Curated articles and podcasts from trusted financial experts and real retirees.
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You're encouraged to save, delay gratification, and be disciplined with your spending—but what happens when that mindset becomes a roadblock in retirement? In this episode, we discuss: The psych...
Today, I'm thrilled to welcome David Blanchett back to the podcast. David is the Managing Director and Head of Retirement Research at PGIM DC Solutions and one of the most respected voices in retireme...
How can you use the recent market crisis to refine both your portfolioandyour character? In this episode, we discuss: Why times of turmoil are opportunities for personal growth How to reinterpret stre...
True financial and personal well-being requires alignment between your money, values, and purpose. But how do you bridge the gap between merely accumulating wealth and living a life rich with meaning?...
Conventional financial wisdom encourages you to delay collecting Social Security benefits until age 70, but in certain cases, your “optimal” claiming age might actually be to pull benefits...
If you saw the amount of time you had left to live—whether it was one day or one year—how would you spend it? What would you worry about? In this episode, we discuss: How to let go of alwa...
Today, I’m speaking with Larry Swedroe. Larry is the former Chief Research Officer at Buckingham Strategic Wealth, an accomplished author with 18+ books on investing, and a true pioneer in evide...
Are you feeling uneasy right now? If market turmoil is causing you stress, it’s time to determine if your retirement plan istrulybuilt for the unexpected. In this episode, we discuss: How a proc...
How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement. In th...
Market volatility is inevitable. Whether you’re 10 months or 10 years into retirement, it’s vital to ask: is your investment strategy prepared? In this episode, we discuss: Why market vola...
For decades, you’vebeen told that security is the key to a successful life; Work hard, save wisely, and one day, you’ll be able to retire with peace of mind. But what if the very idea of s...
Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the indus...
Is it OK for you to bring debt into retirement? More specifically, what about your mortgage? To gain clarity, you must approach this decision from a financial and emotional perspective. In this episod...
In retirement and beyond, strong social connections are at the heart of human happiness and fulfillment. But to create those solid relationships, you often need to learn how to dig deeper with your co...
You want to ensure you have all your ducks in a row before entering retirement. Today, we’re pulling back the curtain on the biggest retiree regrets so that they don’t become yours too. In...
Today, I'm joined by one of the country's most renowned tax and retirement distribution experts—Ed Slott. Ed is a CPA, best-selling author, and the founder of Ed Slott and Company. He’s al...
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...