Curated articles and podcasts from trusted financial experts and real retirees.
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Description: In todays episode, we talk about the unexpected turns retirement can take, particularly when individuals find themselves in the role of raising a grandchild. This shift in family dynamics...
Episode 444: On a daily basis, markets are driven primarily by fear & greed. Ignore the economic gaslighting and focus on sound fundamentals. Sign up for free ALERTs & Market Commentary at: ht...
Key: You should determine your Funded Status annually and monitor it from year to year. Why? Your Funded Status is a summary statistic that reflects actual experience and can keep you on track to meet...
I see a lot of people here asking if they can retire, or saying they've asked their advisors if they can retire. It seems to me that they might be missing a valuable retirement planning tool: a budget...
There are tax breaks for electric car purchases, SALT workarounds, benefits for retirees and a new system for eligible taxpayers to file their returns....
Hi everyone. I need advice or just really just to talk. I live in New Jersey and my spouse has always wanted to move to South Carolina since I met him. We've been together for many years. We have 1 da...
What made you decide to retire, and how did you know when you were ready? I’m 57, i’ve been in the same profession for 35 years and will have a decent pension. I need to decide whether or ...
Generational bashing has been especially pointed for Millennials and Gens Y and Z—but a new study suggests Gen Z is ahead of previous generations....
OK, I'm less than a month now from my last day of work. I'll admit that I'm a little nervous about the journey ahead. I'm not as concerned about the financial part of it as much as the adjustment to n...
If you’ve ever been caught in the interview trap — when employers require an excessive number of interviews — only to be told you didn’t get the job, you’re in the right ...
One of the most critical decisions we make once we decide to retire is decisions related to Social Security. Specifically, ... Read more...
As very young children we were probably all taught to color within the lines. According to my granddaughter, who’s about to graduate with a degree in education, coloring inside the lines is taug...
Net worth composition for the top 1% The post Obtaining A Top 1% Net Worth Is Easier Than Ever Before appeared first on Financial Samurai....
Over the next two episodes we'll explore this question as we compare and contrast retirement planning today vs. retirement planning in “the good old days”. Glenn is available for in person...
We are consolidating our properties with plans to buy or build our last home. We are in our early sixties. One of the features we are considering is whether or not we want a salt water pool. We live i...
After years of rubbish from AARP I am not renewing My membership. Constantly sending useless forms to sign, that never see the light of day. The scare methods AARP uses on Seniors is laughable. Most a...
Retiring and so, so many ties! I will retire in June from 30 years of teaching. Over the years I have had a lot of fun collecting ties to wear to class. I have the typical boring ties (not many), funn...
401(k) hardship withdrawals are on the rise, but NEW employer emergency savings accounts could help stem tide. By Tamara E. Holmes. Published February 28, 2024. https://www.aarp.org/retirement/plannin...
The growth in the over-100 population is gob-smacking. In 30 years, Pew reports that the number of U.S. centenarians will quadruple to more than 400,000. To get a sense of what this will mean, picture...
Now that cash flow is tight, I've reviewed all the expenses where I could potentially cut. One such expense is a private sports club membership. I joined the club in February 2023 when it was raining ...
These Retirement Brothers are solving the retirement crisis. Coming up on Fox Business is a special episode on how to get the most out of your Social Security benefits. By:Spotlight Television NEW YOR...
Thousands of books are available as free e-books Do you love to read, but cannot afford to constantly buy new books? Did you know that there are ways to satisfy your needs with all the free e-books yo...
Depending on what you want to do next in your career will dictate the costs that you can expect. Planning for those costs will be key to your financial life....
They say most books should be an article and most articles should be a tweet. Maybe that is why I'm having a heck of a time getting through books these days. I can get through a third to half of nonfi...
My wife and I are looking ahead towards retirement in a few years. We're considering staying where we currently live in NY because almost all of our family and friends are here. We're also considering...
My wife and I are just about ready to retire up in Wisconsin. My main priority in retirement is to be able to ride my bicycles at least ten months a year, and ski some as well (willing to travel to do...
Understand the money implications of a government shutdown....
Here's how to use the 25x rule as part of your retirement plan....
Learn how your Social Security benefits could be reduced if you retire early....
In today's episode, we'll dive into the intriguing phenomenon of Grey Divorce, which refers to divorces occurring among individuals aged 50 and above. Surprisingly, while the overall divorce rate is o...
My wife and I are approaching our one-year retirement anniversary, and it's been everything we had thought it would be. "Every day is Saturday," etc. Waking up whenever and simply going with the flow ...
I've spent my whole career life in 9-5 middle and upper management office jobs with high stress. I recently took an early retirement after the company was gutted in a layoff. And while it was absolute...
Just after midnight on New Year's Day of 2012, I was standing in a pizzeria in New York with my wife Carissa. We had just watched “The Ball” drop in Times Square. Frank Sinatra's "New York...
I'm turning 60 and had my review with Fidelity and things are more or less on track. My target is to be able to retire at 65 but evaluate finances, my mood at work, if there are any opportunities comi...
There are likely thousands of blogs and websites dedicated to pursuing financial independence and early retirement if desired (FIRE). These can be extremely beneficial for the motivation you’ll ...
How important was the 1974 legislation compared to other factors? This year is the 50th anniversary of the Employee Retirement Income Security Act of 1974 (ERISA), so Yale Law School professor John La...
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...
You are responsible for your finances in retirement and need a plan that works. The Actuarial Approach, with its Funded-Status-focused process can help you: Grow your assets, Protect your assets, Spen...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for more answers to listener questions about...
Barney and Betty in Maryland hit the jackpot. How’s Barney’s strategy for net unrealized appreciation, retirement withdrawals, and asset location for his $5 million employee stock ownershi...
I am enjoying being retired so far. Haven't really done much except for a little more reading. My question is what have you retired folks done to ensure your brain stays healthy? My husband is 70 and ...
We're 10 years retired, in adequate health but not up to hikes, and tired of the culture. The things that have sustained us such as live music pale as we no longer want to go out at night. TV sucks, e...
Aside from family, would you rather be in community with a 55+ group or with a more diverse group of ages? The 55+ group might have more in common with you and use less confusing language. The more di...
As a busy physician, you don’t have a lot of time to spend on carefully optimizing the tax efficiency of ... Read more...
One of the most common questions I get asked when it comes to which kinds of stock ETFs/mutual funds to invest in is: What do you think about dividend paying ETFs? After all, if dividends are just pro...
Estate planning includes appointing a power of attorney for finances. But when POA action is needed, some aging parents resist. Know your options if it happens to you....
One big reason: Rapidly rising Medicare premiums that usually are deducted directly from Social Security checks....
By Dr. Jim Dahle, WCI Founder Housing is unaffordable. This is the new chief complaint of our society. It used to be that healthcare was unaffordable. That problem wasn't fixed; it's just that the hou...
By Dr. Anthony Ellis, WCI Columnist I was fortunate to end my career on a high note as the chief medical officer for a community mental health center. My administrative role was primarily as medical d...