Curated articles and podcasts from trusted financial experts and real retirees.
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I’ve discovered an excellent product to help make data-driven decisions with our money. The software is called Lunch Money— an independent, female founder-led budgeting tool that makes the...
Happiness is easier than ever as you age. if you want to do a little extra to make sure you have a happy retirement, try these tips. The post 13 Surprising Tips for Increasing Your Happiness as You Ag...
What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what's needed to get by. The post Financial Success: What Each Generatio...
Women respondents to a CFP Board survey were likelier to be concerned about the ability to…...
Gen Zers were the least financially confident group, finds Thrivent...
Nominations open today for CFP Board’s new recognition program honoring champions of…...
Ron Surz says personalized products are not all the same. Personalization requires interaction...
Hello, My goal is to in April next year to semi-retire, mainly stop working for my current company. I want to take the 401K and my Rollover IRA and pull the money out and pay taxes upfront, and then m...
Growing older qualifies you for a variety of tax perks that aren't available to younger workers....
There’s a lot happening in the federal government, and American retirees could see changes in their budgets and benefits as a result....
The payment can be made online through the website or at the airport.As per the Frontier name correction cost, passengers are required to pay USD 75 to change their name on flight tickets 1-855 x 576x...
Episode 464: Last episode we discussed comparative advantage as it relates to the success of countries and corporations but the same concept applies to INDIVIDUALS. The problem that most people have i...
Taxes drain your paycheck faster than a bad investment. Most people assume there’s nothing to do but accept it, but that’s exactly how the IRS wants you to think. The tax code is complicat...
The Social Security Fairness Act retroactively reverses some 1983 reforms and increases benefits for some retired state and local government employees....
Cuts to vital programs for many seniors like Medicaid and SNAP are in the same bill in the House of Representatives as tax extensions for the wealthiest....
You are probably worried about running out of money in retirement. Use this simple two-phase approach to significantly reduce your risk. The post Worried About Running Out of Money? Consider the 1-2 P...
Early retirement is the dream. But, it can also an unfortunate reality for many. Worried about a forced retirement? Here is a 5 step plan. The post Forced Into Retirement? Here Are 5 Steps to Take as ...
401(k) plans are designed to help in retirement, but if you don’t follow the rules, you may find yourself facing 401(k) withdrawal penalties. This is because the purpose of a 401(k) plan is to p...
Estate tax repeal may happen. What does that mean to your planning? (The answer is not to do nothing). Your will/revocable trust may not work without estate tax formulas....
We’ve all heard the old adage: Money Talks. And when it comes to longevity, it’s practically screaming from the rooftops. ... Read more...
Don't ignore this retirement income source, especially if you are wealthy or need portfolio diversification....
Ever wonder how much more money you’d have if you could rewind your top financial mistakes? Where there’s smoke, there’s often fire – crucial lessons in managing risk. In this&...
Older workers may want to forgo the 401(k) super catch-up and put their money to work elsewhere....
An interview with Dr. Lisha Taylor and Dr. Devon Gimble that's all about credit card hacking for travel. They talk about why they think high-income professionals are the perfect people to make use of ...
Want fitter finances this year and beyond? Start by making full use of all your workplace benefits — from 401(k)s to budgeting apps and wellness programs....
In this episode we are giving helpful tips to discuss with your children and grandchildren. Help them understand the importance of compounding interest at a tax free growth. We Also discuss the import...
FROM THE ARTICLE: Most older Americans count on monthly benefits as their largest source of income. By Kenneth Terrell, AARP. Published February 20, 2025. The acting head of the Social Security Admini...
In this episode, Tammy asks about the pros and cons of doing Roth conversions in retirement to manage Required Minimum Distributions (RMDs) down the road. With $2.9 million in combined IRAs and curren...
You’ve worked hard, built wealth, and reached financial security… so why is it still so hard to spend? In this episode, we dive into the unexpected challenge of shifting from a saver&rsqu...
There are plenty of reasons people choose not to have kids, with the cost of raising them being a major one. Another big factor is the fear that children will disrupt an ideal FIRE lifestyle. Many env...
What "magic number" will be enough to generate $100K a year in retirement income? We do the math for you....
When you retire, you'll need to adjust to the reality of depending on assets instead of a regular paycheck. For that, you'll need a new financial strategy....
Putting your aging parents' financial house in order can give you a clearer picture of where they need support and how to balance that with your own plans....
Are you ready for life to get more expensive? The January 2025 CPI report indicated inflation has ticked up. The year-over-year CPI is at 3%. That’s exactly what I chose ... Read more The post A...
Serious collectors often put a lot of time and other resources into their collections. The next and most difficult step is to develop a long-term plan to preserve the collection....
Hello, I am 61 and still working full time after more than thirty in medicine. Just last week, I decided to reduce my hours, but nobody noticed because I went from 13 to 8 calls a month. I also decide...
I’m still 10-12 years (12 years is my full SS retirement age) from my retirement. I honestly can’t wait to not be in a hospital all day but I’m always worried that I won’t do i...
People love to say, “Times are different now.” Sure, technology has advanced, and we’re not waiting in bread lines, but human nature hasn’t changed. Money mistakes today look a...
The housing market has been anything but predictable. Prices shot up, mortgage rates followed, and buyers were left wondering if they’d ever catch a break. If you’re hoping for a crash to ...
More than 20 years after I started working, burnout in emergency medicine still has not gone away. Here's what you can do to avoid it. The post What Emergency Docs Can Do to Beat Burnout appeared firs...
Exploring the unique challenges and needs of first responders in retirement with retirement coach and former police lieutenant Kimberly Stratman. When we need them most, first responders rise to answe...
has anyone else noticed these began when we discussed fighting back against SSA and IRS access by non-US born (but naturalized in 2002) led DODGE "senior advisor to the president"... Thoughts? (except...
? Show Notes In this episode, we explore the essential questions of retirement planning with financial expert Roger Whitney and guest Tanya Nichols from Align Financial. They dissect the case studies ...
Mass deportations could mean less money for already meager Social Security trust funds....
Eggs are a luxury. Eggs are used in so many processed foods like mayonnaise, baked goods, etc. so their prices escalate as well. Consequently they also have become a question of “is it worth the...
My father wrote a memoir. I didn't read through all of it until he was gone. Having done so, I'm really glad he did it. There were a lot of details and family history that he recorded in his memoir th...
Retirement isn’t just about the numbers—it’s about time, health, and the life you want to live. Too many people delay retirement, chasing "one more bonus" or "one more year" without ...
Just released today, this informative letter from the new Acting Commissioner of the SSA. Seehttps://www.ssa.gov/news/press/releases/2025/#2025-02-19 It addresses his own commitment to Social Security...
It doesn't seem that processing times are extraordinarily long such that there is a systemic problem (there is a problem but this is not it). A few thoughts on this: 1 - This article at SSA indicates ...
On this episode, we draw some analogies from impaired and distracted driving to potentially similar compromised judgement when it comes to finances. Glenn is available for in person and online meeting...