Curated articles and podcasts from trusted financial experts and real retirees.
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Nhận định Milan – Pisa vào lúc 01:45 ngày 25/10, Xoilac hứa hẹn một trận đấu một chiều. Với lợi t...
Nhận định Valencia – Villarreal vào lúc 02:00 ngày 26/10 hứa hẹn sẽ là một trận cầu kịch tính v&agra...
Nhận định Aston Villa – Manchester City vào lúc 23:30 ngày 26/10, Xoilac hứa hẹn bùng nổ khi Aston đang bay cao trên s&a...
Cùng Xoilac điểm qua Top 10 cầu thủ vĩ đại nhất mọi thời đại là chủ đề tranh luận không h...
Lịch sử World Cup – Hành trình giải đấu lớn nhất hành tinh là một câu chuyện dài đầy m&ag...
Wirtz 116 triệu bảng bị chế giễu như “điệp viên 007”: Lời đùa cợt bất công với các t&ac...
Sao Real Vinicius bị kiện, đối diện án tù vì tiệc sinh nhật 500 khách mời đang là tâm điểm ch&ua...
Ngỡ ngàng Juventus tính cuỗm HLV Maresca, Chelsea mất tướng giữa dòng đang trở thành chủ đề nóng nh...
From entrepreneurs to inventors, here's a list of some of the world's richest doctors and how they made their impressive nest eggs. The post The Richest Doctors (and How They Made Their Fortunes) appe...
The concentration of market gains into a basket of AI stocks ($5 trillion Nvidia mainly) is making it harder for ... Read more...
Discover New Zealand’s most indulgent glamping experiences – from starlit glass pods to alpine chalets – where luxury meets wilderness in perfect harmony. The post New Zealand’...
How self-forgetfulness separates true fiduciary advisors from the rest. George Kinder reveals the key to being—and finding—the real deal....
You'll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time. The post How Much Money is There in the World and How Much Tim...
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life. The post How Much Do You Need for Retirement if You Will L...
Retirement readiness requires more than just money. You have a lot of decisions to make about what kind of life you want to live and how to make it happen....
I want to believe in Unicorns, but their magic is too good to be true. The same could be said of many investments. I speak from experience, and today I’m […] The post I Want to Believe in...
Should your tax preparer also be giving you advice about how to live your tax life? In other words, do you actually need a tax strategist? The post Do You Need a ‘Tax Strategist?’ appeared...
In this episode of Retirement Reality, meet Donovan, a 55-year-old retiree who turned an unexpected career exit into an opportunity for freedom, reflection, and new purpose. Donovan shares how one def...
We hand-picked these U.S. spa retreats for their serenity, amenities and dedication to the comfort of older travelers. All are located in the Continental U.S....
Military life can be challenging for servicemembers and their families, but they're offered some significant financial benefits to help cushion the blow....
Is Scrambly Legit? I Tried It So You Don’t Have To...
Interesting Social Security Scenario - What’s your take on this? ? or ? A (breadwinner) parent divorced a real deadbeat parent after 14 years of marriage -and (2) kids. Neither ever remarried. T...
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances. The post Podcast 104: Money Confidence for Real Life with Katy Song appea...
For those who have been living under a rock, let’s hope it was gold, because the shiny metal is up ... Read more...
What if the key to a fulfilling retirement isn't about relaxation — but about doing the hard things you'd rather avoid? From rewiring your brain to deepening your sense of purpose, discover how ...
I retired at 42. That was four years ago. A reader from my (forever free) newsletter recently asked me: “What do your income streams look like?” It’s a fair question. Most people exp...
Think you have retirement planning down to a science? Consider these scary statistics....
Transitioning from a lifetime of diligent saving to enjoying your wealth in retirement tends to be riddled with guilt, but it doesn't have to be that way....
Do you leave meetings with your financial adviser feeling as though you've been bulldozed into decisions or you're unsure of what you're paying for?...
You say you can handle a 40% crash, but does it matter? Your plan ignores your income, debt, and timeline. Here’s the risk capacity data it skips....
Make the most of year-end by reviewing contributions, taxes, and benefits. Smart planning now can strengthen your finances and set you up for success in 2026....
In this episode, we break down the newly signed One Big Beautiful Bill Act (OBBBA) and what it means for retirees. From the extension of the 2017 tax cuts to new rules around Roth conversions, Social ...
Today we answer a question from Ken, a recent retiree at 63, about how his Social Security claiming decision impacts his wife's future spousal benefit. We break down how spousal benefits are calculate...
Most retirees think tax planning ends with knowing their tax bracket, but that's just the beginning. In this episode, we unpack how different income sources interact in retirement, and how seemingly s...
Today we answer a question from Sandi about how much umbrella insurance coverage you really need — especially as you approach retirement. We discuss why someone might choose a $2 million policy,...
Today we answer a question from Peter about what happens when a parent dies with a fully planned estate that avoids probate — and how the Small Estate Affidavit process works in practice. We dis...
In this special episode, we catch up on a backlog of insightful listener questions—covering everything from estate planning and Social Security taxation to Roth conversions and Medicare rules. I...
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs' inheritance. It'...
In this episode, we shine the light on common estate planning mistakes that can derail even the best intentions. We discuss the risks of failing to update beneficiary designations and why relying sole...
Today we answer a question from Cathy about helping aging parents in California navigate care costs, preserve limited resources, and explore options like pro bono legal support. Although this show doe...
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
In this episode, Brian asks some great questions about using Net Unrealized Appreciation (NUA) for company stock inside a 401(k). We dive into the rules, timing, and strategies that could lead to majo...
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You'll learn why probate can be costly and time-consuming,...
In this inbox episode, we break down how the Social Security earnings limit works—especially for C corp owners who split income between salary and dividends. Learn what counts toward the limit, ...
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there's more to it than just having your ...
Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it's too late. And...
Rosemary's husband is scaling back to 32 hours a week as part of his transition plan before switching careers. With Social Security in mind, she asks: Will this reduced income impact their future bene...
Planning to travel in retirement? In this episode, I sit down with Andrew Motiwalla from The Good Life Abroad to discuss how retirees can make the most of their travel experiences—without the st...
This week, we're diving into a question about the tax treatment of Special Needs Trusts. There are two types—First-Party and Third-Party trusts—but how does each one affect taxes? We'll br...
For countless retirees, the greatest challenge isn't saving money, but spending it. After years of diligent saving, the transition to drawing down those hard-earned funds can be fraught with anxiety a...