Curated articles and podcasts from trusted financial experts and real retirees.
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Jeremy Keil interviews Anthony Napolitano about how he managed to adapt his retirement plan after an unexpected end to his career....
As I prepare to downsize, I've been slowly parting out my various hobbies. I'm finding that much of it generates no response, at all - not even a "You must be crazy with your pricing" just silence. I ...
Dave Ramsey likes to throw out one of his favorite lines: you can earn 12% returns on your investments. It’s catchy, motivating, and it grabs attention because 12% sounds like the express lane t...
A part-time job in retirement, like walking dogs or helping with home projects, can combat loneliness by sparking new friendships and boosting your social life....
Many high-net-worth families experience financial stress because of a lack of immediate access to their assets. Liquidity planning aims to bridge the gap between long-term goals and short-term needs a...
Longer life expectancies and changing demographics put extra pressure on the program, making it crucial for future retirees to understand its evolution, common myths and how to strategically plan for ...
Answering reader questions about 529 accounts, how to invest them, and how to spend them down. We also discuss ways to help pay for college, and we answer a question about when or if the political cli...
As we celebrate the remarkable accomplishments of Social Security on its 90th birthday, it’s also important to find a bipartisan funding solution....
The portability of the estate tax exemption from one spouse to another has traps and pitfalls that many people don't know....
As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning....
Social Security has become a cornerstone of the American retirement system and works to keep over 16 million retirees above the poverty line. Here are five key facts about the program as it turns 90....
This post is a follow-up to our post of June 18, 2025 in which we addressed the magnitude of Social Security’s long-term funding hole based on results of the 2025 Trustees Report and their &ldqu...
Are you taking advantage of all your Roth opportunities? We break down the differences between the Roth IRA, Roth 401(k), or the Mego Backdoor Roth 401(k). by comparing your choices with another favor...
Trump Accounts will debut next year. "You’re basically setting up an IRA for your kid," one expert says....
I accidently put "never married" when i applied my benefit last year. I thought i was going to divorce but not anymore. How can i change the marital status on SSA?...
As physicians, we are no strangers to the effect burnout has had on our community. After all, the greatest physician ... Read more...
Episode 488 Tariff inflation fears are back in the headlines; in a future episode I’ll discuss stagflation. Today I want to FOCUS your attentions on the “secret” that builds wealth: ...
Last week, I discussed how Keen Wealth's comprehensive planning process might assess a multi-million-dollar nest egg. I think these hypotheticals, including some back-of-the-napkin math, are useful in...
The highest-paying jobs aren’t always clean. Some are messy, physically demanding, and often overlooked, but that’s exactly why they can pay $100K or more. All salary estimates come from i...
This type of post only surfaces during a bull market, when greed tug at us the hardest, making satisfaction elusive. Ever since making my first public equity investment in 1996, I’ve been hooked...
After a week of reviewing the tax-free exclusion rule for selling a rental property, I decided not to sell. I’d already used my $500,000 tax-free exclusion amount and would need to wait at least...
A spike in income could result in costly IRMAA charges on your Medicare premiums. We ask financial planning experts for advice....
Once upon a pandemic, we had an epiphany: work was killing us. We were exhausted, underslept, over-Zoomed, and living on ... Read more...
The workplace has changed, but outdated workplace practices still cost companies their best people. In today’s job market, top talent has options, and clinging to old habits is a direct path to ...
A wealth adviser shares a childhood saving technique that taught him lessons of stewardship, generosity and responsibility and helped him answer the question we all need to answer to define our lives ...
Your retirement savings may need to last 30 years or more, so don't pick a withdrawal strategy without considering all the options. Here are four to explore....
We have salary data filtered for new attendings. If you’re about to negotiate your first offer, this'll give you a sense of what's possible. The post A Deep Dive into the Salaries of New Grad Ph...
Do personal finance journalists ever really retire? Jonathan Chevreau talks to Rob Carrick and other long-time writers about stepping back from full-time work. The post How financial journalists plan ...
I would think that how you plan your retirement spending patterns and how much of an estate to leave would change if there is no desire to leave something behind for family members. So what does that ...
I’m 65 and am planning on working until I 70. I am a self-employed organizational development consultant (teach managers how to be managers) with a business partner. My idea is to work until at ...
I intend to retire by the end of the year. I will be approaching 60, so will still have a few years where I need to find health insurance. We have saved enough to be comfortable but not extravagant, s...
For the next 10 days, I’ll be writing about my road trip to drop my daugther off at college in California. It’s going to be 3,000 miles. I’m taking a northern route to get there to a...
You can have all of the money in the world, but it means nothing if you don’t have your health. Warren Buffett drove this point home at the first Berkshire Hathaway meeting I attended over 10 ye...
Before you collect Social Security benefits, make sure you don't believe any of these falsehoods....
Boomers grew up with traditions that shaped stronger families, closer neighborhoods, and a sense of pride in daily life. Many of those habits still work just as well today, delivering the kind of resu...
New rule opens 401(k) plans to private equity, prompting debate over benefits versus costs and transparency risks....
? Show Notes In this episode, Roger Whitney welcomes elder law expert Kathy McNair to discuss the often-overlooked but crucial topic of elder care, especially for those retiring solo. They explore wha...
Super agers, over age 80 with remarkable memory have different brains. But even without that, you can adopt their healthy habits and age well....
Critics say an executive order that clears the way for alternative assets to enter retirement accounts poses risks to everyday investors. It could also pose some for private fund managers....
For the next couple of weeks, I’ll be documenting my road trip to drop my kid off at school. Today we left Craig Colorado and headed to Salt Lake City (SLC). Utah is our first new state: In Salt...
FROM THE ARTICLE. Unraveling the Rush: Why Americans Are Claiming Social Security Early. By Bryan Miller, AARP Research. Published August 13, 2025. The Urban Institute’s recent analysis of Socia...
Thinking about retiring early and worried it might hurt your Social Security benefits? Good news: it probably won’t. A common myth is that you have to work into your 60s to get the most out of S...
Stretching your budget is about keeping more of your money without feeling like you’re missing out. Small changes in how you spend, save, and plan can free up cash every single month. In this ga...
Part-time remote jobs are increasingly a main source of income for those seeking flexibility and control over their schedules. These roles often allow you to work from anywhere, set your own hours, an...
The 2025 budget law will accelerate Social Security insolvency to 2032. The program will go insolvent during the term of the president who succeeds Donald Trump....
Normally, a higher inflation raye would spark somewhat boring debates about Fed policy and consumer sentiment. This time, new danger lurks....
Charles Atlas's tips to the '98-pound weakling' might be the only comic book ads that actually paid off. Swap the X-ray glasses for this healthy habit....
Many middle-class retirees see their savings run out sooner than planned, and it’s rarely an accident. The biggest risks to retirement security often come from preventable financial decisions. T...
I retired in April of this year. I'm about to turn 61. Not that long ago and yet I am already feeling a loss of identity. I used to have so much to talk about myself and what I was doing and what I ha...
Once my wife retires (I am already), we are planning on doing the opposite of snowbirding--spending summers in Maine, spending roughly 3 1/2 months away from our permanent home. What is the best way t...