Curated articles and podcasts from trusted financial experts and real retirees.
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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...
As a stock market investor, I’m disappointed in the new tariffs President Trump has imposed—10% on imports from Chinaand25% on imports from Mexico and Canada, including a10% duty on Canadi...
Musk now has access the US Treasury payment system, which handles Social Security payments. Will your check be on time? Will your data be safe?...
There are hundreds of methods for how to spend from a retirement portfolio. Let's go over a few of them to see what might work best for you. The post Comparing Portfolio Withdrawal Strategies in Retir...
What is AARP doing to help ensure the security and stability of Social Security and Medicare payments to millions of retirees in light of Elon Musk's takeover of the computer payment systems at the U....
Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating more simplicity for their clients....
Some important information from the IRS about scams being run via email, text, social media, and other forms of communication. The post Avoid Email Scammers Claiming to be IRS appeared first on Gettin...
Why is it that the limits set in 1983 for the amount of additional income a Social Security recipient has earned is not tied in some fashion to COLA or economic inflation. I can't quite make it on SSA...
As I write, the U.S. stock market is flirting with all-time highs. All three major indices—the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite—seem to defy gravity. In aggre...
In early January, Social Security’s retiring Chief Actuary, Steve Goss, releasedan actuarial valuation of a proposal intended to improve the solvency of the Social Security trust funds based on ...
Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes....
Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts....
"The arrival fallacy…the false assumption that reaching some achievement or goal will create durable feelings of satisfaction and contentment in our lives.”...
Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of your retirement....
If you buy a car on credit, it's a negative status symbol and says you don't know how to manage money well. Here are 15 reasons to pay cash. The post Quit Buying Cars on Credit — 15 Reasons to P...
Welcome to this Week’s edition of the Sunday Best where we deliver the best of the internet right into your ... Read more...
Just FYI You can apply for retirement benefit up to (4) months before you want them to start. However if you are applying for EARLY retirement benefits you must take certain timing into consideration....
When I first read Rich Dad Poor Dad in my teens, it completely changed how I viewed money. The book introduced me to financial freedom, building assets, and escaping the rat race. Kiyosaki made it sou...
These proposals to save Social Security may require big changes, but Americans want politicians to act. Are you willing to pay more taxes?...
If you must retire early due to disability or to care for a loved one, these six steps to make it work financially....
How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay....
I work for a large organization that is facing some financial challenges. They have identified employee categories and roles that can be targeted for reduction and cost savings and I fit the criteria....
The consequences of burnout extend beyond the emotional toll; they also raise questions about disability insurance's role with mental health. The post Mental Health, Physician Burnout, and Disability ...
Hello everyone! I'm 64 and about 5 months from retirement. I guess 65 is considered early retirement these days :-) Not by me! My only real concern/apprehension is that I will have a hard time staying...