Podcast Episodes

The Importance of Estate Planning

Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignm…

1 year, 11 months ago

If My Job Goes Am I Okay?

I heard through the office grapevine that my position of 15 years may be transitioning into a position that I would not want. Am I in good shape if e…

1 year, 11 months ago

Long-Term Savings and Inflation

What do you recommend people do as a hedge against inflation (or hyperinflation) in their long-term savings and retirement accounts?

Have a money ques…

1 year, 11 months ago

Can I Retire in December?

I am thinking of retiring in December but I am not sure about my retirement savings. Can I do it without collecting Social Security until 67?

Have a m…

1 year, 11 months ago

Husband Is Nervous About Retirement

I think my husband can retire but he's nervous and unsure. Who's right?

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1 year, 11 months ago

Does Dad Need Financial Intervention?

Given the financial advice my father-in-law has been receiving, is it time for an intervention?

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1 year, 11 months ago

Military Retirement Planning

With two military pensions on the horizon, is our overall retirement picture on the right track?

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1 year, 11 months ago

Finding the Right Advisor

As you think about working with an advisor, ask yourself if he or she is only focused on your investments, or are they also helping you plan for long…

1 year, 11 months ago

Do We Need a Financial Planner?

I'm thinking about seeing a financial planner but see no reason to justify the cost. Am I wrong?

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1 year, 11 months ago

Summer Job Spike

More than two million high school and college students are expected to work summer jobs and internships this year. I joined CBS Mornings with tips to…

1 year, 11 months ago