Showing 50 results of 1423
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,...
Sometimes life throws curveballs, and you may end up retiring earlier than planned. In this episode, we dive into JP Morgan's data on why people retire earlier than expected and discuss how to prepare...
The Stretch IRA used to be much more generous for those receiving an inherited IRA. Here's what a Stretch IRA is and how to plan for it. The post What Is a Stretch IRA? appeared first on The White Coa...
Get a handle on asset location. Here are six high-yield principles that teach how to choose the right investments for the best account. The post What Is Asset Location? Tax-Efficient Fund Placement ap...
How to find a bespoke ocean or river vacation for adults. Many of these options are smaller, charming river cruises, expeditions, or niche experiences....
Answering listeners' tax questions, including a talk about mitigating capital gains taxes when selling stocks and a discussion about how to simplify your portfolio when moving away from individual sto...
Before starting my Social Security retirement benefits a year ago, I decided to look into how to find the benefit start month that would maximize the value of benefits over my life expectancy. Sounded...
Understand the key differences between Medicare Supplement Plans G and N, including costs, coverage, and how to choose the right one for your needs....
How many of these 29 retirement planning mistakes are you making? Almost everyone fails at #4, #8, and #26. See how to fix your errors. The post The 29 Biggest Retirement Planning Mistakes and 29 Easy...
Answering listener questions where we talk about methods to save up for an early retirement, how to calculate the 4% rule, and how to think about capital preservation. The post The 4% Rule and Saving ...
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...
Andrew Motiwalla explains how to prepare for long-term travel and how to incorporate travel into your retirement plan....
Here’s how to spend guilt-free when you are in retirement....
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should....
Joe and Big Al spitball on how to avoid screwing up the timing of your Roth conversions, today on Your Money, Your Wealth® podcast number 550. Barrie from New York is 62 and single, and she’...
Plenty of DIY investors try to figure out how to fit all assets into their portfolio. Newsflash! Not everything goes into your portfolio. The post Not Everything Goes into Your Portfolio appeared firs...
Retirement is about more than finances — it’s about meaning and growth. Join us as we explore common “belief traps” that can hold you back, how to reframe your story, and expan...
If you want to live in another country long term, you could benefit from an expert's guidance. Here's how to find a good qualified adviser to help with residency requirements, documentation, financial...
As we head into the final stretch of 2025, just weeks after the S&P 500 hit all-time highs, I’m getting a fresh wave of questions about how to manage concentrated stock positions....
Not everything about retirement is perfect, but don't let it get you down. Here's how to make lemonade out of these three retirement "lemons."...
One risk of lifestyle creep is getting used to a standard of living that can't be supported when you stop working. How to balance today's desires with tomorrow's needs....
After the passage of the One Big Beautiful Bill Act (OBBBA), here is the state of student loans and how to think about refinancing them. The post Considering Refinancing Student Loans Now? What You Ne...
Choosing your Medigap plan for supplemental insurance can be a complex, confusing, and costly process. Here's how to tackle the decision....
Episode 494 This past week I sold Disney. I think the company is plagued by bad management and is likely in trouble over the near term. In this episode I discuss how to identify Blue Chip stock busine...
Alas, we must all follow the rule of the shrinking dollar once we hit retirement. Here's how to hold onto your hard-earned money over many years....
Learn the number 1 investing mistake people make in retirement and how to build a retirement investment plan....
We recently added a pressure-treated lumber ramp at the front door for my wife's wheelchair. We live in the snow belt along Lake Erie, so I am concerned about how to keep this free of snow and ice. I ...
Are you spending a lot on non-essentials that once felt like luxuries but now seem normal? You might be experiencing lifestyle creep. Here's how to stop it in its tracks....
SHOW NOTES In this episode, we tackle the often-overlooked topic of taxes in retirement with expert Erin Coe, an enrolled agent. Discover how to avoid unexpected penalties and interest on your IRA dis...
Determining how to decumulate your nest egg in retirement is one of the hardest tasks in finance. Is the 4% rule still a good guideline? The post Here’s How Much the Man Who Invented the 4% Rule...
One of my greatest blessings was getting financially literate before I made big money. Here's how to teach your kids about money early. The post 8 Ways to Teach Your Kids About Money appeared first on...
Roth conversions and contributions may be the most challenging topic in personal finance and investing. Here's how to utilize them. The post 12 Reasons to Consider More Roth appeared first on The Whit...
Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid....
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement quest...
Do you know how to tell if a charitable contribution is deductible on your tax return? The IRS offers some tips to help you out. The post What Charitable Contributions Are Deductible? appeared first o...
How to create a proof of funds or balance confirmation for your Fidelity accounts. Don't share your account statement. The less you disclose, the better. Learn the Nuts and Bolts I put everything I us...
Health care costs are a significant retirement expense, and Medicare offers essential but complex coverage that requires careful planning. Here's how to navigate Medicare's various parts, enrollment p...
The history of recent market downturns, lessons to be learned, and how to apply those lessons to your future plans. The post A Look Back at Market Downturns: What History Can Teach Your Retirement Pla...
Learn how to maximize your Social Security and pension benefits in your retirement income plan....
Answering reader questions about decumulation in retirement, how to start withdrawing from your investments, and when and if you should increase your bond allocation as you are nearing or entering ret...
The costs of homeownership may continue to rise in retirement. Here's how to manage that....
From how to retire in a crazy market to how much to withdraw and how to spend without feeling guilty, a financial pro shares the advice he's given this year....
The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy....
Answering reader questions about capital gains taxes and how to limit them, how to use tax losses in retirement, and how to be tax-efficient during your training years. The post Becoming a Millionaire...
StoryCorps has recorded conversations between thousands of people, and anyone can participate. National facilitator Alan Jinich explains how to share your story....
Planning on shopping for a new car this Labor Day weekend? Here’s how to haggle for a better price, even though you are retired....
Pre-tax dollars can go further than regular dollars these days, especially if you're in a high tax bracket. Here's how to take advantage. The post 13 Things You Can Pay for with Pre-Tax Dollars appear...
Being too conservative in retirement can erode savings. Learn how inflation and limited growth impact portfolios and how to balance risk and stability....
An interview with best-selling author/entrepreneur Robert Glazer, where we tackle topics about how to fix your life, how to avoid burnout, and how to identify your core values and live by them. The po...
Snowbird season is still a couple of months away, but if you plan to ship your car down south or across the country, here's how to avoid three common scams....