Curated articles and podcasts from trusted financial experts and real retirees.
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It's common for retirees to struggle with mental health and the "blahs." Here are six ways you can break free, according to the experts.
Golden Visas can help protect wealth, family and business operations by establishing a reliable backup residency and, often, a path to dual citizenship.
Inflation has been frustrating for retirees, but it could lead to a larger Social Security cost-of-living adjustment, or COLA, in 2027.
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureAssessment Free Financial Resources in This Episode: https://bit.ly/ymyw-585 (full show notes & episode transcript) Tod...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/PureFreeAssessment Heidi from the Space Coast of Florida found a money-saving tidbit in a past episode that comple...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/PureFreeAssessment Joe Anderson, CFP® and Big Al Clopine, CPA spitball for people sitting on life-changing gains w...
Financial Assessment (Meet with an experienced professional): https://bit.ly/PureFreeAssessment Today on Your Money, Your Wealth® podcast number 582, Joe Anderson, CFP® and Big Al Clopine, CPA address...
I remember feeling blindsided when my first attending deposit landed. The number looked…wrong. Not wrong as in bad, but wrong ... Read more
With gas prices soaring, the humble sedan is making a comeback. Recent US sales data reveals a “sedanaissance” among major ... Read more
Wondering what to do with your 401(k) during market volatility? While market downturns can be unsettling, panic selling, stopping contributions, and taking early withdrawals often cause more damage to...
When you were a kid, did you ever dream of growing up to be someone's exit liquidity? Probably not. But every time you buy shares in a company IPO, that's exactly what you become. Whether being an ear...
The financial professionals who contribute to Kiplinger's Adviser Intel regularly write about annuities.
Anchoring your retirement plan to short-term inflation is the financial equivalent of a gas tank running on empty — it works great until it leaves you stranded.
You might hope for an easy transition, but your children could have different ideas about who gets what. Talking about it early could head off divisions.
Life events can wreak greater havoc with finances than any market downturn. Here are some pointers on holding "that" conversation with your loved ones.
I retired last year and have noticed an interesting change in my grocery shopping habits. When I was working and commuting I generally went shopping once a week and tried to buy everything I needed fo...
Back story: - 2015 Spouse retired at 65 and receives SS. - 2021 I retired at 64.6 and receive a monthly pension and SS. - Prior to retirement, we were able to save ~300K in cash. ~400K in 401. In 2014...
Taking a finance class with Ken French changed the way I think about investing. Here's why real estate investing makes me feel comfortable. The post Here’s Why Real Estate Helps Me Sleep at Night appe...
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...
Today, I'm honored to welcome Bill Bengen to the podcast. Bill is widely known as the father of the 4% Rule and as one of the most influential retirement-income researchers in history. His groundbreak...
In our retirement advice column, Wealth Wise, we help a couple weigh whether to lend their son $180K for his tuition or protect their savings.
Reframing splurges as "intentional reallocation" of money can help you overcome spending anxiety and enhance your quality of life. Here are some suggestions.
Annuities have costs and limitations, but also serve a real purpose for some investors. Before dismissing them as a retirement option, find out how they work.
Hi all, I looked at the wiki here, but there are so many resources and none of them looked like what I am looking for. I'm not looking for calculators or financial advice, I just want to know what I n...
Tuesday, May 26 - Monday, June 01, 2026 Most Commented score comments title & link 124 89 comments Our Medicare Advantage Experience 13 32 comments Pension and Best Options for Retirement submitted by...
Italy lets workers retire after 40 years on the job. That's not early retirement — it's retirement justice. America should learn from it.
The actual average retirement age is 61, five years earlier than most Americans expect. See how it varies by state, gender, and data source. The post Average Retirement Age: Americans Retire Earlier T...
Want to spend your hard-won retirement savings but feel guilty about it? Don't. If you can answer these three questions, you have permission to splurge.
Most of these tax surprises are avoidable, but many retirees aren't ready for the shift in how and when taxes show up in retirement. These strategies can help.
When financial choices never feel settled, the issue often isn't the plan itself, but how your priorities, emotions and mindset shape the way you stick with it.
You can help protect your retirement by focusing on the one factor you can control — the unexpected costs of investing. Here's what to consider.
I recently saw this Reddit post about a man who retired early (FIRE) only to be called a “loser” by his wife ... Read more
The real yield on Treasury Inflation-Protected Securities is close to an all-time high. Good news for retirees and anyone worried about the 3.8% increase in the CPI.
"Just one more year, to be safe." I've heard that sentence more times than almost any other in my career. One year becomes two, two becomes five. By the time they finally retire, something has shifted...
I just need to vent/whine. I had scheduled my retirement date for the middle of July. Close, but not too close. I was mentally prepared for a 6 week wind-down. I sat down with my hr rep today and tota...
Inflation-protected securities often get lumped together. But TIPS and I Bonds have differences that you'll want to know about. The post TIPS vs. I Bonds: Same Inflation Index, Different Risks appeare...
Here's the information you need to start your Social Security application.
We recently came across a Monte Carlo modelling tool called the Retirement Probability Simulator (RPS). It is a free tool available at DIYretiree.com that our readers may find useful in their financia...
Elon Musk’s rocket company, on the cusp of the largest initial public offering ever, will soon end up in index funds after rule changes by Nasdaq and other index providers.
Beyond their iconic pitch rivalry, Lionel Messi and Cristiano Ronaldo share a surprisingly similar outlook on life. Here are 10 quotes that define their legendary careers.
In real estate, money is made on the purchase, not the sale. That means every dollar you negotiate off the asking price is a dollar straight to your net worth. So you need every tool at your disposal:...
Don't put off money conversations with your heirs. Financial education needs to start early, with hands-on opportunities to learn and make mistakes.
After a lifetime running a business, spending hours on the golf course, or any other hobby, sounds like a dream retirement. In reality, boredom will soon set in.
Some drug prices are falling, other costs are climbing, and new rules abound. Here's what you need to know.
June 5, 2026 – Almost to the day, today, eight years ago, was my last day at work. One thing I always looked forward to in retirement was never having to pay those dreaded payroll taxes again. Alas, e...
Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
Purpose trusts can be used to accomplish a civic, environmental, or other goal but there are issues and an alterative approach may be better.
I confess I lean toward Type A: like to stay busy, love new challenges, don’t shy away from leading, habitually organized, much more of an extrovert than my spouse. Fortunately, retirement was a relat...
I have approximately $500,000 in a brokerage account which is comprised of stock that I have held for nearly 25 years. It’s up approximately tenfold from when I acquired it. I’m about to retire and ha...
It took me seven years to reach the $250,000 threshold in my solo 401() that necessitates that I fill out Form 5500-EZ. Here's how I did it. The post Solo 401(k)s and Filling Out Form 5500-EZ appeared...