Retirement planning is the process of determining how much you will need to save and invest in order to have enough money to live on during retirement. It involves setting goals, analyzing your current financial situation, and making a plan to help you reach your retirement goals.
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Navigating retirement planning can be overwhelming for some. We like to open our door to questions from our listeners so we can offer you educational answers that could help you on your journey to ret...
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-...
Investing can often feel like riding a rollercoaster of exciting highs and daunting lows. This week, we’re digging into the intricacies of the financial planning process, focusing particularly o...
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes....
Retirement planning has always been a long-term journey, but for younger generations, navigating this path has become more complex....
? Show Notes Join us in this episode as we celebrate a special birthday and dive into the intricacies of retirement planning with our ongoing case study featuring Laura and Nick. Discover the unique f...
Optimize your IRA and 401(k) strategies with these key tax-saving tips for year-end planning....
When I retired at 42, it wasn’t a sudden decision or a stroke of luck. It was the result of over two decades of careful planning, intentional living, and a commitment to financial independence. ...
Author and CEO of Childfree Wealth® Dr. Jay Zigmont explains the unique financial planning needs and strategies used in childfree wealth management....
I am planning to retire in February 2026 when I turn 60 and just turned in my one-year notice today. It’s a little early, but I had already told my boss and it just felt like a great way to kick...
Worried about legacy planning, market volatility or where to get cash to cover surprise medical or home repair bills? This little-known tool could help....
Many individuals are hesitant to retire, even when financially prepared, due to uncertainty and a lack of clear planning. This episode provides a practical guide to making retirement a reality, focusi...
Buying a home is one of the most exciting decisions you’ll ever make, right? It’s also one of the most expensive, if not the most expensive. Many people spend months planning their budgets...
In this episode of Root Talks, James and Ari dive into the reality that retirement planning can be tricky, with the fear of running out of money and the regret of underspending often at odds. The key ...
Christine Benz, Morningstar director of personal finance and retirement planning, explains the key lessons from her book on retiring successfully....
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success...
Retirement is an exciting milestone, but it often comes with common fears. With proper planning, these concerns can be addressed to ensure a fulfilling and secure new chapter. Here are five major reti...
This post focuses primarily on the implications of assuming, or planning, to live longer than one’s life expectancy. For the purpose of this post, we are going to assume that when you are asked ...
Even as they approach retirement age, half of Gen Xers have not done any retirement planning....
One of the reasons my team at Keen Wealth puts so much care into personalizing our comprehensive planning process is that there's no one path to a successful retirement. Yes, we often incorporate some...
Are you mistaking a Monte Carlo analysis for real financial planning? I'll explain why this common tool, often used by financial advisors, is not a substitute for a true financial plan. A Monte Carlo ...
? Show Notes Join us in this episode as we delve into the complexities of retirement planning with Dr. Daniel Crosby, author of The Soul of Wealth. Discover the importance of learning what to ignore a...
As Bitcoin prices surge and the number of online accounts for each American continues to grow, digital asset planning is becoming increasingly important....
I am 55 and planning to semi retire at 62 and have an encore career as a part time therapist. I have all the certifications done and think this could be a rewarding way to stay active and be helpful t...
I officially retired at 60 from the military (Reserve) last year and from law enforcement in 2017. My wife turns 50 next month and is planning at least 15 years until she retires. I want to travel the...
Planning on retiring in next few years. Is there some planner or scheduler in USA that lets me write down what steps I need to do when? Eg. Know I need to stop HSA contribution 6 mts before. When do I...
Hello kind community. I am 61 and planning to retire Jan 15. I have worked for 35 years for the same organization (100 employees) and loved my job until 5 years ago, when we got two new sets of leader...
In this episode we continue the conversation on our list of 10 things that would simplify financial and retirement planning if more people understood them. Glenn is available for in person and online ...
In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planning communities buzzing. The possibility that trust accounts may no longer benefit from a step-up in ...
When our leaders in Washington passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019, it marked a major change in retirement planning. In a sense, the government was co...
Early retirement has unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adeq...
Help your families—and change the world—by including legacy planning in your retirement plan....
An early player in the online learning space tackles a new challenge: making tax planning and retirement savings easier for solo practitioners and small businesses....
Investors can create a well-structured plan to help achieve their financial goals before year-end. Check out these six investment planning ideas to consider....
Achieving financial independence requires strategic planning and smart decision-making, especially when it comes to borrowing. Unlike traditional loans, flexible credit lines offer a dynamic approach ...
Maybe you’ve been meaning to talk with them for future planning. Resistance gets in the way. Consider these tips to get the difficult conversation going....
Are you delaying retirement, working for "just one more year" to feel ready? In this episode, Ari and James dive into goalpost planning—the tendency to postpone retirement over financial or emot...
Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning....
I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been a reader of Financial Samurai for many years and has always been courteous ...
You might, depending on your income, but smart financial planning now can help lower or even eliminate your taxes in the future....
In a world where financial stability often feels elusive, Jim’s journey from military service to financial planning offers a unique perspective on discipline, planning, and the importance of a [...
Want to improve your knowledge of retirement planning without feeling overwhelmed? Welcome to episode two of Retirement Solutions The Podcast! Join Tyson and Ryan Thacker this week as they dive&hellip...
When you're married but only one spouse works, leaving retirement planning to the working partner puts financial security at risk. A joint effort is vital....
The topic I learned the most about when studying for Certified Financial Planner (CFP) certification was tax planning. As I began working with clients, I realized this is the area I had the most to co...
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions....
A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy....
As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores....
It takes planning and some frank conversations, but women can aim for a happy and financially secure retirement while supporting loved ones. Here's how....
I'm 59 and my retirement savings situation is not great. I'm single, female, and live in Texas. I do own a home right now, I have about $140k in equity. I am still working full-time and I'm planning t...
Planning for a financially secure retirement is crucial. One effective strategy is to invest in a Gold IRA. A Gold IRA, or Precious Metals IRA, is a unique investment vehicle that allows you to divers...