Curated articles and podcasts from trusted financial experts and real retirees.
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Long-term care insurance can help offset one of the biggest financial blind spots in retirement. But timing and strategy are everything.
Americans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.
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.
Travel is a top retirement goal. Get the most out of it with senior discounts, cheap lodgings, national park passes, and long-trip strategies. The post Retirement Travel: 20 Ideas for Keeping It Affor...
Sudden wealth from tech, AI, SpaceX s requires thoughtful planning before conspicuous consumption. Happiness may be found in real purpose and financial security.
This week, a simple quote about wasting time sparks a deeper conversation about why retirement isn't meant to be endlessly optimized. In the Retirement Toolbox, we compare mutual funds and ETFs, explo...
Here are two perspectives on the personal risk that physicians face during their careers, highlighting some of the key hazards. The post Property and Casualty Risks Could Cost You Millions If You Igno...
From emergency savings to helping your children, here's how advisors suggest ranking the financial demands competing for your money.
After graduating from Berkeley's MBA program in 2006, I wanted to start Financial Samurai. But even after taking entrepreneurship, marketing, and finance courses, everything I needed to launch a busin...
Your phone buzzes with a text message that appears to be from your bank: "Did you authorize a purchase on your debit card at a local apparel shop today? Reply YES if you recognize this. Reply NO if yo...
As funding questions persist for Social Security and Medicare Part A, speakers at the recent AICPA conference discussed how advisors can guide clients through complex benefit rules and options.
How much do you know about the impact on Social Security, taxes and healthcare when you work past retirement age or decide to "unretire"?
If your portfolio has been underperforming, you might need to fire your adviser. That gets tricky if you share a friend group.
I retired from full-time work early last year, but I'm still subject to the surcharge because of this rule.
Do you know how you'll afford to age in place, help kids and grandkids now and after you pass and avoid making compromises on your healthcare?
Healthcare may be one of the largest expenses you’ll face in retirement. According to Fidelity, a 65-year-old retiring today may spend an average of $172,500 on healthcare costs throughout retirement,...
Every physician who retired at 47 and every physician still grinding at 64 made roughly the same professional decisions. They ... Read more
For someone whose career revolves around keeping other people’s vitals in check, we physicians often drop the ball when it ... Read more
This week SpaceX is having its initial public offering (IPO) where it plans to raise $75 billion at a $1.77 trillion ... Read more
I’ve had three bookkeeping clients for years. I work about three days a week and it’s enough to pay my bills. In April I told one of my clients I was planning to retire in May. Two weeks ago, I actual...
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...
“You used to write every week, but it’s been a whole 2 months since you last posted. Are you okay?” Having received more and more of these e-mails and message lately, I figured it’s probably time to a...
SAVE is going away. The RAP plan is taking its place. If you have student loan concerns, here's what you need to know before July 1. The post RAP Explained: Now That Save Is Dead, Here’s What Physicia...
Most retirement advice isn't wrong. It's incomplete. And following incomplete advice for 30 years is how people end up financially ready for retirement but completely unprepared to live it. I've seen ...
2026 Is Half Over. Check the Instruments. The math stopped me cold like a sponge count that comes up short ... Read more
Episode 523 00:00 Introduction 01:02 Gold and Silver not risk free 02:35 Bonds aren’t safe either 03:00 10 year Treasury dismal performance 04:23 Oil prices dropping 05:31 3 Best S&P 500 Sectors 08:00...
It may seem like everyone wants to sell you a whole life insurance policy. Is it worth it as a retirement savings hack?
Your spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
Effective estate planning is built on proactive "life planning" that manages investments, taxes and long-term care so you're able to leave a lasting legacy.
Business owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
I'm considering retirement or surviving after being retired. 1 and 3 kids move back home to make it. I have friends who retired and have to provide some sort of assistance for their children or grandc...
This week in Kiplinger:https://www.kiplinger.com/retirement/happy-retirement/master-the-art-of-spending-in-retirement No wonder, then, that many retirees at all levels of wealth are pulling the reins ...
Medicare beneficiaries are receiving new cards due to issues with their numbers, prompting concerns about legitimacy and potential fraud.
An all-star team of retirement experts explains why life annuities are so valuable for older adults, yet so disliked by consumers. And they suggest what to do about it.
Back in 2012, the year I left banking and three years after I started Financial Samurai, I had a choice: run a lifestyle business or build a venture-backed company. I chose the lifestyle business. Aft...
After watching my children navigate a much less forgiving economic environment than we had, I've found the best way I could help them. The post Creating a Family Resilience and Emergency Fund for Rare...
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
In our retirement advice column, Wealth Wise, a 66-year-old retiree learns how strategically placing your stocks, bonds, and cash can save you thousands.
Like your golden years, RMDs creep up on you quicker than you think. Planning ahead can prevent you (and your heirs) getting hit with penalties and extra taxes.
Women investors often trade less and earn better returns. But lower pay, debt, caregiving and household power still keep women from owning enough stock.
Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you did it the way you did.
Two people can spend years saving for retirement and never once discuss what they actually want from it. A few hard conversations now can prevent trouble later.
People take their Finance 101 class from a Dave Ramsey or a JL Collins. My first teacher was Suze Orman and her Can I Afford It segment. The post Can I Afford It? A Celebration of My Favorite Financia...
I only started digging into this after noticing I’ve been struggling with small print more often than I’d like to admit, like menus, labels, even stuff on my phone. It wasn’t a big sudden thing, just ...
Hello all, i am still a few years from retirement, but trying to prepare in advance. I have used Boldin to try to figure things out and watched a bunch of videos etc on retirement income etc. however,...
It is impossible to beat the stock market. But if you want to divest your retirement of Elon Musk-related companies, here is the best way to do so.
This is the summary - the full report can be accessed by the link on the top or left of the page. Offered without comment. 2026 Social Security and Medicare Trustee Report Summary
Kids who grow up with savings accounts are more likely to learn the basics of managing and investing — and more likely to attend college.
I turn 65 in November. Up until last November I was married to a retired LEO. He was an alcoholic and life was miserable and I could not fathom retiring. He died in November and it took 6 mos to get a...
My wife and I have been circling this for a couple of years (okay, 5!) and we finally started running countdown timers in our phones: she plans to stop at 59, and me at *ahem* exactly 60.8 (at this po...