Curated articles and podcasts from trusted financial experts and real retirees.
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When my Father-in-Law asks a timely question about passive index fund investing, it surely means many of you have the same question. And it’s regarding a unique scenario unfolding due to the upcoming ...
You spent decades mastering your career, hobbies and savings. Now comes the hard part: learning how to be a novice all over again.
Longevity and constant financial tickers these days often trigger retirees' fears that they will outlive their assets. Here's how financial advisors can coach them through.
With a $10M gift to create and run a school of financial planning, Ric Edelman aims to solve the retirement readiness crisis and wealth management's talent shortage.
Sometimes there’s a world of nuance hiding inside things we barely notice. Kind of like the Dr. Seuss book, Horton Hears a Who!, where Horton the Elephant discovers Whoville, an […] The post How Bonds...
Americans answered just 47% of questions correctly in 2026. Learn where knowledge falls short, and how to make confident financial decisions. The post Financial Literacy in America Has Hit a 10-Year L...
It’s been a while since I’ve given just a general update on what we’ve got going on. And with some really big plans like moving to Asheville on the agenda, I thought it might be a good time to bring y...
The 2026 Social Security Trustees Report moves a 22% benefit cut to 2032. The fix is an old idea: tax investment income to retire the program’s legacy debt.
Most of the physicians we work with have a 401(k) story that sounds the same. They start funding it the ... Read more
The tragedy of modern ambition is that exhaustion is a badge of honor. Workaholism is mistaken for virtue, and overworking ... Read more
The program’s trustees confirmed that its primary trust fund is now set to run out of money in 2032, potentially triggering automatic cuts.
When it comes to retirement savings, Roth IRAs are among the most powerful tools for achieving tax diversification and financial flexibility. Knowing how and when to tap into your Roth IRA can make a ...
An interview with Josh Kanter of Leaf Planner, where we discuss family offices, estate planning, and why organizing and communicating your financial life may be just as important as building wealth in...
You’re not important or lucky enough to have access to shares at the offering price, and that’s OK. Here’s why.
If you're lucky enough to have both a pension and a $1 million nest egg, your biggest threat isn't running out of money — it's not fully using what you have.
As SpaceX, OpenAI and Anthropic head toward massive public listings, retirees should avoid the hype and focus on a disciplined, diversified financial plan.
Retirement isn't just about playing it safe. It's about having a plan that manages taxes, protects cash flow and keeps your portfolio aligned with your goals.
Organizing your financial, digital and legal affairs and talking openly about your final wishes is one of the most loving gifts you can give your family.
The latest projections indicate the main Social Security retirement fund will reach insolvency in less than six and a half years. For retirees and their advisors, that could mean a potential rethink o...
Don’t confuse Trust Fund insolvency with Social Security bankruptcy and the inability to pay any benefits.
I get investments wrong all the time. Losing money is part of the process to financial independence. But after I FIRE'd in 2012, the math changed. With no paycheck to bail me out, I could no longer af...
The trust fund for the program, which supports roughly 68 million Americans, is on schedule to be depleted in the next six years. Benefits could be cut on average by 22 percent.
Roger Whitney explores the relationship between cost and value in retirement planning, focusing on how to better understand the fees associated with financial advice, investments, and insurance produc...
Best Class Action Settlement Finder Apps in 2026
When evaluating flood insurance, many people focus on a single question: Do I need it? I think there's a better question. If your home suffered significant flood damage tomorrow, where would the money...
Just like biological parenting, foster parenting is hard work. Here's what to know about foster care finances and my experience with it. The post The Finances of Foster Care: A Physician Foster Parent...
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.
My spouse retired earlier this year primarily due to health concerns. He’s taking his SS early at 64 and will be eligible for a small pension at the end of this year. I’m still working a job that does...
How longer lives are reshaping retirement planning, wealth management, healthcare, and banking by creating a new Complexity Economy.
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
The 2026 OASDI Trustees Report was released today. Last month, we estimated that Social Security’s long‑range actuarial balance as of January 1, 2026 would be –4.14% of the present value of taxable pa...
Sometimes people get so excited about Roth accounts that they take it too far. Remember, tax-deferred accounts also have tons of advantages. The post Great Reasons to Have a Tax-Deferred Account appea...
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...