Curated articles and podcasts from trusted financial experts and real retirees.
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Learn how a 401k loan provision works, its rules and limits, and how it compares to hardship withdrawals for your retirement plan.
Gen Xers don't want to stay in careers that no longer align with their goals or how they want to live. The Great Wealth Transfer gives them financial options.
Focusing on minimum or maximum ages to claim Social Security benefits has an effect on retirement planning, new research shows.
Learn how 401k auto rebalance works to manage risk and drift, plus its limits for handling market volatility.
Misunderstandings and errors about Social Security are widespread and cause people to make mistakes in their retirement planning
I’ve been a Google shareholder since 2010 and I'm thankful. But yesterday’s earnings, and the 12% collapse that followed, left me thoroughly disappointed. Search is under siege. Gemini isn’t leading t...
Patrick Stewart lived life to the fullest. Here are five lessons from the legendary actor on taking risks, finding purpose and cultivating community.
My first patient was already dead. She arrived zipped in a vinyl bag, smelling of formaldehyde and phenol, and she ... Read more
As traditional burials price out millions, cremation has become America's default. Here is where the money actually goes.
I am a few years away from Retirement. My plan is to park 5 years of cash in laddered instruments and leave the balance of my investments in the broad market based ETFs (all stock - like VOO). I would...
When thinking about and planning for retirement, many people consider their downsizing options. On this episode we explore a number of ways to think about retirement downsizing and some of the things ...
Episode 537 00:00 Introduction 02:03 Part 1 of AI-bubble series, driven by listener questions 04:58 Google is not having a Kodak moment 05:59 Kodak’s Kodak Moment 09:11 Swatch cannibalized and thrived...
Many patients have a tough time understanding what they're being asked to pay for. That question sounds simple. In dentistry, it's often not. The post What Dentists Should Understand About Pricing Tra...
Discover six countries to consider for retirement abroad in 2026, with potential advantages in living costs, healthcare, tax benefits, safety, and residency options.
Trump Accounts offer an appealing head start, but their value hinges on carefully timing post-age-18 Roth conversions to avoid tax and financial aid pitfalls.
Learn how to choose and update your 401k beneficiary, understand spousal rights, inherited account rules, and avoid costly estate planning mistakes.
I'm 62 years old and getting close to retirement, maybe 2 to 4 years away, so I've started diversifying my investments. I've planned for this and have my retirement spreadsheet easing into 5% returns ...
Thoughts come to me at the strangest moments. Yesterday, while riding my mountain bike in the woods, one popped into my brain: “Is now the perfect time to rebalance your […] The post Is Now The Perfec...
Alpha Picks is a premium quant-driven stock picking service from Seeking Alpha for long-term, buy-and-hold investors who want to own a portfolio of individual stocks that aim to beat the market. Seeki...
Can you retire at 63 with $850,000? Explore spending, taxes, Social Security timing, and health insurance considerations before leaving work.
I have the ability to go to a shorter contract. Just discussed with my boss and plan to transition to an 11-month contract, taking one month off each summer. I had planned to retire in 4.5 years, but ...
When is a traditional IRA better than a Roth IRA? Learn how taxes, charitable giving, estate planning and future tax rates can affect the decision.
Sen. Ron Wyden's 81-page request for comments on long-term care reform raises important questions. But it sometimes hints at ideas that are expensive and unrealistic.
Answering listener questions about the inheritance process, the responsibilities of an executor, and what to know about inheriting different types of accounts. Plus, we share listener feedback about t...
Big Pharma spends billions to get you to ask for brand-name drugs. Here’s how to protect your wallet.
The clock starts ticking the moment you inherit an IRA. Before year-end, make sure you're properly managing your withdrawals — and minimizing your taxes.
The IRS changes will help with some advisor pain points, but several processes seen as antiquated may remain.
Many people sign their estate plans and forget about them. But one last component after you sign the documents is critical to the plan.
Make AI work like a junior employee. Create a custom skill to teach it a task, hand over repeat jobs, and refine over time. Learn the Nuts and Bolts I put everything I use to manage my money in a book...
In this episode, Roger shares how to find the right retirement planner, what to look for when interviewing advisors, and how to evaluate the value they bring. Tanya Nichols joins him to answer listene...
Where do you learn to live your best life? What guides your decision making? Maybe it is time to create bumper stickers as pieces of wisdom to carry with you to guide your way.
With Anthropic’s S-1 now filed with the SEC, over 5,000 employees are about to become extremely wealthy. We’re talking about the median employee making $3 million to $10 million within three years, an...
About 40% of you originally found WCI by an internet search. As artificial intelligence affects search engines, here's how WCI can survive. The post AI Is Killing the Financial Blogosphere — Here’s Ho...
A new platform could support financial advisors and other professionals, as well as family, in coordinating among caregiving professionals and managing financial needs.
Two beneficiaries can inherit similar balances and end up with very different tax bills.
Learn the 2026 401k contribution limits, including catch-up rules and tax strategies, to maximize your retirement savings this year.
Tuesday, October 13 - Monday, October 19, 2026 Most Commented score comments title & link 403 227 comments My first Social Security deposit landed 68 219 comments Private Dental Plans after retirement...
Learn the 401k hardship withdrawal rules, qualifying reasons, and tax implications for 2026 before tapping your retirement savings.
Many people believe they have solid plans that will enhance their legacies. Later, their loved ones must deal with the consequences of the unnoticed faults.
We love to read to our kids and teach them to read. (Admittedly, my wife does a much better job of it than I do, she’s great actually). There are several go-to books that I love to read them. Dr. Seus...
I'm getting close, about 75 days from early retirement. I've been working at the same place for the past 25 years, and much of my life, both work life and personal life, is documented on my Outlook Ca...
My first year retirement has been challenging. I’m 67 years old was laid off from Deloitte about two years ago went on Unemployment initially then started Social Security at 67. Since then water heate...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to build your own retirement AND support yo...
Most of us are working just as hard as ever. And the reason has profound implications for your financial independence and chronic disease. The post Consumerism, Chronic Disease, and Why Financial Inde...
I don’t usually pay attention to celebrity feuds, but this latest one regarding Kelly Clarkson and a $15,000 automaton bird caught my eye because of the sheer ridiculousness of this story. Basically, ...
Most people think tax planning means finding ways to pay less in taxes this year. But reducing today's tax bill doesn't necessarily mean you'll be better off in retirement. Jeremy Keil talks with Free...
Learn about AmeriCorps Seniors programs, benefits and how to find volunteer opportunities in your community.
If your employer offers a Roth 401(k), consider it carefully. In years to come, you could regret leaving tax-free growth and other advantages on the table.
In this week’s Wealth Wise advice column, planners explain why a "core-satellite" strategy might offer the best of both worlds.
Consider your unique needs and circumstances before making a Medicare election with potentially lifelong consequences.