Curated articles and podcasts from trusted financial experts and real retirees.
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I am considering retiring in a couple of years. I have 4.780% $125K mortgage that matures at the end of 2033. Should I: Pay off the principal in full now and bank what I would pay monthly. Wait to pay...
I am now at the point, financially (hopefully) where I can retire. I'm just having a really hard time pulling the trigger for a few reasons, but there are some things compelling me to do it. To start ...
I received a severence check from my company for the VSP. Boldin says I have enough to spare a 15k car to my daughter which will help her through Grad School. She will be living with me and we have be...
I often get asked how I was able to buy so many houses with such low income. I bought my first house in my early 20s while unemployed. Since then, I’ve purchased over a dozen more with a total of $800...
We're 73, with $2.1 million and $4k a month in Social Security. My husband says we can't afford to help our grandson. Who's right?
Want to enjoy life after work without having to worry about market downturns or inflation? Creating a guaranteed retirement "paycheck" is the answer.
It's never too late to save for retirement, and there are plenty of ways to build up your nest egg, depending on the level of risk you're comfortable with.
(No, not the go-go, slo-go, no-go adage) I just got my letter from Social Security saying, it’s time, bud, apply to claim your benefits. I’ll be 70 in a few months. For the last 2.5 years, my wife and...
Retirement spending estimates are often too low, but a retirement spending plan can change that. Here’s how to keep your money from running out. The post Retirement Spending Plan: How to Know If Your ...
The streaming series "House of Guinness" led many parents to reconsider the conventional wisdom about distributing an estate.
Feeling happy? That could be because spring has finally sprung here in the Midwest. Or, more specifically, it could be because you're part of the Keen Wealth audience right here in Overland Park! A re...
Here's everything you need to know about pet insurance, how much it costs, and whether it's ultimately worth it for you to purchase. The post Pet Insurance: Worth It or Just Hype? A Practical Look for...
A win for private equity. A loss for our retirement assets.
Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've done the work, hit the numbers, but aren’t sure if they can rea...
Roger Whitney kicks off a new series on decluttering for retirement, explaining how the accumulation of “stuff”—from physical belongings to financial accounts to relationships—can unconsciously shape ...
Take this quick quiz to test your knowledge of the essential rules and safeguards when appointing beneficiaries.
My friends received ssi disability and his parent is the payee representative for 4-5 years. - Since being the payee representative they never lived together (parent lives hours away) (red state) - pa...
There’s nothing quite like returning from a big trip, finally unpacking your suitcases, and reflecting on the memories you just made. Whether it’s looking back at photos from a recent family getaway t...
University and college towns offer a mix of cultural activity and healthcare access that appeals to some retirees. But the tax tradeoffs vary significantly depending on where you land.
“May the Fourth be with you.” A long time ago, in a galaxy far, far away, a kid sat too ... Read more
I took a deep dive into what actually builds retirement confidence. The answers had less to do with the amount saved than I expected.
Tax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.
In this episode, Jessica Porter and Hayley Porter, financial planners at BPG Wealth Management, speak to 401(k) Specialist‘s Managing Editor Amanda Umpierrez about the 401k Girls, a financial educatio...
Author, podcaster and financial advisor Tyson Ray explains the importance of knowing your financial advisor’s succession plan and what happens to you when they retire. “If something happens to you, wh...
Spot Social Security scam emails before they cost you. Learn the red flags, how imposters trick seniors, and simple steps to protect your identity and savings.
Why cryptocurrency fails ERISA's fiduciary standard and doesn't belong in 401(k) retirement plans despite the Trump executive order.
Policymakers will have to decide among four basic LTSS models: Medicaid; Medicare; public insurance; or leaving people and their families to fend for themselves.
If you're an investor, you're going to make mistakes. But if you can recognize them before they start festering, you'll be in a good spot. The post 13 Common Investing Mistakes Wealthy People Make (Ho...
Episode 517 00:00 Introduction 01:31 S&P 500 Recovery 02:25 BRICS Nations stagflation 03:00 Iran chaos payback for Rare Earth Magnets? 03:15 S&P 500 Earnings are double digit 03:59 Remember DeepSeek? ...
Episode 514 00:00 Another panic selloff 00:46 Live YouTube Q&A session April 1, 4pm eastern 01:44 Realpolitik perspective on markets & life 03:11 Real Estate is just as unstable as the stock market 04...
Episode 512 00:00 Iran conflict from a cynically optimistic contrarian viewpoint 00:39 Spike in Oil is less severe than media narrative 01:17 S&P 500 turbulent but only slightly off highs 01:46 Higher...
Six weeks ago I enrolled for my social security. Its been over six weeks and all I have received is an email on the day after I enrolled saying someone looked at my submittal. I cannot find anyway to ...
Across America, small business owners are ready to exit. But buyers aren't arriving. When three clocks fall out of sync, here's what happens to the places that define us.
Episode 518 00:00 Introduction 00:31 Live YouTube Q&A 00:52 Cashing in on Chaos 02:12 Markets bounce before crisis resolution 03:48 Iran War April bounce 04:43 Cashing in on Earnings 05:25 1st Quarter...
Episode 516 Watch the video at: https://www.youtube.com/live/jZXw0juKHks?si=aXQS6gA1I2Fdvkrs Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ———————————————...
Episode 515 Watch the video at: https://youtube.com/live/PnS9qE8Wtw0 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe ——————————————————
Episode 513 00:00 Introduction 01:04 Some of Mag7 on sale 01:54 Panic Trade 03:00 Why attack Iran now? 04:00 Oil going to $250/barrel? 05:01 Gold & Silver down but US$ up 06:52 Gold down 22% 07:06 Sil...
We are hoping to retire in next 2-3 years. We met and married in San Francisco and loved that urban vibe when we were young. Kids came along and we relocated to Roswell GA just outside of Atlanta in t...
This is going to be a bit long. We are planning on getting LTC insurance, my wifes dad used his benefit and we have no kids. I am just not sure how to think about it. I conceptualize 3 different reaso...
These are the best annuity providers chosen by Kiplinger readers.
Wish we all could see the future! Will be 70 later this year. Still working part time, started collecting SS at FRA. Divorced long ago, never really recovered financially. Work recently started a 401k...
The decade-long advice to “learn to code” is losing its edge. With tools like Claude Code handling the heavy lifting, a basic three-month online course may be all anyone needs to build what they can i...
When you leave a job, you have several options for your 401(k), including leave it, roll it over to an IRA or your new 40(k), or cash it out. Each choice has different tax implications and can impact ...
Some people believe you should never spend your principal in retirement. Here's why I totally disagree with that philosophy. The post Believing ‘Never Spend Principal’ Will Cost You Your 60s appeared ...
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 ...
We paid for our daughter's $75K wedding. Now she is earning less than our sons and needs more help to buy a house. Are we being unfair, or even sexist?
"Doing nothing" in retirement can be a relief at first. But to thrive, your brain and body need you to replace the challenges and purpose work provided.
Roth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they aren't the best move for everyone.
From holding too much cash to failing to factor in taxes, these investment behaviors can hurt more in retirement, when you've less time to recover from mistakes.
Using ‘Atomic Habits’ to reach your financial goals — James Clear's habit framework applied to wealth building and long-lasting confidence. The post ‘Atomic Habits’ and Your Money: 6 Lessons for a Wea...