Podcast Episodes

Prepping for Retirement in 2024

With retirement now just a few months away, my question is, do I need someone to manage my money?

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2 years, 5 months ago

Conquering My Fear of Risk

With a lot of money sitting in cash, I can’t get past my fear of risk, or maybe it’s that I have very little tolerance for it.

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2 years, 5 months ago

Taming the Street Part Two

This weekend we're joined by award-winning journalist Diana B. Henriques, bestselling author of The Wizard of Lies: Bernie Madoff and the Death of Tr…

2 years, 5 months ago

Taming the Street Part One

This weekend we're joined by award-winning journalist Diana B. Henriques, bestselling author of The Wizard of Lies: Bernie Madoff and the Death of Tr…

2 years, 5 months ago

Federal Student Loan Repayments Resume

I joined CBS Mornings to talk about what borrowers need to know before federal student loan repayments start back up in October.

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2 years, 5 months ago

Introducing Say More with Dr? Sheila

In the world of feelings, there are winners and losers, and somebody has to be the judge. 

World-renowned, self-proclaimed couples therapist Dr? Sheil…

2 years, 5 months ago

Use Savings or Take Out Mortgage?

With a new house purchase on the horizon, should we raid our brokerage account or take out a larger mortgage?

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2 years, 5 months ago

Adult 529 Plan

I am a working professional making good money, but I am considering getting an online MBA just to scratch my academic itch. Is it worth using a 529 p…

2 years, 5 months ago

House Poor After Divorce

I have recently gotten divorced and now I am house poor. How should I change things to make life a little easier?

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2 years, 5 months ago

Getting Close to Retirement

With retirement on the horizon, my major concern is account consolidation and how I can manage any potential tax burden.

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2 years, 5 months ago