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This episode of the Rock Your Retirement show dives into a topic that many people shy away from but is absolutely crucial: estate planning and what happens when we’re no longer here. Host Kathe ...
Money was one of Jesus’ favorite topics, not because he cared about making it, but because he knew how easily it controls people. He taught financial lessons that still challenge how we think ab...
I can’t believe it but it’s already been three years since I left my full-time job! To commemorate this special anniversary and to recap the things I’ve learned during this last year...
In 2021, I decided to stop doing annual updates. At that time, I thought I had FI figured out and was just living a “normal” life (so no need to talk about it anymore). Well, a lot has cha...
Last year, I conducted an experiment in Ultralearning that I hoped would help me achieve a lifelong dream of mine of writing and releasing an album. I’m happy to say it was far more successful t...
It’s been four years since I left my full-time job and what a crazy year it’s been! To celebrate this anniversary and to recap the things I’ve learned during this last year of post-F...
The benefits of staying active and remaining engaged can be learned from an array of successful artists like Springsteen, Glenn Close and Michelle Yeoh....
Dentists and doctors oftentimes think differently about employment and stacking income. Here's what physicians can take away from dentists. The post The Wealth-Building Lessons That Doctors Can Learn ...
Today, I'm very excited to welcome Christine Benz back to the podcast. Christine is the Director of Personal Finance and Retirement Planning at Morningstar. She has become a trusted voice in the indus...
Money doesn’t make itself. Behind every billionaire is a set of money rules most people either miss or ignore. These tycoons didn’t just get lucky, they made smart, consistent decisions th...
Bill Gates has spent decades at the top of the business world, but his attitude toward money might surprise you. He’s built a fortune, but he rarely talks about wealth in the way most people exp...
My Uncle gave me my first share of stock for my birthday in May of 1995. That one share of Chevron set me on a path to learning to invest most effectively — by doing it myself. All the books, bl...
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...
Now that I've been a judge for the WCI scholarship for the past half-decade, let me tell you everything I've learned from the experience. The post I’ve Judged the WCI Scholarship Essays for 5 Ye...
Ten things I learned about international money transfers from five years of travel...
Last Christmas Eve, I had to take a shift in the ER. Here's what happened and everything I learned from my experience. The post Lessons from a Shift in the ER on Christmas Eve appeared first on The Wh...
Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations....
School taught how to find “X” but not how to find a job. We memorized dates, passed tests, and sat through lectures, yet the stuff we actually needed? Not on the syllabus. A national poll ...
When Money Advice Doesn’t Land My dad told me to save for a rainy day. At the time, I was ... Read more...
I haven’t been paying attention to this blog much because I’ve had a lot going on. Summer is almost here and we’ve already had loads of visitors come through town. One of the great t...
My experience with my father's long-term care insurance company has not been an easy one. But I've learned quite a few lessons. The post Financial Lessons from My Family’s Experience with Long-T...
We are turning the tables, and Dr. Jim Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. Tyler asks Jim about his views on money growing up, lessons he has learned along the way, and h...
An estate planning attorney notes that an oil executive’s billion-dollar divorce could have turned out very differently if the couple had had a premarital agreement and the executive had used as...
The Case For Early Hearing Tests. The author took advantage of an online hearing test, learned how important it is to test early, and tried out a hearing aid....
In honor of “May the Fourth,” we’re sharing valuable retirement lessons from the Star Wars universe. Just as Yoda warned ... Read more...
In a recent podcast,I had the opportunity to speak with Marylou Sudders, the Secretary of Health and Human Services for Massachusetts throughout the COVID-19 pandemic. But COVID was only part of what ...
It was remarkable to discover the difference between aiming for FI and reaching FI. Here are some math and psychological lessons I learned. The post Lessons Learned from Achieving Financial Independen...
Everyone starts somewhere, but not everyone finishes where they want. Chasing wealth is easy. Building it takes a mindset most people don’t figure out until they’re out of time. It’s...
The shockingly low amount of money that my wife and I need for our ordinary living expenses. I know that sometimes retirees benefit from a drop in their work-related expenses, like lunches out, busine...
FROM THE ARTICLE: 8 Lessons Retirees Can Learn From Past Bear Markets. Downturns are never fun, but understanding historical trends can help steady nerves. By David Rodeck, AARP. Published April 22, 2...
Money doesn’t care how old you are. It rewards discipline, punishes bad habits, and doesn’t wait for anyone to figure it out. The earlier you learn how it works, the easier everything gets...
Charity fraud is rife, and a Netflix series provides a timely warning about donating money to a good cause without looking into its background....
67F, widow, worked since age 15. Last Friday was my final day at my job of 34 years (health IT as a large hospital system). I am off all this week and accepted a much better paying, 100% job at a larg...
Money isn’t just math. It’s stress, ego, and late-night panic. It’s the way you feel when your paycheck hits, and the way you react when the market tanks. Most people don’t fai...
Welp, I guess we’re all headed into a recession now. It doesn’t matter whether you’re rich, poor, a leftie or ... Read more...
Welp, I guess we’re all headed into a recession now. It doesn’t matter whether you’re rich, poor, a leftie or a right-winger, Canadian, European, Chinese, or American. Stock markets ...
Money is everywhere, but most people have no clue how to handle it. Just look around, grown adults drowning in debt, stuck in the paycheck-to-paycheck grind, wondering why they’re always broke. ...
Tuesday, March 11 - Monday, March 17, 2025 Most Commented score comments title & link 137 240 comments What lessons did you learn from helping your own parents manage their stuff? Top Comments sco...
If you're over 60, it's time to stop certain habits that may be holding you back from fully enjoying your retirement. In this video, I’ll share key lessons learned from working with retirees, in...
My father did me the benefit of moving out of a big house and into a smaller condo when he turned 65, but that was only part of the picture. He was certainly not a hoarder, but he had So. Much. Stuff....
If you're dreaming of retiring early, here's what you can learn from others who've successfully accomplished that goal....
ProFeds Founder, Chris Kowalik, makes some observations about what we’ve learned so far about the original Deferred Resignation offer to help federal employees better navigate this next round of...
Now that WCICON25 is officially over, let's go behind the scenes while I tell you some of my favorite stories from the conference. The post Highlights and Behind the Scenes Stories from WCICON25 (Wher...
The Great Recession wasn’t just a market crash, it was a wake-up call. One day, people felt financially stable. The next, jobs were gone, home values crumbled, and retirement accounts took a bea...
What lessons can a mudslide teach us about retirement planning? In this episode, Ryan Thacker and Tyson Thacker share a powerful metaphor of water wreaking havoc, drawing from a personal…...
People love to say, “Times are different now.” Sure, technology has advanced, and we’re not waiting in bread lines, but human nature hasn’t changed. Money mistakes today look a...
Are you making the most of your wealth opportunities, or are common financial myths holding you back? In this episode, Tyson and Ryan Thacker chat with Tom Hegna, a renowned…...
It's totally impractical, super challenging and yet living without money is an intriguing concept. Learn a little bit more about an alternative way of life. The post Surprising Lessons from People Who...
My mom passed away over five years ago, and the last time I went to church service with her, I took her to see Joel Osteen. That moment stuck with me, not because of the church itself, but because of ...
In this episode, Nancy shares some of the things she has learned throughout her 30 years of working in the field of retirement planning. As she heads into retirement herself, she reflects on her exper...