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What does a soccer game have in common with retirement planning? On today’s episode, we are going to break down the retirement playbook and what lessons we can learn from retirement’s All-...
For what it’s worth, I retired at 42. With over two decades in financial services, a CFA designation, and a mix of real estate and investment strategies, I reached financial independence without...
The risk of being sued is the elephant in the room during every clinical encounter with patients. Here's what to do if it happens. The post What (Not) to Do If You’re Sued — Lessons from a...
Today is the anniversary of my last day of work six years ago. At the end of the workday on December 31, 2018, I became free in a sense. That was the day my early retirement began. If you’ve dre...
Christine Benz, Morningstar director of personal finance and retirement planning, explains the key lessons from her book on retiring successfully....
Older workers share key financial lessons like saving for retirement earlier, maximizing…...
Are you recently retired or hoping to retire soon? What could you learn from the people who retired successfully before you? What were their best decisions? And what were their…...
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular....
In this heartfelt episode of the "Rock Your Retirement" podcast, Kathe and Barbara discuss a cherished tradition they each hold dear: taking their grandchildren or nieces and nephews on special trips....
Over the past few months, I’ve been having different members of the Abundo Wealth team contribute regular blog posts. They’ve focused on different technical topics we encounter with client...
Do you or any people you know have phobias? Well, on this episode we look to have a little fun in drawing some financial analogies from some of the worlds strangest phobias and discuss potential lesso...
If you think an investment is too good to be true (or that it might be a Ponzi scheme), here's how you can avoid making a big money mistake. The post Don’t Invest in ‘Too Good to Be True&r...
On April 12, 2015, I published my first post. In the nine years since I’ve kept writing… and writing…and writing. I’ve published 428 articles about retirement (see my Archive...
Life is weird sometimes. We spend the first half of our lives trying not to get pregnant, and the 2nd half trying to get pregnant. And that’s how I found myself injecting strange chemicals into ...
Six months ago, I posted about my fears and elation about getting the offer of one year's salary upon voluntary relinquishment of tenure and immediate retirement (see here: https://www.reddit.com/r/re...
I had an unexpected but enlightening conversation with a close friend the other day, and it made me rethink how I’m raising my twin daughters. I’ve always thought of compliments as a way t...
I recently attended the 2024 Bogleheads Conference. This was my second time attending. You may not be familiar with the Bogleheads. In my write-up of the 2022 conference, I explain what a Boglehead is...
Have you ever experienced a financial setback? On this episode, we delve into this topic and provide a variety of questions to help learn lessons and a process designed to help recover Glenn is availa...
Lessons from Nobel Prize winner Daniel Kahneman's book "Noise" can help you make better financial decisions. Find out how. The post Shhhh: Hush Noise (It’s Different than Bias) for Better Financ...
It's truly wise to learn from the mistakes of others. On this episode we discuss potential lessons that could be learned by understanding the regrets of other retirees. Glenn is available for in perso...
Recently, I hit a major milestone in my journey to overcome what I like to call “frugality disease.” I spent $160 for an hour of private lessons for my two kids. In the past, I would&rsquo...
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it. The post Learned Helplessness: Is it Impacting Your Wealth? Se...
On the morning of September 11, 2001, I was driving on Southwest Trafficway, heading to my office on the Country Club Plaza in Kansas City. When I walked inside the world had changed. My colleagues we...
I'm in my mid-50s. My dad is in his early 80s. My mom passed away several years ago and my brother last year, so it's just me and my dad now. What have I learned? There's early retirement and later re...
Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort leve...
It's been eight years since I left my full-time job, and here's what I learned from the last three years of post-FI life! Read more → The post Valuable Lessons from My Eighth Year of Freedom appe...
When my wife was pregnant with our first child, I put a lot of thought into what life lessons to teach our kid. I was in my late 30s and stewing over how old I would be as they grew up. I kept thinkin...
It's been five years since we opened our plastic surgery practice. Here are all the lessons we've learned in the past half-decade. The post Our 5-Year Update After Starting a Medical Practice appeared...
I am currently 60 (F). I work full-time and based on information that I have learned in the past few months it is likely that my job/role will be ending by the end of December 2025. At that point I wi...
None of us want to end up rolling down a nursing home hallway in a wheelchair, right? If that’s how you feel, it raises a question… What are you doing […] The post Longevity Lesson...
I immigrated to the United States when I was six years old. For the first three years of my American ... Read more...
It can be very hard to manage an aging parent at a distance when the elder's problems fall on only one person. Learn from one who learned how to do it....
The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement....
Sometimes books, movies, songs, and other art forms are instant classics that resonate with people. Other times, things resonate for different reasons. They catch your attention at a time and place th...
I officially retired 6 years ago, on July 5, 2018. Before I retired, I was curious about what life would REALLY be like in retirement. Now…I know. I started The Retirement Reality Series to sha...
I met the blogger Frugal Professor last week when he traveled to my area for a family gathering. I learned from his blog post that he earned over $5,000 tax-free by transferring a Roth IRA to Robinhoo...
Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort leve...
Season two just ended, and main character Molly (played by Maya Rudolph) has shown us multiple ways that new heirs should and should not be like her....
Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In this episode, we look at the contrasting estate planning tactics of two of America's wealthiest dynast...
Incorporating these FIRE practices into your daily living can enrich your life and put you on the path to rocking retirement (at any age!)....
“May the Fourth be with you.” – Physician On Fire A long time ago, in a galaxy far, far away…when ... Read more...
Car accidents can be devastating both physically and financially. Beyond the immediate trauma, they often leave lasting financial implications. In the aftermath of a car crash, many people find themse...
The new DOL rule expands the definition of investment advice under ERISA. It is designed to provide additional protections to investor retirement accounts....
In two months, I will hit my 3-year mark of retirement. I officially retired at the age of sixty-onein the ... Read more...
Disclaimers, good communication, post-marital agreements and more could help avoid conflict in a family after the owners of a wealthy estate pass away....
Actress shares how she’s learned to skip the drama and never stop growing...
The pop star’s recent memoir reveals the toll her involuntary conservatorship took on her and spotlights the drawbacks of these legal arrangements....
This post contains Amazon Affilliate links which will pay a small commission to me (at not cost to you) if you order through the links. I recently read one of the best books I’ve ever read. It l...
Back in the day, a college degree was essential to landing a high-paying role. But in today's increasingly digital world, this idea is outdated. Many of the skills learned in college can now be obtain...
Before I began my path toward working as a financial planner, I had enjoyed reading books on self-development and financial ... Read more...