Showing 50 results of 1423
Considered the country’s leading experts on Social Security, find out how to maximize your benefits with Retirement Brothers Ryan and Tyson Thacker. By:Spotlight Television The Retirement Brothe...
Sometimes, divvying things up equally means one child might end up with less because of tax implications. Here’s how to avoid that....
We can't currently cure or stop dementia but we are likely to be able to prevent it, or reduce our risk. Experts offer tips on how to do it. Start small, keep going...
One of America’s richest self-made women talks about starting a business as an older adult, and how to live longer while doing more....
After years as an industry leader, I am trying to figure out if/how to use Linkedin now that I am retired. Do I just lurk and see what my former colleagues, friends, former employers, and former compe...
Recently, a doctor finishing training asked me how to start their investing path for Financial Independence (FI) even if they ... Read more...
Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions....
Too many people get wills, trusts, powers of attorney and healthcare directives drawn up and then fail to sign them. Here's how to get past that....
For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests...
Master of Change by Brad Stulberg. I read this book a few months ago. It is a mixture of old philosophy & new psychological research on how to deal with change. I found it invaluable. I'm retiring...
Today, we are answering your questions from email and social media. We discuss what happens inside a 401(k) or 403(b) if you change your type of contribution, how to know if you have a good CPA, what ...
These Retirement Brothers are solving the retirement crisis. Coming up on Fox Business is a special episode on how to get the most out of your Social Security benefits. By:Spotlight Television NEW YOR...
Here's how to use the 25x rule as part of your retirement plan....
Back in 2016 when this blog was first starting to take off, I ran a weekly series of articles called the Investment Workshop, where I showed people step-by-step how to build and manage an ETF-based po...
You might have choices when you need to raise fast cash. Know how to choose the best option for you....
Hi, unfortunately I have RMDs coming up and it will boost my retirement income, increase taxes as well as trigger IRMAA. Any recommendations on how to reduce taxable income during retirement? POTENTIA...
Financial advisors who help us manage wealth may not be fully informed about financial elder abuse. They need to know how to spot the red flags. Our checklist can assist....
Here's how to strategize withdrawals, optimize tax advantages and beat inflation ahead of a 2025 retirement....
We’re wired to give, so let’s do it better and let’s enjoy it more....
Taxes. If you are thinking about how to plan for them while in retirement this **LIVE only webinar might be for you. I see people commenting in our community and others like it, on this topic. A commo...
When it comes to figuring out how to invest your money, there is no shortage of advice on the matter. Many financial experts recommend choosing your portfolio based on factors such as your age or your...
Today, we are answering your questions from both emails and the speak pipe. We answer questions about saving for intermediate-term goals, institutional malpractice policies, how to safely invest in re...
Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients....
Today you’ll meet Mark–half of our newest case study for Retirement Plan Live. Mark and Mary are a year and a half into their new marriage and are trying to figure out how to plan the rest...
Benefit/contribution ratios provide no guidance on how to fix Social Security. Two of my friends – Andrew Biggs (“No, Social Security Isn’t Earned”) and Gene Steuerle (“L...
There's something I've noticed about some people who make lots of money online—they derive the bulk of their income by selling other people on how to do something rather than doing that thing th...
In today's encore episode, we're talking about how to avoid the six most common Social Security mistakes. Some of these mistakes can be easily corrected. However, others can result in long-term or eve...
Know what to expect if you inherit an IRA and how to establish a plan for taking distributions....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Improve Your Relationship With Yo...
If you think of your 401(k) plan in the context of how to leverage your retirement savings, think about 401(k) matching....
Have you been wondering what you’re supposed to do when it comes to refilling your retirement income buckets? So has Michael.In this episode, I’ll go into further detail about how to do th...
Here's how to navigate inflation, potentially lower returns and changing rules for retirement withdrawals....
How To Take Control Of Your Financial Future And Engineer Your Success Key Ideas Discover how mathematical expectancy converts the uncertainty of an unknowable future into a planned process that&rsquo...
Find Out How Your Net Worth Ranks Compared To Average Savings By Age And How To Grow Your Money Faster Key Ideas Two quick ways to determine if you’re building enough wealth. How your “why...
How Much Money Do You Need ToBe Wealthy And Free? Key Ideas Reveals how more can actually be less. Discover how getting wealthy is just one step to the real goal. How to connect your values to “...
How To Avoid The Salesman’s Hype And Focus On What’s Best For You Key Ideas Why life insurance is a negative expectancy bet for the majority of consumers The problem with mixing investing ...
Nobody Wants Responsibility For Your Retirement So They’re Passing The Buck To You. Do You Know How To Benefit? Key Ideas The reason retirement planning changed from socialized to personalized. ...
If Retirement Looms Large But Your Nest Egg Doesn’t, This Article WillHelp You Catch Up Key Ideas Shows how to raise your savings contributions to the next level. Six ideas to convert non-earnin...
Americans Aren’t Saving Enough For Retirement: How To Avoid Being Part Of The Problem Key Ideas Retirement savings statistics suffered before the recession, but are now worse. Reveals the only s...
 Tax loss harvesting is a strategy that investors use to reduce their tax bill. However, there are many misconceptions about tax loss harvesting, including when it's valuable and how to do it ef...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Secure the Right Path to Your Reti...
How to know when it is time to take your portfolio off autopilot...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Financially Prepare for Family Car...
Spouse passed unexpectedly a couple weeks ago. I am 61 and utterly lost about how to handle insurance. I have never worked and do not have employer options. Should I be applying for 2023 coverage thro...
Today, we talk about if it is reasonable to use 457(b) money to help fund your child's college education, how to do a 401(k) rollover and then how to rebalance it, if it makes sense to do Roth contrib...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How To Live An Abundant Life. Summary: [...
Last week we discussed how to understand your monthly budget, your cash flow, and how to automate your savings. We started out with what is usually considered to be the most boring part of managing yo...
During the working and saving years, there are various rules of thumb about how to apportion earned income. For example, there is a 50/30/20 rule that breaks things up into percentages of Needs, Wants...
Here's how to retire at age 65 with nothing in your savings account....
Paul Merriman recently caught my attention on a recent podcast (How To Money #734 – Turning Thousands Into Millions with Paul Merriman). The short premise is that investing in a 2 fund portfolio...