Curated articles and podcasts from trusted financial experts and real retirees.
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I just found out that I can join a Silver Sneakers gym while traveling at no additional cost. I travel to my hometown for a week or two about once a quarter and this will be a great benefit to keep me...
My wife (68) and I (71m) live a lifestyle that centers on tennis and fitness. Many of our friends walk, bike, swim, hike, and yoga. At times, we are slowed down due to arthritis, heart disease, lung d...
Do you pay your bills and other expenses using a credit card for the rewards and / mileage? Thinking about implementing this and wondering how many people do it and is it worth it. I know some people ...
If you have $1 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.
Rather than running to the sidelines or moving to cash when things get bumpy, seasoned savers are building up their balances and locking in long-term security.
Major life changes can your estate plan outdated fast. Here are the three instances that should spur an update right away.
The sandwich generation risks its own retirement by supporting parents and children. Protecting savings, planning, and setting boundaries ensures long term stability.
Trump Accounts are a new type of tax-advantaged investment account designed to help children begin saving and investing early in life.
Social Security is phasing out paper checks. See what beneficiaries need to do now to ensure payments continue without interruption.
Take the time to reduce your anxiety about spending money in retirement, and you’ll feel better about spending money on things that make you happy.
"Fiduciary" is sometimes used to blend legal obligations, professional ethics and marketing language into one trust-building slogan that could be misleading.
This podcast episode talks with Jeromey Thornton about the evidence behind factor investing, how Avantis Investors approaches portfolio construction, and what sets the firm apart from other fund provi...
Most people spend decades preparing financially for retirement. They contribute to retirement accounts, pay down debt, evaluate Social Security strategies, and work with advisors to make sure their sa...
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...