Curated articles and podcasts from trusted financial experts and real retirees.
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Meet Ari Taublieb ? If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together. In our very first episode, we d...
There’s never been an easier time in history to take the reins of your finances and make your money work harder for you. Indeed technology makes effective budgeting accessible to everyone. It&rs...
Now that I'm retired, I'm finding myself getting less interested in world or national news, about opinion pieces, about scandals and controversies, about huge initiatives that might have a significant...
This is part 2 of Dr. Jim Dahle's harrowing story of his accident, rescue, and recovery after he fell off the North Face of the Grand Teton. You will hear from all of the people who had a hand to play...
After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another close look at my finances. To my surprise, I uncovered a huge gap between my percei...
Curious if anyone who retired or thinking of it with kids still in school? We are older parents (59, 53) with middle school child. We both plan to retire from full time careers to opportunities of par...
Many employees will be able to contribute more money to tax-advantaged workplace plans....
Think you might want to open a Roth IRA? Roth IRAs offer tax-free growth of your investments and no RMDs, but income limits are low and you have to wait to withdraw earnings....
In a world where financial stability often feels elusive, Jim’s journey from military service to financial planning offers a unique perspective on discipline, planning, and the importance of a [...
You’ve probably heard it by now – Social Security is set to run out of money as early as 2033, according to theCommittee for a Responsible Budget. When that happens,…...
I'm getting mentally ready for retirement. In most scenarios we are fine. But there's always those 10 percent of scenarios when the market crashes just as we retire and we burn through much of our inv...
As the former owner of a hospitalist group and several ambulatory clinics, I focused on hiring all the physicians in ... Read more...
Let's focus some of our attention on when interest rates matter most and when they can be reasonably ignored. The post When Interest Rates Matter and When They Don’t appeared first on The White ...
Want to improve your knowledge of retirement planning without feeling overwhelmed? Welcome to episode two of Retirement Solutions The Podcast! Join Tyson and Ryan Thacker this week as they dive&hellip...
Is Swagbucks legit? Our 2024 review dives into everything you need to know about earning rewards with Swag bucks, from surveys and cashback to real user reviews and tips for maximizing earnings....
Understanding how the results of the 2024 election could affect your decisions in retirement. It's natural to wonder if political shifts will impact your financial decisions. Many are predicting major...
Being aware of tax concerns during open enrollment season can help you avoid potentially costly mistakes....
We know you can and should take some risk when investing in stocks, but does that same principle apply to real estate investing? The post You Can Dial Back Real Estate Risk appeared first on The White...
If you're a self-employed worker setting up a solo 401(k), you might be leaving money on the table if you don't know about this tax credit. The post Solo 401(k) Tax Credits Explained: Don’t Let ...
Your employer-sponsored retirement plan may hold a unique type of investment called a collective investment trust, or CIT. They come with benefits and risks that warrant a closer look....
When you're married but only one spouse works, leaving retirement planning to the working partner puts financial security at risk. A joint effort is vital....
A closer look at the Boeing negotiations only makes the question more puzzling. Boeing workers recently accepted the company’s third offer. The agreement does not include reopening the Boeing de...
Discover the cheapest car insurance in Montana for 2024. Learn how to secure budget-friendly rates with tips on average costs, top providers, and tailored strategies for various driver profiles in Big...
You’ve got a target number. When your investments add up to it, eureka! You’ve reached financial independence. Retiring early is ... Read more...
A business founder with mental illness can destroy the business. Sometimes it is in combination with cognitive decline. Outside professional advice is imperative....
Now that the Fed has cut rates yet again, it looks like the housing market might start heating up. This means that you may finally get the chance to get a reasonable mortgage rate. Of course, reasonab...
The topic I learned the most about when studying for Certified Financial Planner (CFP) certification was tax planning. As I began working with clients, I realized this is the area I had the most to co...
Have you heard of the G2211 add-on code? If you qualify and document it correctly in your medical coding, it could make you more money. The post Clinic-Based Doctors: This One Move Can Make You an Ext...
I have met few older, wealthy investors who got that way by trading stocks. Let's talk about why trading investments probably isn't for you. The post 11 Reasons I Don’t ‘Trade’ Inves...
All I wanted to do was help my fellow residents care for their patients and set them up to live the life they want to live. But I messed up. The post To All My Fellow Residents Circa 2011: I’m R...
When should Jack and Swan in Florida pay off their home, retire, and convert their savings to Roth for lifetime tax-free investment growth? Jennifer in Colorado wonders whether she should take taxes i...
Well, that was…certainly something. Once again, defying all odds and every reputable poll (we have GOT to stop reading those), Donald Trump has once again been elected as President of the Unite...
One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting of defeat can feel too humiliating. When people stop competing, they can become more...
Roth IRAs offer great tax-free income benefits, but to make the most of them in retirement, here are seven things you need to know: Contribution Limits: In 2024, you can contribute up to $7,000 annual...
Ultimately, cars may not be the first among such so-called investments. Buying cars through online auctions has recently become intriguing and even lucrative for investors. Through online websites lik...
We welcome back Jim Dahle to the podcast after taking a few months off to recover from a climbing accident. Today, he and those involved tell the tale of his accident and how he fell on the north face...
He proposed exempting Social Security benefits from income tax—effectively raising benefits for those higher-income retirees now subject to the levy....
Two proposed bills aim to open new doors to caregivers for contributing to Roth IRAs and making catch-up retirement contributions....
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions....
A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy....
NAMPA, Idaho (CBS2) —Tennis is a great way to stay in shape but for some people, it’s much more than that. For local tennis coach Larry Haugness, tennis is a…...
Did you know the Social Security Trust Fund is projected to run out of money in less than 10 years? And now BARRONS has reported if this happens… an average…...
On November 8, the Centers for Medicare and Medicaid Services announced the Medicare premiums and costs for 2025. Let’s take a quick look at what you need to know....
Spending is a poor proxy for enjoyment and life satisfaction. The best things in life are nearly free. Don't worry whether you're "underspending." Learn the Nuts and Bolts I put everything I use to ma...
The post-election rally has rekindled investor optimism, but with the S&P 500’s lofty relative valuations, the road ahead isn’t without ... Read more...
Since last Wednesday, depending on your political leanings, you have been celebrating or in mourning. Or maybe you greeted the news with indifference. Now, as the dust settles, you might be wondering ...
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Welcome to Retirement Solutions – The Podcast, your new go-to source for all things retirement, hosted by Ryan Thacker and Tyson Thacker! Listen as Ryan and Tyson kick off the…...
As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores....
It takes planning and some frank conversations, but women can aim for a happy and financially secure retirement while supporting loved ones. Here's how....