Curated articles and podcasts from trusted financial experts and real retirees.
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Meta’s May 2026 layoffs explained, including estimated severance timeline, WARN pay, PTO payout, COBRA coverage, RSU vesting, and a free Google Sheet severance calculator for impacted employees.
Predicting the future of DIY taxes for tech workers
A lot of people say they might buy a house “in 5 years” and leave too much cash sitting on the sidelines for a decade. My 3-75 Rule is a simple way to decide when money should still be invested and wh...
April 15, 2026 – Welcome back to another post. This time, I want to do another economic update, which many readers seem to enjoy. Today’s topic is whether the recent oil price shock, driven by Middle ...
The price of everything from food to gas is rising, but that doesn't have to derail your retirement plans. Ask yourself these three questions to make sure you are still on the right track.
IRAs form an important part of your estate plan. Give yours some attention so they work in harmony and ensure your wishes will be carried out as you intend.
Here is a question worth sitting with: which is actually harder to achieve, a top 1% income or a top 1% net worth? Most people assume income. The number sounds impossibly high, the competition sounds ...
A new study from the Center for Retirement Research suggests there is a large gap in economic outlook between financial advisors and mass affluent investors.
With about 41 million American workers lacking access to a retirement plan through their jobs, experts say advisors could play a pivotal role.
The Trump administration's push for alternative investments in 401(k)s steamrolls ERISA law, argues Knut Rostad.
A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.
Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.
As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.
Retirement planning assumes a lifespan of 79, but most Americans hope to live longer. Here’s how your plan can last as long as you do. The post Americans Want to Live to 91. How Long Will Your Retirem...
How to Make an Extra $1000 a Month in 2026 (Real Math, 10 Methods)
Inherited real estate can strain families. Clear planning, buyouts, and transparency help balance financial goals while preserving relationships.
I’m back on the BiggerPockets Money podcast this week with Mindy! So exciting! For me at least. I enjoy podcasting and look forward to recording more when the F.O.O.L.I.S.H. Project is over. What FIRE...
Mindy and I just got back from an adventure that took us to New Jersey, Amsterdam and Belgium. The Amsterdam and Belgium part was a river cruise we booked with FI Friends Travel, run by my friend, Kri...
Back in November, I wrote about the F.O.O.L.I.S.H. Project: F*&^%$# Obnoxious Ostentatious Luxuriously Irreverent Silly House Mindy and I are doing something I NEVER thought I’d do; scrape a home and ...
Nobody feels safe when rumors, reorgs, and leadership silence start piling up. This is a look at the psychological toll of layoff uncertainty at Meta, plus practical steps to understand your runway, y...
The six-figure limit could help restore Social Security solvency, according to one paper.
Erin Moriarty of Erin Talks Money explores the emotional side of money, retirement spending, and how AI is reshaping financial planning. The post Podcast 109: Personal Finance for Real People: DIY Inv...
Exploring how physicians and other high-income professionals can approach charitable giving in a more intentional and effective way and how reaching financial independence early can maximize the impac...
When I started this blog way back in January of 2013, I was transparent with investments. I thought it was silly to share my journey to financial independence without sharing the obvious metric, net w...
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.