Ask Paula: I’m Worried My Parents Are Getting...

#710: What does it really look like to balance financial optimization with real-life tradeoffs—whether that’s choosing meaningful work, spending down your savings, or deciding where your next dollar should go? Mike is planning to retire at 60 with $1 million saved and a clear goa ...  Show more

#709: Keith Wargo has spent decades navigating one of the most daunting financial planning challenges a family can face: raising a child with a developmental disability. He joins us to share what families need to know. The financial stakes are significant. Keith, who is the CEO o ...  Show more

This week’s Ask Farnoosh offers advice to a listener post-divorce on ways to think about re-establishing her financial life, as well as whether it’s OK to cash out a life insurance policy to use towards buying a home. How to establish boundaries with a parent that’s financially d ...  Show more

How do you know if it’s time to hire a financial advisor? Do you even need one to start investing in the first place? And what do you do if you’re already working with one and realize you don’t need to anymore? Today, we’re reaching into the (voice)mail bag and pulling out some o ...  Show more

Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can all seem a bit complicated. Where do you invest first? What should you do with extra cash? And how do you know a financial fiduciar ...  Show more

Financial freedom vs. family time. If done correctly, you can have both; but living the best of both worlds is impossible without sacrifice. For new parents, switching from a dual-income household to a single full-time income overnight can be a hard burden to bear. With less mone ...  Show more