Curated articles and podcasts from trusted financial experts and real retirees.
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Here's all you need to know to find the best disability insurance companies that can offer you the best policies to protect your income. The post The Physician’s Guide to the Best Disability Ins...
Want a massive tax break? Retire early. Retirement income receives much better tax treatment than earned income. The post Taxes in Early Retirement appeared first on The White Coat Investor - Investin...
Have you heard of loud budgeting? Underconsumption core? Death cleaning? See what's trending in the world of personal finance. The post 10 Personal Finance Fads That Are Totally Buzzing Right Now (And...
Get fresh insights and actionable advice to help you connect with others and enrich your social life at any age. The post Making Friends as an Adult: While It Was Never Easy, It Has Gotten Harder, but...
September. Labor Day. Already. Ah well, it has been a great summer here at Kibanda. This was the year we conclusively decided not to tear it down and build new. If you’ve read the saga you know ...
Workers who contracted long COVID or suffered the most severe symptoms of the virus felt a big impact on their families’ finances from the resulting disruptions to their work, researchers at the...
If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Re...
Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joi...
If you have a special needs child, you know that your retirement plan will need to include plans for their future. How do you create a great retirement while honoring and caring for your child with sp...
So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to fin...
If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One...
The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn...
Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort leve...
#544 - Legal Tender: Tallying Their Resources Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of...
We all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the ...
Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy! In this episode of Retirement Answer Man, you’ll meet Mik...
Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her. On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare c...
What is your risk tolerance? What does risk tolerance even mean? Why does it matter? We’ll explore these questions as I answer one of our listener’s questions on getting back into the stoc...
Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off? In this episode, we explore Scott’s question about pursuing a mortgag...
Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements. On this episode, you’ll hear how Brad ...
Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging w...
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...
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...
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...
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...
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...
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...
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...