Curated articles and podcasts from trusted financial experts and real retirees.
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Now that WCICON26 is officially over, let's go behind the scenes while I tell you some of my favorite stories from the conference. The post Talking to Mike Piper, Christine Benz About the Pressure of ...
Claiming Social Security is a lifelong decision, and poor choices can cost the average couple more than $180,000. Complete these tasks to avoid a big mistake.
Is your "forever home" actually a "Peter Pan house?" The age-in-place dream often hits these three unexpected roadblocks.
I want to thank everyone for your comments when I originally posted my dilemma a few weeks ago. https://www.reddit.com/r/retirement/comments/1r2jphd/its_here_a_little_earlier_than_i_expected/ Original...
Disability insurance is a must for a doctor, and plenty of options exist. Here's what to know about graded vs. level premium insurance. The post Graded vs. Level Premium Disability Insurance appeared ...
One of the challenges of obtaining home health care for seniors is its cost, which is often beyond the means of people and their families. The cost barrier is especially true of aides hired through pr...
We just retired at 67 with $4.1 million. My husband wants to keep 50% of our investments in stocks. I say it's not worth the risk. Who's right?
A new proposal could cap Social Security benefits at $100,000. Here’s who it impacts, why it’s gaining traction, and what it means for your retirement.
Find out if your retirement savings are on track with our quick quiz.
Many RBD followers are aware that I have a second brand/website/podcast called Access IPOs that initially spun out of RBD way back in 2016. Access IPOs helps ordinary retail investors find opportuniti...
If you're already serving mass-affluent clients, moving into the high-net worth arena may seem like the natural progression. But it's not always that simple.
The 2026 news cycle is spinning at a dizzying pace. Technology is rapidly upending how we work and live. With midterm elections on the horizon, our leaders in Washington are sharpening their visions f...
I’ve a bit of an issue with chocolate. More precisely, I’m a chocoholic. Love the damned stuff with a passion ... Read more
April Fools. It's April 1st, sorry about that. No, I'm not putting the suit back on. But I am going back to work. Just not the kind you clock in for. I recently read a piece built around Stewart Brand...
I think most of the folks that post here are at the early stages of retirement. I retired at 61 (forced). Now at 65. I had a little spot on my face. I have had it for long time. PCP never said anythin...
Retiring in 8 months @ 60. I think I can provide us the gains a 60/40 gives but make it feel like a 3 bucket safety net - sort of a hybrid of the two: - 2-3 years in cash equivalent (money market/CD l...
We are looking to downsize from a 4500sf home. Naturally, that will mean giving up space, but we’re having a hard time prioritizing. Every room in our current home is spacious and we have lots of stor...
Good communication between clients and their advisers starts with one simple question: Do you want hard truths and real analysis, or just a sounding board?
The contribution order for retirement accounts can affect how much your money compounds tax-free. Here’s how to prioritize for tax efficiency. The post The Retirement Account Contribution Order: Get M...
Money is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how to be an emotionally intelligent investor. The post Emotional Intelligence and Money: Are You...
Capital gains tax can cost more than you expect when investment profits stack on top of ordinary income. Here’s how to plan around it. The post Capital Gains Tax Brackets: How Income Pushes Your Rate ...
Arthur C. Brooks argues that staying in your career too long is a real risk, and that most successful people retire later than they should. The post From Strength to Strength: The Smart Case for Retir...
My last day was mid December last year. Enough time has passed that I now sleep through the night and the home improvement projects are moving along nicely. I felt a little strange at first when money...
First of all, I was very happy to find this subReddit last year, it has been a very helpful and comforting place as I planned (and re-planned) my own retirement. My last day will be end of June, I tol...
Answering listener questions about whether it makes sense to sell a legacy investment for a lower-cost option and how to think through that tax tradeoff, how to choose tax lots in a taxable account, a...
Here's a look at the smart, luxury modifications that prioritize your recovery, relaxation and effortless entertaining.
On rare occasions, I read something so powerful I have to share it here. Today is one such occasion. Dan Haylett is one of my favorite writers, and a heckuva […] The post Your 12 Good Years appeared f...
A listener asks about a spendthrift trust for his adult "airhead" granddaughter. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through thei...
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From navigating the 'Landslide' of change to embracing her own mystical path, the rock legend offers a masterclass in living life on your own terms.
Replace magic with the hard work it takes to analyze your needs and resources in retirement.
More people are using AI tools every day to ask questions, solve problems, and even talk through personal decisions. But many users make one dangerous assumption: that their conversations are complete...
Advances in predictive medicine are starting to raise a fascinating question: what if we could estimate our longevity with much greater accuracy? New blood tests and biomarkers are being developed tha...
Gen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. There's a hefty shortfall between the "magic number" for retiring and Gen X savings.
A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.
From JL: Turns out you can still travel, even with a kid. Who knew? Certainly not their detractors. For years they confidently said, “You can only travel as you do, and be FIRE’d, because you don’t ha...
Photo by Gabriel Meinert The subject of spending seems to be getting a lot of attention of late in and around the financial independence (FI) community. The issue seems to be that those pursuing FI ar...
We asked a wealth planner if borrowing from a 401(k) will throw a retirement plan off course. The answer may surprise you.
The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.
Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.
New login rules at Medicare.gov can cause problems.
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to build your own retirement AND support your kids financially, today on Your Money, Your Wealth® podcast number 575. "Lloyd and Diane" in Mo...
Back in December I got on an airplane, something I try hard not to do these days, and flew to New York. The flights, both going and returning, were delayed of course. What would prompt such rash behav...
Explore how meaningful travel experiences, storytelling, and thoughtful planning can enhance your retirement journey. In this episode, Roger answers listener questions on managing retirement accounts,...
“Only live off the dividends. Never touch the principal.” It sounds responsible. It feels safe. It may be one of the riskiest retirement strategies out there. In this episode, James breaks down why bu...
Brigadier General Michael Meese details the critical decisions military families must make before retirement. Transitioning into retirement is a major life change for anyone. But for military families...
We're making a big change in our lives. Here are all the reasons why we're packing up and moving on to somewhere else. The post We Moved to California! appeared first on The White Coat Investor - Inve...
Photo by siamak poorjam on Unsplash Sometimes we do things that seem minor to us but somehow create a stir in others. So it seems with a couple of, to me, minor adjustments I recently made to the Coll...
Most people think retirement begins the day they turn in their notice. In reality, retirement begins much earlier than that. It begins the moment you stop depending on your employer for everything. In...
Everyone thinks retirement is a permanent vacation. For the first few months, it might feel that way. Then something shifts. The novelty fades. Tuesdays start to feel like Saturdays. The structure tha...