Curated articles and podcasts from trusted financial experts and real retirees.
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Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment. In this episode, we discuss: Why m...
If you want to spend your hard-earned dollars confidently in retirement, then you need an income plan that aligns with your personal goals. In this episode, we discuss: How income strategies have evol...
Are you using your net worth as a score card? Join us for Part 3 of our exploration of the Wise Wealth Matrix and find out how wisdom can help you redefine wealth as a tool for meaning, balance, and c...
It’s that time of year again in the finance world; time to ring in this year’s stock market predictions! Are analysts erring toward bull—or bear? We give you our take. In this episod...
Today, I’m thrilled to welcome Dr. Jordan Grumet back to the podcast. Jordan is the Associate Medical Director at Unity Hospice, a financial blogger, and the host of the Earn and Invest Podcast....
How should you modify your portfolio for retirement? It doesn’t take a one-size-fits-all approach, but let’s begin with the basics. In this episode, we discuss: How your emergency fund mig...
What does it mean to be wealthy and wise in mid-life? Join us for part 2 of our exploration of the Wise Wealth Blueprint and discover how to pave the way for an intentional, purpose-filled life. In th...
What does it mean to be wealthy and wise in mid-life? As part of our retirement coaching process, this is your opportunity to discover how to pave the way for an intentional, purpose-filled life by le...
What determines financial “success”? A major factor includes your ability to play financial defense and minimize the severity of potential investment failure. In this episode, we discuss: ...
With the 2024 presidential election now behind us, what does that mean for the future of tax policies, tax rates, and their impact on your lifelong savings? In this episode, we discuss: A brief histor...
Today, I’m thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspir...
What long-term market returns should you assume for your retirement portfolio? Much like market performance, the answer isn’t always clear-cut. In this episode, we discuss: Average vs. actual ma...
What does it mean to live a life of freedom – aside from having financial independence – in retirement? To go beyond the status quo, you need a clear vision and commitment to growth. In th...
If you have financial independence, does that mean you also have financial security? Or does it work the other way around? Truth be told, these terms have different roles in your financial life. In th...
Successfully transitioning from the end of work into retirement takes work. But what does that “work” really involve? In this episode, we discuss: What it means to have a non-financial, di...
Episode 478 Generac fits a unique niche in the specialty industrial machinery category and I think it’s posed for growth as it takes advantage of the long term trend in electrification of the ec...
What if your greatest growth in retirement didn’t come from doing more—but from finally sitting with who you are? Throughout this discussion, we explore the concept of the“shadow sel...
Understanding your own story is the missing link between receiving advice and applying it meaningfully. If you’ve ever felt stuck between wanting direction and feeling overwhelmed by options, th...
What does your future retirement look like? Whether your path includes unexpected challenges, careful frugality, or joyful surprises, it's vital to prepare for known unknowns, and build a resilient fu...
Do you ever experience those moments when something doesn’t feel quite right? Your body and spirit have ways of alerting you when it's time for recalibration, often with persistent whispers that...
Before you make your transition into retirement, it’s important to dial in the ideal timing not just for your money, but your mind. In this episode, we discuss: Irrational reasons to not retire ...
What role does spirituality play in your life and how can it help you cultivate a purpose-driven retirement? Join us for a conversation about wisdom, the deeper truths that have endured across time, a...
The holiday season is often expected to be joyful, but it can also bring feelings of sadness and anxiety for many. So how can you foster more positivity and elevate your experience this holiday? In th...
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So I'm looking to start ROTH conversions once I retire in 2 years (at 62). I'm hoping to lower overall taxes in my lifetime, eliminate or reduce taxes for my heir (my kid), avoid forced RMD's (and inc...
Despite hype, Social Security taxes remain unchanged. The new law adds a temporary Senior Bonus Deduction, offering limited relief for middle-income seniors....
Retiring early is still one of the smartest moves I’ve made. But even years later, new challenges keep showing up, ones no one really talks about. In my earlier article “The Negative Reali...
Some financial advice just won’t die, no matter how wrong it is. It gets repeated on podcasts, in blog posts, and at family dinners like it’s gospel. In this gallery, you’ll see the ...
A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three documents are critical....
Making a decision to move a cognitively impaired elder out of his unsafe home can be difficult. For the person with legal authority for such decisions, it takes courage to act....
The secret to financial success? A written plan! Get valuable 10 insights that could change how you think about your future. The post A Written Plan Leads to More Confidence, Roths Are Underutilized, ...
An interview with disability insurance attorney Ben Glass, who talks about what makes for a strong disability claim, when you might need to get an attorney involved, and what mistakes he has seen docs...
Even if you've hit your magic number for retirement, it's hard to stop worrying about money. Giving it a clear purpose is one way to reduce financial anxiety....
At 90 years old, will you remember that final bonus or the time you didn’t spend with the people you love? This powerful question reframes how we think about retirement timing beyond the numbers...
Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time. The post Podcast 97: Money, Marriage, & Raising Financial...
I (F64) retired in June after many years of teaching. I am so accustomed to the cycle of summer recharge that I’m not sure if I “feel” retired. I have traveled overseas, visited fami...
I generally understand that with a low interest mortgage it's advisable to invest other funds rather than paying it off (which is what I had been doing) , however, life situations change and indeed th...
My current job is becoming very stressful. I do IT Tech Support for our product. The last 2 months have been brutal - some 12 to 16 hr days. I am a specialist in a specific area, the "go to" person so...
Now that I’m retired 10 years, here are some thoughts in retrospect. 1) figure out what you need to live on and then save twice that amount. 2) just invest in the sp500 and ignore the ups n down...
We lived in our 4/2 house for 32 years, mortgage is paid, kids are moved out, no pets, a pool that seldom used, we have several rooms the seldom entered except to dust and vacuum. Far too much house f...
Learn about the safe harbor rule and how and why to do estimated tax payments while avoiding penalties and interest as a self-employed doctor. The post Estimated Taxes and the Safe Harbor Rule appeare...
We asked expert financial advisers for their advice....
12 Cheap Places to Travel That Are Worth It...
![How to Sell On Etsy and Make Money: Step-by-Step Guide
[2025]](/postImages/postImage15283.jpeg)
How to Sell On Etsy and Make Money: Step-by-Step Guide [2025]...
What time is it? It’s reader case time! Hi Kristy and Bryce Thank you for your awesome blog+ investing course series! I’m also a big fan of your book (and a UWaterloo alumni living in Wate...
Do you think you're diversified if you're invested in the S&P 500 and Nasdaq? Do you think your tax rate will fall in retirement? Think again — and read on for other myths that could be lead...
The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantage...
The initial set includes six alternative funds with exposure to private equity, private…...
Basic Capital’s Nate Taylor touts the idea of using financing as a tool to help everyday…...
One Big Beautiful Bill Act becoming law means insolvency in 2032 rather than 2033; Bill does…...