Curated articles and podcasts from trusted financial experts and real retirees.
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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 episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career. Whether you're months away or ye...
In this episode, we walk through a retirement planning scenario involving a couple in their early 60s with a $4 million investment portfolio. Their financial plan reveals something surprising: they ma...
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech's role in finance, and how to build smarter portfolios. The post Podcast 96: How Not to Invest – Avoiding Big Mone...
Retirement author Mike Drak shares his story of emerging from the hardships of retirement to finding his own satisfaction....
Whether you're a retiree looking for adventure or relaxation, we have the perfect luxury vacation idea for you....
Dave Ramsey says a lot of things people don’t want to hear. His advice isn’t for people chasing a rich-looking life. It’s for people who actually want to build wealth that lasts. So ...
You don’t need to move to a big city or sit in an office to make six figures anymore. Many high-paying jobs are already remote and more are coming. If you’re still measuring success in com...
As doctors, we optimize for salary, prestige, or job security but rarely consider the factors that really contribute to long-term happiness. The post Flourishing at Work: What Physicians Get Wrong Abo...
An increasing number of retirees fear running out of money and worry they don't have a plan for spending their nest eggs. There's a two-step plan to solve the problems....
Here’s when target-date funds don’t make the most sense for your retirement savings....
If you're close to retirement and today's economic uncertainty has your stomach in knots, follow my parents' example. They made it through, and so can you....
For many folks, robo advice can likely be fine. It's inexpensive and easy ... but also a little one-size-fits-all. More complex financial situations may need a human touch....
Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study....
Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciat...
After publishingWhy We Keep Spending Even Though We Know We Shouldn't, I realized something important: the real reason I wasn’t willing to spend on a vacation rental this summer is because we no...
A new report reveals the best places to live in Europe—eight under-the-radar towns that offer a high quality of life at a surprisingly affordable cost....
Every year, Americans take on summer debt. According to NerdWallet’s 2024 summer travel survey, “Nearly half of Americans (45%) plan to take a trip that requires a flight or hotel stay thi...
Crypto may be coming to a 401(k) near you. Financial experts weigh in on whether retirement savers should take the plunge....
There is more wealth out there than you think. But the government and media sometimes likes to trick us into believing there is not. Government data says the median net worth in America is around $200...
Most of us aren’t afraid of work. Sure, we no longer glamorize the nonstop grind, but we still love to ... Read more...
Single women over sixty see the most benefit, but all older women should take note when deciding when to retire....
? Show Notes In this episode, we wrap up our series on Process Over Panic by focusing on what truly deserves your attention in retirement planning. Plans change, life surprises us, and retirement is u...
Trump's tax plan could mean a higher deduction but reduced health care benefits for older Americans....
Concerns over inflation and flight safety are having an effect. But that holiday getaway could be the break you need....
Looking rich is easy. Actually being wealthy? That’s a different story. Real wealth doesn’t flex, it builds, compounds, and stays quiet. The Millionaire Next Door nailed this years ago. It...
Solo agers (and all older adults) can avoid crisis decision making about housing by planning early for supportive, community-based living....
We asked you to fill out the 2025 WCI survey, and so many of you did. Here's what you said, what you like, and what you want us to improve. The post 2025 WCI Survey Results: Here’s How Much You ...
Most people think they need money, skills, or some online course to start making extra income. That’s false. You don’t need a business plan, a fancy degree, or a TikTok following. You need...
“Of all the bloggers and podcasts I've read and listened to, I never heard anything mentioned about CCB or Canadian Child Benefit. I would love it if you write a blog about this so that everyone...
Thinking about tapping your 401(k) early? Learn when it may make sense—and the penalties to avoid—before withdrawing from your retirement savings....
Medical emergencies can happen at any time. Knowing what Medicare coverage you have, anywhere in the world, can help you avoid a massive bill....
When I tell people my oldest is booked solid with summer camps, it doesn’t feel like bragging — it feels ... Read more...
Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Y...
This post is a brief follow-up to our post of May 6, 2023 in which we reminded you that taxes are essential expenses that must be planned for in retirement. As is the case with other expenses expected...
Understanding the Federal Reserve's key tool can help financial professionals guide clients through economic shifts and opportunities....
Concerns over inflation and flight safety are having an effect. But that holiday getaway could be the break you need....
You might've heard the phrase, "Shirt sleeves to shirt sleeves in three generations," and the statistics back this up. What should be done? The post Generational Wealth vs. Enough appeared first on Th...
The One Big Beautiful Bill Act was passed in the House and is now in the hands of the Senate. If passed, it would include big changes to Medicare. Here's what to know....
If market turmoil has you worried about your retirement accounts, but getting professional help sounds too expensive, I recommend that you try to look at cost vs value....
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate....
Hey everyone! I hope you had a good Memorial Day Weekend. I heard on NPR it was one of the busiest travel days ever. We didn’t do much, though. We ... Read more The post Get Ready for Summer 202...
In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which annuity providers came out on top....
Carl note: I offhandedly mentioned in a recent post that I had invested in SpaceX. I’m a super nerd and SpaceX sings to my engineer mind. Catching the largest flying thing ever made from a trip ...
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...
The bills they don’t see coming cause retirees the most angst. Here's what to look out for....
Research on superagers is helping everyone age better. Here's how some superagers stay sharp and how you can join a superager study....
It was at a gas station in the non-pristine parts of town where I went on a rage-buying spree. The ... Read more...
Most people wait until late in the year to plan their charitable gifts. That traditional approach often leaves a lot of money and other benefits on the table....
When you retire in New Zealand, you get gorgeous wilderness and a warm culture. The Kiwi pace can work wonders for American expats who embrace a new lifestyle....