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Retirement investing is all about discipline. Pick a strategy that’s optimized for maximum returns and lowest cost, then deploy it, and let time compound your wealth. Many DIY investors choose a passi...
A custodial Roth IRA lets parents help a child with earned income start building long-term wealth. By starting early, children gain decades of potential tax-free growth while learning the value of sav...
Schedule a Free Financial Assessment with an experienced professional: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=free-assessment&utm_content=ym...
Parents planning to leave money to their children fear one thing: Will wealth make their character or break it? There are some practical ways to find out.
It's pretty common for retirees to try to measure how they're doing or how they've done so far in their life's journey. There are many ways to measure success and on this episode we discuss how someti...
This article originally appeared on A Wealth Of Common Sense There are certain financial scripts ingrained in our culture when ... Read more
Many retirees have built enough wealth to be secure. The harder challenge is learning how to trust the life their discipline has made possible.
There are lots of ways people envision what it means to have wealth. Time freedom, excess cash flow, ultimate flexibility, ... Read more
More than half of Americans in their 40s are considered the "sandwich" generation, supporting both their aging parents and raising kids. Here is how financial advisors can support them.
Schedule a Free Financial Assessment with an experienced professional: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=free-assessment&utm_content=ym...
Before you touch your retirement fund, consider how taxes and financial aid rules change the math. In this week's Wealth Wise column, we break down the right choice.
Money will only get you so far in the pursuit of happiness. Find out how to make the shift from accumulating wealth to living a life that brings you real joy.
Find out what your money habits say about you. Find your stealth wealth personality in seven quick questions.
If you want to use an inheritance to create a charitable legacy, how can you ensure younger generations will carry your wishes forward?
Wealth means net worth, cash flow, and lifestyle security. See benchmarks by age, generation, and income to put your numbers in context. The post How Wealth Is Defined: U.S. Net Worth Benchmarks appea...
Today, I'm excited to welcome Dr. Phil Pearlman to the podcast. Phil is the founder of the Pearl Institute, a clinical psychologist, former financial executive, and one of the leading voices exploring...
One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast 590, Joe Anderson, CFP® and Big Al Clopine, CPA spitball for...
If your net worth is too low relative to your age and gross income, you're an under accumulator of wealth. Here's why doctors often are. The post 9 Reasons Doctors Are Under Accumulators of Wealth app...
Supporting your adult kids shouldn’t mean risking your retirement. Our Wealth Wise columnist explains how to help them when times are tough.
As retirement approaches, you need to shift focus from simply saving money to creating a plan for reliable retirement income while also protecting your wealth.
Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.
If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.
Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management, where he helps institutions and individuals build ... Read more
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC The margin loan debate continues today on Your Money, Your Wealth® podcast number 589. Jack and Jill r...
Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.
An inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.
FIRE is ultimately about being set for life. You build a portfolio big enough to cover your expenses, and then your one job is to not blow it up. But here's the tension worth talking more about. The m...
When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.
Preventive health spending is a type of risk management that can lower future costs while protecting your health and your money. Here's how it works.
Accumulating wealth for retirement is one thing, having a solid income structure and tax plan is another. Without them, savings could quietly drain away.
If you want a greater chance of building more wealth than the average person, live in one of the most expensive cities in the world. These cities are expensive for a reason. They contain the most valu...
Are you feeling a little more anxious than usual about your money? Given everything that's happening in the world right now, that's perfectly understandable. What concerns me is the rising number of A...
"Robin" is a single mother of two high schoolers. She's 45 and she earns about $350,000 per year. Robin had never worked with a financial advisor before, and one of our clients referred her to Keen We...
It's worth a long, frank discussion with your parents and any other potential heirs to figure out the best way to increase family wealth. The post Working with Your Parents to Get Richer appeared firs...
Boomers hold half of all U.S. household wealth. Here’s who got ahead, how, and whether $432,200 is enough to retire on. The post Baby Boomer Wealth: How the Wealthiest Generation Stacks Up appeared fi...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA spitball for three people planning for early retirement and...
"I'm a wealthy saver, he's a lavish spender with a mortgage. Am I crazy to consider marriage?" Kiplinger's Wealth Wise team answers a reader's financial dilemma.
Kiplinger readers selected UBS Wealth Management as their top wealth management firm in 2026.
Your kids are already inheriting your financial habits, whether you know it or not. Here's why, and how you can be more intentional about it. The post If Your Kids Inherited Only Your Financial Habits...
Depending on the size of your pension, you might be able to stop worrying about hitting a specific savings number and start focusing on ways to use your wealth.
High-net-worth women are redefining financial freedom and aligning wealth with values — without sacrificing returns. Financial plans must evolve with them.
Trump Accounts give every U.S. newborn a stake in the market, a real start on worker wealth. But the design favors the rich. The fix is a fairer account, not none.
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureFreeAssessment 11 rapid-fire spitballs today from Joe Anderson, CFP®, and Big Al Clopine, CPA, on Your Money, Your Weal...
An estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure your wishes are legally executed.
You've accrued wealth to finally retire, but your "best" retirement involves learning how to enjoy the life your wealth was meant to support. As part of our "Freedom After 50" series, hospice doctor J...
In our retirement advice column, Wealth Wise, our reader turns 65 a year before their spouse. Here is how to seamlessly bridge the age gap using veteran benefits.
With the clock ticking toward the Social Security fund's projected insolvency, advisors might take different approaches depending on clients' ages and levels of wealth.
Sudden wealth from tech, AI, SpaceX s requires thoughtful planning before conspicuous consumption. Happiness may be found in real purpose and financial security.
Schedule a free financial assessment with an experienced professional at Pure Financial Advsiors: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=fre...