Episoder
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With pensions on the horizon, are we saving too much money for retirement?
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A recent study reveals Gen Z and Millennials are most likely to make impulse buys during the holidays than Gen X and Baby Boomers. I joined CBS Mornings Plus with tips to make smarter spending decisions as gift-giving season nears.
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Manglende episoder?
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I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it?
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A new survey shows the number of Americans with a will has decreased by 6% from last year, even though the majority say having a will is important. I joined CBS Mornings to discuss what to know about estate planning and your will.
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We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it?
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Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 million U.S. households fall into this category, and as a result, the sandwich generation faces challenges saving for retirement.
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After receiving a large inheritance, what steps should we be taking to best navigate our financial future?
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A pre-retirement adjustment we are considering is discontinuing my wife's 403(b) contributions and redirecting those funds to increase contributions to our taxable brokerage account. Does this make sense?
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I joined CBS Mornings with some financial advice to help parents save money while also juggling the expenses of parenthood.
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As the economy added 245,000 jobs in September, exceeding the expectations of most economists, a large chunk of the country has been dealing with natural disasters. I joined CBS Mornings to discuss.
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My wife and I are trying to figure out how to pay for college for our youngest son and we're in need of some suggestions.
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I have a large chunk of money in my ESOP and a large chunk of money in a single stock. How should I be evaluating my overall asset allocation?
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We recently fired our financial planner and would like some advise and/or suggestions on our portfolio makeup as we begin our retirement journey.
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As I prepare to leave the military, is there any reason why I should be looking to get additional insurance?
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Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement?
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I retired two years ago at 48 and would like to know if you agree with my analysis that I have enough to stop my part time job.
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I’m considering buying a new home and would love your thoughts on if you think I can afford to buy now.
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With some big money decisions on the horizon, I have a lot of questions and I'm not sure which direction to go.
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We're in our mid 40s and the goal is to have my wife retire at 55, is this doable?
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Will we have enough F-U money in about five years or so to consider a career pivot?
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