Curated articles and podcasts from trusted financial experts and real retirees.
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Out here in the working world the flu is a big topic as so many people have been out sick. I primarily work from home, but my spouse is seeing lots of illness running through his area and said the pur...
So I retired September 11 and thought that it would be great. Instead, I’m finding that I’m spinning my wheels in that I have reached all my goals that I had set forth before I retired. I have a lot o...
My retirement account has always been unmanaged, but I rebalanced regularly. I'm considering changing it to a managed account now. I kinda like the idea of it having eyes on it and making changes. Of ...
I am planning on retiring next year. Between Social Security, a small pension, and rolling my 401K over into and IRA with a 5% return on CDs, I would make $40,000 more per year than I make working now...
A new report from International Living highlights 11 destinations where the cost of living is low, the quality of life is high and your money goes a lot further.
A 23% benefit cut, retroactive payments, and new tax rules may impact when you should claim Social Security. These five factors can help you rethink your timing.
Yesterday was the last business trip home (after 90 minutes of sleep), this morning I watched my Microsoft 360 account go offline and had the chance to read through the touching farewell notes sent by...
* in August 2027 - I picked an arbitrary date... It just hit me this past week - I've been working full time since I was 17, and I just turned 66. I've *literally* been employed (in the tech industry)...
A non-technical AI guide for Gen X. Learn how to future-proof your career, build income streams, and use tools without losing your humanity. Start here.
Many older Americans should review whether their estates or adult children might be required to pay for long-term care they received.
A one-time billionaire wealth tax won’t trigger an exodus—decades of economic evidence show that exit is rare.
Take charge of your retirement by resolving to make robust plans for your health, financial security, and fulfillment in 2026.
For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.
This week’s mixtape: quiet side hustles, aging parents, midlife pivots, newsletters, and boring income that works (oh and a Christopher Cross Cover)
In this interview, I talk with the Director of the Idaho Department of Insurance - Dean Cameron - who is standing up to major Medicare Advantage insurance companies. These companies are eliminating co...
Financial independence is a lofty goal many of us have, but we're not always sure where to start. Here are 5 things you can work on this year to begin finding your own financial freedom.
In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable d...
This week’s mixtape: missed booms, late starts, prompt packs, cheat codes and running down a dream
This data may surprise you... The post The Big Inflation Beater appeared first on Wealthy Retirement.
Could a counterintuitive tax move today potentially lead to thousands in savings — or an unexpected tax trap tomorrow? In this episode, we discuss: Why some retirees intentionally harvest capital gain...
It hasn’t just risen this year... It’s gone nuclear! The post AMD Is a Great Story… but Is It a “Buy”? appeared first on Wealthy Retirement.
Annuities promise guaranteed lifetime income—so why do Canadians avoid them? We unpack the “annuity puzzle” and when they may actually make sense. The post Unlocking the Annuity Puzzle: Why Canadians ...
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters. The post Last Minute Gifts with Life Changing Impact: Book...
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters. The post Budgeting Time: You Probably Know Your Net Worth but How...
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 15 easy tips. The post Social Security Strategies: 15 Tips for Ma...
Why Plan for Retirement with Only Half Your Assets? You’ve heard the expression, “It’s the elephant in the room,” when referring to something that is huge but still ignored. That’s true in retirement ...
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework. The post Podcast 105: You Can Afford An...
What if you could retire earlier than you think, but fear is holding you back?
Medicare premiums and taxes can shrink Social Security benefits. Plan ahead to protect retirement income.
Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.
A few weeks ago, Michael Green published a post where he argued that the poverty line for a family of four in the U.S. wasn't $32,100 in annual income (as currently claimed by the Department of Health...
Don’t be deceived by its 11% yield... The post Is This Company’s Dividend as “GOOD” as Its Ticker? appeared first on Wealthy Retirement.
Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended people on the account like an ex-spouse.
Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025. Most people give to charity because it’s meaningful to them — not because of the tax break. And that’s the right ...
MillennialAcademicScientist (or MAS) wrote to us when this blog was just a tiny fledging collection of articles back in 2017. What made her story stand out was her background. Like me, she had grown u...
This holiday season, we ask you to consider helping out a community in need. The post An Opportunity to Give Back appeared first on Wealthy Retirement.
Discover three practical ways to build a lasting legacy of generosity through role models, intentional practice and daily acts of kindness.
I guess I will just come out and say it. On Monday, Dale fell off a ladder getting down Christmas stuff out in the garage. I was not home when it happened. He crawled inside and waited for me. For two...
In this witty post, Darrell Griffin arms fixed-income seniors with 50 hilarious hacks to conquer grocery costs amid 2.3% inflation. From app-powered coupon ninjutsu and flirty freebie flirtations to c...
As a man of Science, I’m supposed to hide my enthusiasm about this somewhat controversial subject, and instead direct you only to the peer-reviewed studies. But man, I feel like I’ve stumbled upon the...
Moonshot Madness zaps Apollo's wild ride: Soviets' Sputnik slap sparked NASA's frenzy, JFK's moon dare fueled Mercury's orbits, Gemini's space stunts, and Saturn V's thunder. Tragedies like Apollo 1 t...
Most people have no idea they’re leaving money on the table, especially when it comes to old pensions, forgotten retirement accounts, and benefits from jobs they held years ago.
Following on from my post about Nature and Art, yesterday I found the ideal venue. It was at Nunnington Hall, a National Trust Property situated on the edge of the Howardian Hills. Inside there was a ...
Sequence of return risk focuses on the timing of market drops and how early losses in retirement can reshape your entire income picture. You can average the same annualized returns as another retiree ...
As someone who has been writing about financial independence and escaping corporate America since 2009, I’ve developed several rules that serve as the backbone for achieving FIRE and staying free. The...
Americans increasingly use 401(k)s as emergency funds, not retirement savings, exposing flaws in U.S. retirement policy and deepening insecurity.
Wow, 2025 is almost over. We only have about 2 weeks left to finish tax optimization. Actually, we have less time than that. I want to get everything done before ... Read more The post End of 2025 Tax...
When politicians say “affordability,” they should be thinking about the impact of immigration curbs on costs of care for older adults and people with disabilities
We’ve been here before: congressional Democrats and Republicans sparring over the future of the Affordable Care Act. But this time there’s an extra complication. Though it’s the middle of open enrollm...
Sarah Monroe once had a relatively comfortable middle-class life. She and her family lived in a neatly landscaped neighborhood near Cleveland. They had a six-figure income and health insurance. Then, ...