Curated articles and podcasts from trusted financial experts and real retirees.
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In this episode we continue exploring our list of topics that can create financial tension between couples and strategies to help resolve conflicts and tension. Glenn is available for in person and Zo...
I’m a DIY financial planner and investor. Hiring a financial advisor never made sense since I studied finance and enjoy money management as a hobby. I almost became an investment advisor a few t...
The Amex Business Platinum reigns supreme in the world of premium travel perks, impressive rewards, and versatile redemption choices. ... Read more...
By the time Millennials and Generation Z retire, signing up for Social Security online will no doubt be second nature. It’s been a little rockier for the less technologically adept baby boomers....
Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z....
Loneliness, social isolation, anxiety and depression are widespread among aging parents. Family can help. Learn steps to take with aging loved ones....
My plan was to wait until age 70 to collect my Social Security benefits based on getting an extra 8% per year for delaying. The figures shown on the Social Security web site don't line up with this. I...
[Editor's Note: Deadline alert! Today is the last day of our flash sale that will save you $200 off an in-person registration (or $100 off a virtual registration) for the Physician Wellness and Financ...
I recently terminated my financial advisor based on the helpful feedback from this subreddit. NOW, I need to educate myself more. I am planning to retire next year, and wondering about when to start s...
Long-term employees in these industries are often able to retire comfortably....
Coming up on 60, and beginning to try to organize my retirement. I'm in pretty decent shape, I think....have one pension that starts when I turn 60 that is almost 50K, and another that is about 28K, a...
Sooo…. Scenario is husband will be retiring 5-7 yrs. He is over 55 now, and we are looking forward. We are looking at new states that are military friendly mainly. I am also looking at states t...
I reviewed the Capital One Spark Cash Select Card recently—an excellent pick if you’re looking for flat-rate rewards for ... Read more...
I have decided to retire early (62) and trying to decide if I should start this process with HR or just take all my vacations and then give 2 weeks notice. I have a pension plan but I probably will no...
While I consider myself frugal, there are instances where saving money isn't worth the additional time investment. Let me share a story illustrating how excessive frugality cost me my health, producti...
While concern about stability is understandable, worry about costs is based on serious misperceptions. At any given time, only about half of private sector workers in the United States are covered by ...
Last week Austen Allred started a huge debate on Twitter/X after tweeting: Why isn’t the ideal investment strategy for 99% of people under the age of~45 just putting 100% of cash directly in the...
By Dr. Jim Dahle, WCI Founder I often get questions from white coat investors such as: Do I need to have more than one brokerage account? Is it OK to have all of my assets at Vanguard? How much is too...
The promise of free nights, room upgrades, and hotel points with the Marriott Bonvoy Amex Business Card sounds tempting. But ... Read more...
Ever thought about upgrading your office? Maybe it’s time to replace those squeaky chairs, or perhaps you’re eyeing cutting-edge equipment. ... Read more...
Attention self-employed individuals and rental property owners, if you have an LLC, S-Corp, partnership, C-Corp, or other state-registered entity, your entity has a new federal reporting requirement s...
For this topic, I'm not asking anything about your income or draw-down rate. I'm only interested in what your annual expenditure is, as a thermometer for how much it takes to survive comfortably in re...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Purposeful & Regret-Fr...
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?...
America’s favourite pastime is attracting a strong Australian following that includes a growing number of retirees. Baseball has come a long way since its humble 1740s beginnings as a southeast ...
My wife and I know enough not to go out on the road on New Year's Eve. But we don't always know enough not to drive when the weather gets bad. My wife B desperately wanted to drive up to New Jersey to...
Six years ago, Dividend Growth Investor (DGI) asked me if I’d like to participate in the Warren Buffett bet. For those unfamiliar, in 2008 Buffett famously challenged the hedge fund industry:: C...
Gray divorces—a term coined by the AARP to describe divorces that occur after age 50—are happening more often. Why does it happen and what can it mean for your finances?...
As a Certified Financial Planner, I’ve worked with many investors over the years. Over countless conversations and meetings, I’ve seen ... Read more...
Working as an independent contractor offers significant freedom, but if it’s your first year doing so, it can come with some serious headaches if you haven’t paid attention to your taxes. ...
High income earners may face limitations when contributing to a Roth IRA due to income restrictions. However, there are several strategies they can employ to maximize the benefits of a Roth IRA or fin...
Ibotta is a free cashback app, allowing you to earn real money by scanning receipts and making online purchases. In comparison to other cashback apps we’ve reviewed, Ibotta ranks highly and is c...
The pandemic had a silver lining. We all learned the importance of social interaction to our mental health and well-being. That’s why recent efforts by high school students to connect with senio...
By Dr. Joy Eberhardt De Master, WCI Columnist In the summer of 2022, I visited a friend in Canada. The move from the US had treated their family well, and it made me pause: should I do the same? A yea...
Happy New Year everyone! Wow, another year is gone. Did you have a good year in 2023? It was a mix of good and bad for me. The low point was when my mom passed away. It made me think about mortality a...
Many companies offer the option to contribute to a 401(k), and the company will match a portion of those contributions. However, many investors leave this “free money” on the table by not ...
The past year was a good one for most investors. All of the holdings in my retirement portfolio were up, many of them by double digits. Stock funds were the stars, but my bond funds did decently, gold...
Do you journal/ have a diary? Part of getting rid of years of stuff, I stumbled upon some of my older personal journals the other day. That writing, from the college years, was never about preserving ...
We’re revisiting your favorite Your Money, Your Wealth topics and Derails of 2023 in this Roth and retirement investing mega-episode. Safe investing when you’re risk averse, mutual funds v...
As one listener prepares for an early retirement, James discusses the situation, covering how to build a bond ladder based on non-retirement funds. James provides a different way of looking at the sto...
With the Federal Reserve likely to cut interest rates, here's how retirees may approach their investment portfolios....
Image via Wikipedia If violent weather has caused damage to your property, you may be able deduct a part of the cost of the damage from your taxes, if the event was a federally-declared disaster. You ...
How much does it cost to raise a child? According to the USDA, it costs on average $310,000 USD (adjusted for inflation) to raise a child from birth to the age of 17. That’s $18,235 per year or ...
[Editor's Note: The White Coat Investor wants to understand who our readers are and what they want. That’s why we created this survey—so we can make sure we continue to serve you as best w...
[Editor's Note: We’re exactly 30 days away from the best conference of the year, a gathering that could truly change your life! And since the Physician Wellness and Financial Literacy Conference...
[Editor's Note: In 2023-24, our goal is to give a free copy of The White Coat Investor's Guide for Students to every first-year student who’s in the medical field. But we can’t do it alone...
Today, we are answering your questions from both emails and the speak pipe. We answer questions about saving for intermediate-term goals, institutional malpractice policies, how to safely invest in re...
By Dr. Tyler Scott, WCI Columnist As the daylight fades ever earlier and the hushed softness of newly driven snow quiets the world around me, I, in only the second winter of my newly blossomed financi...
By Dr. Jim Dahle, WCI Founder Location independence is something that gets discussed a lot in the online entrepreneur space but not very often among doctors and other high-income professionals. That, ...
The Capital One® Venture X® Credit Card hits the sweet spot—it’s a top-tier travel card without the premium price ... Read more...