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Learn key factors to consider before filing for Social Security. Understand timing, earnings limits, and how to maximize lifelong benefits for you and your spouse....
Here are 10 methods to help your child with their housing costs, along with the pros and cons of each and a ranking of all the options. The post How to Help Your Child Buy a Home appeared first on The...
A single misunderstanding about Social Security spousal benefits can cost couples thousands over retirement. This episode unpacks the real math behind how Social Security treats spouses, ex-spouses, a...
FROM THE ARTICLE. These steps can help protect your savings as rising prices erode retirees’ purchasing power. By Cameron Huddleston, AARP. Published November 04, 2025. Your wallet isn’t t...
24 Tips for How to Get Free Food With No Money...
I recorded a new YouTube video this week about the various benefits of a simplified retirement portfolio and how to get there (I’ll share when it’s live). Most of us — myself certain...
Tariffs, high prices and an uncertain economy getting you down? These steps can help....
Transitioning from a lifetime of diligent saving to enjoying your wealth in retirement tends to be riddled with guilt, but it doesn't have to be that way....
Do you leave meetings with your financial adviser feeling as though you've been bulldozed into decisions or you're unsure of what you're paying for?...
Planning to travel in retirement? In this episode, I sit down with Andrew Motiwalla from The Good Life Abroad to discuss how retirees can make the most of their travel experiences—without the st...
From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance....
Retiring early sounds amazing until you realize prices keep climbing and everyday costs quietly eat away at your savings. Many people panic, convinced that high inflation makes retiring early impossib...
What’s really holding you back from taking that next financial step? Join us as we explore how avoidance slowly erodes confidence, why shame and fear create roadblocks, and how to replace procra...
? Show Notes In this episode, we continue our four-week series on better retirement goal setting with Roger Whitney. This week, we delve into the dynamics of navigating retirement goals as life unfold...
Giving up ultra-processed food is designed to be hard. Here's why so many of us reach for the junk and how to gradually kick the habit....
For a very long time, I’ve had this theory that any job is fun as long as you don’t do it for too long. And there are two key things about retirement that are tremendously liberating about...
What if the next 10 years bring just 3% returns from the S&P 500? In this episode, we turn that forecast into a real-world retirement plan—not panic. You’ll learn how to stress test yo...
Many people believe they are moving to state tax havens, but they are not. They didn’t examine the details of state and local taxes. The details are important....
The interaction of the brain with the world of investing is fascinating. But know this: your brain is not designed to help you invest. The post Loss Aversion: A Killer to Successful Investing, and How...
Here’s what to know before you commit....
Everyone should have a will. But should the will or a trust control most of the assets in an estate?...
I’m on my second month of retirement and keeping happy and busy. But I know my ex husband struggled when he retired because he had no hobbies at all. This book is an easy and fun read. I’m...
Using a Health Savings Account can be tax efficient way to pay for Medicare. Your CFP can help you get set up to use tax-free income to pay your Medicare premiums....
The drug coverage provided by Medicare Part D is a key part of a retiree’s health insurance, and there are many options to choose from for those who have standalone Part D plans. Since these pla...
How to Make $5,000 Fast: 10 Uncommon (But Real) Ways...
Updated for 2025: New OBBBA rules now allow 529 funds to cover physician licensing exams, board certifications, and CME expenses. ... Read more...
FROM THE ARTICLE. Get accustomed to living on a fixed income, meet with a financial adviser, and other key steps to take. By Bruce Horovitz, AARP. Published October 06, 2025. After working for a lifet...
How can you wait until age 70 for Social Security but still spend more in the years before then? Here are some ideas to try. The post How to Wait Until 70 for Social Security Without Spending Less app...
Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty....
Answering listener questions about moving from a national bank to a smaller local bank or credit union if you live in a more rural area, how to save up for big purchases, and whether you should try to...
Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance....
A lot of my friends found retirement to be problematic because their identity was wrapped up in work. I didn’t want to be the same way, so I started thinking about the life after, starting about...
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs....
My husband and I plan to retire the end of 2026. As it gets closer (I know, we're talking 15 months, I like to prepare) but as I'm planning my exit from my job I'm thinking I might feel lost without m...
Earlier this month, citing the economic slowdown and tariffs, Sherwin-Williams announced that it was suspending 401(k) matches to employees. Here’s what you need to know....
401(k) balances are climbing, and more Americans than ever are reaching a major milestone: becoming 401(k) millionaires. According to recent Fidelity data, the number of 401(k) accounts with balances ...
It's important you get involved in financial planning now so you're prepared and confident to make decisions when you potentially become your own financial manager....
I’m retired and my wife will stop working next year. We’re both in relatively good health. For better or worse, I’ve handled our finances soup to nuts since we’ve been married ...
Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan....
What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, b...
? SHOW NOTES In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of reading a Social Security statement, examining each section and its signif...
4% rule (and other "safe withdrawal" strategies) seem to assume you retire and start drawing SS at the same time. Guardrails appears to have the same assumption. On the other hand, many people recomme...
It’s almost the end of warm-weather season, a time of year punctuated by trips to the family cabin, cookouts, beach ... Read more...
Retirement paves the way for a world of exciting (and intimidating) experiences. An overseas journey can be an ideal way to embrace this new phase of life....
As speculation grows that the Federal Reserve will soon start lowering interest rates, now is a good time to review your financial plans for housing, estate, taxes, investing and retirement to make th...
We heard your feedback, and today on Your Money, Your Wealth® podcast number 546, Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing retirement for the not-so-fat wallets: Joe and Masa...
Retirement isn’t the end — it’s your greatest opening. Join us as we explore how to break free from old stories, embrace wisdom, and turn life’s challenges into a legacy of mea...
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics. The post Beyond Chance of Success: How to Really Assess Your Financial Heal...
How to Start a Dropshipping Business As a Beginner in 10 Simple Steps...
When one spouse passes away, the survivor often faces what is known as the “widow’s tax.” It is not an official IRS tax, but the impact of moving from married to single tax brackets....