Podcast Episodes
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New Retirement Plan Investments
A new executive order opens the door for companies to add cryptocurrencies to retirement plans. On this episode we're discussing the risks and potent…
1 year ago
Doing My Best but Am I on the Right Path?
I feel I am not doing enough. What can I improve? I need either a pat on the back or a sit down lecture.
Have a money question? Email us …
1 year ago
The Fed’s Pause and Your Money
With interest rates holding steady for the fifth time, I joined CBS Mornings to explain how the decision affects credit cards, car loans, mortgages a…
1 year ago
Managing My Financial Anxiety
I’m curious about how people quell their anxiety about whether they have enough for retirement. My anxiety about it returns every month or so.
Have a …
1 year, 1 month ago
Rethinking Retirement
When it comes to planning for retirement, it's all about having a plan. Without that key ingredient, it's impossible to move forward.
Have a money que…
1 year, 1 month ago
Should We Pay Cash for New House?
Are we okay to buy a new house in cash? Doing so would free up additional cash flow and we would still have a sizable brokerage account.
Have a money …
1 year, 1 month ago
Invest or Pay Down Mortgage?
I joined CBS Mornings to answer viewer questions from life insurance and lowering bills to your mortgage and the impact of canceling credit cards.
Hav…
1 year, 1 month ago
Advice on Retaining a CFP
I am wondering if it's worth it just to maintain the relationship with the advisor that my parent's worked with for years, or seek out a lower-cost a…
1 year, 1 month ago
Social Security Funding Crisis
A new projection shows Social Security is on track to deplete its funds for full payments earlier than previously forecasted. Mark and I discuss how …
1 year, 1 month ago
Keep At It or Change Tactics?
Is the thought of paying off our mortgage the correct thought process given that the interest rate is nearly 7%?
Have a money question? Email us …
1 year, 1 month ago