Podcast Episodes
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Building a Financial Foundation
I joined CBS Mornings with essential financial tips to help recent high school graduates manage their money, avoid costly pitfalls and build a strong…
11 months, 2 weeks ago
The Power of the Pivot Part Two
I recently joined Managing Your Practice, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practic…
11 months, 3 weeks ago
The Power of the Pivot Part One
I recently joined Managing Your Practice, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices…
11 months, 3 weeks ago
Too Aggressive With Retirement Savings?
With pensions part of the equation, am I taking on too much risk within my retirement account?
Have a money question? Email us here…
11 months, 4 weeks ago
What to Do if You Lose Your Job
As the economic uncertainty continues, I joined CBS Mornings with financial moves to make if you've recently lost your job.
Have a money question? Ema…
1 year ago
New Jobs in Our 20s, Are We on Track?
With two new jobs, and quite a few goals on the table, are we on track to make any of it happen?
Have a money question? Email us here…
1 year ago
On Track or Should We Be Doing More?
We're in our 30s and wondering if we're on track to meet our financial goals or if there's more that we should be doing?
Have a money question? Email …
1 year ago
Help Me Help My Parents
An advisor is pushing my mom to sign up for a life insurance policy and I don’t think it's a good idea. Maybe I am wrong but I don't think so.
Have a …
1 year ago
The Wealth Ladder With Nick Maggiulli
Today we're joined by Nick Maggiulli, Chief Operating Officer for Ritholtz Wealth Management LLC, to discuss his recently released book, The Wealt…
1 year ago
Burned Out in Healthcare
I have been working in healthcare for 20 years, and while it’s a good job and pays well, I am totally burned out. I’ve thought of cutting back to par…
1 year ago