Curated articles and podcasts from trusted financial experts and real retirees.
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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Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy?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...
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...
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...
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....
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...
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...
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Ask AARP: AI-powered Tool to Get the Most Out of Medicare...
Does size matter? We ask experts in dating, financial planning and law for advice....
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future....
A major reason not to set your retirement plan on autopilot: sequence of returns risk. Here's how to help ensure a bad market won't sink your golden years....
I expect to retire in the next 12-24 months, and I’m looking for advice on how to handle multiple income streams. Like a lot of people, for almost 40 years, nearly all our household income has c...
The Wayback Machine It all started about 40 years ago. I was a boy who enjoyed fart humor, pizza, LEGO and rockets. Except for my age, nothing has changed. My parents were fans of Frank Lloyd Wright (...
Test your basic knowledge of HSA accounts and Medicare in our quick quiz....
What can the Disney movie, Finding Nemo, teach us about how to effectively make our way through the world of finance? The post Just Keep Swimming appeared first on The White Coat Investor - Investing ...
I wasn’t always a personal finance nerd, but I gradually became one out of survival. This is my story — and my observation over the past 27 years — of why being an “American ne...
Paul Merriman shares what his 60+ years of investment experience says about fees, behavior, and building a plan you can actually stick to....
? 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,...
Solo aging in retirement is rising, especially among women, revealing hidden financial, emotional, and practical costs that demand smarter longevity planning....
Get peace of mind in retirement with the 'Pay Yourself' rule....
What I faced in my first dental bill after retiring....
I (M74) am really having a difficult time trying to decide how and who to handle our assets after my death. I have done most of our investing and financial management in the past. The majority is in b...
During my free financial review of my rollover IRA, I was feeling pretty good about how far it had come. Back when I retired from finance in April 2012, I had about $300,000 in my 401(k). After leavin...
Your money may be better served outside of a retirement account....
The final weeks of the year are more than just holiday prep and family gatherings. They’re also your last chance to make financial moves before year-end that could boost your retirement savings,...
If you’re hoping the 2026 Social Security COLA will help ease the pressure of rising costs, don’t get your hopes up. The 2026 increase is only 2.8%.¹ With inflation, Medicare premiums...
Why Doctors Are Looking Beyond Apartments Many physicians who discovered passive income through multifamily syndications over the last decade are ... Read more...