Curated articles and podcasts from trusted financial experts and real retirees.
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On the road to financial independence, sacrifices must be made. And perhaps more importantly, once you achieve financial independence, further sacrifices should be made to stay free and appreciative o...
A quick overview of Medicare’s 2026 cost increases, including new Part A and Part B premiums, deductibles, IRMAA brackets, and Medicare Advantage out-of-pocket limits....
Hey Everyone! I hope you are doing well. Life keeps changing, and we all have to adapt. It’s a pain in the butt, isn’t it? Mrs. RB40 is back in ... Read more The post The RB40 Sandwich Par...
Navigating the complex and fragmented systems of medical and long-term care is one of the biggest challenges family caregivers face. New services are filling the gaps....
Being happy does not have to be hard. Look for small moments of joy. Be awake and pay attention. Little joys are all around you. Happiness is found in small moments....
I saw a term recently that resonated. “No”-vember. It encouraged “saying no” to the things that drain us.And a deliberate “yes” to the very best things—the th...
? Show Notes In this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thresholds, how the amounts are calculated using IRS life expectancy tables,...
Humanity produces enough food to feed everyone, yet millions go hungry while billions of pounds are wasted. In the U.S., 120 billion pounds of food are discarded annually, while 47 million people face...
Two stories today and then two thoughts… Story 1: Discovering FI (Telling The World!) I learned that I could retire early in October of 2012. I was having an awful time at work and put this int...
Younger Boomers are bringing life-by-app habits into retirement, reshaping aging-in-place, retirement costs, senior living and the longevity economy....
The maximum employee 401(k) contribution limit for 2026 is increasing by $1,000 to$24,500 according to the IRS. For workers over 50, the catch-up contribution rises to$8,000, bringing the total to$32,...
Housing is one of life’s fundamental needs, right up there with food, water, and safety. For decades, though, housing affordability has become increasingly out of reach for the average American....
So, here we are on the dark side of the information age, where you read something, you find yourself nodding in agreement and then you find out it’s AI. Lying and fakery has become the norm. Tru...
Many adult children want their aging parent to move closer and be in assisted living. Beware of the pitfalls and find a right fit with your elder's personality....
? Show Notes In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,...
"What we really want lies underneath what we settle for." Learn how to move from vague financial goals to purpose-driven planning....
A 60-year-old nurse was almost convinced to move her $800,000 401(k) into an IRA with the same custodian, and it almost cost her nearly $7,000 a year in new advisory fees. All for what? “Someone...
This week’s mixtape: midlife reinvention, creative sparks, new communities, and a quiet shift happening right under our noses....
We’ve all heard the line: “Retirement is a marathon, not a sprint.” It sounds reasonable on the surface. You’ve got 20, maybe 30 years ahead of you. Take it slow. […] Th...
Traditional Medicare vs. Medicare Advantage plans. Which is better?...
If you take the right approach, some real magic can happen. The post Can ChatGPT Really Make Winning Trades? appeared first on Wealthy Retirement....
Could striving for the "perfect" portfolio be holding you back from the fulfilling, financially confident life you've worked so hard for? Join us as we explore why embracing a "good enough" mindset ca...
After decades of saving/investing, it's hard to immediately switch to spending mode. Here's what worked for me over the last few years! Read more → The post Learning How to Spend Money (While Enj...
Scientific studies increasingly show that religious practice can enhance physical and mental health. People who regularly attend services and engage in faith-based rituals often experience lower stres...
Trump's deal slashes GLP-1 drug costs for Medicare beneficiaries and others, unlocking coverage for millions with obesity and related conditions....
While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and developing a long-term strategy....
Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's time for a second opinion.Evan...
Explore 20 scenarios to try with the Boldin Retirement Planner. These will increase your planning know-how and build your financial confidence. The post 20+ Eye-Opening Scenarios to Try with a Compreh...
Some see danger here... others see opportunity. The post The Market’s Missing Something Big With This Bank’s Stock appeared first on Wealthy Retirement....
How do I turn my savings into a steady paycheck that lasts the rest of my life?There are a few ways to approach this challenge, but one of the most popular, and surprisingly flexible, is called the sy...
As we honor those who have served this Veterans Day, it’s important to recognize not only their sacrifices but also the benefits available to veterans and their families. Many veterans in Pennsy...
It’s no wonder the stock has performed so well... The post This REIT Continues to Reward Investors appeared first on Wealthy Retirement....
In this episode of Retirement Reality, Darren shares what it’s really like to walk away from work at 54 and why it still feels surreal. After decades of saving, hitting his number, and paying of...
With the 2025 rapidly coming to a close, here's how Flex Cards work and a guide on the best items to stock up on before December 31....
Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement....
Families need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes....
Learn How AARP is Fighting for Better Medicare...
A 50-year mortgage is a re-timing device: it improves near-term liquidity but increases lifetime interest, slows equity, and extends leverage later into the life cycle....
SiRiCa Wealth Management Group serves roughly 1,000 households and focuses on true diversification, repeatable process and client education....
The Indianapolis-based Payne & Mencias Group manages money primarily with individual stocks and bonds, aiming for cash-rich, tax-efficient portfolios—and steady guidance through every cycle....
With 17 team members serving 125 ultra-wealthy families, the Continuum Group blends institutional experience, in-house portfolio management and family-office service....
The Charleston-based Roseate Group manages 300 families, focusing on next-generation education, aging-in-place strategies and hands-on portfolio management....
Explore some of the issues around the family home and how it works as an inheritance. The post The Pros and Cons of Inheriting a House: Understanding How to Make Good Plans for Your Heirs appeared fir...
As you approach retirement, understanding spousal benefits can empower both you and your partner to make well-informed decisions. The post Spousal Benefits: Learn How to Make the Most of Social Securi...
The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2026....
Learn key factors to consider before filing for Social Security. Understand timing, earnings limits, and how to maximize lifelong benefits for you and your spouse....
Answering listener questions about what to know before buying into a practice, how to think about what “net worth” really means, and the important basics on special needs trusts. The post ...
With product innovation 'democratizing' private market access for everyday investors, advisers must step up their game to educate clients on the pros and cons....
Meera and her husband have $4.5 million in retirement accounts and a $430K income. They want guidance on when to start Roth conversions, how much to convert each year, and whether to continue 401(k) c...
Take This Course to Feel Prepared About Enrolling in Medicare...