Curated articles and podcasts from trusted financial experts and real retirees.
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The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors....
Take a 'financial health checkup' to see where you stand and then decide what you need to do to reach your goals...
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
Data sources show an average salary the average salary of a radiologist is roughly $500,000 annually. According to the latest ... Read more...
According to Doximity, In 2023, Oncologists ranked as the 17 highest-paid physician specialties with an average annual salary of approximately ... Read more...
Data sources show that the average salary of a dermatologist is roughly $450,000 annually. According to the latest Doximity report, ... Read more...
In our last post, we asked whether now (or actually earlier this month) might be a good time to purchase a single premium immediate annuity (SPIA) to strengthen Floor Portfolios used to fund essential...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below about Navigating Elections, Tax Changes, and...
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...
Years of economic hardships have sent many people online searching for helpful 401(k) articles. A 2003 Bankrate study found that “Americans are more than two times more likely to feel financiall...
What effect will the aging and death of of baby boomers have have on long term care facilities? It has been pretty well understood that baby boomer demographics have had a significant impact on the su...
If you’re interested in learning about effective strategies to help you pay fewer taxes, generate income, minimize risk, and protect yourself from inflation in retirement… then don’...
Tax increases, stubborn inflation, skyrocketing healthcare costs… And Social Security’s running out of money. It’s no wonder America’s retirement system just got downgraded. H...
In 2014, my wife had just retired from her stressful Pathologist role when I uprooted her to fulfill my dream ... Read more...
Spitballing on early retirement and Roth conversions to finish 2023. How can Jack and Diane (no, the other, other Jack and Diane, these are the ones in Rochester, MN) bridge the gap to retirement at a...
Image via Wikipedia If you don’t know what a SOSEPP is, that’s okay – chances are if you don’t know what it is, you don’t have one. SOSEPP stands for Series Of Substantia...
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Welcoming 1.2 million new people this year Happy holidays, everyone. ? With a new year comes new challenges and opportunities. But one th...
Should you sell long-term stocks for a real estate investment? I walk through one listener’s question and explain what you need to consider before making such a decision. Aside from the obvious&...
With 2023 drawing to a close and the U.S. stocks up over 20% year-to-date, many investors are wondering whether this year’s market momentum will continue into next year. Of course, we can't know...
In our usual episodes, we aim to arm you with a particular insight or strategy that can help you inch closer to your ideal retirement. But, with todays show, we want to close the year by providing a l...
I’m retiring in May 2024 after 35 years working in IT, the last 25 for a Fortune 500 company. Not a manager, but have worked with many in leadership and exec positions. Anyway, I’m gladly ...
I'm 55 and wife is 53. We both have 401k that we max out. I will get a pension when I retire. I can retire as early as 59, but the pension is significantly higher if I work until 65. But I am getting ...
How about this for a New Year's resolution - PROTECT YOUR ASSETS! In today's show, we bring back one of our most downloaded episodes where John covered the details on what to do with your personal pro...
By Dr. Jim Dahle, WCI Founder Giving money away can be an important part of the financial life of high earners like white coat investors. It can help the recipient and the giver, and we're not just ta...
Today, Dr. Jim Dahle debunks an article recently published titled “Why a Roth Is a Bad Idea ( Yes, You Can Lose Money).” He spends time educating on why a Roth is a fantastic place to put ...
[Editor's Note: Since 2020, one of the big annual WCI goals is to put The White Coat Investor's Guide for Students book into the hands of as many students in the medical field as we can. For free. The...
By Ryan Kelly, Guest Writer Do you want to fire your financial advisor and become a DIY investor, but you keep putting it off? If so, you’re not alone. It’s common for those who want to ma...
At the end of every year, I highlight the best posts and podcasts on Financial Samurai. Determining the “best” of Financial Samurai is both objective and subjective. For those new here, I ...
[Editor's Note: Our annual opportunity to ask for your help in shaping The White Coat Investor’s future is here! The 2024 version of the annual survey is officially open, and we’d love for...
Satisfying Retirement has ceased publishing new content. All previous posts are accessible by either date or topic by using the archives on the left sidebar. The blogroll and the Ultimate Retirement R...
A new report by Envestnet forecasts the latest trends for the financial advisory industry in…...
The IRIC predicts growing interest, customized solutions, and more in retirement income for 2024...
Second “Storyliving by Disney” retirement community in early stages of planning...
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members…...
Those age 73 and older must make required withdrawals from retirement plans by Dec. 31...
Please do share some of your decor with us :-) First, I am sharing a photo of my little tree. It is always challenging as my cats like to climb, chew on the branches, sleep under but the other gets je...
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
Mega deal expands Aon's presence in large and fast-growing middle-market segment; NFP will…...
The report by EBRI advises employers to consider how caregivers engage with their financial…...
Recordkeeper’s comment letter released today says proposed regulation would hurt retirement…...
Grassroots event raises substantial sum for Clint Modler to cover expensive trial medication…...
Heather Loisel, the former CMO of Ricoh, USA, shares the steps she took to be able to retire early....
As we wrap up 2023, it’s the perfect time to evaluate our finances, including taxes, investments, retirement, savings, and estate ... Read more...
Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching invest...
Simple diversification used to be the go-to plan for a typical portfolio. A balanced plan of stocks, bonds, and cash would simply do the trick. But that type of diversification has been proven less ef...
Today Laura Stover, RFC® explores the concept of choice overload and how it can affect your investment behavior and retirement planning. With so many options and information available to us, it's ...
Laura Stover, RFC® looks at the ongoing Israel-Hamas war and how it might affect interest rates and your financial future.. With ongoing uncertainty about the economy, wars in Europe and the Middl...
Laura Stover, RFC® discusses the Federal Reserve's Bank Term Funding Program (BTFP) today, a topic that is often overlooked but has significant implications for our economy.This program, which was...
Laura Stover, RFC® is discussing the recent decision by the Federal Reserve to leave interest rates unchanged and the potential implications for retirees and investors. We will also explore the on...
Laura Stover, RFC is solo today for a special episode as we cover this week’s featured article from Kiplinger “Consistency Is the Key to Investing When You're Retired.” We need to fo...