Curated articles and podcasts from trusted financial experts and real retirees.
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Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast numb...
Long term readers of this blog will know that I had a horrific birth experience and exhausting first month after the birth of my son. What I didn’t tell you at the time, was that there was somet...
Hey everyone, I’m trying to get a better sense of what actual real-world returns people have experienced both before and after retirement — beyond the theoretical models and backtests. If ...
Here are 10 methods to help your child with their housing costs, along with the pros and cons of each and a ranking of all the options. The post How to Help Your Child Buy a Home appeared first on The...
Everyone's wondering if this is the worst time to retire. With high valuations, stubborn inflation, and constant uncertainty, it's easy to feel uneasy about your timing. In this episode, we look at wh...
As physicians, we’re trained to analyze, research, and seek the optimal solution for every problem. It’s served us well in ... Read more...
The ACA health plan premiums may decrease, stay the same, or even increase when one spouse starts Medicare. Here's why. Learn the Nuts and Bolts I put everything I use to manage my money in a book. My...
When you're job hunting, AI may undermine your best efforts. Here's how older women can throw a wrench in the algorithm....
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance....
To read this story on KSL.com, click here. For most Americans, Social Security is more than a paycheck — it’s the foundation of their retirement. But the timing of when…...
To read this story on KSL.com, click here. You probably know how much money you have saved for retirement. But do you know how much money you’ll owe in taxes…...
The industry asked for and received a delay in the rule from the IRS in 2023. Now that it's going into effect, here are the key implications for sponsors and savers....
Today, I'm speaking with David McKnight. David is a best-selling author, world-renowned tax strategist, and financial educator who challenges some of the most popular (and misleading) retirement gurus...
Yesterday I submitted my application for my organization's three-year phased retirement program, to take effect next July. Fifty percent time, fifty percent pay. I'm 63 and have been working in my ind...
Hey everyone! I’m totally worn out today. Yesterday was a very long day. I got up at 5:30 am to drive RB40Jr and his teammate to a debate tournament in ... Read more The post The Cost of Raising...
I landed on Florida, and haven’t looked back. But deciding where, or if, to relocate in retirement comes down to personal choice....
It’s not too early to start planning your spending for 2026 even though you haven’t yet determined your January 1, 2026 Funded Status. You or your spouse may be considering spending in 202...
Our goal was never to hit our financially independent number and then immediately retire. So, we decided to work for One More Year. The post One More Year Can Be Tough appeared first on The White Coat...
You probably have a good idea of how much money you’ve saved for retirement. But do you know how much you’ll owe in taxes when you retire? This is the…...
The playbook for filing for Social Security has been turned on its head. What worked for previous generations could end up costing you a small fortune. One reason is the…...
Take our RMD quiz to test your retirement tax knowledge. Learn about RMD rules, IRS deadlines, and tax penalties that could shrink your savings....
We asked financial experts for advice....
The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready....
Bills don't stop once you retire — and you can't expect your Social Security checks to cover them all. Don't risk running out of money. Instead, make a plan....
What if downsizing your home could actuallyupgradeyour lifestyle in retirement? In this episode, Tyson Thacker sits down with real estate professionals Jodi Rosko and Heather Fisher, co-hosts ofThe Do...
Editor’s note: This article has been updated on November 3, 2025 to ensure accuracy and reflect the most current information available. With paychecks…...
A single misunderstanding about Social Security spousal benefits can cost couples thousands over retirement. This episode unpacks the real math behind how Social Security treats spouses, ex-spouses, a...
Most of my portfolio is invested in index funds. I hope that's not news to you. Here are 10 of the reasons why. The post 10 Reasons I Invest in Index Funds appeared first on The White Coat Investor - ...
These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement and the five years after....
Google Finance will integrate predictions market data from leading platforms Polymarket and Kalshi directly into its search results. Polymarket’s monthly ... Read more...
A slot canyon in Utah, claustrophobia, and Cormac McCarthy's warning: 'You would give up your dreams to escape your nightmares. It's a bad bargain.'...
A reader asks: What do you do if this is a bubble? Sit it out? And maybe miss 2-3 years ... Read more...
Some people hear me say I’m a third-generation self-made millionaire and a third-generation early retiree, and they instantly question it. They assume I had a head start. They assume “self...
A lot of people have strong opinions about paying off a mortgage early. Some argue it’s always the smartest move, others insist you should keep the loan and invest instead. The noise gets loud, ...
Use the Mulligan Rule to undo these seven costly retirement errors. While you can’t go back in time, some retirement choices allow for a “correction shot.”...
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers....
Sentimental items might have little monetary value, but their disposition can cause hurt feelings. Talking about who wants what and labeling items can help....
Recent tax changes, including an extra $6,000 deduction for those 65 and older, present a golden opportunity for retirees to reduce their tax bills....
When illness or death occurs within an unmarried same-sex partnership, family members can step in and push the surviving partner out. An estate plan is vital....
Retiring soon. Looking for insights on my ability to retire, and things I haven’t considered — especially from women in similar life circumstances. I have 600K in mixed retirement accounts...
My wife and I (both retired, not working jobs) are strongly considering San Diego CA as our final living destination. Austin TX is just getting too hot, and it will only get worse. 8 months of summer,...
Discover what new research reveals about how retireesactuallyspend their money — and why front-loading your retirement income plan could be the key to enjoying your healthiest, most fulfilling y...
FROM THE ARTICLE. These steps can help protect your savings as rising prices erode retirees’ purchasing power. By Cameron Huddleston, AARP. Published November 04, 2025. Your wallet isn’t t...
David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. Although this show does not provide specific tax, legal, or financial advice...
A separately managed account (SMA) is when you pay an investment manager to pick stocks for you. Is that really a good idea, though? The post Separately Managed Accounts (SMAs): Are They Worth Your Mo...
Housing security is something I hope everyone will one day obtain. Once you are house secure, you can more easily focus on your career, family formation, and other things you care about. However, if y...
The real retirement cost may not be as devastating as it seems....
Nearly 10,000 people in America turn 65 every day. Why is that significant? It signals Medicare eligibility and shines a light on Medicare supplement insurance, known as Medigap....
24 Tips for How to Get Free Food With No Money...
Proactive planning and professional guidance can help to build your confidence and give you clarity when you're navigating major life transitions....