Curated articles and podcasts from trusted financial experts and real retirees.
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If you knew that no matter how hard you tried, success was impossible or practically impossible, would you still push yourself to the limit? Or would you rationally pivot to another endeavor with a re...
The words “fun” and “taxes” probably don’t go together in your mind. But, as I mention on today’s episode, they do at Keen Wealth! Helping folks be good stewards of...
In this episode, we tackle the complexities surrounding private equity in retirement portfolios. Join Roger as he navigates a listener's inquiry about the necessity and implications of investing in pr...
Worried PSLF is going away? The solution isn't to avoid the program; it's to save up a PSLF side fund you can use just in case it does. The post Nervous About the Government Taking Away PSLF? Start a ...
Is it better to save for retirement in traditional 401(k)s and IRAs, or in Roth accounts? That’s today on Your Money, Your Wealth® podcast 518 with Joe Anderson, CFP® and Big Al Clopine,...
They are about to gut Social Security Administration people. We got here because Americans voted Trump in office. His project 2025 is real and people ignored it. Now it's happening. What is AARP going...
This post is a follow-up to our post of February 13, 2025, How to Improve Decumulation Planning. Subsequent to that post, we received our copy of Retirement Planning Guidebook, by the preeminent retir...
Very concerning. Just said not available at this time. Finally got signed in later on. Probably was Musk and his minions rifling through everyones confidential sensitive information. Terrifying what i...
A detox cleanse?? What is this, some sort of health blog now?! Nah, that’s only a small portion of what I like to talk about. However, one of the things I continue to strive for is to better mys...
When you leave your business, your retirement, your employees and your legacy are at stake....
Changing gears from growth to protection isn't easy for some folks. How do you do it? And when?...
Wealth isn’t random. It’s not luck, talent, or how hard you grind. It’s the choices you make with money every single day. The rich follow a different set of habits, and over time, th...
I believe that housing has always been affordable. People say, “It’s different now,” but that’s what they’ve always said. The real issue isn’t affordability, it&rsq...
Is there a pet tax credit? Not currently — but there are specific circumstances in which pet owners can deduct certain pet-related expenses on their taxes....
Consumer-directed healthcare (CDH) plans are evolving — and fast. These plans are no longer just about covering doctor visits with low insurance premiums. They’re also becoming a key compo...
Hiring a personal chef could be a fun and smart money move as food inflation spices up restaurant and grocery prices....
The Social Security Administration will start paying retroactive benefits owed this week. Monthly increases will start for most people with their March benefit, which is paid out in April....
Planning ahead for early retirement can help you avoid some common obstacles. But it will also help you cope if you lose your job unexpectedly....
Aronowitz will manage the Employee Benefits Security Administration (EBSA), which protects pension, health, and other benefits and enforces ERISA protections....
Paying off debt sounds simple, just spend less and make bigger payments. But in reality, most people end up frustrated, watching their balances barely shrink. The problem isn’t just owing money,...
And by lately, I mean the past several years or more. The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is ...
Your portfolio's bond allocation depends on factors such as age, risk tolerance and market conditions....
Proposed legislation may require after-tax retirement contributions, affecting savings strategies....
One of the biggest ironies in retirement is that the people who save and invest the most often struggle the most with actually spending their money in retirement. In this video, I’ll walk you th...
There will inevitably be things you lose in retirement. But it's not all gloom and doom. Most people find happiness in retirement: here's how....
Longtime Senator Mitch McConnell (R-Ky.) announced on the day of his 83rd birthday that he is not seeking reelection in 2026. How many other Senators hold the distinction of serving their country for ...
Growing up in America, you learn to observe quite a few things. Officially, we are the richest country in the ... Read more...
What are you supposed to do if you're laid off or fired and you don't have an emergency fund in place? Here are seven steps you can take. The post Fired Without an Emergency Fund! appeared first on Th...
We’ve heard this hundreds of time... 'I wish someone had warned me about this when I retired.' More often than not, they're referring to one of five key challenges that catch many retirees by su...
SSA.gov - Social Security Fairness Act: Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) update (02/25/2025)...
FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course....
I kick off this month’s resources with a novel and useful idea that is applicable to all of us as we age and become vulnerable to cognitive decline. We’ll take a closer look under the hood...
I keep reflecting on how incredible 2024 was. With the S&P 500 up 23%, Bitcoin surging, and residential real estate climbing in most of the country, personal finance enthusiasts have had an amazin...
Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these....
Retirees, career changers, and anyone tired of the daily grind all want the same thing, a job that pays well without sucking the life out of them. The good news? Plenty of “boring” jobs do...
Retirees looking for an active lifestyle are turning to retirement communities like Latitude Margaritaville. Here’s what it’s really like to live out your retirement in one of their three ...
Many investors who prospered from gold’s bull market will be surprised by how profits on their gold investments are taxed....
A good investment portfolio is diversified, low-cost, passively managed, and consistent with your risk tolerance. Which one is best for you? The post Best Investment Portfolios — 150+ Portfolios...
Dreaming of retiring overseas without being limited to just one place? Try semi-retiring abroad. What you need to know about visas, taxes and the best countries for expats....
Knowing what your three tax buckets are and how to move savings from the tax-deferred bucket to the tax-free bucket can make a big difference in retirement....
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Hello, I have a HELOC of approximately 200,000. I am semi retired. I need to withdraw approximately 80 K per year to supplement my income. I am not collecting my pension or Social Security yet. once I...
I don’t know if you’ve noticed, but there’s a lot of financial companies in Canada eyeing your RRSP like a starving hyena these days. It’s a trend initially started by WealthSi...
Hello all! Just a few months as a full participant in this sub and loving it! So many helpful people here. One thing I'm having trouble deciding is what to do with my work related social media account...
Americans need to pay more attention to making sure the money they’ve saved will last through retirement....
Are you optimistic about the stock market this year? Investor sentiment turned negative last week and the stock market sell-off has begun. Will the stock market decline next week? Nobody ... Read more...
I like to keep things simple. Making money is complicated only if you decide to make it that way. Most people get caught up in trends, take bad advice, and waste time on things that don’t actual...
I have a friend who complains that he spends way too much time doomscrolling on multiple SM channels now that he’s retired, and he doesn’t really know how it got that way so fast with him,...
Tl;dri need to change my investing/debt payoff/savings strategy because of my age (and lack of sleep). I'm looking for responses from people who understand how finances and investment strategies chang...
I'm retiring in about 7 months (wahoo!) just after I hit 59. Right now at work I'm working on/pushing some major strategic initiatives and training my protege to take over when I leave. It feels like ...