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[Long] This might be one of those “Shut up, good problem to have” things, but I honestly don’t have a grip on it. I’ve been retired for 2.5 years and in 6 months, I’ll claim Social Security when I hit...
When I claim SS my wife and I suddenly have another $5700 monthly coming in (mine+spousal). That WELL exceeds what we need to live on - even with a generous vacation budget. I'm thinking that at that ...
I know some retirees end up spending a fair amount of well-earned money at the start of retirement, living Big Adventure dreams. A month in Greece and Turkey. Buying an RV and spending a year or two o...
Financial independence isn't just about hitting a certain net worth or reaching a magic retirement number, it's a personal journey shaped by your habits, values, and the emotional baggage that money c...
We are looking to downsize from a 4500sf home. Naturally, that will mean giving up space, but we’re having a hard time prioritizing. Every room in our current home is spacious and we have lots of stor...
From navigating the 'Landslide' of change to embracing her own mystical path, the rock legend offers a masterclass in living life on your own terms.
Once you pay all your monthly bills, how much money do you need, to be comfortable till the end of the month. This doesn't include cost of a vacation or special occasion. And what has been your bigges...
Living longer is the biggest retirement risk for most investors. If your retirement plan doesn't extend to your mid-90s and beyond, this is what you need to do.
Choosing the best way to withdraw retirement funds depends on which paycheck system aligns with your lifestyle, tax plan and shifts in spending as you age.
After a colourful career in high-tech/telecoms, I realized it was time to retire when I was suddenly reporting to a 22 year old who knew less about technology than the cashier at a dollar store, place...
An annuity is basically you telling your money: “Stop wandering around and pay me like rent every month.” And your money says, “Okay, fine,” and does it. ? The Three Types (Explained Like Family Membe...
Want to retire in a beach town in the U.S. or abroad? Get to know these lifestyle and financial factors first.
The Prince of Darkness not only knew how to rock out, but he also imparted a great deal of wisdom on living in the moment and finding serenity that can guide retirees during their greatest set.
Explore 10 things to think about – lifestyle and financial factors – when considering the best state for retirement. The post Where Should You Retire? A 9-Factor Framework to Get It Right appeared fir...
? Show Notes Wade Pfau, author of The Retirement Planning Guidebook and creator of the Retirement Income Style Awareness (RISA®) assessment joins Roger for a wide-ranging conversation on the big quest...
Hello. I was feeling pretty low 3 weeks ago, after my job of almost 26 years ended on January 30. What has helped me so far: Daily exercise. Walking 5 days a week, and dumbbells for upper body 2 days ...
The real risk in retirement is failing to plan for the "descent" — the psychological and lifestyle changes that occur after you reach your financial goals.
62 year old Canadian here. I'm currently in a situation where I am living on 1/2 my take-home pay so am slamming every other cent into savings. Theoretically in about a 1 1/2 years I should be able to...
currently navigating elderly parent assisted living, hospital after fall, skilled nursing care - they have sufficient resources but the costs are insane once you get past Medicare coverage - even at s...
Due to the U.S. and Israel's bombing of Iran, oil prices temporarily shot up to $120 per barrel (WTI crude). If the Strait of Hormuz gets completely shut down, perhaps oil prices might go to $150+ a b...
When my CEO said my job might be on the line, I changed how I was living. Here's the story of our journey from huge debt to a huge life. The post From $1.1 Million in Debt to an 8-Figure Net Worth: A ...
My life is changing fast and I’m having a hard time keeping up. Just a short recap: My mother passed away late August 2025. In November, I drove across the country to have a funeral service (it was at...
Retirement is not just about money and savings, but instead is about living a life of purpose. Make sure you set your goals for what will bring you fulfillment and joy.
In this episode, James walks through four of the most common income strategies retirees consider today and why many people are still using outdated math for a 2026 retirement. The question is not just...
As women are living longer than men—on average, 5 to 7 years more—the later decades of life promise opportunities to cherish freedom and fulfillment. Yet, as this International Women's Day episode of ...
I only recently found out that financial coaches exist… people who help with budgeting, saving, and planning Are they actually worth it for someone like me? For context: I’m a woman in my 50s, just so...
If you plan to punch the clock for the final time decades before "standard" retirement age, you need a financial strategy that goes beyond just saving. Joe Anderson, CFP® and Big Al Clopine, CPA spitb...
Retiring at 55 is not just retiring ten years earlier. It changes the entire math of your life. From 55 to 65, expenses are often at their highest. You are covering healthcare before Medicare, traveli...
My parents live in Mexico and know next to nothing about investing. Here was my journey in helping set them up for retirement. The post How I Helped My Parents Living in Mexico Invest Like the Pros ap...
Retirement is a new lifestyle and there are a number of adjustments that folks go through during this life changing event. On this episode we discuss 5 specific “Must Do's” with the objective of provi...
My wife (62) and I are starting to think seriously about our next steps and would really value some outside perspective. I’m turning 60 this year. We’re mortgage-free and have around £250,000 in savin...
So wife and I (Canadian citizens) plan to spend periods of about 3 months living as tourists in several European mid-sized cities. Renting via AirBnB seems pricey, so we wonder if there is some differ...
I am 66 and my sister is 76, her husband is 84. We are both married, retired, have homes. But. I have several degrees, had a really good job in tech as did my wife. We saved enough money and are grate...
Hey everyone! If you haven’t heard, the New York Federal Reserve concluded that U.S. consumers and businesses are paying 90% of Trump’s tariffs in 2025. Thanks Trump, for making everything ... Read mo...
FROM THE ARTICLE. Upcoming Bismarck and Fargo Events Will Address Varying Retirement Needs and Concerns. By AARP. Published February 20, 2026. In a recent national AARP survey, women 50 and older cite...
The 'Boss' of rock-and-roll has a lot to say about living and getting old gracefully.
Why head south for the winter and pay for two properties when you can have a better lifestyle year-round in a less expensive state?
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stag...
As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy articulate what they want their FIRE retirement to actually look like—starting with values, dreaming without constr...
What if the real measure of a successful retirement isn't what you've built, but who you've been, and how your money supports the life you want to be remembered for? In this episode, we discuss: Resum...
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
By many objective measures, 2025 was a good year. Investment returns were solid. I published another bestseller in Millionaire Milestones. My kids are healthy, happy, and continuing to grow in loving ...
Hello everybody, Let me start by saying I am looking for your thoughts, not specific guidance. I have not yet found or spoken to any retirement planner, it's on the list to do soon. 1st Question, How ...
Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why t...
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...
Retiring in four years, looking at downsizing from a two story home with a very large yard. We’re looking into building a new ranch style home. Looks like all-in that will cost an additional $300k. Ha...
When planning for retirement a major question is how much money will you need per year to live on. For all you who have been through that and are retired, are you finding that you are spending more in...
January 10th, 2026 is the 1 year anniversary of my retirement! I can’t believe how fast the year flew by. I was 61.5F when I finally had the courage to let go of my career & paycheck. I have finally l...
As the new year begins, Roger Whitney launches a new Retirement Plan Live case study, introducing Henry and Lucy, a couple in their mid-40s pursuing Financial Independence and Retire Early (FIRE). Rog...
What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: T...