George Kamel went on The Iced Coffee Hour with Graham Stephan and revisited one of the most replayed moments of his career. The caller was Katie, from rural Kentucky, earning $36,000 a year at…
David from Marana, Arizona called into Talking Real Money with a question many retirees carry quietly. “I have a $100,000 variable annuity as part of my traditional individual retirement account held at Edward Jones.”…
Nicole Lapin recently took a sledgehammer to one of personal finance’s most repeated platitudes. On her show Money Rehab, talking with real estate agent Glennda Baker, she flipped the script on the “renting is…
Adrianne’s call to The Ramsey Show is one of the clearest cautionary tales I’ve seen. Adrianne, a restaurant general manager earning $65,000 annually, called the show with a problem she could not outrun. “I’ve…
Pete from Massachusetts called into The Clark Howard Podcast last week with a flex most savers will never match. “Recently had a caller asking about bank account bonuses and whether they should continue to…
A caller named Teresa phoned into The Ramsey Show with her husband listening in. She had a simple question: “My husband and I are in Baby Step 3, and I want to spend $400…
The $1,000 starter emergency fund has been gospel in personal finance circles for two decades. Andrew, host of The Personal Finance Podcast, thinks it sets people up to fail. On a recent episode titled…
Angela called into the Rich Habits Podcast with a problem most of us would happily trade for: she and her spouse, both 40, just netted $175,000 in cash from a home sale and want…
A 71-year-old widow we’ll call Margaret has $1.4 million in a traditional IRA, rolled over from her former 401(k), and writes checks every December for $5,000 to $10,000 split between her church and a…
The Allianz 2025 Annual Retirement Study put a number on something many Americans already felt: confidence in their financial future has eroded at a measurable rate. Overall financial confidence dropped 13 percentage points from…
The Allianz 2025 Annual Retirement Study added a single statistic that shifted the conversation about retirement readiness. The big takeaway is that 67% of Americans worry Social Security will not last through their full…
Sébastien Page, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, used a CNBC appearance this week to challenge one of the deepest reflexes in portfolio construction: that long-duration Treasuries cushion…
The Northwestern Mutual 2025 Planning & Progress Study put a number on what most Americans already sensed: their retirement will look almost nothing like their parents’ did. According to the study, 80% of Americans…
A 55-year-old solo dentist nets $750,000 in pass-through income from her practice. She maxes her Solo 401(k) every year. She still owes well into six figures in federal tax. The question on r/whitecoatinvestor and…
George Kamel, co-host of The Ramsey Show and Ramsey Solutions personality known for critiquing influencer money culture, sat down with Graham Stephan and B on The Iced Coffee Hour and delivered a verdict that…
