?
Dec 22, 2024 • 11m
Can I Retire in Three Years?
Dec 21, 2024 • 14m
Can We Renovate Our Kitchen?
Dec 20, 2024 • 15m
Feeling Ready to Retire, Am I?
Dec 19, 2024 • 19m
Saving Our Son From Student Loan Hell
Dec 18, 2024 • 25m
Worried About Having Enough Money
Dec 17, 2024 • 17m
Time to Bring Assets Under Management?
Dec 16, 2024 • 28m
The Future of Wealth Management Part Two
Dec 15, 2024 • 22m
The Future of Wealth Management Part One
Dec 14, 2024 • 26m
Helping Adult Children Now vs Later
Dec 13, 2024 • 13m
Next Steps for Possible Retirement
Dec 12, 2024 • 20m
Can We Upgrade Our House?
Dec 11, 2024 • 13m
In Need of a Decumulation Plan
Dec 10, 2024 • 18m
Can We Afford Two Homes?
Dec 9, 2024 • 20m
In Our 40s and Planning for Retirement
Dec 8, 2024 • 13m
Managing Lump Sum Payout
Dec 7, 2024 • 14m
Roth Conversions and IRMAA
Dec 6, 2024 • 17m
Tax-Deferred 401(k) Problem
Dec 5, 2024 • 15m
Feeling the Financial Pinch
Dec 4, 2024 • 18m
When to Take Social Security?
Dec 3, 2024 • 22m
Consumers Unnerved by Possible Tariffs
Dec 2, 2024 • 10m
How to Retire Part Two
Dec 1, 2024 • 18m
How to Retire Part One
Nov 30, 2024 • 21m
Social Security Elimination
Nov 29, 2024 • 11m
Happy Thanksgiving!
Nov 28, 2024 • 3m
Trump’s Tariffs Threat
Nov 27, 2024 • 9m
Can I Retire at 55?
Nov 26, 2024 • 14m
New Job, New Options
Nov 25, 2024 • 25m
The Dimensional Approach Part Two
Nov 24, 2024 • 23m
The Dimensional Approach Part One
Nov 23, 2024 • 23m
Can I Retire in 6-10 Months?
Nov 22, 2024 • 24m
Investments in This New Era
Nov 21, 2024 • 13m
Can I Save Less and Enjoy Life?
Nov 20, 2024 • 15m
Impending Retirement Plans
Nov 19, 2024 • 20m
Should I Take Social Security Now or Later?
Nov 18, 2024 • 18m
Ask The Compound Part Two
Nov 17, 2024 • 15m
Ask The Compound Part One
Nov 16, 2024 • 16m
Too Much in a Single Stock?
Nov 15, 2024 • 15m
Does a Roth Conversion Make Sense?
Nov 14, 2024 • 18m
Loan Pay Down vs Starting Brokerage
Nov 13, 2024 • 14m
Introducing: Office Ladies 6.0
Nov 13, 2024 • 2m
Can We Be Done Saving for Retirement?
Nov 12, 2024 • 12m
Helping Mom With a Lump Sum
Nov 11, 2024 • 21m
Thought I Was Okay, Now Worried
Nov 10, 2024 • 12m
No Pension, Can I Still Retire?
Nov 9, 2024 • 9m
Stocks Surge and Another Rate Cut
Nov 8, 2024 • 12m
A New House or an Addition?
Nov 7, 2024 • 13m
Should I Invest Settlement Money?
Nov 6, 2024 • 14m
Happy Election Day!
Nov 5, 2024 • 11m
Should I Hold Less Cash?
Nov 4, 2024 • 21m
Planning Around a Forced Retirement
Nov 3, 2024 • 13m
Regrouping After a Loss
Nov 2, 2024 • 19m
The Growing U.S. Economy
Nov 1, 2024 • 10m
Taxes on Roth Conversion
Oct 31, 2024 • 12m
Tax Changes on the Horizon
Oct 30, 2024 • 11m
Out of Whack Asset Allocation
Oct 29, 2024 • 15m
Retirement Is Days Away
Oct 28, 2024 • 16m
Possible Retirement Scenarios
Oct 27, 2024 • 16m
Help Put My Mind at Ease
Oct 26, 2024 • 14m
Your Open Enrollment Checklist
Oct 25, 2024 • 13m
Do I Really Need a Bond Fund?
Oct 24, 2024 • 12m
Various Retirement Possibilities
Oct 23, 2024 • 23m
My Annuity Mess
Oct 22, 2024 • 18m
Overall Strategy Help
Oct 21, 2024 • 18m
State of the Housing Market Part Two
Oct 20, 2024 • 7m
State of the Housing Market Part One
Oct 19, 2024 • 7m
Just Laid Off, Can I Retire?
Oct 18, 2024 • 13m
Making Up for Lost Time
Oct 17, 2024 • 13m
How to Plan for Long-Term Care
Oct 16, 2024 • 17m
Good Shape to Retire in 6 Years?
Oct 15, 2024 • 20m
43 and Considering Early Retirement
Oct 14, 2024 • 19m
Getting Our Finances in Order
Oct 13, 2024 • 21m
56 and Considering Retirement
Oct 12, 2024 • 14m
Second Set of Eyes for House Purchase
Oct 11, 2024 • 17m
How to Catch Up Financially?
Oct 10, 2024 • 13m
Opportunity or Disaster?
Oct 9, 2024 • 16m
Help With Asset Allocation
Oct 8, 2024 • 23m
Taking a Career Break at 47
Oct 7, 2024 • 20m
Calculated Risk Part Two
Oct 6, 2024 • 18m
Calculated Risk Part One
Oct 5, 2024 • 22m
I Want to Retire, Can I?
Oct 4, 2024 • 18m
Fear of Running Out of Money
Oct 3, 2024 • 13m
Gradually, Then Suddenly
Oct 2, 2024 • 13m
Can I Stop Working at 59?
Oct 1, 2024 • 20m
Too Many Retirement Plans
Sep 30, 2024 • 22m
We Need a Sanity Check
Sep 29, 2024 • 13m
Relieving Financial Anxiety
Sep 28, 2024 • 18m
Which Pension Option to Take?
Sep 27, 2024 • 15m
CFP for My Wife if I Die?
Sep 26, 2024 • 10m
Introducing: Cement City
Sep 25, 2024 • 4m
Feeling a Bit Scared About Retirement
Sep 25, 2024 • 25m
What Should I Be Invested In?
Sep 24, 2024 • 20m
Invest or Pay Off Debt?
Sep 23, 2024 • 17m
Blue Collar Worker to CEO Part Two
Sep 22, 2024 • 23m
Blue Collar Worker to CEO Part One
Sep 21, 2024 • 30m
How Fed Rate Cut Impacts You
Sep 20, 2024 • 10m
Can I Retire as Soon as Possible?
Sep 19, 2024 • 18m
Are We Ready for Retirement?
Sep 18, 2024 • 27m
Cutting the Purse Strings
Sep 17, 2024 • 17m
Taxes Freaking Me Out
Sep 16, 2024 • 19m
The Social Security Queen Part Two
Sep 15, 2024 • 9m
The Social Security Queen Part One
Sep 14, 2024 • 11m
Tax-Deferred vs Tax-Free
Sep 13, 2024 • 18m
I’m 81, Can I Retire?
Sep 12, 2024 • 13m
How to Value a Pension
Sep 11, 2024 • 14m
Can I Retire When I Want?
Sep 10, 2024 • 21m
Can I Live Off Rental Property Income?
Sep 9, 2024 • 30m
What the Best Advisors Do Part Two
Sep 8, 2024 • 25m
What the Best Advisors Do Part One
Sep 7, 2024 • 33m
Should I Be Using Muni Bonds?
Sep 6, 2024 • 18m
Bumpy Road Ahead
Sep 5, 2024 • 11m
Can I Retire at 45?
Sep 4, 2024 • 16m
Options for My Solo 401(k)
Sep 3, 2024 • 14m
Retirement Withdrawal Strategy
Sep 2, 2024 • 13m
Less Tolerant of Risk as I Age
Sep 1, 2024 • 13m
Managing Future Retirement Contributions
Aug 31, 2024 • 14m
Concerns With Potential Early Retirement
Aug 30, 2024 • 22m
Can We Afford Another Home?
Aug 29, 2024 • 17m
Retirement Planning With an Age Difference
Aug 28, 2024 • 23m
A Financial Transformation
Aug 27, 2024 • 23m
Retirement Planning at 28
Aug 26, 2024 • 12m
Okay to Retire in Seven Years?
Aug 25, 2024 • 16m
Already Retired, Is Our Plan Okay?
Aug 24, 2024 • 19m
Retirement Income Taxes
Aug 23, 2024 • 17m
Should I Be Tweaking My Investments?
Aug 22, 2024 • 20m
Afraid to Spend in Retirement
Aug 21, 2024 • 23m
Can We Retire Comfortably at 70?
Aug 20, 2024 • 21m
Decrease Retirement Contributions for Downpayment?
Aug 19, 2024 • 17m
Health Care in Retirement Part Two
Aug 18, 2024 • 14m
Health Care in Retirement Part One
Aug 17, 2024 • 15m
The Importance of Estate Planning
Aug 16, 2024 • 16m
The Uncertainties of Retirement
Aug 15, 2024 • 12m
Real Estate Transaction Dilemma
Aug 14, 2024 • 16m
Should I Stay or Should I Go?
Aug 13, 2024 • 17m
Retirement Ready or Not?
Aug 12, 2024 • 13m
MicroSkills: Small Actions, Big Impact Part Two
Aug 11, 2024 • 19m
MicroSkills: Small Actions, Big Impact Part One
Aug 10, 2024 • 25m
Are the Managerial Fees Worth It?
Aug 9, 2024 • 13m
Handling Increased Revenue Streams
Aug 8, 2024 • 25m
On Track to Retire in 12 Years?
Aug 7, 2024 • 19m
Investing During Volatility
Aug 6, 2024 • 13m
Is the Economy Slowing Down?
Aug 5, 2024 • 12m
Money and Markets With Kyla Scanlon Part Two
Aug 4, 2024 • 17m
Money and Markets With Kyla Scanlon Part One
Aug 3, 2024 • 16m
What RMDs Mean for Your Money
Aug 2, 2024 • 17m
Adjusting Portfolio for Retirement
Aug 1, 2024 • 21m
Do I Need My Financial Advisor?
Jul 31, 2024 • 17m
Stressed by Approaching Retirement
Jul 30, 2024 • 17m
Economic Growth Remains Strong
Jul 29, 2024 • 8m
Ask The Compound Part Two
Jul 28, 2024 • 14m
Ask The Compound Part One
Jul 27, 2024 • 15m
How Do Elections Impact the Markets?
Jul 26, 2024 • 18m
Do I Need a Fixed Annuity?
Jul 25, 2024 • 14m
Roth 401(k) vs Traditional 401(k)
Jul 24, 2024 • 14m
Borrowing From 403(b)
Jul 23, 2024 • 16m
Retired in Our 50s, Are We Safe?
Jul 22, 2024 • 23m
Where Can I Improve?
Jul 21, 2024 • 11m
Do We Need an Advisor?
Jul 20, 2024 • 15m
Estate Tax Law Changes
Jul 19, 2024 • 18m
Husband Passed, Should I Pay Off Mortgage?
Jul 18, 2024 • 20m
Navigating Inflation
Jul 17, 2024 • 8m
High Mortgage Payoff
Jul 16, 2024 • 14m
Can I Really Retire in My Mid-50s?
Jul 15, 2024 • 24m
Financial Planning Through a Divorce
Jul 14, 2024 • 19m
Financial Planning With a Higher Income
Jul 13, 2024 • 17m
Maximizing Your Advisor Relationship
Jul 12, 2024 • 16m
Index Funds or CDs?
Jul 11, 2024 • 16m
Am I Taking the Right Financial Steps?
Jul 10, 2024 • 23m
Midyear Money Checkup
Jul 9, 2024 • 9m
Do I Need to Go back to Work?
Jul 8, 2024 • 18m
The Big Picture With Barry Ritholtz Part Three
Jul 7, 2024 • 14m
The Big Picture With Barry Ritholtz Part Two
Jul 6, 2024 • 18m
Tax-Smart Investing
Jul 5, 2024 • 20m
The Big Picture With Barry Ritholtz Part One
Jul 4, 2024 • 20m
Do I Need to Sell My House?
Jul 3, 2024 • 16m
Lump Sump or Dollar Cost Average
Jul 2, 2024 • 17m
On Track in Our 30s?
Jul 1, 2024 • 18m
Handling Extra Income
Jun 30, 2024 • 14m
How to Allocate Inheritance
Jun 29, 2024 • 15m
Retirement Income Taxes
Jun 28, 2024 • 17m
The High Cost of Child Care
Jun 27, 2024 • 9m
Pay Off the Mortgage or Not?
Jun 26, 2024 • 20m
Time for Roth Conversions?
Jun 25, 2024 • 16m
My Financial Outlook
Jun 24, 2024 • 17m
Good Time to Do Roth Conversions?
Jun 23, 2024 • 10m
We're Okay Now, How About in 20 Years?
Jun 22, 2024 • 14m
The Importance of Estate Planning
Jun 21, 2024 • 17m
If My Job Goes Am I Okay?
Jun 20, 2024 • 18m
Long-Term Savings and Inflation
Jun 19, 2024 • 22m
Can I Retire in December?
Jun 18, 2024 • 14m
Husband Is Nervous About Retirement
Jun 17, 2024 • 15m
Does Dad Need Financial Intervention?
Jun 16, 2024 • 19m
Military Retirement Planning
Jun 15, 2024 • 14m
Finding the Right Advisor
Jun 14, 2024 • 23m
Do We Need a Financial Planner?
Jun 13, 2024 • 18m
Summer Job Spike
Jun 12, 2024 • 12m
Can We Pull Back on Retirement Saving?
Jun 11, 2024 • 19m
Help With Retirement Plan in My 30s
Jun 10, 2024 • 21m
Should We Pick the 401(k) or Pension?
Jun 9, 2024 • 11m
Can I Safely Retire at 62?
Jun 8, 2024 • 19m
Retirement Income Strategies
Jun 7, 2024 • 22m
Crazy to Buy a House in Retirement?
Jun 6, 2024 • 14m
Brokerage Savings vs 401(k)
Jun 5, 2024 • 17m
Two Annuity Options
Jun 4, 2024 • 16m
Spending Savings in Retirement
Jun 3, 2024 • 23m
Should I Move My Retirement Money?
Jun 2, 2024 • 13m
Do We Have Enough Saved for Retirement?
Jun 1, 2024 • 16m
Retirement and Your Full Financial Picture
May 31, 2024 • 21m
Financial Concerns After Divorce
May 30, 2024 • 24m
Asset Allocation With a Pension
May 29, 2024 • 15m
Housing Market Breakdown
May 28, 2024 • 9m
Romance Scams and Cybersecurity Best Practices Part Three
May 27, 2024 • 14m
Romance Scams and Cybersecurity Best Practices Part Two
May 26, 2024 • 18m
Romance Scams and Cybersecurity Best Practices Part One
May 25, 2024 • 15m
Paying for Health Care in Retirement
May 24, 2024 • 21m
Afraid to Spend My Assets
May 23, 2024 • 24m
How Am I Set up for Retirement?
May 22, 2024 • 13m
How to Allocate Inheritance
May 21, 2024 • 19m
Stock Market Milestone
May 20, 2024 • 9m
Contemplating Retirement
May 19, 2024 • 14m
Are My Numbers Correct?
May 18, 2024 • 12m
Estate Planning Peace of Mind
May 17, 2024 • 14m
Is Inflation Relief on the Horizon?
May 16, 2024 • 9m
Maximizing Our Lower Tax Bracket
May 15, 2024 • 14m
Financial Steps Before Marriage
May 14, 2024 • 20m
Are We on the Right Track?
May 13, 2024 • 24m
Estate Planning Conversations Part Two
May 12, 2024 • 15m
Estate Planning Conversations Part One
May 11, 2024 • 23m
Are the Managerial Fees Worth It?
May 10, 2024 • 12m
Planning for Retirement
May 9, 2024 • 10m
Help Navigating Retirement
May 8, 2024 • 17m
Can We Pause Retirement Savings?
May 7, 2024 • 16m
Should I Stay or Should I Go?
May 6, 2024 • 19m
Work, Retire, Repeat Part Two
May 5, 2024 • 7m
Work, Retire, Repeat Part One
May 4, 2024 • 7m
Where to Park Emergency Fund
May 3, 2024 • 13m
Roth 401(k) or Not for High Earner?
May 2, 2024 • 18m
Retirement Planning With a Pension
May 1, 2024 • 19m
Can I Manage My Own Money?
Apr 30, 2024 • 15m
Okay After Forced Retirement?
Apr 29, 2024 • 19m
Can I Retire Securely?
Apr 28, 2024 • 16m
Account Consolidation
Apr 27, 2024 • 11m
Considering Retirement at 62
Apr 26, 2024 • 11m
Can We Build Dream Home
Apr 25, 2024 • 16m
What’s the Best Financial Move for Us?
Apr 24, 2024 • 22m
Overall Retirement Preparedness
Apr 23, 2024 • 15m
Unknown Future After Sudden Divorce
Apr 22, 2024 • 28m
Considering Retirement in Two Years
Apr 21, 2024 • 13m
Should We Switch to Roth?
Apr 20, 2024 • 8m
Did We Make a Big Mistake?
Apr 19, 2024 • 15m
Introducing: Million Dollar Advice
Apr 18, 2024 • 2m
We’re Both Retiring and Feel Lost
Apr 18, 2024 • 20m
My Next Phase of Life
Apr 17, 2024 • 13m
Oil and the Economy
Apr 16, 2024 • 12m
Can I Leave My High Income Job?
Apr 15, 2024 • 21m
Evaluating Pension Options
Apr 14, 2024 • 13m
Lower Income Tax Strategy
Apr 13, 2024 • 11m
Can I Retire Early?
Apr 12, 2024 • 21m
Withdrawal Strategy Planning
Apr 11, 2024 • 13m
Do I Have Enough Saved?
Apr 10, 2024 • 19m
To Roth or Not to Roth?
Apr 9, 2024 • 17m
In Our 30s and Planning for Retirement
Apr 8, 2024 • 15m
Slow Productivity Part Two
Apr 7, 2024 • 7m
Slow Productivity Part One
Apr 6, 2024 • 7m
Got Laid Off, Can I Retire?
Apr 5, 2024 • 14m
Competing Financial Needs
Apr 4, 2024 • 18m
Intergenerational Financial Issues
Apr 3, 2024 • 16m
Sweet Spot for Roth Conversions
Apr 2, 2024 • 15m
Part of Recent Tech Layoff
Apr 1, 2024 • 16m
Use 401(k) or HSA?
Mar 31, 2024 • 12m
Recently Retire, Is My Future Secure?
Mar 30, 2024 • 13m
Overwhelmed by Student Loans
Mar 29, 2024 • 17m
Laid Off, Can I Retire?
Mar 28, 2024 • 21m
Maximizing Your Tax Refund
Mar 27, 2024 • 10m
Roth Conversion Scenario
Mar 26, 2024 • 17m
Can I Trust What the Advisor Told Us?
Mar 25, 2024 • 26m
The Bankers’ New Clothes Part Two
Mar 24, 2024 • 17m
The Bankers’ New Clothes Part One
Mar 23, 2024 • 21m
Cash Heavy, What to Do?
Mar 22, 2024 • 16m
Pay Off Mortgage With Windfall?
Mar 21, 2024 • 23m
Can I Retire Now?!
Mar 20, 2024 • 19m
Handling Money After the Loss of a Spouse
Mar 19, 2024 • 24m
How to Invest a Lump Sum
Mar 18, 2024 • 20m
Ed Slott Tax Tips Part Four
Mar 17, 2024 • 19m
Ed Slott Tax Tips Part Three
Mar 16, 2024 • 23m
Should I Switch From Roth to Pre-Tax?
Mar 15, 2024 • 21m
Should I Do a Roth Conversion?
Mar 14, 2024 • 12m
How to Deal with Uncertainty
Mar 13, 2024 • 17m
Options for Stubborn Parents
Mar 12, 2024 • 21m
Inheritance and Retirement Planning
Mar 11, 2024 • 24m
Ed Slott Tax Tips Part Two
Mar 10, 2024 • 17m
Ed Slott Tax Tips Part One
Mar 9, 2024 • 17m
Social Security Scams and Credit Card Fees
Mar 8, 2024 • 11m
Too Many Funds in Brokerage Account?
Mar 7, 2024 • 18m
Am I Putting Too Much Into Retirement?
Mar 6, 2024 • 17m
Retirement vs Short-Term Needs
Mar 5, 2024 • 25m
Can I Leave a Job With a Pension?
Mar 4, 2024 • 16m
How to Fund College
Mar 3, 2024 • 10m
Seeking Financial Independence
Mar 2, 2024 • 14m
Forget Pre-Tax Contributions?
Mar 1, 2024 • 15m
Navigating Love and Finances
Feb 29, 2024 • 13m
In a Financial Rut
Feb 28, 2024 • 22m
Getting Back on Track
Feb 27, 2024 • 13m
Managing Finances for Ex In-Laws
Feb 26, 2024 • 17m
Will I Have Enough for Retirement?
Feb 25, 2024 • 11m
Are We Okay With One Income Stream?
Feb 24, 2024 • 15m
Am I Saving Too Much?
Feb 23, 2024 • 15m
Did I Make an Annuity Mistake?
Feb 22, 2024 • 13m
Shocking Inheritance
Feb 21, 2024 • 19m
Cleaning Up My Act
Feb 20, 2024 • 15m
Next Steps After a Loss
Feb 19, 2024 • 26m
Is My Retirement Plan Solid?
Feb 18, 2024 • 13m
Am I on Track at 50?
Feb 17, 2024 • 11m
Is the Calculator Correct?
Feb 16, 2024 • 14m
Living Paycheck to Paycheck
Feb 15, 2024 • 19m
Hot Inflation Report
Feb 14, 2024 • 11m
Afraid to Spend Assets
Feb 13, 2024 • 21m
Am I Cash Heavy?
Feb 12, 2024 • 13m
Is My Retirement Strategy Okay?
Feb 11, 2024 • 11m
Can We Spend the Inheritance?
Feb 10, 2024 • 10m
Brokerage or Pre-Tax Retirement?
Feb 9, 2024 • 17m
Retirement Rules of Thumb
Feb 8, 2024 • 16m
Did We Do the Right Thing for Mom?
Feb 7, 2024 • 27m
Do I Have Enough to Retire?
Feb 6, 2024 • 20m
On Track for Retirement at 55?
Feb 5, 2024 • 24m
Ask The Compound Part Two
Feb 4, 2024 • 13m
Ask The Compound Part One
Feb 3, 2024 • 13m
Tax Season Tips
Feb 2, 2024 • 8m
Fed Decision Breakdown
Feb 1, 2024 • 15m
Does Roth 401(k) Make Sense?
Jan 31, 2024 • 17m
Ready to Pull the Plug
Jan 30, 2024 • 15m
53 and Considering a Reset
Jan 29, 2024 • 14m
I Say We're Okay, Are We?
Jan 28, 2024 • 12m
Moving Funds in Retirement
Jan 27, 2024 • 15m
Do I Have to Get Another Job?
Jan 26, 2024 • 17m
I'm Moving, Should I Sell?
Jan 25, 2024 • 19m
Revamped FAFSA Applications
Jan 24, 2024 • 13m
What Else Should I Do?
Jan 23, 2024 • 19m
Early Mortgage Payoff
Jan 22, 2024 • 22m
Retirement Withdrawal Confusion
Jan 21, 2024 • 16m
Worried About Grandma
Jan 20, 2024 • 12m
Am I Doing It Right?
Jan 19, 2024 • 22m
Should I Ditch the Rental?
Jan 18, 2024 • 20m
Roth Conversion Strategy
Jan 17, 2024 • 15m
Take Distribution to Pay Down HELOC?
Jan 16, 2024 • 16m
Contemplating a Roth Conversion
Jan 15, 2024 • 22m
Is the Pension Worth It?
Jan 14, 2024 • 17m
Can I Leave Behind the Corporate Life?
Jan 13, 2024 • 16m
Is an Annuity Right for Us?
Jan 12, 2024 • 13m
Managing Credit Card Debt
Jan 11, 2024 • 8m
Can I Retire at 55?
Jan 10, 2024 • 19m
Should We Convert to Roth?
Jan 9, 2024 • 16m
Light at the End of the Tunnel
Jan 8, 2024 • 21m
Can I Quit and Do a Reset?
Jan 7, 2024 • 14m
Am I on Target?
Jan 6, 2024 • 15m
Is 1% Too Much to Pay in My Situation?
Jan 5, 2024 • 19m
2024 Financial Resolutions
Jan 4, 2024 • 10m
I’m 60 and I’m Done
Jan 3, 2024 • 16m
A Reset to Start the New Year
Jan 2, 2024 • 16m
Secrets of Perfect Timing Part Three
Jan 1, 2024 • 18m
Secrets of Perfect Timing Part Two
Dec 31, 2023 • 15m
Secrets of Perfect Timing Part One
Dec 30, 2023 • 15m
I'm Ready for Options at 55
Dec 29, 2023 • 14m
Deferred Comp Options
Dec 28, 2023 • 14m
Do We Have Enough to Retire?
Dec 27, 2023 • 14m
Rent or Buy?
Dec 26, 2023 • 15m
Merry Christmas!!!
Dec 25, 2023 • 11m
The Irrelevant Investor Part Three
Dec 24, 2023 • 11m
The Irrelevant Investor Part Two
Dec 23, 2023 • 14m
The Irrelevant Investor Part One
Dec 22, 2023 • 17m
Can You Check My Parachute Before I Jump?
Dec 21, 2023 • 18m
Hoping for Options in 2-3 Years
Dec 20, 2023 • 14m
Planning for Long-Term Care
Dec 19, 2023 • 12m
Reset After a Payout
Dec 18, 2023 • 17m
Cash Sitting on the Sidelines
Dec 17, 2023 • 11m
The Reformed Broker Part Two
Dec 16, 2023 • 15m
The Reformed Broker Part One
Dec 15, 2023 • 15m
The Elusive Soft Landing
Dec 14, 2023 • 7m
Retirement Readiness
Dec 13, 2023 • 13m
Is the 3% Rule Too Conservative?
Dec 12, 2023 • 16m
Unraveling Financial Advisor Allocation
Dec 11, 2023 • 17m
Are We on Track?
Dec 10, 2023 • 10m
Can I Get Out and Travel?
Dec 9, 2023 • 10m
Handling an Inheritance
Dec 8, 2023 • 17m
Helping Mom With Her Money
Dec 7, 2023 • 19m
New Parents Needing Direction
Dec 6, 2023 • 17m
Does a Roth Conversion Make Sense for Us?
Dec 5, 2023 • 19m
Moving Forward After Divorce
Dec 4, 2023 • 18m
Your Journey to Financial Freedom Part Two
Dec 3, 2023 • 11m
Your Journey to Financial Freedom Part One
Dec 2, 2023 • 14m
Do We Need a Financial Advisor?
Dec 1, 2023 • 17m
Eager to Retire Early
Nov 30, 2023 • 13m
Are We Too Optimistic?
Nov 29, 2023 • 15m
Prepping for Retirement
Nov 28, 2023 • 10m
Do We Have the Right Plan in Place?
Nov 27, 2023 • 16m
Can We Take the Plunge Into Retirement?
Nov 26, 2023 • 12m
Can My Wife Do a Reset?
Nov 25, 2023 • 16m
Roth 403(b) Contribution Dilemma
Nov 24, 2023 • 15m
Happy Thanksgiving!
Nov 23, 2023 • 7m
Student Loan Payment Dilemma
Nov 22, 2023 • 13m
Can I Do a Reset?
Nov 21, 2023 • 21m
Should I Retire Now at 62?
Nov 20, 2023 • 15m
Should I Be Doing More?
Nov 19, 2023 • 14m
Should We Do Roth Conversions?
Nov 18, 2023 • 11m
Can I Buy a House in Retirement?
Nov 17, 2023 • 12m
Balancing Retirement and Experiences
Nov 16, 2023 • 17m
Can I Retire Next Year at 62?
Nov 15, 2023 • 14m
Tax Planning in Retirement
Nov 14, 2023 • 15m
Planning Around a Terminal Illness
Nov 13, 2023 • 18m
Personal Finance With Vanguard Part Two
Nov 12, 2023 • 13m
Personal Finance With Vanguard Part One
Nov 11, 2023 • 14m
When Will Bonds Improve?
Nov 10, 2023 • 14m
What to Do With HELOC Amidst Rising Rates?
Nov 9, 2023 • 14m
Should I Stay in the Market?
Nov 8, 2023 • 14m
How to Fund an Addition?
Nov 7, 2023 • 16m
401(k) or Brokerage?
Nov 6, 2023 • 15m
How Much Life Insurance Do We Need?
Nov 5, 2023 • 11m
How to Allocate Portfolio
Nov 4, 2023 • 18m
State of the Housing Market
Nov 3, 2023 • 10m
Tax Loss Harvesting and Early Retirement
Nov 2, 2023 • 21m
College Tuition Dilemma
Nov 1, 2023 • 14m
Turning 60 and Looking To Retire
Oct 31, 2023 • 24m
Annuity Dilemma
Oct 30, 2023 • 23m
Preserving Our Assets
Oct 29, 2023 • 14m
Navigating Retirement
Oct 28, 2023 • 17m
Too Scared to Invest
Oct 27, 2023 • 13m
Everything Everywhere All at Once
Oct 26, 2023 • 24m
Burned Out and Would Love to Retire
Oct 25, 2023 • 14m
To Pool or Not to Pool?
Oct 24, 2023 • 15m
Retirement Concerns at 51
Oct 23, 2023 • 20m
Financial Wellness Part Two
Oct 22, 2023 • 5m
Financial Wellness Part One
Oct 21, 2023 • 9m
What to Do With Losing Stocks?
Oct 20, 2023 • 12m
Whole Life Mistake
Oct 19, 2023 • 16m
What's the Best Path Forward?
Oct 18, 2023 • 16m
Hoping to Not Burst the Bubble
Oct 17, 2023 • 16m
Getting My Cash to Work
Oct 16, 2023 • 18m
Retirement Cash Flow Concerns
Oct 15, 2023 • 16m
Should I Use Roth 401(k)?
Oct 14, 2023 • 8m
Retirement Tax Bomb
Oct 13, 2023 • 13m
Considering Semi-Retirement
Oct 12, 2023 • 16m
Starting a New Chapter
Oct 11, 2023 • 19m
Learning to Be Retired
Oct 10, 2023 • 16m
Option to Retire at 62
Oct 9, 2023 • 15m
Think Faster, Talk Smarter Part Two
Oct 8, 2023 • 9m
Think Faster, Talk Smarter Part One
Oct 7, 2023 • 13m
Can We Afford Two Homes?
Oct 6, 2023 • 14m
Do I Need a Long-Term Care Policy?
Oct 5, 2023 • 13m
Paying Daughter's Student Loan
Oct 4, 2023 • 13m
Prepping for Retirement in 2024
Oct 3, 2023 • 16m
Conquering My Fear of Risk
Oct 2, 2023 • 22m
Taming the Street Part Two
Oct 1, 2023 • 6m
Taming the Street Part One
Sep 30, 2023 • 8m
Federal Student Loan Repayments Resume
Sep 29, 2023 • 10m
Introducing Say More with Dr? Sheila
Sep 28, 2023 • 4m
Use Savings or Take Out Mortgage?
Sep 28, 2023 • 13m
Adult 529 Plan
Sep 27, 2023 • 13m
House Poor After Divorce
Sep 26, 2023 • 17m
Getting Close to Retirement
Sep 25, 2023 • 16m
Cybersecurity Best Practices Part Two
Sep 24, 2023 • 5m
Cybersecurity Best Practices Part One
Sep 23, 2023 • 7m
Fed Decision and Economic Impacts of UAW Strike
Sep 22, 2023 • 11m
Pension Lump-Sum Options
Sep 21, 2023 • 18m
Overfunded 529 Plan Options
Sep 20, 2023 • 16m
Enough Saved to Retire?
Sep 19, 2023 • 11m
Can We Pull Back on Retirement?
Sep 18, 2023 • 20m
Master of Change Part Two
Sep 17, 2023 • 15m
Master of Change Part One
Sep 16, 2023 • 22m
Can We Ditch Our Insurance?
Sep 15, 2023 • 12m
Divorce and Financial Reset
Sep 14, 2023 • 18m
Life Insurance Boot Camp
Sep 13, 2023 • 10m
Help, I Was Just Laid Off!
Sep 12, 2023 • 17m
Can I Do a Reset?
Sep 11, 2023 • 24m
Gonzo Capitalism Part Two
Sep 10, 2023 • 5m
Gonzo Capitalism Part One
Sep 9, 2023 • 7m
Managing 401(k) Allocations
Sep 8, 2023 • 16m
Should I Attack My Student Loan?
Sep 7, 2023 • 18m
Do I Need Whole Life Insurance?
Sep 6, 2023 • 9m
Frozen by Analysis Paralysis
Sep 5, 2023 • 15m
How to Combine Finances
Sep 4, 2023 • 16m
Will I Be Ready to Retire When I Want?
Sep 3, 2023 • 10m
Just Retired at 55, Am I Okay?
Sep 2, 2023 • 15m
Handling a Lump-Sum Payout
Sep 1, 2023 • 11m
Can I Join My Husband in Retirement?
Aug 31, 2023 • 8m
Do I Have Enough to Retire?
Aug 30, 2023 • 16m
Can I Retire in a Year at 65?
Aug 29, 2023 • 13m
Planning for Early Retirement
Aug 28, 2023 • 22m
Roth Conversions and Pro-Rata Rule
Aug 27, 2023 • 9m
How to Allocate Extra Cash Flow
Aug 26, 2023 • 12m
Should We Buy Whole Life Insurance?
Aug 25, 2023 • 12m
Obsessed With Being Debt Free
Aug 24, 2023 • 19m
Money Reset After Divorce
Aug 23, 2023 • 15m
Can I Retire in 20 Months?
Aug 22, 2023 • 16m
Worried About Retirement
Aug 21, 2023 • 21m
Coaching for Leaders Part Two
Aug 20, 2023 • 6m
Coaching for Leaders Part One
Aug 19, 2023 • 8m
Why Am I Losing Money With Bonds?
Aug 18, 2023 • 14m
Are We on the Right Track?
Aug 17, 2023 • 15m
Trying to Re-Retire
Aug 16, 2023 • 19m
Inherited IRA Strategy
Aug 15, 2023 • 13m
What to Do With My Mother’s Home?
Aug 14, 2023 • 20m
Roth Conversion Considerations
Aug 13, 2023 • 14m
Managing Extra Cash Flow
Aug 12, 2023 • 12m
What’s the Point of a Brokerage Account?
Aug 11, 2023 • 18m
Do I Have Enough to Retire?
Aug 10, 2023 • 17m
Drowning in Credit Card Mess
Aug 9, 2023 • 16m
Late to the Investment Game
Aug 8, 2023 • 14m
Next Best Steps for Our Family
Aug 7, 2023 • 22m
Your Future Self Part Two
Aug 6, 2023 • 8m
Your Future Self Part One
Aug 5, 2023 • 8m
Did I Make a Huge Mistake?
Aug 4, 2023 • 19m
Can I Use the Exit Ramp Soon?
Aug 3, 2023 • 19m
Mid-Year Money Checkup
Aug 2, 2023 • 18m
Preparing for Decumulation
Aug 1, 2023 • 15m
What's My Next Goal?
Jul 31, 2023 • 17m
Pre-Tax or Roth 401(k)?
Jul 30, 2023 • 11m
Where to Invest Additional Funds?
Jul 29, 2023 • 11m
Too Much of a Single Stock?
Jul 28, 2023 • 13m
Should We Buy the Mountain Home?
Jul 27, 2023 • 20m
Can I Retire in Five Years at 62?
Jul 26, 2023 • 15m
Is a Tiny Home Community a Good Move?
Jul 25, 2023 • 23m
Does My Wife Have to Stop Working?
Jul 24, 2023 • 17m
How Much Company Stock Is Enough?
Jul 23, 2023 • 11m
Roth Conversion Strategy
Jul 22, 2023 • 13m
Should I Sell Condo to Buy a House?
Jul 21, 2023 • 18m
What Is a Reasonable Fee?
Jul 20, 2023 • 13m
I Think We’re Okay, Are We?
Jul 19, 2023 • 17m
On Track for Retirement?
Jul 18, 2023 • 16m
What to Do With Settlement Money?
Jul 17, 2023 • 19m
Car Talk With Mike Quincy Part Two
Jul 16, 2023 • 6m
Car Talk With Mike Quincy Part One
Jul 15, 2023 • 8m
Life Insurance Retirement Plan
Jul 14, 2023 • 12m
How to Invest My Cash?
Jul 13, 2023 • 15m
Hubby Wants to Quit ASAP
Jul 12, 2023 • 19m
Contemplating a Reset
Jul 11, 2023 • 19m
Is It Okay for Me to Call It Quits?
Jul 10, 2023 • 19m
Thinking About My Next Chapter
Jul 9, 2023 • 11m
Am I Making the Right Money Moves?
Jul 8, 2023 • 13m
Introducing: Search Engine
Jul 8, 2023 • 9m
What to Do With Real Estate Proceeds?
Jul 7, 2023 • 12m
Can I Retire Next Year at 62?
Jul 6, 2023 • 15m
Can I Retire in Two Years?
Jul 5, 2023 • 20m
An American Story
Jul 4, 2023 • 27m
Should I Get Umbrella Insurance?
Jul 3, 2023 • 15m
Self-Employed Retirement Plan Options
Jul 2, 2023 • 9m
Are the Fees Too High?
Jul 1, 2023 • 14m
Money & Marriage
Jun 30, 2023 • 10m
Should We Use 401(k) For Home Purchase?
Jun 29, 2023 • 16m
Is It Time to Sell I Bonds?
Jun 28, 2023 • 14m
Managing Assets for Mom
Jun 27, 2023 • 16m
Decumulation to Fund Travel
Jun 26, 2023 • 17m
Money and Love Part Two
Jun 25, 2023 • 6m
Money and Love Part One
Jun 24, 2023 • 6m
Can I Retire or Step Back?
Jun 23, 2023 • 17m
Can I Retire Early and Buy a New Home?
Jun 22, 2023 • 14m
Can I Retire at 70?
Jun 21, 2023 • 20m
Safe to Retire in December?
Jun 20, 2023 • 15m
The Whiteness of Wealth Part Three
Jun 19, 2023 • 12m
The Whiteness of Wealth Part Two
Jun 18, 2023 • 10m
The Whiteness of Wealth Part One
Jun 17, 2023 • 11m
Fed Pauses Rate Hike
Jun 16, 2023 • 9m
We Just Retired, Are We Okay?
Jun 15, 2023 • 18m
Too Much in Tax Advantaged Accounts?
Jun 14, 2023 • 13m
What To Do Next?
Jun 13, 2023 • 17m
Retirement Tax Strategy
Jun 12, 2023 • 17m
Inside the Federal Reserve Part Two
Jun 11, 2023 • 6m
Inside the Federal Reserve Part One
Jun 10, 2023 • 8m
Should We Skip the 403(b) Plan?
Jun 9, 2023 • 16m
Should We Downsize Now That We’re Retired?
Jun 8, 2023 • 22m
Is It Time to Diversify From the S&P 500?
Jun 7, 2023 • 19m
Should I Consider an Annuity?
Jun 6, 2023 • 13m
53 and Buying a Condo
Jun 5, 2023 • 18m
Ed Slott on if a Traditional IRA Is Worth It
Jun 4, 2023 • 6m
Ed Slott on Roth IRA Conversions
Jun 3, 2023 • 6m
Planning for Retirement in Two Years
Jun 2, 2023 • 17m
Life After the Military
Jun 1, 2023 • 16m
Afraid to Spend a Dime
May 31, 2023 • 17m
Looking for an Off-Ramp
May 30, 2023 • 17m
Little Things That Can Change Your Life Part Three
May 29, 2023 • 10m
Little Things That Can Change Your Life Part Two
May 28, 2023 • 12m
Little Things That Can Change Your Life Part One
May 27, 2023 • 14m
Inherited IRA Tax Strategy
May 26, 2023 • 14m
Social Security at 67 vs. 70
May 25, 2023 • 15m
Prepping for Retirement in Four Years
May 24, 2023 • 11m
Managing Taxes in Retirement
May 23, 2023 • 19m
Husband Retiring at 51, Are We on Track?
May 22, 2023 • 17m
State of the Post-Pandemic Economy Part Two
May 21, 2023 • 17m
State of the Post-Pandemic Economy Part One
May 20, 2023 • 20m
Taxes Due on Roth Conversions
May 19, 2023 • 15m
Combining Money After Marriage
May 18, 2023 • 12m
Financial Housekeeping
May 17, 2023 • 23m
How to Increase Liquid Cash Flow?
May 16, 2023 • 16m
Retirement With Special Needs Twins
May 15, 2023 • 21m
Taking Over the Finances After a Loss
May 14, 2023 • 20m
Saving Too Much for Retirement?
May 13, 2023 • 5m
Bombarded by Annuity Pitches
May 12, 2023 • 15m
Inflation Cools, Debt Heats Up
May 11, 2023 • 10m
Do I Have to Work?
May 10, 2023 • 11m
Pay Off Mortgage With My 401(k)?
May 9, 2023 • 12m
Navigating the Decumulation Phase
May 8, 2023 • 19m
Evolving Situation, Are We on Track?
May 7, 2023 • 11m
27 and Hoping to Retire by 50
May 6, 2023 • 8m
When to Pull Out of the Market?
May 5, 2023 • 16m
Can I Retire at 58 With My Expensive Hobby?
May 4, 2023 • 17m
Catching Up and Staying on Track
May 3, 2023 • 18m
First Republic Fails, Now What?
May 2, 2023 • 9m
Can I Do a Reset at 55?
May 1, 2023 • 23m
Do I Need an Annuity?
Apr 30, 2023 • 11m
Best Place to Invest
Apr 29, 2023 • 11m
Mutual Funds vs CDs
Apr 28, 2023 • 15m
Figuring It Out at 22
Apr 27, 2023 • 16m
Contemplating a Job Change
Apr 26, 2023 • 20m
Financing Our Dream Home
Apr 25, 2023 • 19m
Inheriting Large Amount of Money
Apr 24, 2023 • 20m
Should I Do a Roth Conversion?
Apr 23, 2023 • 7m
Focused On Paying Down the Mortgage
Apr 22, 2023 • 10m
Can We Buy a Rental Property?
Apr 21, 2023 • 21m
The Rising Cost of College
Apr 20, 2023 • 14m
Can I Make a Career Change?
Apr 19, 2023 • 20m
Are We Okay to Tap Our TSPs?
Apr 18, 2023 • 14m
Should I Use the Pension Plan?
Apr 17, 2023 • 11m
Do I Need the Advisor?
Apr 16, 2023 • 8m
Roth IRA Options
Apr 15, 2023 • 10m
Can I Retire in Five Years at 55?
Apr 14, 2023 • 16m
Will We Have Enough to Retire?
Apr 13, 2023 • 22m
Is the Pension Worth It?
Apr 12, 2023 • 11m
Are We Saving Too Much?
Apr 11, 2023 • 18m
Can I Retire at 58?
Apr 10, 2023 • 28m
Other People's Pockets Part Two
Apr 9, 2023 • 13m
Other People's Pockets Part One
Apr 8, 2023 • 16m
Tax Season Tips
Apr 7, 2023 • 11m
Should We Bail on Schwab?
Apr 6, 2023 • 17m
Can I Retire at 47?
Apr 5, 2023 • 15m
FINE by 54?
Apr 4, 2023 • 15m
Reset After Divorce
Apr 3, 2023 • 14m
Take Social Security or Tap IRA?
Apr 2, 2023 • 8m
Considering a Backdoor Roth
Apr 1, 2023 • 8m
Analyzing the Gender Pay Gap
Mar 31, 2023 • 15m
I'm 52, Can I Retire at 59?
Mar 30, 2023 • 14m
Dazed and Confused or on Top of the World?
Mar 29, 2023 • 19m
Financial Planning While Overseas
Mar 28, 2023 • 30m
A Complete Reset at 57
Mar 27, 2023 • 16m
Are We Saving Enough or Too Much?
Mar 26, 2023 • 9m
Managing Surplus Cash Flow
Mar 25, 2023 • 7m
Retiring in Three Years, Are We Okay?
Mar 24, 2023 • 16m
Guidance on Next Financial Steps
Mar 23, 2023 • 14m
Fed Faces Key Decision
Mar 22, 2023 • 11m
On the Right Track in Our Early 30s?
Mar 21, 2023 • 15m
Trying to Plan For My Retirement
Mar 20, 2023 • 19m
Retirement Readiness Part Two
Mar 19, 2023 • 21m
Retirement Readiness Part One
Mar 18, 2023 • 19m
Banking Crisis Update and a Layoff Protection Plan
Mar 17, 2023 • 18m
Am I on Track at 50?
Mar 16, 2023 • 17m
Should I Be Considering a Backdoor Roth?
Mar 15, 2023 • 13m
SVB Failure, Keep Calm and Carry On
Mar 14, 2023 • 12m
Can We Buy a Vacation Home and Still Retire Early?
Mar 13, 2023 • 18m
Should I Pay Down Debt as Much as Possible?
Mar 12, 2023 • 7m
Pay Down the Mortgage or Invest?
Mar 11, 2023 • 9m
Keep or Ditch Insurance Policies?
Mar 10, 2023 • 17m
Did We Blow It With This Annuity?
Mar 9, 2023 • 15m
Should We Prioritize Debt or Investing?
Mar 8, 2023 • 16m
Transitioning to Life After a Career With the Government
Mar 7, 2023 • 24m
Planning Around a Terminal Illness
Mar 6, 2023 • 26m
Being Pitched an Investment Idea
Mar 5, 2023 • 7m
What's the Financial Priority?
Mar 4, 2023 • 8m
Useful Money Saving Tips
Mar 3, 2023 • 8m
Withdrawal of Retirement Savings
Mar 2, 2023 • 16m
Feeling Like There’s More to Life
Mar 1, 2023 • 18m
Can I Retire in Five Years at 56?
Feb 28, 2023 • 16m
Should I Retire at 68 and Enjoy Life?
Feb 27, 2023 • 16m
How to Handle Inherited IRA
Feb 26, 2023 • 6m
Should I Be Worrying About Mom?
Feb 25, 2023 • 12m
Planning for Special Needs Child
Feb 24, 2023 • 18m
Mortgage Pay Off After Retirement?
Feb 23, 2023 • 16m
Can I Retire ASAP?
Feb 22, 2023 • 15m
Rent the House or Sell It?
Feb 21, 2023 • 18m
Feeling Anxiety Over My Finances
Feb 20, 2023 • 19m
Retirement Reboot Part Two
Feb 19, 2023 • 14m
Retirement Reboot Part One
Feb 18, 2023 • 15m
A Nervous Federal Worker
Feb 17, 2023 • 13m
Construction Loan Decisions
Feb 16, 2023 • 15m
Catastrophic Diagnosis for Child
Feb 15, 2023 • 20m
Is Purchasing an Annuity a Good Idea for Me?
Feb 14, 2023 • 21m
Are We Saving Enough at 51?
Feb 13, 2023 • 20m
On Track to Retire in Two Years?
Feb 12, 2023 • 7m
Withdrawals in Retirement
Feb 11, 2023 • 10m
Should I Buy Long-Term Care Insurance?
Feb 10, 2023 • 17m
Do We Have Enough for Early Retirement?
Feb 9, 2023 • 12m
Should I Ditch the Annuity?
Feb 8, 2023 • 13m
Can I Retire at 61?
Feb 7, 2023 • 16m
Preparing for Severance Payment
Feb 6, 2023 • 18m
Confused About Rebalancing
Feb 5, 2023 • 10m
Long-Term Care Policy Options
Feb 4, 2023 • 12m
Withdrawal Strategy in Retirement
Feb 3, 2023 • 18m
Whole Life or Term Life Insurance?
Feb 2, 2023 • 15m
Does My Retirement Plan Make Sense?
Feb 1, 2023 • 15m
How to Manage Unexpected Raise
Jan 31, 2023 • 11m
College Savings and Life Insurance
Jan 30, 2023 • 16m
Can I Retire in Four Years?
Jan 29, 2023 • 10m
Annuity Options
Jan 28, 2023 • 8m
Tips for Tax Payers
Jan 27, 2023 • 10m
Financial Tips to Live Your Best Life
Jan 26, 2023 • 9m
We Are Being Pitched an Annuity!
Jan 25, 2023 • 24m
Helping Mom With Her Investments
Jan 24, 2023 • 16m
Helping My Recently Widowed Aunt
Jan 23, 2023 • 26m
Secure Act 2.0 Part Two
Jan 22, 2023 • 12m
Secure Act 2.0 Part One
Jan 21, 2023 • 17m
The Debt Ceiling and Your Finances
Jan 20, 2023 • 10m
Getting Back on Track After a Loss
Jan 19, 2023 • 15m
Still on Track After Five Years Retired?
Jan 18, 2023 • 18m
12 Years to Go at Age 45?
Jan 17, 2023 • 20m
The Great Money Reset Part Three
Jan 16, 2023 • 14m
The Great Money Reset Part Two
Jan 15, 2023 • 14m
The Great Money Reset Part One
Jan 14, 2023 • 18m
What to Do With Whole Life Policies?
Jan 13, 2023 • 12m
Will I Run Out of Money in Retirement?
Jan 12, 2023 • 13m
Where to Put Money From Sale of House?
Jan 11, 2023 • 15m
Major Move Before Retirement
Jan 10, 2023 • 16m
Preparing for a Career Transition
Jan 9, 2023 • 19m
Am I Saving in the Right Way?
Jan 8, 2023 • 10m
Is the 401(k) Worth It?
Jan 7, 2023 • 9m
Should I Contribute to My Roth 401(k)?
Jan 6, 2023 • 13m
When Is Leaving Worth More Than Staying?
Jan 5, 2023 • 21m
The FINE Phase
Jan 4, 2023 • 19m
Feeling Behind After Living Large
Jan 3, 2023 • 20m
Why Do I Feel Nervous?
Jan 2, 2023 • 18m
The Power of Regret Part Two
Jan 1, 2023 • 12m
The Power of Regret Part One
Dec 31, 2022 • 17m
Retirement Withdrawal Strategy
Dec 30, 2022 • 16m
Do We Have Enough Squirreled Away?
Dec 29, 2022 • 13m
Can I Survive in Retirement?
Dec 28, 2022 • 12m
In Our 30s, Are We on Track?
Dec 27, 2022 • 12m
Already Retired but Very Worried
Dec 26, 2022 • 19m
The Data Detective Part Two
Dec 25, 2022 • 12m
The Data Detective Part One
Dec 24, 2022 • 15m
The Gyrations Are Scaring Me
Dec 23, 2022 • 19m
How Much Longer Do We Need to Work?
Dec 22, 2022 • 17m
Have We Saved Enough for Retirement?
Dec 21, 2022 • 10m
Funding Grad School
Dec 20, 2022 • 15m
Can My Husband Retire at 60?
Dec 19, 2022 • 15m
Estate Planning Drama
Dec 18, 2022 • 11m
Saving in the Right Places
Dec 17, 2022 • 9m
Making Up for Lost Time
Dec 16, 2022 • 8m
Are We Being Charged Too Much?
Dec 15, 2022 • 8m
Presenting Gone South Season 2: The Dixie Mafia
Dec 14, 2022 • 3m
Can We Retire at 60 and 62?
Dec 14, 2022 • 17m
Should I Reduce My 401(k) Contributions?
Dec 13, 2022 • 13m
Are We Crazy for This Idea?
Dec 12, 2022 • 18m
Planning Around Social Security
Dec 11, 2022 • 8m
Does a Whole Life Policy Make Sense?
Dec 10, 2022 • 10m
Old Retirement Plan Options
Dec 9, 2022 • 14m
In Our Early 50s, Are We on Track?
Dec 8, 2022 • 12m
Thoughts on Annuity Purchase
Dec 7, 2022 • 13m
The Fees Are Bugging Me
Dec 6, 2022 • 17m
Should I Retire in Five Years?
Dec 5, 2022 • 17m
In Our 30s, Are We on Track?
Dec 4, 2022 • 11m
Do I Need Permanent Life Insurance?
Dec 3, 2022 • 9m
Why Use Brokerage?
Dec 2, 2022 • 18m
Charitable Giving Tips
Dec 1, 2022 • 7m
Financially Responsible for My Parents
Nov 30, 2022 • 18m
Should I Pay Off the Mortgage?
Nov 29, 2022 • 13m
Mother-in-Law Needs Help ASAP
Nov 28, 2022 • 20m
Do We Still Need Term Insurance?
Nov 27, 2022 • 7m
Can I Invest the Emergency Fund?
Nov 26, 2022 • 8m
How to Handle Inherited Annuities
Nov 25, 2022 • 17m
What We're Thankful For
Nov 24, 2022 • 11m
Estate Planning Boot Camp
Nov 23, 2022 • 9m
Roth 401(k) or a Brokerage Account?
Nov 22, 2022 • 17m
Considering My Age, Do I Have Enough Saved?
Nov 21, 2022 • 19m
Can We Get Out of the Rat Race?
Nov 20, 2022 • 6m
Preparing for a Change
Nov 19, 2022 • 8m
Change Jobs or Tough It Out?
Nov 18, 2022 • 19m
Am I on Track at 51?
Nov 17, 2022 • 20m
Should I Move Out With My Friends?
Nov 16, 2022 • 11m
Managing Competing Financial Priorities
Nov 15, 2022 • 17m
Help, We Are Stuck So We Do Nothing!
Nov 14, 2022 • 22m
Quit with Annie Duke Part Two
Nov 13, 2022 • 13m
Quit with Annie Duke Part One
Nov 12, 2022 • 20m
Should We Pay Down the HELOC?
Nov 11, 2022 • 17m
Tax-Deferred or Brokerage Account?
Nov 10, 2022 • 14m
Can I Slow Down?
Nov 9, 2022 • 14m
Is Now the Time to Convert to a Roth?
Nov 8, 2022 • 15m
A Different Kind of Retirement Calculator?
Nov 7, 2022 • 19m
What to Do With Old 401(k) Plan?
Nov 6, 2022 • 7m
Should We Convert to Roth?
Nov 5, 2022 • 8m
Housing Market Slowdown
Nov 4, 2022 • 15m
Can I Do This Investing Thing on My Own?
Nov 3, 2022 • 15m
Are We Making a Financial Mistake?
Nov 2, 2022 • 12m
Divorce and My Financial Future
Nov 1, 2022 • 18m
Rethinking My Plan
Oct 31, 2022 • 11m
Year-End Planning With Ed Slott Part Two
Oct 30, 2022 • 13m
Year-End Planning With Ed Slott Part One
Oct 29, 2022 • 16m
I’m a Habitual Worrier, Are We Okay?
Oct 28, 2022 • 16m
How to Allocate Savings vs. Retirement?
Oct 27, 2022 • 18m
Introducing: It Was Said Season 2
Oct 26, 2022 • 3m
How Do I Catch Up at 62?
Oct 26, 2022 • 17m
What to Do With Home Sale Proceeds?
Oct 25, 2022 • 15m
Roth 401(k) or Not?
Oct 24, 2022 • 13m
HSA Boot Camp Part Two
Oct 23, 2022 • 10m
HSA Boot Camp Part One
Oct 22, 2022 • 13m
Should I Consider Changing Jobs?
Oct 21, 2022 • 19m
Can I Retire in Two Years?
Oct 20, 2022 • 16m
Can I Retire at 62?
Oct 19, 2022 • 17m
Are the Fees Too High?
Oct 18, 2022 • 12m
Are Retirement Calculators Lying to Me?
Oct 17, 2022 • 16m
The American Dream and Other Fairy Tales Part Two
Oct 16, 2022 • 12m
The American Dream and Other Fairy Tales Part One
Oct 15, 2022 • 11m
Who Is Right?
Oct 14, 2022 • 20m
Pay Off Car Loan or Keep Money in Savings?
Oct 13, 2022 • 14m
Help in Life Transitions
Oct 12, 2022 • 18m
Pre-Retirement Anxiety
Oct 11, 2022 • 15m
Am I Behind on Retirement Savings?
Oct 10, 2022 • 14m
Can I Retire a Bit Early?
Oct 9, 2022 • 11m
Old Retirement Plan Options
Oct 8, 2022 • 9m
After-Tax 401(k) Contributions
Oct 7, 2022 • 13m
Help, My Husband Is Panicking!
Oct 6, 2022 • 15m
Totally Fried at the Age of 55
Oct 5, 2022 • 19m
Should I Stop 401(k) Contributions?
Oct 4, 2022 • 15m
Retirement Planning With a Disability
Oct 3, 2022 • 23m
Social Security Strategies
Oct 2, 2022 • 8m
Planning After a Loss
Oct 1, 2022 • 14m
How to Approach Bond Funds
Sep 30, 2022 • 16m
Welcome to Campaign HQ with David Plouffe
Sep 29, 2022 • 2m
How Much to Put Down on a House?
Sep 29, 2022 • 12m
How Can We Help My Ma In Law?
Sep 28, 2022 • 16m
SEP IRA or Solo 401(k)?
Sep 27, 2022 • 17m
Can We Cut Back and Start Enjoying Life?
Sep 26, 2022 • 15m
Invest or Pay Down Mortgage?
Sep 25, 2022 • 9m
Incorporating Additional Income
Sep 24, 2022 • 10m
How to Unravel an Annuity?
Sep 23, 2022 • 13m
Ignore the Market Gyrations
Sep 22, 2022 • 25m
Early Retirement or a Pool?
Sep 21, 2022 • 17m
How Much Is Enough?
Sep 20, 2022 • 16m
Do We Have Enough in Investments?
Sep 19, 2022 • 14m
We're 47, Can We Retire in Four Years?
Sep 18, 2022 • 10m
Pay Off the Car Loan?
Sep 17, 2022 • 7m
Are We Doing Okay?
Sep 16, 2022 • 16m
All Roth All the Time?
Sep 15, 2022 • 18m
Worst Day on Wall Street in Two Years
Sep 14, 2022 • 19m
Should I Hire an Advisor?
Sep 13, 2022 • 13m
Investing Neophyte
Sep 12, 2022 • 17m
Should I Be Getting Life Insurance?
Sep 11, 2022 • 6m
Should I Roll Over My TSP?
Sep 10, 2022 • 8m
Can We Splurge on a Motor Home?
Sep 9, 2022 • 15m
Should I Rebalance Now or Wait?
Sep 8, 2022 • 20m
Pre-Tax or Post for My 401(k)?
Sep 7, 2022 • 6m
Retirement Planning With an Age Difference
Sep 6, 2022 • 9m
Does My Kid Need Life Insurance?
Sep 5, 2022 • 8m
How to Change Part Two
Sep 4, 2022 • 11m
How to Change Part One
Sep 3, 2022 • 15m
Pension Options
Sep 2, 2022 • 8m
Do We Need a Planner?
Sep 1, 2022 • 11m
Young and Dreaming of Early Retirement
Aug 31, 2022 • 6m
Income Streams in Retirement
Aug 30, 2022 • 15m
Prospects for Retirement
Aug 29, 2022 • 13m
The Practice of Groundedness Part Two
Aug 28, 2022 • 17m
The Practice of Groundedness Part One
Aug 27, 2022 • 17m
Should We Keep Investing?
Aug 26, 2022 • 13m
We Upsized, Are We Okay?
Aug 25, 2022 • 16m
Time to Help the Parents
Aug 24, 2022 • 19m
Helping Mom Get on Track
Aug 23, 2022 • 22m
New 401(k), Pre-Tax or Roth?
Aug 22, 2022 • 15m
A World Without Email Part Two
Aug 21, 2022 • 14m
A World Without Email Part One
Aug 20, 2022 • 17m
How to Handle Large Salary Increase
Aug 19, 2022 • 13m
Can I Retire at 56, or Wait Until 60?
Aug 18, 2022 • 13m
Is the Fee I'm Paying Too High?
Aug 17, 2022 • 10m
Late Start, Will I Be Okay?
Aug 16, 2022 • 13m
What to Do With an Extra $50k?
Aug 15, 2022 • 14m
Why Generalists Triumph in a Specialized World Part Two
Aug 14, 2022 • 15m
Why Generalists Triumph in a Specialized World Part One
Aug 13, 2022 • 14m
I'm 66, Can I Retire?
Aug 12, 2022 • 20m
Can I Retire at 59.5?
Aug 11, 2022 • 14m
Time to Lock In My Mortgage?
Aug 10, 2022 • 20m
Can I Pull Some Money Out of My IRA?
Aug 9, 2022 • 17m
Will I Be Living in My Car?
Aug 8, 2022 • 14m
Lump Sum or Annuity?
Aug 7, 2022 • 12m
Helping Dad With His Finances
Aug 6, 2022 • 11m
Withdrawals When the Market Tanks
Aug 5, 2022 • 14m
Variable Rate Mortgage vs Traditional Mortgage
Aug 4, 2022 • 14m
Our Retirement Plan, Would You Change Anything?
Aug 3, 2022 • 17m
Housing Dilemma for Mom
Aug 2, 2022 • 19m
Financing the Cost of College
Aug 1, 2022 • 23m
Prepping for a Transition
Jul 31, 2022 • 12m
Savings Prioritization
Jul 30, 2022 • 6m
State of the Economy
Jul 29, 2022 • 9m
Too Much Real Estate?
Jul 28, 2022 • 16m
Pension Options Including Disability
Jul 27, 2022 • 11m
I'm 57, Can I Retire Yet?
Jul 26, 2022 • 16m
Can I Retire by 60?
Jul 25, 2022 • 17m
Weathering the Economic Headwinds Part Two
Jul 24, 2022 • 15m
Weathering the Economic Headwinds Part One
Jul 23, 2022 • 24m
HSA or Roth?
Jul 22, 2022 • 15m
How to Avoid Falling Victim to Financial Fraud
Jul 21, 2022 • 13m
Can We Take a Sabbatical?
Jul 20, 2022 • 25m
Tax Strategies in Retirement
Jul 19, 2022 • 13m
Helping Mom as She Transitions to Long-Term Care
Jul 18, 2022 • 17m
I’m Thinking About Paying off the Mortgage
Jul 17, 2022 • 10m
Is My Money Safe?
Jul 16, 2022 • 6m
What Do You Think of Our Plan?
Jul 15, 2022 • 18m
Prepping for a Possible Recession
Jul 14, 2022 • 14m
Retiring With a Disabled Daughter
Jul 13, 2022 • 20m
I’m Fried, Can I Retire?
Jul 12, 2022 • 17m
When Can I Retire?!
Jul 11, 2022 • 21m
Target Date Funds
Jul 10, 2022 • 7m
Should We Be Using a Roth 401(k)?
Jul 9, 2022 • 9m
How to Invest Extra Money
Jul 8, 2022 • 11m
Best Way to Plan for Retirement
Jul 7, 2022 • 15m
Already Retired, but Need a Plan
Jul 6, 2022 • 14m
The Frugal Way to Travel Part Two
Jul 5, 2022 • 15m
The Frugal Way to Travel Part One
Jul 4, 2022 • 20m
Loving Capitalism Part Two
Jul 3, 2022 • 13m
Loving Capitalism Part One
Jul 2, 2022 • 16m
41 and Planning for the Future
Jul 1, 2022 • 15m
In Our Mid 40s, Are We on Track?
Jun 30, 2022 • 20m
When to Take My Pension
Jun 29, 2022 • 13m
Single Mom Trying to Save for Retirement
Jun 28, 2022 • 14m
Finding a Balance Between Saving for Retirement and Enjoying Life
Jun 27, 2022 • 22m
What to Do With My Annuity?
Jun 26, 2022 • 7m
$108k Left on the Mortgage, Should I Pay It Off?
Jun 25, 2022 • 9m
My Retirement Money
Jun 24, 2022 • 12m
Financial Advice for College Grads
Jun 23, 2022 • 14m
Can I Retire NOW?
Jun 22, 2022 • 14m
Big Pension and TSP, How Much Is Enough?
Jun 21, 2022 • 13m
Should I Ditch My Stocks and Go All Cash?
Jun 20, 2022 • 15m
Should I Take a New Job and Ditch My Pension?
Jun 19, 2022 • 11m
How Should I Invest My 401(k)?
Jun 18, 2022 • 8m
Nowhere to Run, Nowhere to Hide
Jun 17, 2022 • 19m
Biggest Rate Increase Since 1994
Jun 16, 2022 • 13m
Trying to Get My Financial Life in Order
Jun 15, 2022 • 15m
Good With Money but Need a Plan
Jun 14, 2022 • 22m
Recession Fears
Jun 13, 2022 • 9m
Celebrating Pride Month Part Two
Jun 12, 2022 • 14m
Celebrating Pride Month Part One
Jun 11, 2022 • 12m
Help Me Get Set Financially
Jun 10, 2022 • 19m
Sitting on Cash, Should I Pay Off the Mortgage?
Jun 9, 2022 • 13m
Starting to Panic
Jun 8, 2022 • 13m
Am I Crazy to Still Be Renting?
Jun 7, 2022 • 20m
Introducing The Powers That Be: Daily
Jun 6, 2022 • 1m
Evaluating Pension Options
Jun 6, 2022 • 12m
Starting Off on the Right Foot
Jun 5, 2022 • 8m
Life Insurance for College?
Jun 4, 2022 • 14m
Reality Check, Can I Retire in Three Years?
Jun 3, 2022 • 17m
Can We Retire in a Month?
Jun 2, 2022 • 19m
Decent 401(k), but No Pension
Jun 1, 2022 • 11m
Forced Retirement at 55, Are We Okay?
May 31, 2022 • 17m
Roar: Into the Second Half of Your Life Part Two
May 29, 2022 • 14m
Roar: Into the Second Half of Your Life Part One
May 28, 2022 • 16m
Can We Retire at 55?
May 27, 2022 • 11m
Stay or Go?
May 26, 2022 • 11m
When Can I Afford to Call It Quits?
May 25, 2022 • 20m
Need Advice on Early Retirement
May 24, 2022 • 14m
Recent Widow, What Am I Supposed to Do?
May 23, 2022 • 19m
Don’t Bail on Bonds Part Two
May 22, 2022 • 14m
Don’t Bail on Bonds Part One
May 21, 2022 • 15m
Dell Podference: Consumer Sought Goods and the Pandemic Part Two
May 20, 2022 • 18m
Dell Podference: Consumer Sought Goods and the Pandemic Part One
May 20, 2022 • 15m
Closing in on a Bear Market
May 20, 2022 • 9m
Dell Podference: A Fintech Company Navigates the Pandemic
May 19, 2022 • 20m
Seeking Options in Early Retirement
May 19, 2022 • 16m
I’m Scared, Should I Keep Investing?
May 18, 2022 • 19m
Evaluating My Pension Options
May 17, 2022 • 19m
Are We Ok to Possibly Retire at 61 or 62?
May 16, 2022 • 18m
Help Me Help My Parents!
May 15, 2022 • 11m
Am I Over Diversified?
May 14, 2022 • 9m
Convince Me to Keep Investing
May 13, 2022 • 15m
How Is the Interest on I Bonds Calculated?
May 12, 2022 • 14m
Where Do I Go From Here?
May 11, 2022 • 12m
Too Much Company Stock?
May 10, 2022 • 15m
Financial Worries Keeping Me Awake at Night
May 9, 2022 • 13m
Navigating the Pandemic as CEO Part Two
May 8, 2022 • 11m
Navigating the Pandemic as CEO Part One
May 7, 2022 • 18m
Keep Calm and Keep Investing
May 6, 2022 • 12m
Will I Be Okay To Retire in Seven Years?
May 5, 2022 • 13m
Can I Retire and Move to Spain?
May 4, 2022 • 14m
Can I Accomplish My Goal of Semi-Retirement?
May 3, 2022 • 12m
53 and Panicking About Retirement
May 2, 2022 • 20m
Role Reversal With Jill Part Two
May 1, 2022 • 21m
Role Reversal With Jill Part One
Apr 30, 2022 • 24m
Planning for Retirement and Relocation
Apr 29, 2022 • 19m
Balancing Retirement and College Savings
Apr 28, 2022 • 16m
Delay Social Security and Start Converting?
Apr 27, 2022 • 14m
Questions About Inherited IRA
Apr 26, 2022 • 20m
Are We on the Right Track?
Apr 25, 2022 • 22m
How to Prioritize Our Savings
Apr 24, 2022 • 7m
Factoring Health Into the Retirement Equation
Apr 23, 2022 • 8m
Is Now the Time for an Annuity?
Apr 22, 2022 • 14m
Flat Fee or AUM, What is Best for Me?
Apr 21, 2022 • 14m
Prepping for Retirement
Apr 20, 2022 • 12m
Questions About My Early Retirement
Apr 19, 2022 • 15m
Help Us Get Back on Track
Apr 18, 2022 • 22m
What's Your Problem Part Two
Apr 17, 2022 • 8m
What's Your Problem Part One
Apr 16, 2022 • 12m
Last-Minute Tax Tips and Elon Wants Twitter
Apr 15, 2022 • 11m
Why Shouldn’t We Pay Off the Mortgage?
Apr 14, 2022 • 13m
Please Help and Let Me Get Some Sleep!
Apr 13, 2022 • 27m
Can I Retire Next Year at 56?
Apr 12, 2022 • 17m
Is a Widower on Track for Retirement in Three Years?
Apr 11, 2022 • 14m
Am I Doing Enough for Retirement?
Apr 10, 2022 • 6m
What to Do With Old 401(k)?
Apr 9, 2022 • 6m
I Bonds or a 529 Plan?
Apr 8, 2022 • 12m
How to Pay for College
Apr 7, 2022 • 17m
The Just In Case Plan
Apr 6, 2022 • 15m
When Do We Take the Hit on Taxes?
Apr 5, 2022 • 15m
28, Retire by 45?
Apr 4, 2022 • 18m
Taxes in Retirement
Apr 3, 2022 • 8m
Mortgage or No Mortgage?
Apr 2, 2022 • 8m
I'm 43, Should I Retire?
Apr 1, 2022 • 11m
Do I Need an Advisor?
Mar 31, 2022 • 16m
Can I Help My Daughter Buy an Apartment?
Mar 30, 2022 • 15m
Where to Put the Next Available Dollar?
Mar 29, 2022 • 14m
Feeling Pressure to Buy a Home
Mar 28, 2022 • 14m
Launching Financial Grownups Part Two
Mar 27, 2022 • 11m
Launching Financial Grownups Part One
Mar 26, 2022 • 13m
Financial Checkup at 47
Mar 25, 2022 • 11m
Can We Afford to Buy a Piece of Land?
Mar 24, 2022 • 16m
Feeling Financial Anxiety
Mar 23, 2022 • 19m
Am I Taking Too Much Risk at 75?
Mar 22, 2022 • 14m
Stacking Our Financial Priorities
Mar 21, 2022 • 16m
Did I Retire Too Early?
Mar 20, 2022 • 10m
Keep or Ditch Disability Policy?
Mar 19, 2022 • 7m
What the Fed’s Rate Hikes Mean for You
Mar 18, 2022 • 9m
Should We Be Doing Roth Conversions?
Mar 17, 2022 • 15m
Pre-Retirement Anxiety
Mar 16, 2022 • 14m
Cash Poor and Retired
Mar 15, 2022 • 13m
Planning for Retirement 6-7 Years Out
Mar 14, 2022 • 18m
The Fees Seem High
Mar 13, 2022 • 7m
Can We Cut Back to Part-Time?
Mar 12, 2022 • 11m
Tips for Fighting Rising Prices
Mar 11, 2022 • 11m
Tapping Accounts in Retirement
Mar 10, 2022 • 21m
A Ban on Oil and Helping the People of Ukraine
Mar 9, 2022 • 12m
Tax Cutoff for Roth Conversion
Mar 8, 2022 • 12m
Fear of Going Broke
Mar 7, 2022 • 17m
Tax Season with Ed Slott Part Two
Mar 6, 2022 • 11m
Tax Season with Ed Slott Part One
Mar 5, 2022 • 17m
Buy or Rent?
Mar 4, 2022 • 11m
Roth Conversion to Lower RMD
Mar 3, 2022 • 18m
What Am I Missing?
Mar 2, 2022 • 12m
Your Financial Reality
Mar 1, 2022 • 12m
Feeling Pressure to Hire a Financial Advisor
Feb 28, 2022 • 17m
Why the ESG Craze Is Flawed Part Two
Feb 27, 2022 • 11m
Why the ESG Craze Is Flawed Part One
Feb 26, 2022 • 16m
Economic Impact of Russian Invasion
Feb 25, 2022 • 10m
Does a Fixed Annuity Make Sense?
Feb 24, 2022 • 14m
Will I Be Okay Post-Divorce?
Feb 23, 2022 • 20m
Social Security Timing
Feb 22, 2022 • 19m
Retired and Navigating Inflation
Feb 21, 2022 • 15m
The Power of Regret Part Two
Feb 20, 2022 • 12m
The Power of Regret Part One
Feb 19, 2022 • 17m
Can I Retire?
Feb 18, 2022 • 16m
Lake House Dream or Pipe Dream?
Feb 17, 2022 • 14m
Financial Advisor or Not?
Feb 16, 2022 • 17m
Are We Doing Enough for Retirement?
Feb 15, 2022 • 16m
Do I Need a Financial Partner?
Feb 14, 2022 • 19m
The Revolution That Wasn't Part Two
Feb 13, 2022 • 11m
The Revolution That Wasn't Part One
Feb 12, 2022 • 17m
How to Negotiate With Your Boss
Feb 11, 2022 • 20m
Does a Roth 401(k) Have RMDs?
Feb 10, 2022 • 15m
I Need Help With a Large Inheritance
Feb 9, 2022 • 17m
Should We Be Doing Roth Conversions?
Feb 8, 2022 • 12m
Are We on Track for the Next 10 Years? 20? Beyond?
Feb 7, 2022 • 22m
Navigating the Metaverse and Beyond Part Two
Feb 6, 2022 • 14m
Navigating the Metaverse and Beyond Part One
Feb 5, 2022 • 17m
Will Volatility Impact My Goals?
Feb 4, 2022 • 13m
To Pay Off the Mortgage or Not
Feb 3, 2022 • 13m
My Gap Year (updated)
Feb 2, 2022 • 12m
ETFs vs Index Funds
Feb 1, 2022 • 14m
Is the Advisor Screwing Dad?
Jan 31, 2022 • 23m
The Great Resignation or a Reshuffle? (Part Two)
Jan 30, 2022 • 12m
The Great Resignation or a Reshuffle? (Part One)
Jan 29, 2022 • 17m
Pre-Tax or Roth 401(k)?
Jan 28, 2022 • 14m
Tax Season Is Open!
Jan 27, 2022 • 12m
Active Military, Seeking Advice on Retirement Planning
Jan 26, 2022 • 26m
Pension or 401(k)?
Jan 25, 2022 • 16m
Can We Retire?
Jan 24, 2022 • 22m
Rebalancing Retirement Account
Jan 23, 2022 • 10m
Should I Buy an Annuity?
Jan 22, 2022 • 6m
Will I Ever Be Able To Retire?
Jan 21, 2022 • 20m
Will I Hit My Retirement Number?
Jan 20, 2022 • 14m
Is Moving My 401(k) the Right Move?
Jan 19, 2022 • 17m
Claiming Social Security Early
Jan 18, 2022 • 11m
How Prepared Are We for Retirement?
Jan 17, 2022 • 19m
Take the Pitch or Swing?
Jan 16, 2022 • 9m
Pay Off the Mortgage?
Jan 15, 2022 • 9m
From Listener to Website Developer
Jan 14, 2022 • 18m
Inflation and Hot Housing
Jan 13, 2022 • 10m
Can I Retire at 60?
Jan 12, 2022 • 19m
Transitioning to Retirement
Jan 11, 2022 • 23m
$7,000,000 and 8 Kids
Jan 10, 2022 • 20m
What's the Financial Priority?
Jan 9, 2022 • 8m
Should We Switch to a 529 Plan?
Jan 8, 2022 • 11m
Financial Planning and Terminal Illness
Jan 7, 2022 • 18m
Pre-Tax or Roth?
Jan 6, 2022 • 18m
Should I Do a 15 or 30 Year Mortgage?
Jan 5, 2022 • 7m
Yay or Nay on Robo Advisors?
Jan 4, 2022 • 11m
Trying to Make Up for Lost Time
Jan 3, 2022 • 10m
In Pursuit of Financial Independence
Jan 2, 2022 • 6m
Which Retirement Accounts to Use
Jan 1, 2022 • 7m
How To Handle an Inheritance
Dec 31, 2021 • 11m
In Need of a Retirement Checkup
Dec 30, 2021 • 11m
Social Security Strategy
Dec 29, 2021 • 8m
Do I Need a Whole Life Policy?
Dec 28, 2021 • 11m
I Think I’m in Good Shape, Can You Confirm?
Dec 27, 2021 • 12m
Keep or Ditch Whole Life Policy?
Dec 26, 2021 • 8m
Should I Ditch or Keep Our Insurance Policies?
Dec 25, 2021 • 7m
Retirement Plan Options
Dec 24, 2021 • 8m
Are We Going Off the Rails?
Dec 23, 2021 • 13m
Did I Retire Too Soon?
Dec 22, 2021 • 14m
Have I Accumulated Enough to Retire?
Dec 21, 2021 • 18m
Roth Conversion Before End of Year?
Dec 20, 2021 • 17m
Should I Pay Off a Small Mortgage?
Dec 19, 2021 • 8m
End of Year Rebalancing
Dec 18, 2021 • 12m
End of Year Money Tips
Dec 17, 2021 • 14m
In Desperate Need of Consolidation
Dec 16, 2021 • 15m
Is $800k in One Stock Too Much?
Dec 15, 2021 • 15m
Roth Option Stinks, Still Use It?
Dec 14, 2021 • 12m
Ballooning Costs
Dec 13, 2021 • 8m
Easily Invest in Rental Homes Part Two
Dec 12, 2021 • 17m
Easily Invest in Rental Homes Part One
Dec 11, 2021 • 21m
Use Investments To Pay Off Mortgage?
Dec 10, 2021 • 11m
Job Eliminated, What To Do With Old 401(k)?
Dec 9, 2021 • 12m
Evaluating Pension Options
Dec 8, 2021 • 16m
How To Take Advantage of Lower Income
Dec 7, 2021 • 14m
What To Do With Extra Money?
Dec 6, 2021 • 17m
Year-End Money Tips Part Two
Dec 5, 2021 • 11m
Year-End Money Tips Part One
Dec 4, 2021 • 15m
Non-Deductible IRA or Brokerage?
Dec 3, 2021 • 15m
Should I Use an HSA?
Dec 2, 2021 • 13m
The Hierarchy of Savings
Dec 1, 2021 • 15m
Should I Ditch Bonds for Cash?
Nov 30, 2021 • 12m
Is My Financial Future Secure?
Nov 29, 2021 • 16m
How to Implement Bonds?
Nov 28, 2021 • 7m
Long-Term Care Insurance
Nov 27, 2021 • 13m
$500k in a Single Stock
Nov 26, 2021 • 15m
What We're Grateful For
Nov 25, 2021 • 9m
How to Fund College?
Nov 24, 2021 • 12m
Looking to Join the FINE Movement
Nov 23, 2021 • 17m
At 67, Is My 80/20 Portfolio Too Risky?
Nov 22, 2021 • 19m
I'm 49, Can I Retire at 53?
Nov 21, 2021 • 10m
Annuity Options
Nov 20, 2021 • 8m
Taking a Sabbatical at 26
Nov 19, 2021 • 15m
Retail Sales Surge
Nov 18, 2021 • 6m
Can We Shift From Retirement to College Savings?
Nov 17, 2021 • 14m
Derailed by the Pandemic
Nov 16, 2021 • 16m
How to Help My Mother-In-Law
Nov 15, 2021 • 15m
27 and Seeking Flexibility Later On
Nov 14, 2021 • 9m
How Much Company Stock Is Too Much?
Nov 13, 2021 • 9m
What to Do With Home Sale Proceeds?
Nov 12, 2021 • 11m
Inflation and Supply Chain Shortages
Nov 11, 2021 • 14m
Single Parent, Am I on Track?
Nov 10, 2021 • 17m
Craving Account Consolidation
Nov 9, 2021 • 17m
Help, I’m Stressing Over My Finances!
Nov 8, 2021 • 22m
Estate Planning Drama
Nov 7, 2021 • 12m
Is Grad School Worth It?
Nov 6, 2021 • 8m
Does the Roth Option Make Sense for Us?
Nov 5, 2021 • 15m
Should I Use My 457 or a Brokerage Account?
Nov 4, 2021 • 16m
$6,000 to Kill Bullwinkle?!?!
Nov 3, 2021 • 20m
How Are We Doing Financially?
Nov 2, 2021 • 15m
Should I Be Using a Brokerage Account?
Nov 1, 2021 • 16m
At What Point Is My 401(k) Not Worth Using?
Oct 31, 2021 • 10m
Have We Saved Enough for Retirement?
Oct 30, 2021 • 11m
Hubby Says No, Wife Says Yes, Who’s Right?
Oct 29, 2021 • 16m
New Home Owner, Did I Make a Mistake?
Oct 28, 2021 • 18m
Can I Take a Home Office Deduction?
Oct 27, 2021 • 18m
Going From Two Incomes to One
Oct 26, 2021 • 20m
Am I Saving Too Aggressively?
Oct 25, 2021 • 19m
Shutdown: How Covid Shook the World's Economy Part Two
Oct 24, 2021 • 21m
Shutdown: How Covid Shook the World's Economy Part One
Oct 23, 2021 • 19m
Tackling the Child Care Crisis
Oct 22, 2021 • 10m
In My 50s, Am I on Track?
Oct 21, 2021 • 13m
Can We Spend Some of Our Inheritance?
Oct 20, 2021 • 10m
Tax Strategies in Retirement
Oct 19, 2021 • 20m
Should We Sell the Rental Property?
Oct 18, 2021 • 17m
Trillions: How a Band of Renegades Invented the Index Fund Part Two
Oct 17, 2021 • 18m
Trillions: How a Band of Renegades Invented the Index Fund Part One
Oct 16, 2021 • 21m
59 and 60, Can We Retire?
Oct 15, 2021 • 13m
The Great Resignation
Oct 14, 2021 • 7m
Can We Retire at 62?
Oct 13, 2021 • 17m
Recently Retired and Have Questions
Oct 12, 2021 • 15m
Which Accounts to Tap in Retirement
Oct 11, 2021 • 17m
It Feels Like We’re Treading Water
Oct 10, 2021 • 12m
Where Should Our Focus Be?
Oct 9, 2021 • 8m
Student Loan Forgiveness
Oct 8, 2021 • 6m
Drowning in Credit Card Debt (Caller Update)
Oct 7, 2021 • 14m
How to Allocate Extra Cash Flow?
Oct 6, 2021 • 14m
Prepping for the Next Phase
Oct 5, 2021 • 22m
When to Save, When to Spend?
Oct 4, 2021 • 14m
The Practice of Groundedness Part Two
Oct 3, 2021 • 19m
The Practice of Groundedness Part One
Oct 2, 2021 • 19m
What Role Do Dividends Play?
Oct 1, 2021 • 13m
Debt Ceiling Fallout
Sep 30, 2021 • 7m
How Can I Help My Grandmother?
Sep 29, 2021 • 13m
Can My Husband Ditch His Pension?
Sep 28, 2021 • 21m
Can I Start a New Endeavor at 57?
Sep 27, 2021 • 20m
Machiavelli for Women Part Two
Sep 26, 2021 • 13m
Machiavelli for Women Part One
Sep 25, 2021 • 17m
Is Our Portfolio Too Conservative?
Sep 24, 2021 • 16m
My Gap Year
Sep 23, 2021 • 15m
Stocks See Lowest Drop Since May
Sep 22, 2021 • 10m
Are We on Target for Retirement?
Sep 21, 2021 • 17m
We’re 57, Can We Retire at 60?
Sep 20, 2021 • 17m
Thrift Savings Plan For All Part Two
Sep 19, 2021 • 13m
Thrift Savings Plan For All Part One
Sep 18, 2021 • 13m
Are We Paying Too Much in Fees?
Sep 17, 2021 • 14m
I’m 39, Can I Semi-Retire in Eight Years?
Sep 16, 2021 • 16m
Labor Market Concerns
Sep 15, 2021 • 9m
How to Invest Cash on the Sidelines?
Sep 14, 2021 • 14m
Sell the Rental and Invest the Proceeds?
Sep 13, 2021 • 15m
Remembering 9/11 Part Two
Sep 12, 2021 • 14m
Remembering 9/11 Part One
Sep 11, 2021 • 19m
Is Paying Off Mortgage Early Worth It?
Sep 10, 2021 • 13m
Convert Rollover IRA to Roth?
Sep 9, 2021 • 17m
Does Our Plan Have Any Holes?
Sep 8, 2021 • 12m
Is It Okay to Invest the Emergency Fund?
Sep 7, 2021 • 8m
Should We Sell a Rental to Pay Off Debt?
Sep 6, 2021 • 9m
Can We Retire in 3-4 Years?
Sep 5, 2021 • 7m
How to Handle Inherited Annuity
Sep 4, 2021 • 8m
Keep Renting or Buy a Condo?
Sep 3, 2021 • 8m
How Much Is a Pension Worth?
Sep 2, 2021 • 6m
Should I Convert From Traditional to Roth?
Sep 1, 2021 • 8m
Buy a House or Stay Put?
Aug 31, 2021 • 9m
Old Retirement Plan Options
Aug 30, 2021 • 7m
Can I Retire a Bit Early?
Aug 29, 2021 • 10m
Do We Need Bonds?
Aug 28, 2021 • 8m
Overall Financial Planning
Aug 27, 2021 • 10m
Social Security Claiming Strategy
Aug 26, 2021 • 7m
What to Do With Home Sale Proceeds?
Aug 25, 2021 • 10m
Passive Versus Active Investing
Aug 24, 2021 • 13m
How to Handle Extra Cash Flow?
Aug 23, 2021 • 13m
Planning After a Loss
Aug 22, 2021 • 13m
Can We Retire Early?
Aug 21, 2021 • 11m
Should I Pay Extra on the Mortgage?
Aug 20, 2021 • 10m
Pay Off the Loan or Invest the Money?
Aug 19, 2021 • 7m
Do I Need Life Insurance?
Aug 18, 2021 • 6m
What to Do With Old Retirement Plan?
Aug 17, 2021 • 7m
Deciding Between a Traditional or a Roth 401(k)
Aug 16, 2021 • 7m
Making College Pay Part Two
Aug 15, 2021 • 22m
Making College Pay Part One
Aug 14, 2021 • 21m
How to Change a Sucky Attitude
Aug 13, 2021 • 13m
Pension or 401(k)?
Aug 12, 2021 • 12m
Are We on Track at 55?
Aug 11, 2021 • 15m
Single Parent's Late Start (Best Email EVER)
Aug 10, 2021 • 21m
Permission to Pay Off Mortgage?
Aug 9, 2021 • 13m
Having the Money Talk Part Two
Aug 8, 2021 • 15m
Having the Money Talk Part One
Aug 7, 2021 • 13m
Why Do I Feel Like a Loser?
Aug 6, 2021 • 14m
Las Vegas, the Land of Bad Odds and Bad Behavior
Aug 5, 2021 • 17m
Is Our Retirement Strategy Okay?
Aug 4, 2021 • 12m
How to Finance a Renovation
Aug 3, 2021 • 14m
Feeling a Bit Overwhelmed
Aug 2, 2021 • 13m
Is Our Financial Foundation Solid?
Aug 1, 2021 • 10m
Do I Need a Whole Life Policy?
Jul 31, 2021 • 9m
How to Handle a Pension
Jul 30, 2021 • 9m
Do We Need an Advisor?
Jul 29, 2021 • 13m
Should I Consider a Mortgage Recast?
Jul 28, 2021 • 7m
The Backdoor Roth Process
Jul 27, 2021 • 8m
How to Prioritize Our Savings Strategy
Jul 26, 2021 • 9m
The Premonition Part Two
Jul 25, 2021 • 11m
The Premonition Part One
Jul 24, 2021 • 12m
How to Handle a Lump Sum
Jul 23, 2021 • 18m
Are We Being Too Aggressive With Our Investments?
Jul 22, 2021 • 19m
Help! We're Drowning in Credit Card Debt.
Jul 21, 2021 • 30m
Am I Okay to Retire This Year?
Jul 20, 2021 • 14m
Inflation and Your Money
Jul 19, 2021 • 8m
Subtract: The Untapped Science of Less Part Two
Jul 18, 2021 • 14m
Subtract: The Untapped Science of Less Part One
Jul 17, 2021 • 13m
Time to Fire My Advisor?
Jul 16, 2021 • 16m
I'm Constantly Worried About Money
Jul 15, 2021 • 17m
Can I Retire at 60 and Travel?
Jul 14, 2021 • 11m
My Wife Is 40, Can She Stop Working?
Jul 13, 2021 • 22m
Am I Sitting on Too Much Cash?
Jul 12, 2021 • 15m
Preparing for a Transition
Jul 11, 2021 • 13m
How to Prioritize My Savings
Jul 10, 2021 • 6m
How to Maximize Earning Potential
Jul 9, 2021 • 11m
Does It Make Sense to Pay Off the Mortgage?
Jul 8, 2021 • 9m
Trying to Time the Market
Jul 7, 2021 • 12m
Target Date Fund Strategy
Jul 6, 2021 • 6m
Roth or Traditional 401(k)?
Jul 5, 2021 • 8m
On the Path to Financial Independence
Jul 4, 2021 • 7m
Lump Sum or Annuity?
Jul 3, 2021 • 13m
How to Break Up With My Advisor?
Jul 2, 2021 • 14m
Use Inheritance to Pay Off Mortgage?
Jul 1, 2021 • 16m
Boring Is Beautiful
Jun 30, 2021 • 19m
Roth Conversion Strategy
Jun 29, 2021 • 13m
How Much Life Insurance Do We Need?
Jun 28, 2021 • 12m
Financial Help for a Parent
Jun 27, 2021 • 11m
Can I Call It Quits in a Few Years?
Jun 26, 2021 • 9m
Should I Bite the Bullet and Go Roth?
Jun 25, 2021 • 13m
Should I Use the Roth 401(k) Option?
Jun 24, 2021 • 13m
Help Allocating Our Portfolio
Jun 23, 2021 • 20m
Are We on Track for Early Retirement?
Jun 22, 2021 • 15m
Sell the House in a Hot Market?
Jun 21, 2021 • 13m
State of the Economy Part Two
Jun 20, 2021 • 14m
State of the Economy Part One
Jun 19, 2021 • 15m
Enjoying Life Prior to Retirement
Jun 18, 2021 • 12m
Should I Start Using the Roth 401(k)?
Jun 17, 2021 • 17m
Can We Retire Early and Travel?
Jun 16, 2021 • 13m
How Will Inflation Impact My Stocks?
Jun 15, 2021 • 11m
Consumer Prices Are on the Rise
Jun 14, 2021 • 7m
From Janitor to Top Executive Part Two
Jun 13, 2021 • 10m
From Janitor to Top Executive Part One
Jun 12, 2021 • 11m
Should We Convert to a Roth?
Jun 11, 2021 • 13m
How to Pay for Grad School
Jun 10, 2021 • 13m
How to Finance Home Improvement Project
Jun 9, 2021 • 13m
Can I Quit My Job?
Jun 8, 2021 • 18m
Crypto, Housing Shortages & More with Major Garrett
Jun 7, 2021 • 32m
How to Change with Katy Milkman Part Two
Jun 6, 2021 • 13m
How to Change with Katy Milkman Part One
Jun 5, 2021 • 17m
Homebuyer With Heartache
Jun 4, 2021 • 17m
How Many Funds Do We Need?
Jun 3, 2021 • 14m
Target Date Fund Strategy
Jun 2, 2021 • 15m
Do We Have the Right Plan in Place?
Jun 1, 2021 • 18m
Work, Relationships and Grieving with Esther Perel Part Three
May 31, 2021 • 9m
Work, Relationships and Grieving with Esther Perel Part Two
May 30, 2021 • 12m
Work, Relationships and Grieving with Esther Perel Part One
May 29, 2021 • 12m
20 or 30 Year Mortgage?
May 28, 2021 • 12m
Can We Retire in Two Years?
May 27, 2021 • 13m
Investing in a Zig Zag Stock Market
May 26, 2021 • 8m
Should We Buy or Keep Renting?
May 25, 2021 • 11m
Punished for Being Single?
May 24, 2021 • 16m
The Whiteness of Wealth Part Two
May 23, 2021 • 12m
The Whiteness of Wealth Part One
May 22, 2021 • 17m
Am I Okay Using a Robo-Advisor?
May 21, 2021 • 14m
Tips for Switching Careers
May 20, 2021 • 10m
Knocked Down but Not Out
May 19, 2021 • 18m
Retirement Checkup
May 18, 2021 • 19m
Are We Over Saving for Retirement?
May 17, 2021 • 18m
Dream First, Details Later Part Two
May 16, 2021 • 16m
Dream First, Details Later Part One
May 15, 2021 • 18m
Inflation Fears
May 14, 2021 • 15m
Are We Trying to Time the Market?
May 13, 2021 • 13m
Prepping for Retirement
May 12, 2021 • 18m
Getting on Track for Retirement
May 11, 2021 • 16m
Last Minute Tax Tips
May 10, 2021 • 6m
BONUS: Small Business Bootcamp
May 10, 2021 • 22m
Spring Housing Market Part Two
May 9, 2021 • 12m
Spring Housing Market Part One
May 8, 2021 • 12m
Can We Retire at 53 and 57?
May 7, 2021 • 18m
Should I Be Doing Roth Conversions?
May 6, 2021 • 12m
Roth or Pre-Tax 401(k)?
May 5, 2021 • 10m
Second Guessing My Roth Decision
May 4, 2021 • 12m
American Families Plan
May 3, 2021 • 7m
The Unspoken Rules Part Two
May 2, 2021 • 11m
The Unspoken Rules Part One
May 1, 2021 • 17m
A Journey in Financial Literacy
Apr 30, 2021 • 26m
Worried About Mom and Dad
Apr 29, 2021 • 14m
Can I Save Less?
Apr 28, 2021 • 14m
What To Do With Bonus?
Apr 27, 2021 • 15m
Financial Planning For Maternity Leave
Apr 26, 2021 • 13m
One Annuity to Another?
Apr 25, 2021 • 7m
Pay Off Mortgage?
Apr 24, 2021 • 10m
Is It Time To Cash Out?
Apr 23, 2021 • 13m
Rags to Riches
Apr 22, 2021 • 12m
I Hit the Crypto Jackpot!
Apr 21, 2021 • 22m
Am I Crazy To Give Up a Pension?
Apr 20, 2021 • 11m
Learning To Be Retired
Apr 19, 2021 • 18m
Bernie Madoff and The Wizard of Lies Part Two
Apr 18, 2021 • 20m
Bernie Madoff and The Wizard of Lies Part One
Apr 17, 2021 • 23m
Getting My Financial Life in Order
Apr 16, 2021 • 23m
Fixing an IRA Mess
Apr 15, 2021 • 13m
On Track for Retirement?
Apr 14, 2021 • 19m
Can I Pay Off the Mortgage?
Apr 13, 2021 • 13m
Dissecting the Infrastructure Plan
Apr 12, 2021 • 6m
What To Do With My Savings?
Apr 11, 2021 • 8m
Roth or Pre-Tax 401(k)?
Apr 10, 2021 • 8m
Desperate for a House
Apr 9, 2021 • 13m
Retirement Saving Tips
Apr 8, 2021 • 8m
Keep or Ditch Whole Life Policy?
Apr 7, 2021 • 10m
Pay Off Debt or Save for Retirement?
Apr 6, 2021 • 16m
Can I Retire at 55?
Apr 5, 2021 • 15m
Helping Mom and Dad
Apr 4, 2021 • 13m
Do We Need an Advisor?
Apr 3, 2021 • 12m
The Magic of Compound Interest
Apr 2, 2021 • 17m
Can I Retire Early?
Apr 1, 2021 • 9m
A Clean Backdoor Roth Conversion
Mar 31, 2021 • 12m
What's the Financial Priority?
Mar 30, 2021 • 16m
A Smorgasbord of Roth Questions
Mar 29, 2021 • 13m
Is My Portfolio Too Risky?
Mar 28, 2021 • 11m
Am I Over Diversified?
Mar 27, 2021 • 10m
Is It Time To Hire an Advisor?
Mar 26, 2021 • 14m
Spring Housing Season
Mar 25, 2021 • 6m
Three Options for Extra Cashflow
Mar 24, 2021 • 14m
What To Do With $100,000
Mar 23, 2021 • 11m
Tax Strategies in Retirement
Mar 22, 2021 • 15m
A World Without Email Part Two
Mar 21, 2021 • 14m
A World Without Email Part One
Mar 20, 2021 • 17m
Save for House or Invest?
Mar 19, 2021 • 14m
ETF or Index Fund?
Mar 18, 2021 • 11m
Take on a Mortgage in Retirement?
Mar 17, 2021 • 18m
Women and Work
Mar 16, 2021 • 7m
Producer Mark Makes a Rare Appearance
Mar 15, 2021 • 13m
The Data Detective with Tim Harford Part Two
Mar 14, 2021 • 18m
The Data Detective with Tim Harford Part One
Mar 13, 2021 • 18m
New Stimulus Bill Details
Mar 12, 2021 • 8m
Which Assets in Which Accounts?
Mar 11, 2021 • 14m
What to Do With Excess Cash?
Mar 10, 2021 • 11m
Saving for Financial Independence
Mar 9, 2021 • 14m
Buy or Keep Renting?
Mar 8, 2021 • 15m
Asset Allocation
Mar 7, 2021 • 12m
Tax Season and the Recovery Rebate Credit
Mar 6, 2021 • 20m
Dollar Cost Avg or Lump Sum?
Mar 5, 2021 • 14m
Too Much Cash in Savings?
Mar 4, 2021 • 11m
Planning for Retirement With 500k in Student Loans
Mar 3, 2021 • 19m
Health Insurance Options
Mar 2, 2021 • 13m
Pre-Tax or Roth in Retirement Plan?
Mar 1, 2021 • 12m
Next-Generation Financial Services Part Two
Feb 28, 2021 • 15m
Next-Generation Financial Services Part One
Feb 27, 2021 • 17m
Is One Percent a Reasonable Fee?
Feb 26, 2021 • 13m
Real Estate Dilemma
Feb 25, 2021 • 12m
Details of Third Stimulus Package
Feb 24, 2021 • 8m
On Path to Financial Independence?
Feb 23, 2021 • 16m
Too Much Company Stock?
Feb 22, 2021 • 11m
Bitcoin Boot Camp Part Two
Feb 21, 2021 • 12m
Bitcoin Boot Camp Part One
Feb 20, 2021 • 14m
Inflation Hedge
Feb 19, 2021 • 13m
Market Timing Doesn't Work
Feb 18, 2021 • 12m
Roth Conversion Strategy
Feb 17, 2021 • 14m
Pay Down Mortgage or Invest?
Feb 16, 2021 • 12m
Prepping for First Investment Property
Feb 15, 2021 • 12m
How to Organize Our Savings
Feb 14, 2021 • 9m
Side Hustle School with Chris Guillebeau
Feb 13, 2021 • 20m
Better Option Than Bonds?
Feb 12, 2021 • 15m
Is Tesla a Good Investment?
Feb 11, 2021 • 15m
What's the Financial Priority?
Feb 10, 2021 • 12m
Should I Roll Over Old 401(k)?
Feb 9, 2021 • 13m
Did We Make a Financial Blunder?
Feb 8, 2021 • 18m
Slice: The Easiest Way to Order Your Favorite Local Pizza
Feb 7, 2021 • 22m
Tax Season Tips with Ed Slott
Feb 6, 2021 • 16m
Invest in Bitcoin?
Feb 5, 2021 • 12m
Wasted Stimulus Payments
Feb 4, 2021 • 14m
Navigating Retirement While Undocumented
Feb 3, 2021 • 12m
How's My Retirement Plan Looking?
Feb 2, 2021 • 13m
Should We Convert to Roth?
Feb 1, 2021 • 13m
GameStop: The Internet vs. Wall Street Part Two
Jan 31, 2021 • 15m
GameStop: The Internet vs. Wall Street Part One
Jan 30, 2021 • 17m
Should I Ditch My Advisor?
Jan 29, 2021 • 13m
Bonus: GameStop Stock Surge Explained
Jan 28, 2021 • 12m
Keep or Sell Rental Property?
Jan 28, 2021 • 14m
How Much for House Down Payment
Jan 27, 2021 • 10m
Will I Outlive My Money?
Jan 26, 2021 • 14m
Is My Advisor Charging Too Much?
Jan 25, 2021 • 20m
Can I Afford to Retire Early?
Jan 24, 2021 • 12m
Your Taxes and COVID-19 with Ed Slott
Jan 23, 2021 • 19m
Hidden Costs of Investing
Jan 22, 2021 • 21m
Pay for College With Retirement Savings?
Jan 21, 2021 • 11m
Can I Afford a Career Change?
Jan 20, 2021 • 17m
Roth or Traditional Debate, Who's Right?
Jan 19, 2021 • 10m
On Track for Retirement?
Jan 18, 2021 • 12m
How to Take RMDs
Jan 17, 2021 • 14m
Should I Adjust Retirement Contributions?
Jan 16, 2021 • 13m
Debt Free, Now What?
Jan 15, 2021 • 13m
Pay Down Mortgage or Invest
Jan 14, 2021 • 12m
Recession-Proof Portfolio
Jan 13, 2021 • 14m
Long-Term Care Insurance
Jan 12, 2021 • 17m
Financial Help for Recent Widow
Jan 11, 2021 • 23m
I Am, I Can, I Will, I Do with Christine D’Ercole Part Two
Jan 10, 2021 • 14m
I Am, I Can, I Will, I Do with Christine D’Ercole Part One
Jan 9, 2021 • 15m
Did I Make an Annuity Mistake?
Jan 8, 2021 • 11m
Roth or Traditional?
Jan 7, 2021 • 14m
What to Do With Excess Cashflow
Jan 6, 2021 • 5m
What to Do With Old 401(k)?
Jan 5, 2021 • 6m
Pay Cash or Take Out a Mortgage?
Jan 4, 2021 • 7m
How to Avoid Taxes in Retirement
Jan 3, 2021 • 7m
Did I Retire Too Early?
Jan 2, 2021 • 9m
Is Our Advisor Charging Too Much?
Jan 1, 2021 • 8m
Should We Pay Down the Mortgage?
Dec 31, 2020 • 8m
Are We in Good Shape for Retirement?
Dec 30, 2020 • 10m
Do I Need an Annuity?
Dec 29, 2020 • 5m
Student Loan Strategy
Dec 28, 2020 • 7m
The China Hustle Part Two
Dec 27, 2020 • 18m
The China Hustle Part One
Dec 26, 2020 • 18m
Chasing the FIRE Movement
Dec 25, 2020 • 18m
Burnt Out Doctor
Dec 24, 2020 • 13m
Are We in Good Financial Shape?
Dec 23, 2020 • 10m
15 or 30 Year Mortgage?
Dec 22, 2020 • 9m
Recent Widow, Now What?
Dec 21, 2020 • 18m
Post Corona with Scott Galloway Part Two
Dec 20, 2020 • 16m
Post Corona with Scott Galloway Part One
Dec 19, 2020 • 18m
Laid Off, Can I Retire?
Dec 18, 2020 • 14m
From Saving to Spending
Dec 17, 2020 • 13m
On the Path To FIRE?
Dec 16, 2020 • 9m
Do I Need This Insurance Product?
Dec 15, 2020 • 12m
Should I Use a Non-Qualified Plan?
Dec 14, 2020 • 10m
Year-End Money Moves Part Two
Dec 13, 2020 • 12m
Year-End Money Moves Part One
Dec 12, 2020 • 15m
Prepping for Early Retirement
Dec 11, 2020 • 9m
Taking on Too Much Risk
Dec 10, 2020 • 9m
How To Get on Track for Retirement
Dec 9, 2020 • 16m
Are We on Track for Retirement?
Dec 8, 2020 • 13m
Can I Convert My 401(k)?
Dec 7, 2020 • 9m
How to Decide with Annie Duke Part Two
Dec 6, 2020
How to Decide with Annie Duke Part One
Dec 5, 2020
Year-End Roth Conversion
Dec 4, 2020
Do We Really Need an Advisor?
Dec 3, 2020
Charitable Giving
Dec 2, 2020
Behind on Retirement Savings
Dec 1, 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 9, 2020
The State of Retirement
Nov 8, 2020
1-on-1 with Charles Schwab
Nov 7, 2020
Should We Take Out a Mortgage?
Nov 6, 2020
Which Investment Company To Use?
Nov 5, 2020
Too Good To Be True?
Nov 4, 2020
Should I Find a New Advisor?
Nov 3, 2020
COVID-19 Financial Lessons
Nov 2, 2020
Money Talk with Sharon Epperson Part Two
Nov 1, 2020 • 13m
Money Talk with Sharon Epperson Part One
Oct 31, 2020 • 14m
401(k) Options Aren't Great
Oct 30, 2020 • 11m
Am I Saving Too Much?
Oct 29, 2020 • 12m
Trying to Help Mom and Dad
Oct 28, 2020 • 11m
Is Our Advisor Worth the Fee?
Oct 27, 2020 • 10m
When to Buy Rental Property
Oct 26, 2020 • 15m
Undaunted with Kara Goldin Part Two
Oct 25, 2020 • 15m
Undaunted with Kara Goldin Part One
Oct 24, 2020 • 20m
Time for an Advisor?
Oct 23, 2020 • 11m
Pay Off Debt or Invest?
Oct 22, 2020 • 7m
Convert Traditional IRA to Roth?
Oct 21, 2020 • 7m
Why Would I Need an Annuity?
Oct 20, 2020 • 9m
I Want to Get Rich
Oct 19, 2020 • 11m
The Election and Your Money Part Two
Oct 18, 2020 • 17m
The Election and Your Money Part One
Oct 17, 2020 • 19m
Donor-Advised Fund
Oct 16, 2020 • 12m
Drowning in Cash
Oct 15, 2020 • 11m
Do I Need Long-Term Care Insurance?
Oct 14, 2020 • 9m
Attacking Student Loans
Oct 13, 2020 • 10m
Financial Literacy
Oct 12, 2020 • 10m
Inspiration Loves Company Part Two
Oct 11, 2020 • 13m
Inspiration Loves Company Part One
Oct 10, 2020 • 12m
One Advisor or Two?
Oct 9, 2020 • 14m
Divorced and Starting Over
Oct 8, 2020 • 9m
Which Account to Tap First
Oct 7, 2020 • 8m
The Election and Capital Gains
Oct 6, 2020 • 12m
Roth Conversion with Existing IRA
Oct 5, 2020 • 10m
State of Technology Part Two
Oct 4, 2020 • 11m
State of Technology Part One
Oct 3, 2020 • 18m
Are We on Track?
Oct 2, 2020 • 13m
Low Cost Investing
Oct 1, 2020 • 12m
Rock Bottom Fees
Sep 30, 2020 • 13m
Financial Planner or Fiduciary?
Sep 29, 2020 • 8m
Buy or Keep Renting?
Sep 28, 2020 • 9m
Ben and Jerry's Part Two
Sep 27, 2020 • 10m
Ben and Jerry's Part One
Sep 26, 2020 • 13m
Real Estate Mailbag
Sep 25, 2020 • 12m
Pandemic Housing Market
Sep 24, 2020 • 6m
Hide Assets in Annuity?
Sep 23, 2020 • 11m
Are We Saving Too Much?
Sep 22, 2020 • 9m
How to Establish Credit
Sep 21, 2020 • 13m
Masterworks Part Two
Sep 20, 2020 • 11m
Masterworks Part One
Sep 19, 2020 • 13m
Should We Buy IUL Policy?
Sep 18, 2020 • 10m
Too Scared to Act
Sep 17, 2020 • 13m
Extra Cash Flow
Sep 16, 2020 • 8m
Is a Refi the Right Move?
Sep 15, 2020 • 10m
What to Do With Inheritance?
Sep 14, 2020 • 12m
Digital Minimalism Part Two
Sep 13, 2020 • 12m
Digital Minimalism Part One
Sep 12, 2020 • 17m
Planning After a Loss
Sep 11, 2020 • 17m
Claiming Social Security
Sep 10, 2020 • 13m
When to Pay Capital Gains?
Sep 9, 2020 • 13m
Income Inequality
Sep 8, 2020 • 9m
Coronavirus: TIAA CEO Part Three
Sep 7, 2020 • 8m
Coronavirus: TIAA CEO Part Two
Sep 6, 2020 • 12m
Coronavirus: TIAA CEO Part One
Sep 5, 2020 • 13m
Coronavirus: Do a Cash-Out Refinance?
Sep 4, 2020 • 11m
Coronavirus: Keep or Ditch Insurance Policy?
Sep 3, 2020 • 13m
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