All Episodes
Jill on Money with Jill Schlesinger — 1000 episodes
The Forever Paycheck With Jean Chatzky
Second Guessing a Financial Decision
Juggling Education and Retirement
Handling a Nearly 50% Raise
Does the Annuity Pitch Make Sense for Us?
How to Get Rich in American History
Wrestling With Roth Conversion Decision
Handling Healthcare Expenses in Retirement
Should I Consolidate Accounts?
Buying vs Renting Struggle
Stay Calm With David Booth
The Importance of Natural Disaster Insurance
How Are Americans Faring in This Economy?
Taking Social Security Benefits Early
Are We in Good Shape or Do We Need to Shape Up?
Out of Whack Asset Allocation
Will the Renovation Derail Us?
Retirement Plan Options at New Job
Downsized in Paradise, Can We Retire?
International and Domestic Travel Tips
Trump Account or 529 Plan?
Time to Sell the Family Home?
Relocation in Retirement
Given the Options, Are We Saving in the Right Places?
Help! I’m Going to Be a Grandma
Parents Supporting Adult Children
Tips for Retirement Planning
How to Calculate the Monthly Spend?
Priorities as I Prepare for Retirement
Second Guessing My Financial Decisions
Mid-Year Financial Check-In
Funding a Condo Purchase
Does My Plan Work, or Should I Be Worried?
Physical Job, Can I Retire at 57?
Age Gap Couple With High Paying Jobs
Social Security Mailbag With Heather Schreiber
Finalizing My Exit Plan at 65
Would Like to Retire in Nine Months
Ensuring My Wife Will Be Taken Care Of
Pension Options and Roth Conversions
Fee-Only vs. Fee-Based
Freedom vs Liquidity
Am I Worrying Too Much About Taxes?
Am I Ready for Retirement?
I’m Fried, Can I Retire Next Year at 55?
How to Spend What We’ve Saved?
Making the Most of an Early Inheritance
Should I Be Focusing on a Brokerage Account?
Can I Change Jobs and Still Hit My Goals?
Burnt Out After 42 Years in Corporate America
Help With Mom’s Asset Allocation
Why Use Bonds?
Can I Make a Career Change at 57?
Can I Take My Pension and Run?
How to Fund a Renovation?
Does My Early Retirement Plan Work?
Where to Save in 30s and 40s?
Investment Philosophy
Can I Retire in Four Years at 60?
Are We Okay to Start Withdrawals?
Risk and Reward With Ben Carlson
In Our 60s and Considering Retirement
Roth or Not?
Is Early Retirement an Option for Me?
Do We Have Enough to Retire and Live Large?
Get a Financial Life With Beth Kobliner
Do I Still Need Term Life Insurance?
Should I Be Prioritizing the Mega Backdoor Roth?
AI Is Eating My Business
Make Your Bed With Admiral William H. McRaven
Tired but Afraid to Retire and Spend
Lump Sum or Monthly Payment?
Job Market Concerns for Young Americans
Dialing in Our Retirement Plan
Okay to Retire or Semi-Retire at 55?
Longevity Nation: Changing the Second Half of Our Lives
I’m 45, Can I Quit My Job?
In My 60s and Feeling Concerned
Are We on the Right Track at 42?
Real Estate Loan Dilemma
Transitioning Back Into the Workforce
Prepping for Retirement at 53
Realistic Next Steps for Living Life Now?
Still on Track to Retire at 55?
Should I Stay or Take the New Job Offer?
Roth vs. Traditional
Can We Afford to Help Out Our Sons?
Pay Off My Mortgage Quickly?
Can I Retire at 65 Instead of 67?
Have We Saved Enough for Retirement?
Introducing Family Lore
Are We Ok to Be Work Optional?
Can I Help Kids With Student Loans?
I Want to Take Social Security Early
Evaluating Term Life Insurance Coverage
Consolidating Old 401(k) Plans
Managing the Finances for My Mother
Planning Around Our Pensions
Managing a Career Transition
Trying Not to Screw It Up
What Should I Be Doing Differently?
Help My Parents Plan for Retirement
Reset Dilemma Advice
Has My Roth Conversion Ship Sailed?
Should I Tap a CD or My Roth?
Concerned About Running Out of Money
A Holistic Giving Solution for Donors and Advisors
Encore Career at Age 50?
Retirement in Three Months?
10 Years Until Retirement, Can I Do It?
Life Has Changed, Are We Okay?
Can I Quit My Job at 57?
Laid Off at 62, Will We Be Okay?
Struggling to Even Think of Retirement
Is 67 Our Magic Number to Retire?
Balancing Retirement With Tuition
Welcome to Becoming You with Suzy Welch
Too Much in a Single Stock?
Can I Retire in 18 Months?
Are We on Track, or Way Off?
Moving From Saving to Spending
Thinking About Quitting My Job
Options After Losing Retirement Match
Is Early Retirement a Possibility?
Can We Stop Saving for College?
Are We Really Ready to Retire Early?
Impact of Iran War on Economy
Career Transitions With the Help of AI
Financially Supporting a Parent
How to Handle My Pension Options
On Track for FINE?
Should I Convert My TSP?
Do I Need to Find Another Job?
Why Not a Roth Conversion?
Reducing Retirement Savings for a House
Changing Investment Firms
Full-Time Caregiver, Will I Be Okay?
Planning After the Death of My Wife
Am I on Track for a 2028 Retirement?
Can We Retire Now if We Get Laid Off?
Are We on the Correct Path?
Can I Quit My Job and Become an Artist?
Retirement and Leaving a Legacy
Time for a Financial Reset?
I Got a Late Start, Am I Okay for Retirement?
How to Handle Home Sale Proceeds
Can I Move Up My Retirement Age?
Is Investing a Pipe Dream?
Should I Pursue a Great Money Reset?
Can I Retire Before Kids Are Done With College?
Can Dad Retire Comfortably?
Inherited IRA Opportunities?
The Way of Excellence With Brad Stulberg
To Pay Off My House or Not?
My Wife Has Cancer, Can We Build Her Dream Cabin?
Am I on Track to Retire Comfortably at Age 67?
Tax Season 2026 Opens
Save for Retirement or a House?
Inheritance Coming Our Way
At What Age Would I Be Able to Retire?
Can I Call It Quits and Live a Little?
Can I Retire at 62 in 2027?
Burned Out and Really Want to Quit
When Can I Downsize My Job?
Can Trump Cap Credit Card Rates?
Roth Conversions Leading to Early Retirement?
Managing the Moving Parts
Do You Need a Registered Investment Advisor?
Roth vs Pre-Tax 401(k) Contributions
Can I Fully Retire in 2-3 Years?
Could Operation in Venezuela Impact Gas Prices?
Pension Lump Sum or Annuity?
The Secrets of Perfect Timing Part Two
The Secrets of Perfect Timing Part One
Should I Be Making Financial Tweaks?
Feeling Stuck as I Approach Retirement
Do I Have Enough to Slow Down?
Taking Advantage of a Unique Year
Happy Holidays From Jill and Mark!
Burned Out in Tech, Can I Retire at 49?
Maximize Our Assets and Optimize Our Taxes
Am I Ready to Retire at 62?
Roth Conversion Strategy
If I Retire, Does Our Plan Work?
Is Retirement in 2027 a Possibility?
Too Much in Pre-Tax Retirement?
Can I Retire in Two Years?
Restarting After a Divorce
Saving in the Wrong Places
Roth or Pre-Tax 401(k)?
Seeking Financial Flexibility
Can I Retire in Just Over Two Years?
Are the Numbers Too Good to Be True?
Keeping All the Balls in the Air
Planning Around a Diagnosis
Can We Cut Back on Work?
Is One Million Enough?
State of the Economy With Diane Swonk
The Stages of Job Loss
Wife Questioning Asset Allocation
Should I Refinance to Fixed Rate?
Major Move Before Retirement
A Simple, Tax-Smart Account for Charitable Giving
Buckets in Retirement
How to Manage Inherited Money
Help for Mom and Me
Pension and Renovation Decisions
Retirement and College Expenses
Red Flag Warning
Tap TSP for Renovations?
Is Our Plan Solid?
Finding a Financial Advisor
Best Strategy for Flexibility
Terrified of Making the Wrong Move
Next Financial Steps After Divorce
Can I Go Part-Time?
Furloughed and New Job Search
Introducing How We Made Your Mother Season 2!
Buy a Home or Invest Instead?
Can We Retire in Five Years?
Is a Market Crash Coming?
Debt Pay Off Questions
Estate Planning for My Parents
Estate Planning Awareness
Can We Make Our Dream a Reality?
Should I Go for the Promotion?
Can We Run Off to Travel the World?
Furloughed With First Child on the Way
I’m 67, Am I Ok to Retire?
My Gut Wants to Be Free of the Mortgage
Squinting to See Light at the End of the Tunnel
Is It Time for Us to Get a CFP?
Is Our Financial Picture Too Complex?
Whole Life Policy With Inheritance?
Is Retirement in Five Years Possible?
Refinancing an ARM
Evaluating Job Options
Making Our Next Move
Expanding What’s Possible With Money
Impacts of Government Shutdown
70 and Still Working Full-Time
You Might Also Like: What Should I Do With My Money? from Morgan Stanley
Could We Retire Now if We Had To?
New Doctor, Am I Doing Enough?
Presenting: The C-Word
Can We Cut Back Our Savings Rate?
Peace of Mind With Allocations Heading Into Retirement
Should I Move to a Low Cost Brokerage Firm?
Should I Convert My Traditional IRAs to Roth?
Student Loan Payment Strategy
Introducing Simpsons Declassified with Nancy Cartwright
Left Government for Private Sector
Retirement Planning Checkup at 65
What to Do With School Pension?
Is the Fed Ready to Cut Rates?
Downshift or Double Down?
Is the Fee Worth It?
Can I Take a Break?
Brokerage Over 401(k)?
I’m 28, Can I Ever Buy a House?
Do We Have Enough To Retire at My Age 59.5?
Feeling Lost, What's the Next Step?
Income Streams in Retirement
59 and Considering Retirement
In-Plan Roth Conversions
Lump Sum or Monthly Payments?
On Track as We Approach Retirement?
Should I Ditch the Target Date Fund?
Can We Splurge a Little Bit?
Should I Combine Accounts?
Evaluating Pension Options
Can I Scale Back and Live a Bit More?
Retirement After 25 Years, What’s Next?
Trying to Figure Out Our Next Steps
At an Inflection Point, Seeking Guidance
My Planner Is Suggesting I Buy an Annuity
The Wealth Ladder With Nick Maggiulli
Annuity Decision Headache
How to Invest Inheritance?
Can I Continue to Coast?
Am I on the Correct Path?
Possible Health Issues, Can I Retire?
Can I Retire at the End of This Year?
Husband Is Afraid to Spend
Do I Need a Financial Advisor?
Need to Find Peace and Get Some Time Back
55 With the Itch to Retire
Get Out of Here and Enjoy Your Life
Navigating Single Life in My 50s
High Earners, Still Do Roth?
Is There an Alternative to Annuities?
60 and Planning for Retirement at 67
Job Change With No 401(k)
Federal Service Early Retirement
529 Plans vs Trump Accounts
How Far Behind Am I?
Need a Better Plan to Retire in Three Years
Don’t Earn Much, Am I on Track?
Any Reason Not to Buy the Annuity?
Two Academics Facing Unstable Time
Worried to Death
Retirement With Intention
Being Fair With Inheritance
Reset After Military Career
Vacillating About Retirement
Active Military, Am I on Track?
An American Story With Ken Langone
I Don’t Want to Work Until I’m 70!
Any Benefit to Actively Managed 401(k)?
Are We Okay to Build a New House?
Possible Early Retirement Readiness
Is the Annuity Too Good to Be True?
Hubby Hates Job, Can He Quit?
Convincing Hubby We're Okay
Should I Collect Social Security Early?
Saving for Retirement vs College Funding
Am I in Good Shape to Retire Next Year?
When Can I Safely Retire?
On Track for Retirement in 12 Years?
What Is a Safe Withdrawal Rate?
Back to the Office After 26 Years Remote
Medical Condition Has Me Pondering Retirement
New Job, New Retirement Plan Options
Can I Buy That Dream Retirement Home?
Retired With Various Streams of Income
Life Insurance With Long-Term Care Rider
How Not To Invest
A Money Reset With Pension Options
To PLOP or Not to PLOP?
I’m Getting Tired and Want to Enjoy Life
Worried About Portfolio Construction
39 and Want to Retire
Retired and Have a New Mortgage
Retirement Soon, Are We Ready?
57 and Considering Retirement
Make Your Bed: Little Things That Can Change Your Life
Should I Put Extra Money in a Brokerage?
Mortgage Payoff Dilemma
Should I Leave My Job for a Pension?
Will My Mom Be Okay in Retirement?
Can We Go On a Reduced Schedule?
Why Save for Retirement?
House Poor and Feeling Behind
Head vs Heart Financial Decision
Do We Have Enough for Me to Retire?
Retiring in June, Maybe Not a Good Idea?
Introducing: Aspire with Emma Grede
Retirement and Pension Options
Am I on Track at 39 Years Old?
Did I Pull the Plug Too Soon?
Rocky Markets, Time for an Annuity?
In Our Mid 50s, Can We Retire?
Should I Use TSP to Payoff Mortgage?
Should We Invest in This Climate?
I’m 47, Can I Retire Next Year?
Do I Need to Work Longer?
Do We Have Enough for Retirement?
Want to Retire but Have Concerns
Should I Go All Roth?
On Track for Retirement in Seven Years?
Convincing Hubby We Have Enough
Am I Okay to Retire in a Year?
Concerns About My Financial Advisor
Good Time to Increase Roth Conversions?
Anxious About Retirement Plan
Conflicted About Early Retirement Offer
Can I Use the Rule of 55 and Retire?
Introducing: What We Spend
How Risky Can I Be With a Career Reset?
Invest or Pay Off Mortgage?
Federal Worker Feeling the Heat
Can We Self-Manage Our Money?
Here to Hold Your Hands
Can We Reach Financial Independence?
Federal Employee Early Retirement Offer
Helping Mom Manage Her Finances
Simplifying Inherited Accounts
Variable Annuity With Death Benefit
Federal Employee Recently DOGE'd
Not Trying to Time the Market, But...
Funding a Real Estate Opportunity
The Administration and a Market Crash
Allocating Cash Surplus
State of the Economy with Diane Swonk
On the Verge of Retirement
Retirement Spending Check-Up
Feels Like We're Playing Catch Up
Should I Diversify My Financial Institutions?
Ed Slott and the Five-Year Rule
Federal Worker Feeling the Uncertainty
Unplanned Early Retirement
Can We Retire in 2.5 Years?
Help With the Big Picture
Tune Out the Noise
Should I Sell My DC Area Investment Properties?
The Gap Between Retirement and Social Security
Should We Stay or Can We Go Now?
On Track for Retirement at 65?
Early Retirement From Federal Service
Additional Retirement Savings Advice
Can I Take On More Risk?
Moving From Saver to Spender
Navigating Retirement in France
Alternative Investing With Fundrise CEO Ben Miller
What to Do With Pension Lump Sum?
Is Now the Time for Fixed Index Annuities?
Can I Reduce My Savings Rate?
Analyzing Deferred Comp Options
Romance Scams With Adam Levin
Is Now the Time for Roth Conversions?
Can I Quit in My 50s and Move to Europe?
Can I Throw in the Towel?
Withdrawals in Retirement
Money Doesn’t Always Solve Anxiety
How to Protect Assets From the Government
I’m 56, Can I Retire in Three Years?
Stock Price Movements
Am I on Target for Retirement?
On Track for Retirement at 55?
Spouse Worried About My Retirement
Are We Saving Enough?
Cash Out My Vested Pension?
Where to Stash Home Sale Proceeds?
How Much to Spend on New House?
Managing Massive Dividend Income
Can I Pause Retirement Contributions?
My Parents DO Need My Support!
Should I Buy Into the Family Farm?
Investment Anxiety Entering 2025
Roth Conversions, How Much and How Fast?
I Have a Pension, Do I Need Bonds?
Roth IRA or Roth 401(k)?
Moving Parts in Retirement
Can We Afford Our Forever Home?
Can We Upgrade Our House?
55 and Thinking of Retirement
Planning for Our Financial Future
Anxiety Around My Finances
529 Assets Not Growing
Am I Saving Too Much?
Happy New Year!
Getting My Financial Life in Order
Managing Cash Flow in Retirement
Stacking Benjamins Part Two
Stacking Benjamins Part One
Should I Switch to Roth 401(k)?
Nervous About Retirement
Merry Christmas!
Combining Finances With My Partner
Looming Tax Issues?
I'm 57, Can I Retire?
Can I Retire in Three Years?
Can We Renovate Our Kitchen?
Feeling Ready to Retire, Am I?
Saving Our Son From Student Loan Hell
Worried About Having Enough Money
Time to Bring Assets Under Management?
The Future of Wealth Management Part Two
The Future of Wealth Management Part One
Helping Adult Children Now vs Later
Next Steps for Possible Retirement
Can We Upgrade Our House?
In Need of a Decumulation Plan
Can We Afford Two Homes?
In Our 40s and Planning for Retirement
Managing Lump Sum Payout
Roth Conversions and IRMAA
Tax-Deferred 401(k) Problem
Feeling the Financial Pinch
When to Take Social Security?
Consumers Unnerved by Possible Tariffs
How to Retire Part Two
How to Retire Part One
Social Security Elimination
Happy Thanksgiving!
Trump’s Tariffs Threat
Can I Retire at 55?
New Job, New Options
The Dimensional Approach Part Two
The Dimensional Approach Part One
Can I Retire in 6-10 Months?
Investments in This New Era
Can I Save Less and Enjoy Life?
Impending Retirement Plans
Should I Take Social Security Now or Later?
Ask The Compound Part Two
Ask The Compound Part One
Too Much in a Single Stock?
Does a Roth Conversion Make Sense?
Loan Pay Down vs Starting Brokerage
Can We Be Done Saving for Retirement?
Helping Mom With a Lump Sum
Thought I Was Okay, Now Worried
No Pension, Can I Still Retire?
Stocks Surge and Another Rate Cut
A New House or an Addition?
Should I Invest Settlement Money?
Happy Election Day!
Should I Hold Less Cash?
Planning Around a Forced Retirement
Regrouping After a Loss
The Growing U.S. Economy
Taxes on Roth Conversion
Tax Changes on the Horizon
Out of Whack Asset Allocation
Retirement Is Days Away
Possible Retirement Scenarios
Help Put My Mind at Ease
Your Open Enrollment Checklist
Do I Really Need a Bond Fund?
Various Retirement Possibilities
My Annuity Mess
Overall Strategy Help
State of the Housing Market Part Two
State of the Housing Market Part One
Just Laid Off, Can I Retire?
Making Up for Lost Time
How to Plan for Long-Term Care
Good Shape to Retire in 6 Years?
43 and Considering Early Retirement
Getting Our Finances in Order
56 and Considering Retirement
Second Set of Eyes for House Purchase
How to Catch Up Financially?
Opportunity or Disaster?
Help With Asset Allocation
Taking a Career Break at 47
Calculated Risk Part Two
Calculated Risk Part One
I Want to Retire, Can I?
Fear of Running Out of Money
Gradually, Then Suddenly
Can I Stop Working at 59?
Too Many Retirement Plans
We Need a Sanity Check
Relieving Financial Anxiety
Which Pension Option to Take?
CFP for My Wife if I Die?
Feeling a Bit Scared About Retirement
What Should I Be Invested In?
Invest or Pay Off Debt?
Blue Collar Worker to CEO Part Two
Blue Collar Worker to CEO Part One
How Fed Rate Cut Impacts You
Can I Retire as Soon as Possible?
Are We Ready for Retirement?
Cutting the Purse Strings
Taxes Freaking Me Out
The Social Security Queen Part Two
The Social Security Queen Part One
Tax-Deferred vs Tax-Free
I’m 81, Can I Retire?
How to Value a Pension
Can I Retire When I Want?
Can I Live Off Rental Property Income?
What the Best Advisors Do Part Two
What the Best Advisors Do Part One
Should I Be Using Muni Bonds?
Bumpy Road Ahead
Can I Retire at 45?
Options for My Solo 401(k)
Retirement Withdrawal Strategy
Less Tolerant of Risk as I Age
Managing Future Retirement Contributions
Concerns With Potential Early Retirement
Can We Afford Another Home?
Retirement Planning With an Age Difference
A Financial Transformation
Retirement Planning at 28
Okay to Retire in Seven Years?
Already Retired, Is Our Plan Okay?
Retirement Income Taxes
Should I Be Tweaking My Investments?
Afraid to Spend in Retirement
Can We Retire Comfortably at 70?
Decrease Retirement Contributions for Downpayment?
Health Care in Retirement Part Two
Health Care in Retirement Part One
The Importance of Estate Planning
The Uncertainties of Retirement
Real Estate Transaction Dilemma
Should I Stay or Should I Go?
Retirement Ready or Not?
MicroSkills: Small Actions, Big Impact Part Two
MicroSkills: Small Actions, Big Impact Part One
Are the Managerial Fees Worth It?
Handling Increased Revenue Streams
On Track to Retire in 12 Years?
Investing During Volatility
Is the Economy Slowing Down?
Money and Markets With Kyla Scanlon Part Two
Money and Markets With Kyla Scanlon Part One
What RMDs Mean for Your Money
Adjusting Portfolio for Retirement
Do I Need My Financial Advisor?
Stressed by Approaching Retirement
Economic Growth Remains Strong
Ask The Compound Part Two
Ask The Compound Part One
How Do Elections Impact the Markets?
Do I Need a Fixed Annuity?
Roth 401(k) vs Traditional 401(k)
Borrowing From 403(b)
Retired in Our 50s, Are We Safe?
Where Can I Improve?
Do We Need an Advisor?
Estate Tax Law Changes
Husband Passed, Should I Pay Off Mortgage?
Navigating Inflation
High Mortgage Payoff
Can I Really Retire in My Mid-50s?
Financial Planning Through a Divorce
Financial Planning With a Higher Income
Maximizing Your Advisor Relationship
Index Funds or CDs?
Am I Taking the Right Financial Steps?
Midyear Money Checkup
Do I Need to Go Back to Work?
The Big Picture With Barry Ritholtz Part Three
The Big Picture With Barry Ritholtz Part Two
Tax-Smart Investing
The Big Picture With Barry Ritholtz Part One
Do I Need to Sell My House?
Lump Sump or Dollar Cost Average
On Track in Our 30s?
Handling Extra Income
How to Allocate Inheritance
Retirement Income Taxes
The High Cost of Child Care
Pay Off the Mortgage or Not?
Time for Roth Conversions?
My Financial Outlook
Good Time to Do Roth Conversions?
We're Okay Now, How About in 20 Years?
The Importance of Estate Planning
If My Job Goes Am I Okay?
Long-Term Savings and Inflation
Can I Retire in December?
Husband Is Nervous About Retirement
Does Dad Need Financial Intervention?
Military Retirement Planning
Finding the Right Advisor
Do We Need a Financial Planner?
Summer Job Spike
Can We Pull Back on Retirement Saving?
Help With Retirement Plan in My 30s
Should We Pick the 401(k) or Pension?
Can I Safely Retire at 62?
Retirement Income Strategies
Crazy to Buy a House in Retirement?
Brokerage Savings vs 401(k)
Two Annuity Options
Spending Savings in Retirement
Should I Move My Retirement Money?
Do We Have Enough Saved for Retirement?
Retirement and Your Full Financial Picture
Financial Concerns After Divorce
Asset Allocation With a Pension
Housing Market Breakdown
Romance Scams and Cybersecurity Best Practices Part Three
Romance Scams and Cybersecurity Best Practices Part Two
Romance Scams and Cybersecurity Best Practices Part One
Paying for Health Care in Retirement
Afraid to Spend My Assets
How Am I Set up for Retirement?
How to Allocate Inheritance
Stock Market Milestone
Contemplating Retirement
Are My Numbers Correct?
Estate Planning Peace of Mind
Is Inflation Relief on the Horizon?
Maximizing Our Lower Tax Bracket
Financial Steps Before Marriage
Are We on the Right Track?
Estate Planning Conversations Part Two
Estate Planning Conversations Part One
Are the Managerial Fees Worth It?
Planning for Retirement
Help Navigating Retirement
Can We Pause Retirement Savings?
Should I Stay or Should I Go?
Work, Retire, Repeat Part Two
Work, Retire, Repeat Part One
Where to Park Emergency Fund
Roth 401(k) or Not for High Earner?
Retirement Planning With a Pension
Can I Manage My Own Money?
Okay After Forced Retirement?
Can I Retire Securely?
Account Consolidation
Considering Retirement at 62
Can We Build Dream Home
What’s the Best Financial Move for Us?
Overall Retirement Preparedness
Unknown Future After Sudden Divorce
Considering Retirement in Two Years
Should We Switch to Roth?
Did We Make a Big Mistake?
We’re Both Retiring and Feel Lost
My Next Phase of Life
Oil and the Economy
Can I Leave My High Income Job?
Evaluating Pension Options
Lower Income Tax Strategy
Can I Retire Early?
Withdrawal Strategy Planning
Do I Have Enough Saved?
To Roth or Not to Roth?
In Our 30s and Planning for Retirement
Slow Productivity Part Two
Slow Productivity Part One
Got Laid Off, Can I Retire?
Competing Financial Needs
Intergenerational Financial Issues
Sweet Spot for Roth Conversions
Part of Recent Tech Layoff
Use 401(k) or HSA?
Recently Retire, Is My Future Secure?
Overwhelmed by Student Loans
Laid Off, Can I Retire?
Maximizing Your Tax Refund
Roth Conversion Scenario
Can I Trust What the Advisor Told Us?
The Bankers’ New Clothes Part Two
The Bankers’ New Clothes Part One
Cash Heavy, What to Do?
Pay Off Mortgage With Windfall?
Can I Retire Now?!
Handling Money After the Loss of a Spouse
How to Invest a Lump Sum
Ed Slott Tax Tips Part Four
Ed Slott Tax Tips Part Three
Should I Switch From Roth to Pre-Tax?
Should I Do a Roth Conversion?
How to Deal with Uncertainty
Options for Stubborn Parents
Inheritance and Retirement Planning
Ed Slott Tax Tips Part Two
Ed Slott Tax Tips Part One
Social Security Scams and Credit Card Fees
Too Many Funds in Brokerage Account?
Am I Putting Too Much Into Retirement?
Retirement vs Short-Term Needs
Can I Leave a Job With a Pension?
How to Fund College
Seeking Financial Independence
Forget Pre-Tax Contributions?
Navigating Love and Finances
In a Financial Rut
Getting Back on Track
Managing Finances for Ex In-Laws
Will I Have Enough for Retirement?
Are We Okay With One Income Stream?
Am I Saving Too Much?
Did I Make an Annuity Mistake?
Shocking Inheritance
Cleaning Up My Act
Next Steps After a Loss
Is My Retirement Plan Solid?
Am I on Track at 50?
Is the Calculator Correct?
Living Paycheck to Paycheck
Hot Inflation Report
Afraid to Spend Assets
Am I Cash Heavy?
Is My Retirement Strategy Okay?
Can We Spend the Inheritance?
Brokerage or Pre-Tax Retirement?
Retirement Rules of Thumb
Did We Do the Right Thing for Mom?
Do I Have Enough to Retire?
On Track for Retirement at 55?
Ask The Compound Part Two
Ask The Compound Part One
Tax Season Tips
Fed Decision Breakdown
Does Roth 401(k) Make Sense?
Ready to Pull the Plug
53 and Considering a Reset
I Say We're Okay, Are We?
Moving Funds in Retirement
Do I Have to Get Another Job?
I'm Moving, Should I Sell?
Revamped FAFSA Applications
What Else Should I Do?
Early Mortgage Payoff
Retirement Withdrawal Confusion
Worried About Grandma
Am I Doing It Right?
Should I Ditch the Rental?
Roth Conversion Strategy
Take Distribution to Pay Down HELOC?
Contemplating a Roth Conversion
Is the Pension Worth It?
Can I Leave Behind the Corporate Life?
Is an Annuity Right for Us?
Managing Credit Card Debt
Can I Retire at 55?
Should We Convert to Roth?
Light at the End of the Tunnel
Can I Quit and Do a Reset?
Am I on Target?
Is 1% Too Much to Pay in My Situation?
2024 Financial Resolutions
I’m 60 and I’m Done
A Reset to Start the New Year
Secrets of Perfect Timing Part Three
Secrets of Perfect Timing Part Two
Secrets of Perfect Timing Part One
I'm Ready for Options at 55
Deferred Comp Options
Do We Have Enough to Retire?
Rent or Buy?
Merry Christmas!!!
The Irrelevant Investor Part Three
The Irrelevant Investor Part Two
The Irrelevant Investor Part One
Can You Check My Parachute Before I Jump?
Hoping for Options in 2-3 Years
Planning for Long-Term Care
Reset After a Payout
Cash Sitting on the Sidelines
The Reformed Broker Part Two
The Reformed Broker Part One
The Elusive Soft Landing
Retirement Readiness
Is the 3% Rule Too Conservative?
Unraveling Financial Advisor Allocation
Are We on Track?
Can I Get Out and Travel?
Handling an Inheritance
Helping Mom With Her Money
New Parents Needing Direction
Does a Roth Conversion Make Sense for Us?
Moving Forward After Divorce
Your Journey to Financial Freedom Part Two
Your Journey to Financial Freedom Part One
Do We Need a Financial Advisor?
Eager to Retire Early
Are We Too Optimistic?
Prepping for Retirement
Do We Have the Right Plan in Place?
Can We Take the Plunge Into Retirement?
Can My Wife Do a Reset?
Roth 403(b) Contribution Dilemma
Happy Thanksgiving!
Student Loan Payment Dilemma
Can I Do a Reset?
Should I Retire Now at 62?
Should I Be Doing More?
Should We Do Roth Conversions?
Can I Buy a House in Retirement?
Balancing Retirement and Experiences
Can I Retire Next Year at 62?
Tax Planning in Retirement
Planning Around a Terminal Illness
Personal Finance With Vanguard Part Two
Personal Finance With Vanguard Part One
When Will Bonds Improve?
What to Do With HELOC Amidst Rising Rates?
Should I Stay in the Market?
How to Fund an Addition?
401(k) or Brokerage?
How Much Life Insurance Do We Need?
How to Allocate Portfolio
State of the Housing Market
Tax Loss Harvesting and Early Retirement
College Tuition Dilemma
Turning 60 and Looking To Retire
Annuity Dilemma
Preserving Our Assets
Navigating Retirement
Too Scared to Invest
Everything Everywhere All at Once
Burned Out and Would Love to Retire
To Pool or Not to Pool?
Retirement Concerns at 51
Financial Wellness Part Two
Financial Wellness Part One
What to Do With Losing Stocks?
Whole Life Mistake
What's the Best Path Forward?
Hoping to Not Burst the Bubble
Getting My Cash to Work
Retirement Cash Flow Concerns
Should I Use Roth 401(k)?
Retirement Tax Bomb
Considering Semi-Retirement
Starting a New Chapter
Learning to Be Retired
Option to Retire at 62
Think Faster, Talk Smarter Part Two
Think Faster, Talk Smarter Part One
Can We Afford Two Homes?
Do I Need a Long-Term Care Policy?
Paying Daughter's Student Loan
Prepping for Retirement in 2024
Conquering My Fear of Risk
Taming the Street Part Two
Taming the Street Part One
Federal Student Loan Repayments Resume
Use Savings or Take Out Mortgage?
Adult 529 Plan
House Poor After Divorce
Getting Close to Retirement
Cybersecurity Best Practices Part Two
Cybersecurity Best Practices Part One
Fed Decision and Economic Impacts of UAW Strike
Pension Lump-Sum Options
Overfunded 529 Plan Options
Enough Saved to Retire?
Can We Pull Back on Retirement?
Master of Change Part Two
Master of Change Part One
Can We Ditch Our Insurance?
Divorce and Financial Reset
Life Insurance Boot Camp
Help, I Was Just Laid Off!
Can I Do a Reset?
Gonzo Capitalism Part Two
Gonzo Capitalism Part One
Managing 401(k) Allocations
Should I Attack My Student Loan?
Do I Need Whole Life Insurance?
Frozen by Analysis Paralysis
How to Combine Finances
Will I Be Ready to Retire When I Want?
Just Retired at 55, Am I Okay?
Handling a Lump-Sum Payout
Can I Join My Husband in Retirement?
Do I Have Enough to Retire?
Can I Retire in a Year at 65?
Planning for Early Retirement
Roth Conversions and Pro-Rata Rule
How to Allocate Extra Cash Flow
Should We Buy Whole Life Insurance?
Obsessed With Being Debt Free
Money Reset After Divorce
Can I Retire in 20 Months?
Worried About Retirement
Coaching for Leaders Part Two
Coaching for Leaders Part One
Why Am I Losing Money With Bonds?
Are We on the Right Track?
Trying to Re-Retire
Inherited IRA Strategy
What to Do With My Mother’s Home?
Roth Conversion Considerations
Managing Extra Cash Flow
What’s the Point of a Brokerage Account?
Do I Have Enough to Retire?
Drowning in Credit Card Mess
Late to the Investment Game
Next Best Steps for Our Family
Your Future Self Part Two
Your Future Self Part One
Did I Make a Huge Mistake?
Can I Use the Exit Ramp Soon?
Mid-Year Money Checkup
Preparing for Decumulation
What's My Next Goal?
Pre-Tax or Roth 401(k)?
Where to Invest Additional Funds?
Too Much of a Single Stock?
Should We Buy the Mountain Home?
Can I Retire in Five Years at 62?
Is a Tiny Home Community a Good Move?
Does My Wife Have to Stop Working?
How Much Company Stock Is Enough?
Roth Conversion Strategy
Should I Sell Condo to Buy a House?
What Is a Reasonable Fee?
I Think We’re Okay, Are We?
On Track for Retirement?
What to Do With Settlement Money?
Car Talk With Mike Quincy Part Two
Car Talk With Mike Quincy Part One
Life Insurance Retirement Plan
How to Invest My Cash?
Hubby Wants to Quit ASAP
Contemplating a Reset
Is It Okay for Me to Call It Quits?
Thinking About My Next Chapter
Am I Making the Right Money Moves?
What to Do With Real Estate Proceeds?
Can I Retire Next Year at 62?
Can I Retire in Two Years?
An American Story
Should I Get Umbrella Insurance?
Self-Employed Retirement Plan Options
Are the Fees Too High?
Money & Marriage
Should We Use 401(k) For Home Purchase?
Is It Time to Sell I Bonds?
Managing Assets for Mom
Decumulation to Fund Travel
Money and Love Part Two
Money and Love Part One
Can I Retire or Step Back?
Can I Retire Early and Buy a New Home?