Discover the Best Insights for Every Stage of Retirement

How Employers Perceive Older Workers

You might need to overcome these stereotypes to hold on to your job after age 50.

Fewer Families Use Retirement Accounts to Pay for College

An early retirement account withdrawal often triggers taxes and penalties.

The Most Popular Ages to Retire

Planning to retire at age 70 is nearly as common as retirement at age 65.

Study: Delaying Retirement Might Help You Live Longer

New research found that working an extra year after age 65 could reduce your risk of dying.

What Millennials Will Get From Social Security

Here’s what Social Security provides to young people.

6 Ways to Fix Social Security’s Finances

Here’s how a tax increase or benefit cut would impact your retirement.

How Job Changers Manage Their 401(k) Plans

Take these steps to avoid 401(k) fees and penalties when starting a new job.

5 Websites Every Retiree Needs to Visit

Most of the retirement planning information you need is now online.

7 Ways Your Expenses Will Change in Retirement

Transportation and clothing costs decline, but watch out for new health care costs.

Fewer Retirees are Living Alone

Men are living longer, so women are less likely to become widows.

5 Ways Obama Wants to Change Retirement Accounts

President Obama will propose new 401(k) and IRA rules in his 2017 budget.

5 Behaviors That May Be Hurting Your Retirement

And you thought it was your lack of money.

9 Things to Consider Before Signing Up for Social Security

Some retirees make benefit decisions without adequate information about their claiming options.

3 Valuable Incentives to Save for Retirement

Try these strategies to help your nest egg grow faster.

Why You Might Not Be Able to Delay Retirement

Many workers don’t get to choose when they retire.

12 Cities Where Most Workers Don’t Have a 401(k)

Fewer than half of employees receive retirement benefits in these metro areas.

Fewer People Feel Satisfied in Retirement

Here’s why retirement happiness has been declining in recent years.

5 Baby Boomer Retirement Trends

Baby boomers are expected to retire later and live longer than previous generations.

How to Finance Living Until 100

Several decades of retirement isn’t easy to pay for.

561: Freedom After 50: The 80% Rule That Could Change Your Retirement Timeline with Jordan Grumet, MD

What if waiting until you're "fully ready" for retirement is actually costing you some of the best years of your life? Topics covered in this episode: The controversial "retire at 80%" framework Why m...

560: By the Numbers: Can You Really Beat the Market by Avoiding the Worst Days?

What if trying to avoid the market's worst days is actually one of the fastest ways to sabotage your retirement plan? Topics covered in this episode: Why best and worst market days often occur back-to...

559: How Dopamine Shapes Your Motivation, Happiness, and Purpose in Retirement with Michael Long

Today, I'm excited to welcome Michael Long to the podcast. Michael is a physicist-turned-writer and the co-author of the international bestseller The Molecule of More. His work explores one of the mos...

558: By the Numbers: The Bucket Strategy vs. 60-40 - Who Really Wins?

What if the strategy you trust most for retirement income is quietly costing you hundreds of thousands of dollars? Topics covered in this episode: The real driver behind outperformance Sequence of ret...

557: By the Numbers: The Fragile Decade That Could Make (or Break) Your Retirement

What if the real retirement risk zone isn't during retirement… but the five critical years before and after it begins? In this episode, you'll learn about: Pre- vs. post-retirement sequence of returns...

The Expat Doctor’s Common Pitfalls: Why Living Abroad Makes Your US Taxes Harder, Not Easier

Many doctors assume that once they move overseas, US taxes become simpler. In reality, living abroad can make your tax life way more complex. The post The Expat Doctor’s Common Pitfalls: Why Living Ab...

‘I Got Poor Advice from an Accountant . . . That’s a Big Regret’: Real Life Examples of How WCIers Live, Worry, and Withdraw Money in Retirement

We asked 15 questions to determine how those who have retired got there. So far, about 125 people have responded. Here's what they said. The post ‘I Got Poor Advice from an Accountant . . . That’s a B...

Trump Wants Private Equity and Crypto Accessible in 401(k)s. There Are Risks.

Alternative investments could appear on some 401(k) menus in the year ahead. Here’s what that means for investors.

Financial Mistakes High-Income Professionals Should Avoid with Amanda Harrell

An interview with FPL's Amanda Harrell, where we talk through how to handle a 401(k) rollover without blowing up your Backdoor Roth IRA, whether direct indexing is really worth it, and what to think a...