Curated articles and podcasts from trusted financial experts and real retirees.
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We would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question...
Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what ret...
Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed...
For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests...
Retirement planning has changed over the years, but has the industry evolved to keep up? Your retirement needs are much different from those of your parents' generation. This is why it is important to...
Those who have FIREd like Keven Sebesta are choosing to rock life each day. In this final episode on the FIRE movement, we’ll explore what we can learn from them. Join Kevin and me to discover h...
Over these past few weeks, we have been discussing the FIRE movement with Kevin Sebesta, a coach in the RRC who achieved FIRE some time ago and has been rocking retirement ever since. This week Kevin ...
Have you heard of the FIRE movement? It’s become increasingly popular in the past few years. Even if you are technically too old to retire early, there is something we can all learn from FIRE se...
How do you manage a joint cash flow with separate assets? In addition to discussing Mark and Mary’s situation, today I chat with Kay about how she and her husband handled finances with their lat...
We’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age. Last week we looked at their goals both individually and together ...
Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode. We’re discussing goals on this episode of the Retirement Plan Live series and we ge...
If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board?...
Today you’ll meet Mark–half of our newest case study for Retirement Plan Live. Mark and Mary are a year and a half into their new marriage and are trying to figure out how to plan the rest...
One of our listeners actually has a better mortgage rate than me! However, as they begin to test their retirement budget they have found that the mortgage payment leaves that budget a bit tight. So th...
It seems like no matter how much we save we always have that nagging worry about whether it is truly enough. One of our listeners is looking for ways to reduce the chances of running out of money in r...
Last week Nvidia released its quarterly earnings to much fanfare (including this Nvidia earnings watch party in NYC). However, despite beating Wall Street's expectations yet again, the stock declined ...
Examining life insurance retirement plans and breaking down Nelson Nash’s book “Becoming Your Own Banker” to see how they compare to traditional retirement plans....
Here’s how to stabilize your retirement portfolio and protect your savings in a volatile election year....
Here's how the return of a $7K investment in an IRA is determined, and why compounding can boost growth....
To say there is a gender equity issue in medicine would be an understatement. Women face gender gap issues in ... Read more...
Whether a famed singer cries with joy when she sees you or whether you're awesome at Jeopardy, it's time to celebrate how cool doctors are. The post 5 Times When Doctors Were the Coolest People Ever a...
It's been eight years since I left my full-time job, and here's what I learned from the last three years of post-FI life! Read more → The post Valuable Lessons from My Eighth Year of Freedom appe...
This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that ...
Military retirees have a unique set of circumstances and opportunities. In this episode, military retiree and retirement planner Scott Sanborn joins me to explore the financial and non-financial aspec...
The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today. ...
Let’s get back to basics—addition and subtraction two ways to get to the same answer. However, we have a tendency to stick with addition. Today we’ll learn how subtraction can help y...
This month we celebrate the Retirement Answer Man’s 10th anniversary milestone with several guests throughout the month. Today we welcome Professor Rick Nason, author of It’s Not Complicat...
Parents often help out their kids with adulting matters, especially major life-changing events like … well, having kids. Probably with restraint and trying not to meddle. Even with the caveat t...
We have been renting up in Maine for the past year (2 different properties) while also maintaining our primary home in Mass. it’s been a great experience for us. We can’t travel internatio...
The reader cases in our inbox is piling up again, so without further ado, here’s the latest one that caught my eye. The subject was about a single dad working towards FIRE and ever since we beca...
Can "Alanis" retire early at age 60? With "Barney and Betty’s" spending patterns, can they retire ASAP? "Daisy and Donald" need retirement income for 40 years. Can they retire now? That’s ...
Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth...
Suppose I stepped into a time machine that took me back to my drab, corporate cubicle circa 2019. Say I was greeted there by an oracle who foretold that in a year’s time a deadly pandemic would ...
We are INCHING TOWARDS retirement. Quite often, since our kids are all grown we vacation when we want to vacation (sometimes one or two of them come, but we don't plan around them unless we're plannin...
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed....
In April 2017, I made a commitment to be a stay-at-home parent for the first five years of my son's life. When my daughter was born in December 2019, I made the same commitment for the sake of equalit...
We’ve been talking a lot about expert witnesses lately. From the job description to what it takes to become an ... Read more...
The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone – including you – will be paying…...
Do you think you could pass a basic quiz about planning for retirement? You might be surprised to learn that in a recent study… Only 31% of Americans … got…...
Here are some factors to consider if you want to quick, but don't want to lose gains on retirement funds....
Is there a way to use the prohibited transaction rules for IRAs in your favor? Hypothetically, there seems to be. The post Using the Prohibited Transaction Rules to Your Advantage appeared first on Ge...
Discover the most affordable auto insurance in Connecticut with our comprehensive guide. Compare minimum and full coverage options, tailored for different driver profiles and regions. Find the best ra...
There are numerous successes to celebrate as ERISA turns 50, but challenges remain to create better retirement outcomes in the future....
If you want to give an inheritance while you're alive, there are many points to think through, including what you can afford and what the rules are around giving....
If you're losing sleep at night worrying about your investments, you might want to consider the benefits of protecting at least some of your principal....
Mortgage rates are always a hot topic in the news. Whether they are up or down they are newsworthy. There is a way to save on your mortgage and get a better great rate, regardless of whether rates are...
Moving to Mexico provided me with a lot more opportunities than I would have been presented with if I had stayed where I was in the US....
How do you balance different desires to travel? We’re 62 and 56. My wife has turned in her notice. I’ve already spooled down a consulting career. She has rarely traveled for work, but trav...
Is it possible to use the SSA.gov calculator to determine your payment amount if I retire at 62 (or some other age) and delay payments until another age, say 63. I believe, but could be wrong, that th...