Curated articles and podcasts from trusted financial experts and real retirees.
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For financial success in 2026, look beyond the numbers to identify the people who influence your decisions, then set them realistic expectations
Rich people don't "manage" debt. They eliminate it. Not stupidly, but reasonably and consistently. It's a behavioral thing, not a math thing. The post Stupid Debts and Their Doctors appeared first on ...
You know what nobody warned me about? The fact that retiring from medicine wouldn’t feel like crossing a finish line ... Read more
More than 40 million people globally turn to ChatGPT daily for health information, according to a report OpenAI has shared ... Read more
Growing up there was a kid in my school whose family was rumored to be somehow in business with or ... Read more
The latest Doximity compensation report reveals a physician workforce under mounting pressure. While average pay increased 3.7% from 2023 to ... Read more
Tiffany “The Budgetnista” Aliche, New York Times bestselling author, once told a story about how she was on a long walk around ... Read more
Dear Friends Down in Whoville (and Physicians Beyond), The Grinch here. Yes, that Grinch. The green one with the dog. ... Read more
Somewhere along the Appalachian Trail, a hiker in his early forties boils water over a burner. His pack is battered, ... Read more
Global markets endured a volatile run in 2025, but when the last trades closed on Dec. 31 all the major ... Read more
There’s a popular belief in the investment industry that alpha, or the ability to beat the market, is the thing ... Read more
Physicians are trained to be conservative for good reasons. You don’t “wing it” in the OR. You don’t ignore a ... Read more
In the first new 401(k) Specialist Pod(k)ast episode of 2026, Editor-in-Chief Brian Anderson sits down with Kelby Meyers, founder and CEO of Nestimate, to explore the evolving landscape of in-plan ret...
Tech workers: Stop guessing your total comp. Use this free dashboard to track salary, bonus, and RSUs. Now updated for 2026 with a new Scenario Simulator to stress-test your portfolio.
Happy 2026! Get the updated FAANG FIRE Cheat Sheet with new 401k limits ($24.5k), tax brackets, and triple paycheck dates.
Income from your pension, savings and Social Security could provide the protection bonds usually offer, freeing you up for a more growth-oriented allocation.
Why head south for the winter and pay for two properties when you can have a better lifestyle year-round in a less expensive state?
Learn the pros and cons of different Roth conversion timing strategies and how to choose the right approach for your retirement plan. The post Timing Roth Conversions: Should You Convert at the Start ...
What's the key to feeling great about your retirement? The power of planning. Explore the wisdom of great minds for a fresh perspective. The post What Great Minds Say About the Power of Planning and H...
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive? The post How to Live a Long Life: 15 Habits of Happy an...
Hana's mom is 92. Mom's husband is 74, and after years of trying to help a family member, nearly a million dollars is gone. How do they stop the bleeding before it's too late, and how much can they sp...
Let's talk about how elimination periods really work, why they exist, how different periods change cost and risk, and all the nuances. The post Picking the Right Waiting Period (Elimination Period) fo...
A wide-ranging and insightful conversation with Morningstar's Christine Benz, where we discuss her annual retirement income research, the realities of spending in retirement, and the challenge many re...
Our 14%+ portfolio returns certainly went a long way toward the 24% increase in net worth we enjoyed in 2025. Here's how it happened. The post How Our Portfolio Performed in 2025 (Including Real Estat...
Sometimes, I wonder about people who can't decide if they want an advisor or if they illogically want to manage just part of their portfolio. The post Why Do People Partially Engage with the Financial...
As a semi-retired physician, here's how I handled a huge bull run and the tariff fears in 2025. I definitely made some investing mistakes. The post What’s Your ‘Sleep Well’ Number? Lessons from a Mark...
Need advice on how to get into medical school from somebody who once sat on a medical school admissions selection committee? Keep reading. The post How to Get into Medical School appeared first on The...
Gary Zimmerman of Max® explains how to utilize your cash asset in retirement. Cash is one of the most overlooked assets in retirement. Here’s how retirees can earn thousands more in interest while kee...
The 'Boss' of rock-and-roll has a lot to say about living and getting old gracefully.
There's never a bad time to make or review a financial plan. But recent changes to the financial landscape might make it especially important to do so now.
The freshness of the New Year can also help us gain a fresh perspective on what's really important and what we want to accomplish. From a comprehensive financial planning perspective, that might mean ...
As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy articulate what they want their FIRE retirement to actually look like—starting with values, dreaming without constr...
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
Episode 508 My portfolio holds an overweight position in Regional Bank ETF KRE. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
Episode 507 We’re in an Economic Cold War and industrial policy is one of the major trends that will impact which companies prosper and which companies fail. Sign up for free ALERTs & Market Commentar...
Episode 506 Venezuela oil is all over the news, which stocks should you buy, sell or hold? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ —————————————————...
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stag...
What if the real measure of a successful retirement isn't what you've built, but who you've been, and how your money supports the life you want to be remembered for? In this episode, we discuss: Resum...
Roughly 40% of my net worth is in real estate, my favorite asset class to build long term wealth for the average person. Real estate was my primary reason for being able to generate enough passive inv...
As a FIRE parents raising two children in San Francisco, we rely heavily on our investments to remain free. If we significantly misjudge returns, we increase the probability of having to go back to wo...
By many objective measures, 2025 was a good year. Investment returns were solid. I published another bestseller in Millionaire Milestones. My kids are healthy, happy, and continuing to grow in loving ...
Whether you’re months away from your 65th birthday or you're planning to work past retirement age, this guide will walk you through the exact steps to secure your coverage, avoid costly mistakes and e...
We asked Certified Divorce Financial Analysts for advice.
Millions of people over 65 care for grandkids, adult kids or aging parents and will also need care themselves. Building a caregiving strategy is crucial.
Don't let the day-to-day get in the way of long-term financial planning. Here's how to get organized — including a reminder to dream big about your future.
Strategic saving and investing of HSA funds during your working years can unlock the full potential of these accounts to cover healthcare costs and more in retirement.
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
Gray divorce presents complex challenges for families, yet it can also catalyze self-discovery and a vibrant new chapter.
Wealth reflects a life organized around relationships, health, contribution and time — qualities that compound differently than money in a mutual fund.