Financial Planning / Retirement Questions

We have all of our financial accounts as Transfer on Death to our 2 children. The only thing we have..

Hi Ms. Terry. I’m a huge fan of yours. I work as an UBER Eats driver and I listen to..

Mom passed away after a brief hospital stay in February. We have not gotten a bill from the hospital. How..

HI Terry, How does a person calculate the most tax efficient schedule of how much to convert per year from..

If I were to purchase that program from you is there a need to have them reviewed by an attorney.

Can you recommend a trustworthy financial advisor in the phoenix/scottsdale area? Thank you and love listening to you on wgn..

Is there a tax advantage to moving money to a Roth IRA before needing to take RMDs at 73?

We aren’t residents in Florida. Would it be beneficial to change our deed to a Lady Bird Deed with our..

Dear Terry, I am a very fortunate 72 years old, retired with a pension, waited until 70 to collect social..

I am a 77 year old widow with $1.75 million in IRA and 401K’s. What can you tell me about..

Hi Terry. I was just listening to you on John’s show today (4/1/26) and missed most of what you said..

Is there a benefit for one close to retirement (-1 year) to max out a Roth contribution after years of..

Is 70 too old to do conversions? I have almost half in roth half in ira now, about a million..

Dear Terry, I enjoy and listen to your Wednesday show on WGN on a regular basis. I appreciate and agree..

My husband and I established a trust in 2017. Should it be named as our primary beneficiary on all our..

If my accountant and I decide it is in my best interest to change my regular IRA to a Roth..

Hi Terry, I retired in June after 36 years as a Public School teacher. I have a little over 500,000..

Good morning Terry, my dad is getting ready to retire and honestly i have no idea how this works. He..

None of my relatives are dependable. I’m in my 80s and able to take care of myself and finances, thanks..

I am 71. I am in moderate health. Collect social security and have a small part-time job. I have about..