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If you have a special needs child, you know that your retirement plan will need to include plans for their future. How do you create a great retirement while honoring and caring for your child with sp...
So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to fin...
If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One...
The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn...
Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort leve...
#544 - Legal Tender: Tallying Their Resources Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of...
We all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the ...
Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy! In this episode of Retirement Answer Man, you’ll meet Mik...
Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her. On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare c...
What is your risk tolerance? What does risk tolerance even mean? Why does it matter? We’ll explore these questions as I answer one of our listener’s questions on getting back into the stoc...
Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off? In this episode, we explore Scott’s question about pursuing a mortgag...
Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements. On this episode, you’ll hear how Brad ...
Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging w...
We would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question...
Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what ret...
Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed...
For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests...
Retirement planning has changed over the years, but has the industry evolved to keep up? Your retirement needs are much different from those of your parents' generation. This is why it is important to...
Those who have FIREd like Keven Sebesta are choosing to rock life each day. In this final episode on the FIRE movement, we’ll explore what we can learn from them. Join Kevin and me to discover h...
Over these past few weeks, we have been discussing the FIRE movement with Kevin Sebesta, a coach in the RRC who achieved FIRE some time ago and has been rocking retirement ever since. This week Kevin ...
Have you heard of the FIRE movement? It’s become increasingly popular in the past few years. Even if you are technically too old to retire early, there is something we can all learn from FIRE se...
How do you manage a joint cash flow with separate assets? In addition to discussing Mark and Mary’s situation, today I chat with Kay about how she and her husband handled finances with their lat...
We’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age. Last week we looked at their goals both individually and together ...
Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode. We’re discussing goals on this episode of the Retirement Plan Live series and we ge...
If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board?...
Today you’ll meet Mark–half of our newest case study for Retirement Plan Live. Mark and Mary are a year and a half into their new marriage and are trying to figure out how to plan the rest...
One of our listeners actually has a better mortgage rate than me! However, as they begin to test their retirement budget they have found that the mortgage payment leaves that budget a bit tight. So th...
It seems like no matter how much we save we always have that nagging worry about whether it is truly enough. One of our listeners is looking for ways to reduce the chances of running out of money in r...
Last week Nvidia released its quarterly earnings to much fanfare (including this Nvidia earnings watch party in NYC). However, despite beating Wall Street's expectations yet again, the stock declined ...
Examining life insurance retirement plans and breaking down Nelson Nash’s book “Becoming Your Own Banker” to see how they compare to traditional retirement plans....
Here’s how to stabilize your retirement portfolio and protect your savings in a volatile election year....
Here's how the return of a $7K investment in an IRA is determined, and why compounding can boost growth....
To say there is a gender equity issue in medicine would be an understatement. Women face gender gap issues in ... Read more...
Whether a famed singer cries with joy when she sees you or whether you're awesome at Jeopardy, it's time to celebrate how cool doctors are. The post 5 Times When Doctors Were the Coolest People Ever a...
It's been eight years since I left my full-time job, and here's what I learned from the last three years of post-FI life! Read more → The post Valuable Lessons from My Eighth Year of Freedom appe...
This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that ...
Military retirees have a unique set of circumstances and opportunities. In this episode, military retiree and retirement planner Scott Sanborn joins me to explore the financial and non-financial aspec...
The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today. ...
Let’s get back to basics—addition and subtraction two ways to get to the same answer. However, we have a tendency to stick with addition. Today we’ll learn how subtraction can help y...
This month we celebrate the Retirement Answer Man’s 10th anniversary milestone with several guests throughout the month. Today we welcome Professor Rick Nason, author of It’s Not Complicat...
Parents often help out their kids with adulting matters, especially major life-changing events like … well, having kids. Probably with restraint and trying not to meddle. Even with the caveat t...
We have been renting up in Maine for the past year (2 different properties) while also maintaining our primary home in Mass. it’s been a great experience for us. We can’t travel internatio...
The reader cases in our inbox is piling up again, so without further ado, here’s the latest one that caught my eye. The subject was about a single dad working towards FIRE and ever since we beca...
Can "Alanis" retire early at age 60? With "Barney and Betty’s" spending patterns, can they retire ASAP? "Daisy and Donald" need retirement income for 40 years. Can they retire now? That’s ...
Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth...
Suppose I stepped into a time machine that took me back to my drab, corporate cubicle circa 2019. Say I was greeted there by an oracle who foretold that in a year’s time a deadly pandemic would ...
We are INCHING TOWARDS retirement. Quite often, since our kids are all grown we vacation when we want to vacation (sometimes one or two of them come, but we don't plan around them unless we're plannin...
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed....
In April 2017, I made a commitment to be a stay-at-home parent for the first five years of my son's life. When my daughter was born in December 2019, I made the same commitment for the sake of equalit...