Curated articles and podcasts from trusted financial experts and real retirees.
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Norman Calvo explains how he found a third act in retirement by going against the norm and choosing adventure instead of a typical retirement. https://youtu.be/81atmTUjBWE One of the questions I ask p...
Answering listener questions about Roth vs. traditional contributions, brokerage accounts for businesses, and balancing investing with paying for medical school. The post Choosing the Right Investment...
I recently received a great comment on my post, Why All Rich People I Know Still Have Life Insurance. It was the last line that stood out. Here's what Marc had to say. I had life insurance ($1M) throu...
We consider the case of a retired couple relying on summer rental income from a $1.1 million beach house. Local zoning changes are forcing a hard choice between lifestyle and portfolio stability.
While many retirees keep a job for the social and physical benefits, many are working out of financial necessity. Is working in retirement right for you?
Most of us focus on how much to save for retirement, but what you'll spend is just as important, and your spending habits might change more than you expect.
Don't dip into your own retirement savings if your child's 529 plan won't cover all their college expenses. The plan can be more flexible than you might think.
Long-term care as you age is expensive and, for most of us, inevitable. Making arrangements now, while you can, is a gift to those you love.
Want a powerful small-market prospecting tool? Discover how retirement plan advisors can leverage startup plan tax credits to win new clients and fix a major filing gap.
I’m planning to leave full-time corporate employment on my 66th birthday next year. The time is right to redesign my life in a way that will allow more freedom of travel, no commute etc. I work in a c...
Back in 2014 I followed J. Money through his Budgets Are Sexy website. If I'm not mistaken he was the creator of the Lifetime Wealth Ratio (LWR): https://budgetsaresexy.com/total-lifetime-earnings-wea...
Today, 5 pm my retirement has arrived! After saying goodbye to my boss. He was a good one. Closed the laptop and packed it to be sent back to the office. Next step was to delete the work related apps ...
I’m getting closer to retirement and trying to decide how best to manage planning and ongoing finances. I see a lot of discussion around tools like Boldin and other retirement planners, but I’m curiou...
The average physician salary in the US is $386,000 in 2026, according to the Medscape Physician Compensation Report. Eight specialties ... Read more
Roger Whitney explores the idea that retirement always involves both excitement and uncertainty. While people spend years gathering information, running projections, and refining plans, there comes a ...
WCI is now accepting applications for our scholarship, which gives away tens of thousands of dollars in money and prizes to 10 winners. The post The WCI Medical School Scholarship appeared first on Th...
From Medicare gaps to housing choices, life aboard a cruise ship demands more planning than many expect.
Here are the key things to understand before purchasing an annuity for retirement.
We are pleased to announce that Microsoft Copilot is now an integrated part of our “How Much Can I Afford to Spend in Retirement?” team. Copilot enhances our actuarial approach by providing structured...
Are you ready for the Great Wealth Transfer? Financial analysts estimate that older Americans will pass on as much as $124 trillion of personal wealth to their spouses, heirs, and charities over the n...
Analysis shows that a new tax break designed to help older adults could weaken what is now a key safety net for millions of retirees.
Age 58, plan to retire at 63. Between retirement and when our pension and Social Security kick in (ages 68 and 70 respectively), I'll have a 5-7 year window where my portfolio needs to cover a signifi...
Regretting a move to Florida? You aren’t alone. Many people relocate in retirement to a new place they end up not liking. Here's how a half-back move can save your retirement.
George and Weezy in the land of Lincoln will have deferred compensation and wonder if they can retire in mid-2026, or even earlier. Will they have enough? Should Jenn in Ohio move with work, take a br...
Episode 522 00:00 Introduction 01:00 Nature of IPOs 02:30 SpaceX Future opportunities 03:22 No good or bad stocks 03:50 Elon Musk skeptic 04:38 Tesla over promise 06:49 SpaceX package bundle 08:40 Ear...
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...
A few years back, I was pitched an IUL policy. Here's how the salesperson tried to sell me on the policy (and what he didn't tell me). The post When I Was Sold an Indexed Universal Life (IUL) Policy a...
Don't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
Annuity sales are soaring, because retirees and pre-retirees want more guaranteed income and principal protection.
Living in San Francisco since 2001 is a surreal experience. I arrived a year after the dotcom bubble burst, and the city felt desolate, especially downtown where Credit Suisse was headquartered at 201...
Shifting your identity from working and saving to spending and living can be tough, but here's why you need to do it for yourself and your family.
One of your most important financial decisions is who you trust for advice. Your best bet is a fee-only professional legally committed to your best interests.
Your investment process shouldn’t burn you out. Constantly checking your portfolio every day is no way to implement a long-term ... Read more
You could argue that the past 10 years or so have created some of the fastest wealth in history. First ... Read more
Have been talking with my (59) wife (54) about retiring at 60. She's been rightfully a bit apprehensive even after reviewing our accounts with 2 fiduciaries. Thursday evening I experienced chest press...
Tuesday, May 19 - Monday, May 25, 2026 Most Commented score comments title & link 583 558 comments Whoopsies - learnings from regrettable decisions in retirement 94 181 comments Any retirees who plan ...
A story from Fortune rudely assaulted my news feed recently. The title of it is big and scary: WHOAHH! Everything I know is a LIE! I NEED to find another job! NOW!!! Haha. No. The article referenced a...
Morningstar research suggests that while expenses drop in retirement, so, too, does income. Findings suggest some considerations for retirement planning.
Retirement anxiety is rising in 2026 as Americans worry about inflation, healthcare costs, Social Security uncertainty, market volatility, and running out of money. Studies show many workers feel behi...
Here are some of the biggest worries you should have as you become financially literate. And some of the things you don't have to worry about. The post The 6 Biggest Threats to Your Finances appeared ...
Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.
A few days ago, I learned that there is a regulation that the federal government is proposing that would allow private equity companies to access funds in retirement accounts. Public comment on the pr...
My wife and I are both retired, both upper 60’s, and both have SSI accounts, but haven’t started taking them yet. I’m reasonably healthy, but she is too, and statistically, she’s likely to outlive me....
With more financial pros potentially turning to AI "agents", your private tax data — and nest egg — might be resting on a foundation of unverified code.
An out-of-state property is a great inflation hedge, but the hidden tax hits and landlord headaches might not be worth it. Our retirement advice column answers your questions.
You might be surprised: Most millionaires don't feel rich. But you might if you adopt these five key habits that could help you reach millionaire status.
You'll likely be earning the most in the last few years of your career. That's when to start planning how to generate income over 20 to 30 years of retirement.
A new IRA marketplace will have the goal of encouraging more Americans to save for retirement, as well as offering a $1,000 contribution to those who enroll.
Paying off your mortgage before retirement sounds responsible. Sometimes it is. Sometimes it quietly costs you the best years of your life. In this episode, James walks through the story of a client w...
I've been playing poker for money since I was a kid. Here are all the lessons learned that I can apply to my investment life. The post Financial Lessons Learned from Playing Poker appeared first on Th...