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The Medigap trap can snag those who chose Medicare Advantage and plan to switch to traditional Medicare later as their needs change....
If you're wondering what moves to make with a new president moving into the White House, you're being dangerously shortsighted. Here's what to do instead....
Jordan Grumet (aka DocG) is a long-time thought leader in the financial independence and retire early (FIRE) community. His podcast, The Earn & Invest Podcast, is nearing its 600th episode. He&rsq...
Let’s just get this out of the way up front. A 401k is definitely still worth it for doctors…and anyone ... Read more...
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I've been trying to decide whether I should bite the bullet and pay for a financial advisor to look over my retirement plan. I'm 56m, spouse is 52f. No children, and no real need to leave an estate ex...
If you know you need to make some changes in order to increase retirement savings in 2025, then keep reading. We’ve compiled 9 potential changes you can make to your saving, spending, and invest...
Set financial goals today to reduce stress. Learn why setting process-oriented as well as short-, medium- and long-term financial goals are critical to your success. The post The 4 Kinds of Financial ...
Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are eight ways you can locate your account....
If you are not an actuary, you may not be familiar with present values. This basic actuarial concept is integral to determining your Funded Status (the present value of your household assets/sources o...
Does anyone know who is the face of AARP? AARP is designed to be an interest group for americans age of fifty and older. I have been a mber for around ten years yet I have no idea how to contact AARP ...
Artificial intelligence (AI) is causing an existential crisis for many workers, myself included. With the rise of AI, I’ve often found myself wondering: what’s the point? If AI is going to...
Do you have a “Money Mindset” that is holding you back financially? On this episode, we discuss several “Money Mindsets” that can sometimes create difficulties and a few differ...
Consider these jobs that value experienced workers....
Social Security and Medicare are slowly running out of money, but what does that mean for the retirees counting on them? Actually, it's not all bad news....
Cognitive decline and aging in general put older retirees at risk of losing their financial security when they're the most vulnerable. What can be done?...
Note: This post includes Amazon Affiliate links, which will compensate me at no cost to you if you order through the links. If I had to name one profession that […] The post The Purpose Code &n...
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benef...
As employers look to retain workers and employees feel economic anxiety. the trend toward offering pensions to workers could continue in 2025....
The Medicare Advantage Open Enrollment Period (Jan 1–Mar 31) lets you switch plans or adjust coverage. Review your options to ensure your plan fits your 2025 needs!...
When you're trying to balance a fixed income with an enjoyable retirement, cost of living is a crucial factor to consider....
Hopefully this doesn't come off too Captain Obvious ... If you have a nearby friend or family member who you haven't seen in a while, right now during the cold, dreary months can be a great time to ge...
Consider these affordable places to launch your retirement abroad....
Author and CEO of Childfree Wealth® Dr. Jay Zigmont explains the unique financial planning needs and strategies used in childfree wealth management....
Today’s episode is part rant, part answer to Mike’s question about the high cost of prescription drugs under Medicare Part D. We dive into why these costs are so steep, explore alternative...
James and Ari provide a behind-the-scenes look at Root Financial, shifting from typical financial strategies to how their team operates. They discuss Root’s intentional approach to maintaining c...
More and more women are ringin' on their own financial bells (with apologies to Aretha Franklin and Eurythmics) — but that demands a robust financial plan....
I know many people deal with health issues long before they retire. I’m 70 and have been blessed with good health (no prescriptions, no hospital stays since birth)… until last weekend. Wi...
I am planning to retire in February 2026 when I turn 60 and just turned in my one-year notice today. It’s a little early, but I had already told my boss and it just felt like a great way to kick...
One of my goals for 2025 is to simplify life by selling a rental property. A key decision in this process is whether to hire a top-tier real estate agent, who charges a higher commission, or opt for a...
This post is all over the place, so I’ll just jump right into it. 2024 Money: Best Year Yet! This blog is supposed to be about money, so let’s start there. 2024 was slow going until Novemb...
Trust, like in any relationship, takes time to develop....
YMYW friends, welcome to 2025. Today on Your Money, Your Wealth® podcast number 511, we’re revisiting your favorite topics of 2024 as Joe Anderson, CFP® and Big Al Clopine, CPA spitball ...
This one is going to be very brief. I’m putting together a FAQ. If you have a question you’ve always wanted to ask, drop it in the comments below. Keep in mind this is for a general FAQ Th...
US Bank Smartly Visa offers 4% reward on every purchase. See what works well, the downsides, and the best practice to set it up. Learn the Nuts and Bolts I put everything I use to manage my money in a...
A PACE program can be a big asset to any community, supporting financially struggling citizens in their own homes and keeping them out of skilled nursing facilities....
This episode explores the exhilarating concept of "rocking retirement," inspired by Hunter S. Thompson's famous quote. Join us as we dive into the stories of Laura and Nick, two people on the brink of...
Here is a cheat sheet of financial information to reference of the year. It includes 2025 tax brackets, 401k limits, and more....
Worried about legacy planning, market volatility or where to get cash to cover surprise medical or home repair bills? This little-known tool could help....
How does one retire? There’s the simple answer: you stop working when you decide your career is over. Now you’re ... Read more...
The law will increase benefits for millions of retirees, but it's still not clear where the added funds will come from....
Here's how to get rid of that holiday debt you racked up....
If public long-term care insurance is to be self-sustaining, as it should be, it must be accompanied by some kind of tax increase....
Over two million Social Security beneficiaries had their retirement incomes reduced due to two programs: the Windfall Elimination Provision and Government Pension Offset...
I am a 75 year old retired father who would like to understand how to efficiently withdrawal from my two accounts. Here is more information about my current situation. Debt: No debt and house is fully...
Many individuals are hesitant to retire, even when financially prepared, due to uncertainty and a lack of clear planning. This episode provides a practical guide to making retirement a reality, focusi...
Happy New Year, everyone! Wow, what a difference year makes. This time last year we were recovering from the plague, I was obsessively breastfeeding 3-month-old Little Matchstick to avoid a hospital t...
Financial planning often feels like a numbers game—follow the math, and you’ll make the best decisions, right? But what happens when the spreadsheet says one thing, and your peace of mind ...
Now that I've been retired over a year, I feel I have an established morning ritual that sets the tone for the day and celebrates the retired status. It goes like this: Wake up without an alarm, which...
Congress made a move recently to eliminate the WEP and GPO provisions from Social Security benefit calculations. The post Say Goodbye to GPO and WEP appeared first on Getting Your Financial Ducks In A...