Eight Tips From a Financial Caddie: How to Keep Your Retirement on the Fairway
Think of your financial adviser as a golf caddie — giving you the advice you need to nail the retirement course, avoiding financial bunkers and bogeys....
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Think of your financial adviser as a golf caddie — giving you the advice you need to nail the retirement course, avoiding financial bunkers and bogeys....
Discover why Naval Ravikant declares attention—not money or time—the true currency of life, and learn how to reclaim yours in today’s distraction age....
With the outlook for Social Security's future worsening, the agency's commissioner says he's ready to get to work on fixing the program. But with an abundance of potential solutions, it's unclear what...
Is your Social Security strategy costing you tens of thousands of dollars? In this must-listen episode ofRetirement Solutions The Podcast, Ryan Thacker welcomes Brian Ward, a top advisor at B.O.S.S.&h...
I retired at 42. One of the biggest challenges of early retirement is figuring out what to do with your time. Free time is only fun when you know what to do with it. Once the novelty wears off, the ca...
As Andy Rooney noted, “It’s paradoxical that the idea of living a long life appeals to everyone, but the idea of getting old doesn’t appeal to anyone.” As medical science impro...
? Show Notes In this episode, we tackle the intricacies of retirement planning and the importance of trusting your financial projections. Join us as we explore the concept of 'productive paranoia' and...
tl/dr: looking for some good advice on how to overcome my financial fears and make the leap. I'm looking for a good book, website, YT videos, advice, etc. to help get beyond the psychological challeng...
Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how. The post 6 Tips for How to Manage Money for Happiness appea...
How do you know you have enough—money, possessions, time, luxuries? This article outlines how to define enough....
I’ve done the money math. I’ve read this Reddit. I’ve listened to podcasts and even took a 10 week coaching course for how to thrive in retirement. So I feel “prepared”. ...
A frequently asked questions from readers is “how do you save on groceries”? This surprises me because I thought it’s such a no brainer and boring topic that no one would want me to ...
Quite accidentally, it looks like we timed our last talk about the stock market pretty darned well. Back in February 2025, the market put the perfect cap on a multi year climb before stepping onto the...
In the U.S. and worldwide, predators prey on vulnerable elders and rip them off. Awareness of how to protect them is in everyone's interest....
How to Make 10K a Month: 15 Best Ways...
Change is an inevitable part of life, and while it often brings excitement and opportunity, it can also be deeply ... Read more...
How confident are you that your money will go the distance? Building a balanced portfolio can shore up your investments' long-term stability....
I looked at a reasonably priced house in Silver City, New Mexico. The property taxes were listed at $6000/year. I'm paying approximately $1200/year (in California). Can the other expenses be low enoug...
? Show Notes In this episode, Roger Whitney dives into the essential elements of not just surviving, but thriving in retirement. We kick off with a listener's story about the challenges of early retir...
Here's how to retire in Finland as a US retiree. It's ideal for those who value natural beauty, low crime and good healthcare....
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it. The post Do It for Your Future Self: How to Make Smart Choices Toda...
Protecting your retirement savings is a shared responsibility between you, your employer and your retirement service provider....
? Show Notes In this episode, we explore the joys and motivations behind traveling in retirement. Join us as we discuss why travel is a common goal for retirees, featuring insights from Andrew Motiwal...
Worried your retirement savings won’t last? Learn to set sustainable spending limits, invest strategically, and plan for healthcare to ensure lasting financial security....
For once, the inbox spam is telling the truth: Airfares are dropping, demand is wobbling, and airlines are flinging promo ... Read more...
There are many ways to reduce a tax bill, but saving for retirement is one of the best....
FROM THE ARTICLE: 10 Ways to Fail at Retirement. Avoid these hazards to your money, health and happiness as you step away from work. By Bruce Horovitz, AARP. Published June 03, 2025 It's not hard to f...
Pulling money out of an annuity early can be a costly proposition. Here's how surrender charges work and one potential way around them — an annuity "ladder."...
In this episode of "Rock Your Retirement," host Kathe Kline and co-host Barb are joined by special guest Angela Andrieux, a fine art photographer and photography coach who works with Mylio Photos. The...
If the stock market dips when you retire, your portfolio may not have time to recover. But having a structured income plan for your retirement years can help....
As most of you already know by now, as of May 20, 2025 there is a new, updated version of The Simple Path to Wealth available. Indeed, it has already reached #7 on the New York Times Best Sellers List...
There’s a reason life feels harder than it used to. It’s not just inflation or rent, it’s the fact that a lot of people hit adulthood without knowing how to actually be an adult. Boo...
Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop! The post How to Apply for Social Security: Easy ...
How to Become an Amazon Affiliate: 2025 Step-By-Step Guide...
If your insurer refuses to pay for a treatment or procedure that you believe should be covered, use our guide to appeal....
How to retire early? Find out with real world tips from people who actually retired in their 40s and 50s. You can do it! The post How to Retire Early: 28 Insider Tips from Real People Who Did It and A...
FROM THE ARTICLE: How to Build a Bridge to Your Retired Self. Leaving work behind can feel like changing who you are, but these steps can put you on a path to fulfillment in the next stage. By Cheryl ...
An interview with WCI friend, Dr. Cory Fawcett, where we discuss how he set his goal to be financially independent by 50 years old and how to avoid burnout while finding real joy in what you do. The p...
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...
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....
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning....
The swelling budget deficit makes future tax increases likely, our columnist says, even if taxes are going down now. Hedge your bets with a concept from investing — diversification....
How retirees can use reverse mortgages or HELOCs to unlock tax-free income, preserve portfolios, and boost financial flexibility in uncertain markets....
Turn these financial shocks into mere "bothers" with a little foresight and preparation....
Your Social Security benefits are based on your Social Security earnings record. It's important to review your records to avoid having your benefits reduced....
Big changes are afoot at federal agencies. Make these moves to protect yourself financially....
Getting old isn’t nearly as bad as many people think it will be. Nor is it quite as good. Maybe it’s somewhere in between....
Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied” environment. The post How to allocate a RRIF for secure...
Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which will grow tax-free until retirement....
During the recent stock market correction, I decided to buy the dip. But this time, I didn’t just buy my usual dip-buying amount of $25,000 to $100,000. I went much bigger. All told, I spent ove...