Podcast Episodes

Best Place to Invest

Given some restrictions within my workplace retirement plan, I'm wondering if it's the best place to be investing my money?

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3 years ago

Mutual Funds vs CDs

Does it make sense to sell some of my brokerage bond mutual funds that are down around 5% for the past year and put the proceeds into 1 year 5% CDs?

H…

3 years ago

Figuring It Out at 22

I'm 22 and working two jobs while going to college. As a young adult, what can I do now to financially prepare myself for the future?

Have a money que…

3 years ago

Contemplating a Job Change

After weighing the pros and cons for the last few months, I am going crazy trying to figure out if I should accept a new job offer.

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3 years ago

Financing Our Dream Home

We are planning on building a new home out of state sometime next year and would move there during the latter half of the building process. What's th…

3 years, 1 month ago

Inheriting Large Amount of Money

I'm comfortable doing my finances and investments on my own, but after receiving a large inheritance, I'm thinking I might need some help.

Have a mone…

3 years, 1 month ago

Should I Do a Roth Conversion?

I'm thinking about converting some pre-tax money to take advantage of tax-free growth for the next few decades. Is it the right move?

Have a money que…

3 years, 1 month ago

Focused On Paying Down the Mortgage

We are laser focused on paying off the house. Is it the right approach?

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3 years, 1 month ago

Can We Buy a Rental Property?

Knowing that we have a sizable inheritance in the future, is it okay if we try our luck with an investment property?

Have a money question? Email us h…

3 years, 1 month ago

The Rising Cost of College

I joined CBS Mornings to discuss the cost of paying for college, as well as what students and families need to know about financial aid packages, how…

3 years, 1 month ago