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Big Money Reset in 2028
New Jan 11, 2026 20 min

Big Money Reset in 2028

My family and I have been living overseas for the last 15 years and we are moving onto our next chapter in summer 2028 and want to make sure we are financially prepared? Have a money question? Ema...

Investment Fees for Newbie
New Jan 10, 2026 28 min

Investment Fees for Newbie

I am new to investing and have started to gain an understanding on the fees that I am being charged. Is it time to self-manage my money? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Tough It Out or Make a Career Change?
Jan 04, 2026 20 min

Tough It Out or Make a Career Change?

Should my husband stick it out in his government role, or can he pursue a contracting job? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Am I in a Good Financial Spot at 48?
Jan 03, 2026 17 min

Am I in a Good Financial Spot at 48?

With a pension on the horizon, plus a rental property, am I in good financial shape at the age of 48? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Is a Cash Deferral Plan a Good Idea ?
Dec 28, 2025 22 min

Is a Cash Deferral Plan a Good Idea ?

My company offers a cash deferral plan and I'm trying to figure out if it's a good way for me to save for retirement. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠...

Will a Move Blow Up Our Financial Future?
Dec 27, 2025 23 min

Will a Move Blow Up Our Financial Future?

We currently live in the Midwest and would love to move to the West Coast to be closer to family. Will such a move, with a much higher cost of living, blow up our financial future? Have a money qu...

Married and Combining Finances
Dec 21, 2025 17 min

Married and Combining Finances

I'm getting married next summer and curious how you combine finances with a future spouse? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ S...

Paying for Home Repairs
Dec 20, 2025 15 min

Paying for Home Repairs

I am expecting to need to spend about $15k on home repairs before the end of the year and I'm trying to figure out the best way to come up with cash. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Feeling Late to the Game
Dec 14, 2025 17 min

Feeling Late to the Game

I'm 39 years old and feeling very late to the game in terms of saving for retirement. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe ...

In Need of a Financial Gut Check
Dec 13, 2025 15 min

In Need of a Financial Gut Check

Knowing that I'm a bit of a worrier and always feeling a little anxious, it seems now would be a good time for a financial gut check. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Can I Accelerate Mortgage Payoff?
Dec 07, 2025 13 min

Can I Accelerate Mortgage Payoff?

I realize it's likely the wrong financial decision, but am I okay to accelerate the mortgage pay down? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Where to Direct Extra Cash Flow?
Dec 06, 2025 17 min

Where to Direct Extra Cash Flow?

Now that I'm in a better position to save more cash, where should I be directing the surplus? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe...

Am I Too Aggressive?
Nov 30, 2025 20 min

Am I Too Aggressive?

After being a stay at home mom and not saving for a decade, I'm looking to make up for lost time. Am I being too aggressive? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠...

Considering Future Home Purchase
Nov 29, 2025 24 min

Considering Future Home Purchase

My husband and I have a two-year old and we are now thinking about leaving NYC and buying a house in Upstate New York. Can we do it? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

The Stages of Job Loss Part Two
Nov 23, 2025 21 min

The Stages of Job Loss Part Two

The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on...

The Stages of Job Loss Part One
Nov 22, 2025 27 min

The Stages of Job Loss Part One

The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on...

Juggling Many Financial Goals
Nov 16, 2025 23 min

Juggling Many Financial Goals

After going at it hard for quite a while, can we begin to pull back on our retirement savings? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscrib...

Americans Rack Up Record Debt
Nov 15, 2025 17 min

Americans Rack Up Record Debt

A new Federal Reserve report shows total household debt is more than $18 trillion, which is equivalent to nearly half the size of the economy. We discuss some tips to help you cut down on your debt...

How to Pay the Cost of Surrogacy?
Nov 09, 2025 22 min

How to Pay the Cost of Surrogacy?

Is it better to take money out my brokerage account to cover the cost of surrogacy or does it make more financial sense to take a loan against the portfolio? Have a money question? Email us ⁠...

The Great Lock-In
Nov 08, 2025 14 min

The Great Lock-In

A new social media trend called "The Great Lock-In" encourages people to focus on self-improvement before the new year begins. I joined CBS Mornings to share how to apply the idea to your finances ...