Podcast Episodes
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Managing Retirement Income
We feel woefully unprepared to manage our assets to ensure a comfortable retirement and are looking for some guidance.
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1 year, 6 months ago
For the Love of Money
A recent survey reveals that 40% of Americans in committed relationships have kept a financial secret from their partner. I joined CBS Mornings to ex…
1 year, 6 months ago
Worried About Social Security
I'll be 69 this year and my plan is to retire in 2026 when I'll be 70. I'm starting to worry if Social Security will be there when I decide to call i…
1 year, 6 months ago
Sandwich Generation Feels the Squeeze
Mark and I chatting about how to ease financial strains while caring for both your parents and children.
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1 year, 6 months ago
A Guide to Better Credit Scores
My recent appearance from CBS Mornings and then Mark and I chatting about how to improve your FICO score as the national average hits 717.
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1 year, 7 months ago
Tax Season Is Open
The 2024 tax season is officially open. I joined CBS Mornings with the key details taxpayers should be aware of this season.
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1 year, 7 months ago
Rental Property Dilemma
With some rental properties as part of my portfolio, I'm wondering if it's time to sell one of them?
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1 year, 7 months ago
Navigating the Insurance Claim Process
On this episode Mark and I are discussing how to financially recover and navigate your insurance claim if you lose your home in a natural disaster.
Ha…
1 year, 7 months ago
Are We Taking the Right Steps?
We're in our mid 30s with two young children and would like to know if we are taking the right steps to set us up for financial success?
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1 year, 7 months ago
Tips for Paying Down Debt
With nearly half of Americans carrying credit card balances month-to-month, here's some tips on how to pay down debt.
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1 year, 7 months ago