Curated articles and podcasts from trusted financial experts and real retirees.
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I'm 65, planning on retiring in January, widowed, no kids. My house is paid off, everything else is paid off, about 400K in a 457. My car is 13 years old and I know I will need another eventually. I w...
Some people think that doing a locum constitutes “work," meaning you can't really consider yourself retired. Here's my pushback on that. The post Locums in Retirement Is Not ‘Working&rsquo...
In 2022, the median sale price for a U.S. single-family home was 5.6x the median household income, which is the ... Read more...
We asked financial experts to weigh in....
Episode 495 Last Friday’ panic didn’t last long. I’ve been hoping for a pullback to buy the dip; but even if that doesn’t happen, that just reiterates the strength of this mark...
Test your basic knowledge of Medicare enrollment periods in our quick quiz....
Studies show that people who hold negative views about aging are more likely to have health problems as they age....
1999 is back, and I’ve missed it. Ever since then, I’ve been chasing that next 50-bagger, the kind of life-changing winner that helped me come up with the down payment for my first propert...
Forget the gold watch and glide path to the couch. Retirement has been rewritten. In this episode, James walks through the 10 biggest shifts redefining life after work—and how to replace outdate...
We’re playing “which comes first” today on Your Money, Your Wealth® podcast number 551 with Joe Anderson, CFP® and Big Al Clopine, CPA. “Retired G-Man and Nurse Ratched...
If you want to function as an intelligent, functional lifelong investor, you must understand how investment returns work. Here's all to know. The post 9 Truths About Investment Returns appeared first ...
Hitting the road for a retirement adventure with your pet? Check out these tips to keep your furry friend happy and safe on the journey!...
With costs due to rise sharply next year, look for coverage that protects your wallet as well as your health....
so, how do you like retirement? “ I’m always stunned when I hear this because it’s hard to know if they’re really serious. Morning. I loved my job and I loved my career. I was ...
For anyone born after 1937, full retirement is not 65. Yet every source I've consulted is written as if the default retirement AND Medicare age is 65, when now they are 2 different things. Husband and...
Hi All, This might be a question for r/personalfinance , but it's very finance-in-retirement oriented, so feel it fits here a bit better. Both retired, we live and rent in a VHCOL area. We own a home ...
As lifespans and careers grow longer, midlife sabbaticals and micro-retirements may define the future of work as essential pauses for renewal in the longevity economy....
Harnessing Sir Isaac Newton's rule of retirement can boost your 401(k) savings while you chill....
A group of financiers is trying to convince the public to invest heavily in private equity and crypto — a risky gambit with some real 1920s vibes....
Financial tech companies are connecting outside financial advisers to your retirement accounts, and at least one investment firm, Fidelity, is resisting....
Hi everyone, A long time lurker. I’m 59, set to inherit 50% of a house valued at $900,000. My sister, who is estranged will be getting the other half. Our mother died about four months ago. I wa...
Hey everyone! Are you getting nervous about the stock market like me? I’ve been getting more worried recently. The stock market keeps climbing while regular people struggle to pay the ... Read m...
What if the real financial risk isn’t running out of money, but running out of time to use it well? In this episode, listen as James and Ari unpack a $14 million case study with concentrated inh...
Today, I’m speaking with Edward McQuarrie. Ed is the Professor Emeritus at Santa Clara University, where he taught in the marketing department for more than three decades before retiring in 2016...
I've been telling people to live like a resident since at least 2011. But I do get pushback on it. Let me explain what it really means. The post Who Doesn’t Have to Live Like a Resident? appeare...
The most dangerous word in medicine isn’t malpractice, nor is it burnout. It’s autopilot. Thousands of physicians spend decades in ... Read more...
We asked financial experts for advice....
To help ensure you reach your savings goals and enjoy financial security in your golden years, be aware of these common pitfalls. The key is to be proactive, informed and flexible....
Many employer-sponsored plans offer limited investment options, which can stunt growth. But participants considering alternatives might need some sound advice to get the most from their accounts....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
Stock market swings. Uncertainty with Social Security and Medicare. New tax rules. The skyrocketing cost of healthcare. None of these things are small issues – and they’re reshaping how we...
To read this story on KSL.com, click here. The final three months of this year is a critical window of opportunity that could significantly reduce the total amount of taxes…...
So you’ve read my post on the growing importance of Identity Diversification and now you’re wondering what it actually takes to prove your ethnicity and heritage. Doing so can help you bet...
Young country club members expect more from their fees than access to a golf course. From teen rec rooms to red-light therapy, this is how clubs are upgrading....
Discover how auto features in 401(k)s improve outcomes and reduce costs, according to Principal's Marc Howell and Felix Okwaning....
What if the common advice to wait until age 70 for Social Security isn’t always the best move? Could claiming earlier actually give youmorefreedom and peace of mind in retirement? In this episod...
Last year’s flu season was long, brutal, and ultimately tragic. By the time infections had subsided in May, as many ... Read more...
Whether traveling within the U.S. or internationally, retirees can find a perfect blend of relaxation and excitement in these destinations, all while staying within budget....
Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why....
In some ways, renting is cheaper, more flexible and easier, but unless you understand the implications for your taxes and health costs, it might not be for you....
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I am retiring at 62, and my last day is December 31 of this year. I made my announcement a couple of weeks ago and as it is now, I am kind of checked out. I have a lot of things to finish, but I feel ...
Let's outline the US tax implications, key filing requirements, and relevant legal authorities that apply when you receive a foreign gift. The post What Doctors Need to Know About Receiving Gifts from...
For a number of reasons, my Partner and I do not qualify for a Health Savings Account (HSA). So, I decided to tun one of our Roth IRA Account’s into an HSA. Inside the Roth IRA/ HAS I only inves...
Using a Health Savings Account can be tax efficient way to pay for Medicare. Your CFP can help you get set up to use tax-free income to pay your Medicare premiums....
Spending changes for your household between when kids were in high school and retirement Assuming your spending actually went down, and you had kids, what level of decline did you see in household spe...
A little over three months ago I posted that my wife and I are retiring starting January 1, 2026. I'm 60 and she's 56. The days keep getting shorter. My wife loves her workplace and her job. She told ...
I think the my learning curve in my 60s has been the steepest of any decade I can remember! So many new firsts. I’ve navigated selling a business, the death of my husband, learned to travel solo...
The drug coverage provided by Medicare Part D is a key part of a retiree’s health insurance, and there are many options to choose from for those who have standalone Part D plans. Since these pla...
How to Make $5,000 Fast: 10 Uncommon (But Real) Ways...