Most people walk into a financial advisor’s office with the wrong checklist. They ask about the CFP after the name, years in business, assets under management, alma mater. These aren’t the important questions, says…
A listener wrote in to Vivian Tu’s podcast Networth and Chill with a story that should be required reading before anyone combines finances with a partner. She had paid off her partner’s truck and…
If millennials follow the rulebook their parents used, they may be in trouble, says financial influencer Haley Sacks, known as Mrs. Dow Jones. She sees younger generations struggling as wages fail to keep pace…
Emmy Award-winning journalist Joanna Stern spent all of 2025 letting AI run nearly every corner of her life. Her resulting book, "I Am Not a Robot," is an instant New York Times bestseller. On…
With the average price of a new car nearing $50,000, does it still make sense to write a check, or has leasing become the smarter play? That was the question from Dan, a 65-year-old…
Many retirees are advised to defer paying taxes on their investments until retirement. "So many advisors have helped clients defer, defer, defer, because we all been told this myth, right?" said David Brooks on…
Even though the stock market continues to hit new highs, investors are filled with anxiety. Uncertainty about world events and the global economy causes many people to freeze, says author and journalist Simone Stolzoff.…
It’s not uncommon for middle-aged people to realize they’re not where they should be financially. “At 50, I didn’t know what a net worth was,” said Bill Yount, an emergency physician and co-host of the…
Generation Z is understandably discouraged. There’s the horrible job market. There’s the home affordability crisis. For many, there are crushing mounds of student debt. No wonder many make bad financial decisions, living by the…
Even the best prepared retirees can face unexpected monkey wrenches, often of the medical variety. A recent caller into The Retirement and IRA Show explained his predicament. “We had what we thought was a solid…
Can’t afford it? No problem: Just borrow money. At the popular (and pricey) Coachella music festival, about 60% of attendees borrowed money to buy their tickets, according to Billboard. It’s a perfect illustration of…
You may think you can’t afford estate planning, or that you don’t need it. But can you afford not to? That was the question estate planning attorney Allison Harrison recently asked on the Catching…
Two weeks after her husband died unexpectedly at age 52, a 54-year-old widow who had been married for 27 years sat down to write an email to financial guru Suze Orman. She signed it…
Picture a first-time investor who sinks $200 into Intel shares and watches the position climb to $850, a 280% gain. The instinct is to feel like a genius and let it ride. According to…
We all know that college is expensive. It gets even pricier when students stretch beyond the traditional 4-year undergraduate timeline. Only 44% of college students graduate within four years, and over 50% take 5…
Most NFL rookies treat their first contract like a lottery ticket. Arik Armstead was drafted in the first round by the San Francisco 49ers in 2015 on a fully guaranteed four-year deal worth around…
Market timing sounds simple in theory: Sell before the drop, buy back at the bottom. But Ben Carlson, author of the “A Wealth of Common Sense” blog, says the catch is that you have…
Many Americans want to have it all, even if they don’t have the funds to pay for it. Enter buy now, pay later (BNPL) programs. Risk-free instant gratification? Well not really, says Brian Preston…
Gary Vaynerchuk has a blunt take on AI, for all consumers and investors. If you are not spending at least one hour a day hands on with AI tools, you are “becoming your grandma,”…
The standard airline safety instruction “secure your own mask before helping others” applies to personal finance too. On a recent episode of the How to Money podcast, hosts Joel and Matt issued a warning…
