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Battling Burnout: How To Turn Self-Employment Income Into Wealth

Mar 31 2024

Burnout is a constant threat in self-employment. To protect against it, you must turn your income into wealth by investing in the markets, business or real estate....

forbes.com

How To Boost Your Retirement Savings By 3% Overnight

Mar 30 2024

Robinhood is offering a 3% match when you transfer an IRA to its platform. We look at the terms of this deal and how easy it is to transfer an IRA to Robinhood....

forbes.com

How to Buy Gold in an IRA

Mar 29 2024

Here's everything you need to know about how to buy precious metals in self-directed IRA....

money.com

How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years

Mar 29 2024

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older....

kiplinger.com

?? Find Out How to Make Your Money Last to Age 100 (AARP Article)

Mar 29 2024

ANY COMMENTS? ? WELL, MY FAMILY SEEMS TO DIE IN THEIR 80'S EXCEPT FOR MY GRANDMA - AGE 104! I LIKE THIS SUGGESTION: Build income streams. FROM THE ARTICLE - SEE ARTICLE FOR MORE. More Americans are re...

community.aarp.org

How to Manage Your Scarcity Brain with Michael Easter

Mar 28 2024

Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. To...

rogerwhitney.libsyn.com

How to Handle a Forced Early Retirement, Ep #212

Mar 27 2024

Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–being forced with an early retirement. We all know that layoffs are part of the corporate landscap...

financialsymmetry.com

How to access whole life cash value in retirement

Mar 27 2024

I am 66 and retired for two years. I've owned whole life policies for over 30 years and have accumulated a cash value of +400k. (I know, it was a bad investment, but here we are). Death benefit is abo...

reddit.com

Four Things to Know About Managing a Loved One’s Finances

Mar 26 2024

Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions....

kiplinger.com

How to Take the Uncertainty of Taxes Off the Table - 474

Mar 26 2024

Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense fo...

purefinancial.com

Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best

Mar 26 2024

Listener Drew asks about a tax strategy for juggling capital gains and Roth conversions. While it can be a complicated question – especially when large accounts are involved – James provid...

buzzsprout.com

Selling house. Recommendations on how to invest proceeds

Mar 25 2024

I soon will be selling my house to move into an apartment. I'm very excited for the move as the joys of homeownership have been getting less joyful. In the next couple of years, I may (or may not) dec...

reddit.com

How to Discuss Estate Planning with Your Family

Mar 23 2024

Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family....

kiplinger.com

Who Refuses To Sign Legal Documents After They Are Prepared?

Mar 23 2024

Too many people get wills, trusts, powers of attorney and healthcare directives drawn up and then fail to sign them. Here's how to get past that....

forbes.com

How to cope with the RRSP-to-RRIF deadline in your early 70s

Mar 22 2024

As I wrote in my previous column on Fred Vettese’s PERC, I’ve reached the age when my registered retirement savings plan (RRSP) will soon have to be converted to a registered retirement in...

moneysense.ca

428: Navigating the Transition into Your Second Half of Life

Mar 22 2024

Moving from the first half of life into the second half can be a confusing and rocky experience. In this episode, we discuss: The role that “ego” plays in our lives How to find meaning as ...

retirewithpurpose.com

How to Pay Less Tax on Retirement Account Withdrawals

Mar 21 2024

Avoid penalties and minimize taxes when you pull money out of your 401(k) or IRA....

money.usnews.com

Overcoming Frugality in Retirement with Dan Crosby

Mar 20 2024

For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests...

rogerwhitney.libsyn.com

How to Close Out a Box Spread Early at Fidelity

Mar 17 2024

Selling a short box spread is a way to get a loan at a good rate using your investments as collateral. I sold some short box spreads to get cash for building a home because I didn’t want to sell...

thefinancebuff.com

How To Cut Your Taxes By Putting The Right Assets In Your IRA

Mar 16 2024

Optimum location for assets: IRA, Roth IRA, taxable account...

forbes.com

Money Dysmorphia: How to Trade Uncertainty with Financial Confidence

Mar 15 2024

In a world where wealth is often equated with success and happiness and social media distorts reality, our perception of money can become distorted. While many are familiar with body dysmorphia—...

newretirement.com

How to Research Health Symptoms and Treatments

Mar 15 2024

You may want to research a knee replacement or other medical problem you have. Whenever our doctors tell my husband or me about a new health problem, the first thing we do is ask the doctor to give us...

baby-boomer-retirement.com

427: Leveraging Your Experiences During Life Transitions to Build a Better Future

Mar 15 2024

Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way. Join us as we discuss: How life transitions affect us psychologically, emotionally, an...

retirewithpurpose.com

How to Avoid Getting Caught Up in Financial Fraud

Mar 15 2024

If you go back and skim the 200-plus episodes we've recorded of Keen on Retirement, you'll notice that every year or so, we devote an episode to the latest financial frauds and scams that are making t...

keenonretirement.libsyn.com

10 Big Retirement Obstacles You Can Overcome

Mar 14 2024

Link to the online article Wondering how to overcome retirement obstacles? While the journey may bring setbacks, with careful planning, you can surmount them. If you’ve ever embarked on a big un...

wiserwomen.org

House to Apartment: How to manage expectations?

Mar 14 2024

After 40 years living in our home, we’re selling and relocating to an apartment to be closer to family. Our home is modest and small so we’re not forfeiting too much square footage. But I&...

reddit.com

How to Make a Lot of Money in 2024: 7 Easy Ways

Mar 09 2024

If you’re wondering how to make a lot of money, you’re in the right place. Here are five of our favorite ways to make lots of money, and save a lot of money. With these 7 tips, you could p...

thinksaveretire.com

How to Make the Most of Retirement by Unretiring With Richard Eisenberg

Mar 06 2024

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Make the Most of Retirement by Un...

keilfp.com

How to Travel with a Baby

Mar 04 2024

“Travelling with an infant is hell. You’d be crazy to do it. You’d just need a vacation from the vacation.” “Taking care of a baby is hard. Why make it harder by travelli...

millennial-revolution.com

How to Maximize Social Security with the “Bridge Strategy”

Mar 02 2024

One of the most critical decisions we make once we decide to retire is decisions related to Social Security. Specifically, ... Read more...

physicianonfire.com

Ryan & Tyson Thacker Scheduled to Appear on Spotlight Television Hosted by Industry Legend Tom Hegna

Feb 29 2024

These Retirement Brothers are solving the retirement crisis. Coming up on Fox Business is a special episode on how to get the most out of your Social Security benefits. By:Spotlight Television NEW YOR...

bossretirement.com

How to Determine the Best U.S. State for Your Retirement

Feb 29 2024

Choosing the perfect retirement destination is actually a deeply personal and multifaceted decision. And, frankly most people love where they already live. However, if you want to relocate, you’...

newretirement.com

The Three Types Of Career Changes And How To Manage The Costs

Feb 29 2024

Depending on what you want to do next in your career will dictate the costs that you can expect. Planning for those costs will be key to your financial life....

forbes.com

How to Financially Prepare for a Government Shutdown

Feb 29 2024

Understand the money implications of a government shutdown....

money.usnews.com

How to Set Up a Tax-Efficient Investment Waterfall

Feb 27 2024

As a busy physician, you don’t have a lot of time to spend on carefully optimizing the tax efficiency of ... Read more...

physicianonfire.com

Investment Workshop 2.0

Feb 27 2024

Back in 2016 when this blog was first starting to take off, I ran a weekly series of articles called the Investment Workshop, where I showed people step-by-step how to build and manage an ETF-based po...

millennial-revolution.com

The retirement endgame: How to guide clients of all generations to their golden years

Feb 26 2024

Clients across generations have different expectations of their financial advisors. Here's how everyone wins....

financial-planning.com

Need to determine how to allocate my nest egg to get both growth and Income.

Feb 26 2024

I am retiring at the end of April. Woohoo! Wife already retired. I have three buckets of income upon which one of the (my IRA) I am asking for ideas/advice on asset allocation. Some background: Both w...

reddit.com

9 Money Mistakes Couples Make and How to Avoid Them

Feb 25 2024

Managing finances and money matters as a couple can be challenging. In fact, dealing with money effectively is a factor ... Read more...

physicianonfire.com

Buy a short-term rental in retirement?

Feb 25 2024

Hi, unfortunately I have RMDs coming up and it will boost my retirement income, increase taxes as well as trigger IRMAA. Any recommendations on how to reduce taxable income during retirement? POTENTIA...

reddit.com

Why The Solo Years Of Retirement Are The Most Critical And How To Plan For Them

Feb 22 2024

The solo years are critical to retirement finances, yet few retirement plans provide for the important changes of that period....

forbes.com

How to Use AI to Make Money Online (6 Ways in 2024)

Feb 20 2024

We can’t say we’re surprised. AI tools can make tedious, time-consuming, and even challenging tasks quick, simple, and painless. With that in mind, you might be wondering how you can lever...

thinksaveretire.com

Know How To Make A Tax-Free Rollover From 529 Plan To A Roth IRA

Feb 20 2024

A recent law allows tax-free rollovers from 529 plans to Roth IRAs, but there are hurdles to be cleared....

forbes.com

Family caregivers face financial burdens, isolation and limited resources − a social worker explains how to improve quality of life for this growing population

Feb 18 2024

Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...

wiserwomen.org

Family caregivers face financial burdens, isolation and limited resources − a social worker explains how to improve quality of life for this growing population

Feb 18 2024

Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...

wiserwomen.org

Family caregivers face financial burdens, isolation and limited resources − a social worker explains how to improve quality of life for this growing population

Feb 18 2024

Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...

wiserwomen.org

Family caregivers face financial burdens, isolation and limited resources − a social worker explains how to improve quality of life for this growing population

Feb 18 2024

Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...

wiserwomen.org

Family caregivers face financial burdens, isolation and limited resources − a social worker explains how to improve quality of life for this growing population

Feb 18 2024

Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...

wiserwomen.org

Family caregivers face financial burdens, isolation and limited resources − a social worker explains how to improve quality of life for this growing population

Feb 18 2024

Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...

wiserwomen.org

Family caregivers face financial burdens, isolation and limited resources − a social worker explains how to improve quality of life for this growing population

Feb 18 2024

Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...

wiserwomen.org