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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...
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...
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...
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...
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...
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...
Before I began my path toward working as a financial planner, I had enjoyed reading books on self-development and financial ... Read more...
I found that 65% of our clients who did open enrollment reviews had at least one significant reason to change drug plans....
I’ve been investing for many years now. I’ve invested in the stock, real estate, and cryptocurrencies. I’ve also worked as ... Read more...
As a Certified Financial Planner, I’ve worked with many investors over the years. Over countless conversations and meetings, I’ve seen ... Read more...
To understand what it is like to transition early (before 65), I talked with Heather Loisel, the former CMO of Ricoh, USA....
On November 28th, Berkshire Hathaway Vice Chairman Charlie Munger died at age 99. Munger and his partner, Warren Buffett, became billionaire sages whose words reverberated throughout the markets. Thei...
Some retired folks I know threw the switch to sell the house and buy and RV and live the mobile life. I also know some that did that for about five years and then gave that up and resettled in a perma...
If you plan on/need to earn money after retirement don't ever say the word "retirement", people won't pay you for anything. I thought every day would be Saturday- it's not, every day is Tuesdsy. Yoga ...
I love baseball.   Even if you’re not a fan of the game, I encourage you to read on.  As you’ll see, the challenge of hitting a baseball is a great […] The post 10 Les...
In January, I started a Retirement Mastermind group in the mountain town I call home.   Today, I’m sharing the story of how the group came to be and, more importantly, […] The po...
It's officially been one year since I published my book, Just Keep Buying: Proven Ways to Save Money and Build your Wealth. The experience has been both rewarding and eye-opening and today, I am proud...
March 29, 2023 — If you have seen the ads from International Living and other companies you would think paradise awaits you in a sun-soaked tropical paradise. According to the claims, all you ne...
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Here are 10 lessons from a portfolio manager that averaged 29% annual return from 1977 to 1990 1. Everyone has a unique set of knowledge ...
The failure of Silicon Valley Bank (SVB) and the general health of banks has been all over the news recently. There are many fascinating aspects of this story. One is parsing out the roles different p...
Life’s been a real mixture of things for today’s poster. He reached financial independence and retired four years ago, and ... Read more...
Discover the connection between money and happiness with 50 financial lessons to help you improve your relationship with money and achieve a happier life....
So understanding that value proposition all of us have in trading our time for money is one of ten lessons that our poster, Tawcan, has learned during his...
Have you ever noticed that as a whole, our society has its daily habits almost completely backwards? We’re generally so “busy” that we don’t have time to get much exercise. And then we spend c...
For those thinking about retiring early, taking a long sabbatical, or doing something completely new, this article is for you....
My parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned.
The way Dolly Parton lived her life and made business decisions offers the rest of us lessons about money, purpose, resilience, generosity and courage.
Almost everyone struggles with debt at some point. In my early 20s, I learned some hard lessons about credit card debt. In my early 30s, I paid back graduate student loans that soaked up a huge share ...
Losing $70,000 during the 2008-09 Global Financial Crisis was the majority of our life savings. Here's what I learned from that bear market. The post What It Feels Like to Lose Money appeared first on...
Skip the crowded cobblestones of the 13 Colonies. These four regional routes prove America’s history is best learned on the open road.
I need to run some different scenarios, as I’ve recently learned about the potential benefits of waiting to collect social security, using various other income streams in the meantime and all the vari...
A few days ago, I learned that there is a regulation that the federal government is proposing that would allow private equity companies to access funds in retirement accounts. Public comment on the pr...