Curated articles and podcasts from trusted financial experts and real retirees.
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Retirement income plans often don't include late-in-life health or long-term care expenses. Here's how to cover for the unplanned withdrawals to pay for those....
To read this story on KSL.com, click here. Are you counting on Social Security as an important source of income in retirement? You’re not alone. Nine out of 10 Americans…...
Keep these changes in mind when preparing returns to help maximize refunds or lower amounts owed....
The Silver Wave is here: As Baby Boomers enter their senior years, they stand to leave significant assets to their heirs. Knowing what to do with an inherited home, and how it fits into a person&rsquo...
Caring for parents and children can be a balance. But with a positive, proactive approach, navigating these requirements while planning for a secure retirement doesn’t have to be a high-wire act...
Sahil Bloom of The Curiosity Chronicle a top thought leader on personal development and growth. This article reflects his thoughts on how to think about wealth....
Inflation, uncertain markets and a limited Social Security COLA are among the financial hurdles for retirees in 2025....
Figuring out where you stand in the financial world isn’t always straightforward. There’s rich, there’s middle class, and then there’s the upper middle class: a comfortable spo...
Federal workers have a constellation of retirement benefits, and assessing them can get complicated fast. Here are five high-stakes decisions to focus on....
In this episode, Nancy shares some of the things she has learned throughout her 30 years of working in the field of retirement planning. As she heads into retirement herself, she reflects on her exper...
Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and p...
Are you finding it hard to transition into retirement after living frugally and saving diligently for many years? In today's episode, Nancy shares the story of a couple who struggled with the idea of ...
Recent surveys have shown that Americans are feeling more financially stressed due to inflation, economic instability, and lack of savings. People are unsure about creating a budget, where to invest t...
Today we are following up on last week’s episode to talk a little more about taxes. Filing your taxes can feel overwhelming, and when you’re near or in retirement, there are some additiona...
With Tax Day right around the corner, we wanted to record a timely episode to answer your tax questions for 2023. In fact, tax filing season might look a little different this year than it has in year...
Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detrim...
The first quarter of the year is always a time when people begin thinking about taxes just a bit more. That yearly filing will often stir up a few financial questions and get people asking about strat...
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often...
Another year is upon us and it’s a great time to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers ...
Talking to our children about money can be difficult. Especially discussing our own net worth and what will be left to them. Many people fear their children will only care about their money, they migh...
Navigating retirement planning can be overwhelming for some. We like to open our door to questions from our listeners so we can offer you educational answers that could help you on your journey to ret...
While some people are eagerly waiting for retirement, or are already blissfully enjoying their newfound leisure, others can’t imagine leaving their careers. We have heard people say they fear th...
Now that people are traveling more again, many of us are packing our bags and going through the process of thinking through what goes into each suitcase. Believe it or not, this is much like financial...
Are you worried about taxes, particularly in retirement? Preparing for the tax bill now can save you a lot more in the future. On today’s episode, we are going to explore some common questions w...
Let’s put retirement planning and preparation under the microscope. On today’s episode, we’re going to do a retirement planning pop quiz. Follow along and test your retirement planni...
Today, we’re opening up the mailbag and answering some retirement questions we get from our listeners and clients. George says he has all of his retirement savings in one IRA. Should he move som...
What does a soccer game have in common with retirement planning? On today’s episode, we are going to break down the retirement playbook and what lessons we can learn from retirement’s All-...
Investing can often feel like riding a rollercoaster of exciting highs and daunting lows. This week, we’re digging into the intricacies of the financial planning process, focusing particularly o...
From President Trump’s upcoming tariffs on Canada, Mexico, and China to the historical legacy of the “Chicken Tax,” tariffs have shaped economies and industries in ways both expected...
Generative AI tools are quickly becoming part of daily life and work for millions, changing how people create, solve problems, and interact with technology....
From designer bottled brands to trendy reusable tumblers, the world's most abundant substance, water, is big business — and it’s booming....
Consumer trends signal that today's drinks of choice are best served cold....
ProFeds Founder, Chris Kowalik, discusses the new twist added by OPM just days before federal employees decide if they stay or go. This change includes relaxed eligibility standards through the Early ...
ProFeds Founder, Chris Kowalik, identifies 10 important questions that federal employees should ask of their agency’s HR department before they resign. KEY TAKEAWAYS: Documents you need to get A...
ProFeds Founder, Chris Kowalik, discusses the concerns of the legitimacy of the “Deferred Resignation” offer that expires on February 6th – and why distrust and uncertainty are runni...
The Arizona Corporation Commission’s Securities Division released a warning to investors this month about self-directed IRAs, and it’s something that we immediately read through and proces...
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that y...
Many of us like to set New Year's Resolutions. Today we will be discussing goals, but not resolutions in particular. We want to help lay the foundation for goal setting so you will be able to achieve ...
We came across this article that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. Why are Americans feeling less confident? Is it realistic...
Happy Thanksgiving! In honor of Thanksgiving, this episode is dedicated to learning about the pilgrims that risked their lives to voyage to new lands. Listen to learn details about their lives that ma...
Today we will be discussing personal finances. People tend to dread this conversation, even if they have a large amount of money saved. All of your financial decisions and activities have an effect on...
Spoiler Alert: In The Sixth Sense, many of us know the famous plot line where a boy shares that he can see dead people, and the character played by Bruce Willis tries to help him, but we find out late...
Many of us want to keep our money in our pockets. We can use financial intelligence to direct that money in the ways we want to. But, what are some ways we are losing money? On today’s episode, ...
The more financial freedom you have, the easier it will be to make your money last in retirement. We share 14 financial tips to make your money last in retirement....
When drawing up powers of attorney, older parents will most likely name adult children as their representatives. But is that always the smart choice?...
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes....
The first time I read Rich Dad, Poor Dad as a teenager, it felt like someone had handed me the secret playbook to building wealth. The idea that financial freedom wasn’t about grinding away at a...
When I was a teenager in the 90s I spent hours in the library, flipping through every investing book I could get my hands on. Warren Buffett, Benjamin Graham, and the other greats made wealth-building...
Hi all, took a 2 day retirement class and the instructor kept harping on thinking using the official social security site benefits estimator to figure what monthly benefits would be to give you a corr...
It’s common for older workers to develop an acute medical problem requiring immediate attention or to have a spouse or parent who suddenly becomes ill and must be cared for. Paid sick leave prov...