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America might be the richest country in the world, but that doesn’t mean we have wealth equity. Because if that ... Read more...
You might assume millionaires spend without limits, but that’s not how real wealth works. Flashy purchases don’t build fortunes, smart decisions do. Many of the richest people avoid wastin...
Wealth isn’t created equally. Some inherit it, guard it, and move through the world like it’s always been theirs. Others earn it, spend it, and make sure everyone knows they made it on the...
Since 2009, I’ve been writing about the importance of working to live—accumulating wealth to achieve financial independence and freedom ASAP. But despite years of advocating for this lifes...
Money habits aren’t just personal choices, they’re passed down, picked up, and followed without question. Some build wealth, others drain it. The problem is, most people don’t stop t...
Every once in a while, I like to rant about one of my personal finance pet peeves: how being car poor keeps you from building wealth. The post Don’t Be Car Poor appeared first on The White Coat ...
Some people think inheritance means instant financial freedom. In reality, it’s easy to waste, mismanage, or lose it before it ever has a chance to build real wealth. Without a plan, a windfall ...
Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact....
As you pass through each decade of working life and build wealth for retirement, watch out for the financial traps that can hinder your progress....
Retirement should be about enjoying life, not obsessing over every dollar. Old habits die hard, and for good reason, many Boomers built their wealth through smart saving. But not every frugal move is ...
“The Millionaire Next Door” by Thomas J. Stanley and William D. Danko provides a groundbreaking look at the true nature of wealth in America. Based on extensive research, the book reveals ...
Company owners hoping to sell and stop working won't know whether an offer on their business is good enough unless they know their 'wealth gap.'Evan...
Your 40s and 50s are often the prime years for building wealth, but too many people may make avoidable mistakes with their 401(k)s – mistakes that could cost them in retirement. Whether it&rsquo...
The words “fun” and “taxes” probably don’t go together in your mind. But, as I mention on today’s episode, they do at Keen Wealth! Helping folks be good stewards of...
Is it better to save for retirement in traditional 401(k)s and IRAs, or in Roth accounts? That’s today on Your Money, Your Wealth® podcast 518 with Joe Anderson, CFP® and Big Al Clopine,...
Wealth isn’t random. It’s not luck, talent, or how hard you grind. It’s the choices you make with money every single day. The rich follow a different set of habits, and over time, th...
Boomers built wealth in a way no generation has since. They played the game when the rules were different, and they played it well. While younger generations struggle with soaring costs and economic s...
You’ve worked hard, built wealth, and reached financial security… so why is it still so hard to spend? In this episode, we dive into the unexpected challenge of shifting from a saver&rsqu...
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years....
Are you making the most of your wealth opportunities, or are common financial myths holding you back? In this episode, Tyson and Ryan Thacker chat with Tom Hegna, a renowned…...
In this episode, we dive into Stephen’s fascinating question about estate planning for the far future—trusts designed to preserve wealth for individuals who undergo cryonic preservation. I...
Talking about money between generations has always been a little awkward. On one side, you’ve got boomers who built their wealth and now want to enjoy it, and on the other, younger generations d...
While Wealth@wor(k) and the Broadridge Advisor 360 Summit are gone, The American College is…...
I read something a while back and it penetrated my brain. It’s a story of wealth, but it’s more than that. When I first read the story, my initial impression […] The post I Am Rich ...
When I was a teenager in the 90s I spent hours in the library, flipping through every investing book I could get my hands on. Warren Buffett, Benjamin Graham, and the other greats made wealth-building...
Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan....
Today on Your Money, Your Wealth® podcast 513 with Joe Anderson, CFP®, and Big Al Clopine, CPA, YMYW listeners in their 40s are ready to call it quits at work, become financially independent, ...
Happy 2025! At Keen Wealth, we're often of two minds at the beginning of the New Year. On the one hand, Tax Day is just around the corner, so we're helping folks put a bow on last year's financials an...
Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan....
What does retirement look like if you had $2M or $15M? How different time horizons and levels of wealth help determine how much is enough to retire....
Baby Boomers may have hit the jackpot money-wise, but many attribute their wealth to financial planning and professional advice rather than good timing....
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts. The post Climate Disasters: How to Protect Your Money, Hom...
If you own a business and have young children, here’s a tip with the potential to transfer wealth to the next generation tax-free....
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success...
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future. The post Best Financial and Retirement Articles from 20...
Chrisis a mid-thirties small business owner that has operated multiple online endeavors. He built most of his wealth through a ... Read more...
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they wa...
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...
? 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...
John in Pennsylvania doesn’t have bonds in his investment portfolio. Should he add them, and if so, where? That’s today on Your Money, Your Wealth® podcast number 508 with Joe Anderson...
There was overwhelming support for a broadly FIRE themed book club! We’ll cover a mix of classic staples like The Simple Path to Wealth by JL Collins and The Little Book of Common Sense Investin...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on paying the tax on your Roth conversions on Your Money, Your Wealth® podcast number 507. If you take the money out of your retirement acco...
In a recent interview with Shane Parrish, Whole Foods founder John Mackey talked a lot about wealth—what it means to him and what it doesn’t....
Don't withdraw retirement assets haphazardly. Managing distributions intentionally can lower your taxes, conserve your wealth and reduce Medicare premiums....
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...
I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial breaks, we risk confusing our abilities with good economic times. This overconfidenc...
If you're lucky enough to have surplus wealth in retirement, but worry that giving it to your kids will spoil them, consider helping in these practical ways....
Exploring the idea of starting a home-based business presents a unique opportunity for seniors looking to blend their wealth of experience with the flexibility of self-employment. This venture allows ...
Two new ETFs, the FIRE Funds Wealth Builder ETF (FIRS) and FIRE Funds Income Target ETF (FIRI), cater to the growing FIRE movement....
Investing in rental properties is a great way to diversify your portfolio and build wealth over time. However, rental property ... Read more...