Jake FitzGerald on Muck Rack

Jake FitzGerald

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As seen in: The Motley Fool (U.S.), MSN, Aol, Flipboard, 24/7 Wall Street, KSTU-TV (Salt Lake City, UT)
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Articles

“You Don’t Want to Pass the Burden of Investments Down to Your Daughter”: Suze Orman’s Advice to a 78-Year-Old With a Disabled Heir and $111K in Savings

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By Jake FitzGerald
| 24/7 Wall Street Verified
On the June 18, 2026 episode of her Women & Money podcast, titled "Is It Ok To Be Naughty With Your Money?", Suze Orman took a call from Elizabeth, a 78-year-old who retired in May 2025 and realized, watching a wealth management commercial, that she fit the punchline: every dollar she had was sitting in checking. Elizabeth told Orman, "I know I’m late to the party, but I think you’ve said it’s never too late to start, and I’m desperate for advice." The stakes are unusually high here.
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‘You’re Gonna Go Into Retirement Broke and Wait on Mom to Die’: Dave Ramsey’s Reality Check for a Caller Eyeing His Inheritance

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By Jake FitzGerald
| 24/7 Wall Street Verified
A 58-year-old caller named Keith dialed into The Ramsey Show sounding less like a man planning his retirement and more like a man waiting on a will to be read. He owns three rental properties worth roughly $800,000, all free and clear, has $500,000 in retirement savings, and earns about $35,000 a year. What he really wanted to talk about was his sister burning through their mother’s money. In Keith’s words: "She’s running up her credit cards and my mom is willing to bail her out.
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Microsoft Cares About Your Privacy Here's when a CD beats a high-yield savings account

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By Jake FitzGerald
| MSN Verified
Jake FitzGerald High-yield savings accounts are awesome. They pay rates around 10X the national average and are the best place for anyone to keep a short-term emergency fund. But they're not always the right answer. There are specific situations where a CD beats a high-yield savings account, and the difference between choosing correctly and choosing out of habit can be worth hundreds of dollars.
Open in Who Shared View Duplicates (3) Issue with article?
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