Curated articles and podcasts from trusted financial experts and real retirees.
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Most physicians know the standard playbook: max out retirement accounts, then invest in low-cost index funds, typically exchange-traded funds (ETFs) ... Read more...
I'm seeing posts all over the internet about people waiting 2 , 3, 4 months after applying for SS Retirement Benefits. I had also waited over three months, web site always said processing. I finally c...
From forgotten 401(k)s to outdated asset allocations, here’s how stuck money can hurt your retirement....
An interview with Dr. Dimitrios Tsatiris, a practicing psychiatrist and author, where we talk about helping docs avoid burnout, why so many physicians are struggling with burnout, and what we can do t...
Side hustles aren’t just for the ultra-ambitious. They’re a lifeline for anyone trying to stay ahead financially, with rising prices and slowing wage growth. Whether you want to cover bill...
Money conversations fall short when only one spouse is at the table. It’s easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial p...
Forget the myth that you need a million dollars to retire. What really matters is creating sustainable cash flow—not hitting a magic number. Retirement success comes down to three things: your e...
You can supplement your retirement nest egg or save for other goals with a taxable brokerage account....
You don’t need a luxury budget to make your home feel expensive. Small, affordable changes can make a big difference in how your space looks, feels, and even how much it could sell for later. We...
I retired at 42. No hacks. No inheritance. Just deliberate steps taken over many years. This gallery breaks down exactly what I did to reach early retirement on my terms. These aren’t vague idea...
Follow these three steps to ensure you are emotionally and financially prepared for your passion in retirement....
Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security....
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section 121 Exclusion. For those unfamiliar, this powerful rule allows home...
Caregiver’s Guide to Smart Home Tech...
Schools today look nothing like they did a few decades ago. The tools, habits, and gear that once defined the school experience have quietly disappeared as technology reshaped how students learn and h...
Many frugal people don’t owe money because they’ve made it a priority not to. They know debt limits freedom, and they’ve built habits that keep them in control. We’re talking a...
We ask retirement planning experts what to do....
Every adult should have a health care proxy and power of attorney — they save loved ones time, money and stress if a sudden illness or injury leaves you incapacitated....
Too many people are unfamiliar with HSA law, and they don't realize just how many things you can do with an HSA. Let's discuss 13 of them. The post 13 Things You Can Do with a Health Savings Account (...
Can you really plan for societal collapse? Most Boldin users (planners by nature) say don't bother. Here's their advice. The post Societal Collapse: Should You Worry? Can You Protect Your Wealth? Shou...
WEP reduces Social Security benefits for some retirees. Learn what WEP is, who it affects, and how to limit the impact. The post WEP: What It Is, How It Reduces Social Security, and What You Can Do ap...
Thinking about claiming benefits early? Here are five reasons to take Social Security early—and how to decide if it’s right for you. The post Five Reasons to Take Social Security Early app...
My spouse and I have recently retired, and want to move eventually south. I have looked at A LOT of 55+ communities in NC, SC, GA, and FL. When we visited the Bluffton SC area (Hilton Head) I loved it...
I'm 62 (same job for 23 years) and my wife is 56 (homemaker) and I am contemplating retirement on my 63rd birthday. Our retirement math is close, but we are not quite comfortable, and I am thinking ab...
I have watched a number of videos and read about sequence-of-returns risk. The theory seems to say you should stay conservative for the first five years of retirement, and then you can let your stock ...
Melaina Cano and her team help wealth creators and their heirs align on legacy, taxes and long-term strategy long before wealth transfers occur....
“Referrals don’t happen if you’re not in person,” according to UBS’ Kayvon Sarmadi, who emphasizes a disciplined and hands-on approach to working with clients....
Andrew Lerner combines direct indexing, tactical alpha and tax efficient strategies to help simplify wealth for the 600 households his team manages....
The past 6 months have seen so many scary economic headlines that you just kind of get numb to it. Tariffs are going up! No wait, they’re paused! Now they’re back on again! But last Friday...
Older workers bring experience, reliability, and results, but in many industries today, that’s not always enough to get hired. More companies are prioritizing younger candidates, shifting the jo...
? Show Notes In this episode, Roger Whitney returns after a month off, ready to help you rock your retirement! He answers listener questions on a range of topics, including the benefits of choosing be...
According to the latest official projections, the Social Security trust fund is expected to be depleted by 2033—just eight years from now. Benefit checks will be slashed by 23% by 2035, less tha...
I wrote this as a comment to a different post, but I think it might stand as its own topic of conversation. To me, retirement is something that commonly happens in the middle of a great period of life...
As many as three in ten older patients may acquire delirium in the hospital. And the consequences can be severe, including longer hospital stays and even death....
Introducing the next chapter of the "Retirement Revealed” podcast as “Retire Today”...
Episode 486 How do you build a resilient business? Well, let’s talk about Lincoln Electric… Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/...
Obtaining health insurance before Medicare is critical but can be expensive. Learn about seven possible ways to get coverage and do your shopping....
Time is precious. Make sure you are spending time with people who lift you up and are positive influences on you....
Medicare Part D changes are coming in 2026: higher premiums, a new deductible, and updated cost caps. Here are 5 key facts every beneficiary should know....
It’s back-to-school season. If you’ve got a budding scholar at home — or just want to score some crisp, autumn ... Read more...
Balancing money and family time doesn’t have to feel like a constant struggle. The key is making simple choices that help you stay on top of your finances without missing out at home. We’l...
Budgeting is one of the most important money skills, but also one of the hardest to get right. Most budgets fail because they’re built on unrealistic plans, bad habits, or missing details that c...
You won’t spot quietly wealthy people easily, and that’s the point. Real wealth stays behind the scenes, built on smart choices, not status symbols. Financial freedom isn’t about wha...
Here are several ways financial professionals can help their clients maximize opportunities in the One Big Beautiful Bill Act, which extends key TCJA provisions, introduces increased deductions for pe...
If you’re a physician looking for a change of scenery to increase your salary, here are the best and worst metro areas for salaries. The post The Best and Worst Metro Areas for Physician Salarie...