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See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If anyone knows the heartbeat of personal finance, it's Today Show Money Editor Jean Chatzky. On today's podcast, Jean joins us in the basement to talk about your financial engine. How well is it running? She's teamed up with Dr. Michael Roizen to talk about how to age-proof your life. We'll have LOTS of tips and resources today.

In our headline segment, we talk annuities. Our arch-enemy Meg forwarded us a nefarious piece about annuities that clearly displays what some annuity salespeople are thinking--they just want your cash. Plus, we throw out the Haven Life line and also save time for Doug's trivia.

Special thanks to  SoFi and Magnify Money for sponsoring our show! We couldn't do any of this without the support of these awesome companies.

Erin Loechner personally was tired of the rat race, so she chose to walk a different path. ON today's show, Erin shares how she contemplates every aspect of her life....from career decisions to spirituality, eating at home to mortality. We earn and spend money to support a lifestyle, and Erin explains how she's chasing a different one than most.

Plus, we throw out the Haven Life line to Adam, who asks about HSAs. We'll also answer a letter from Sarah, who wonders if she's taking too much risk with her investments.

Special thanks to  SoFi and Magnify Money for sponsoring our show! We couldn't do any of this without the support of these awesome companies.

On today's podcast we're talking about lying. A recent news piece reports that there are nine lies we're told about retirement planning. We'll break them down with Greg, Paula, and special guest Rich Jones from the hit podcast Paychecks and Balances.

We won't stop there, thought. We'll also discuss a recent question to the Moneyologist at MarketWatch. If you had two kids and one was irresponsible, would you disown him? We ask our roundtable that very question and come up with some interesting estate planning themes you may want to address in your own planning.

On the Freshbooks FinTech segment we talk to Michael Asare from Fee Belly. Ever feel like the fine print in a contract is completely against you? Fee Belly was designed to show you ALL of the fine print by highlighting it so you can easily see where contracts might not be in your favor. We'll ask him how it works on today's podcast.

Thanks to SoFi and MagnifyMoney.com for sponsoring our show!

Collectively, we aren't very good at the money talk. Either we talk down to people, fumble opportunities, or just mangle the topic. Today Marcy Keckler, VP of Financial Strategy for Ameriprise Financial heads down to the basement to cover all things communication and money. We'll discuss spouses/partners/significant others, spend a few moments on techniques to use with children, and then tackle the tough one, aging parents or adult kids.

In our headline segment two companies were scammed online and send LOTS of Benjamins to a crook. We'll explain how that happened and circle around to some tips about how you can protect your identity. Then our social media expert, Jamie Wise from the BUZZ Index (Ticker: BUZ) joins us with social media news about market sentiments overall, and about specific companies like Tesla and Verizon.

Plus, we throw out the Haven Life line to Sasha, who's worried about college. Are prices going to increase and how do parents protect children from the monster cost of an education? We'll also answer a letter from Collin, and also save time for Doug's trivia.

Special thanks to  SoFi and Magnify Money for sponsoring our show!

Monday is the best day of the week to answer mail, and MAN do we have some great ones today. Bill asks us about the correlation between expenses and wealth, Brian wonders whether maxing out his HSA or 401k makes more sense, and Kevin hits us up for an answer about the Vanguard college savings plan. With a little luck, we even might have answered one or two correctly! Plus, on the Haven Life line, we answer a question from Ray about 529 plans. He asks about penalties inside these plans.

But that's not all....in our headline segment we're joined by Greg Johnson from Club Thrifty. Are funeral directors ripping families off? He'll answer a question we found in a recent New York Times article. Of course, we'll talk about being financially faithful, about OG's five iron, Doug's air bath, and more.

Special thanks to  SoFi and Magnify Money for sponsoring our show!

Some sad statistics emerged last week...Americans are dying with bundles of debt. What does that mean for relatives? How do we talk to aging parents about money? Our roundtable team of Hilary Hendershott from the Profit Boss podcast, Eric Rosenberg from the Personal Profitability podcast, and anonymous blogger Mr. Groovy from the Freedom Is Groovy blog join us to discuss. They also tackle investing and comfort....if you're comfortable with your investments is that a sign of trouble ahead? Finally, we'll share some crazy stories about making money using your home and bad jobs we've all held.

On the Freshbooks FinTech segment we switch gears to HR, and talk to Suzanne Lucas, AKA the Evil HR Lady.

Thanks to SoFi and MagnifyMoney.com for sponsoring our show!

Have you ever felt like the world was working against you and you just couldn't move your life in the right direction? We've all been there...and today's guest, Daniel Gefen, at one point worked out of a hotel lobby on his business because...well...we'll let him tell the story. If you're struggling, we're glad you're here. Our guest today is specifically for you, but also is a reminder to the people who've climbed the mountain that the journey was difficult and there are so many opportunities for us to lend a hand.

That's not all. In our headline segment we talk Uber. Why? It turns out the current Uber ugliness is a great metaphor for the reason we were so disinterested in the Snap IPO a few weeks ago. Listen in and we'll explain. We'll also tackle the best way to look rich. Sick of chasing rich and just want to look like you've got bank? Today's podcast is for you.

Plus, we throw out the Haven Life line to Kevin, who's trying to buy real estate and help his aging father, answer a great letter from our new friend Nick, and also save time for Doug's more-bizarre-than-ever spring cleaning trivia.

Special thanks to  SoFi and Magnify Money for sponsoring our show! We couldn't do any of this without the support of these awesome companies.

Is active investing dead? Phil Bak and Jamie Wise don't think so....but they do think it's changing. We'll talk to the CEOs from two of the newest crop of exchange traded funds (tickers ACSI & BUZ) about not only their methods of choosing stocks versus those of traditional active managers, but how the landscape overall might be different in the very near future for investors.

That's not all. In our headline segment we talk pensions. Is the end near? Also, we'll discuss some active fund managers performing well today. Should you move some money toward those approaches? We'll have an opinion. Plus, we throw out the Haven Life line, answer a great letter from a listener, and also save time for Doug's trivia.

Special thanks to  SoFi and Magnify Money for sponsoring our show!